Great minds think alike

It would be great to see social media activity in the customer profile activity feed. If they liked a post or sent a message from Facebook vs Linkedin, etc...   There is a community thread here. https://community.hubspot.com/t5/CRM/Can-we-link-social-media-to-contact-activity/m-p/473340 ...read more

We just started using conversations inboxes in May 2022. We have one inbox for Orders and one inbox for Support. We are noticing the email activity from a conversation is being associated to the conversation's contact, associated company and more than just 5 open deals in some cases. We would like to have the ability to unassociate or associate the conversation to whichever objects we choose. Right now there is no option to do so (not including the ability to connect 1 ticket). Every other object's (Contacts, Companies, Deals, Tickets) activities allow for this flexibility. Please make it the same for conversations.     ...read more

Hello!    We are looking for potential future integration with Microsoft Outlook/Teams.    - Here is the Scenario: User A mentions User B in a Note or Comment within a Ticket Record about a time-sensitive topic for a customer. However,  User B is "Out of the Office" and User A does not know and does not realize until it is too late. (Our company uses commenting as our main source of communication between departments for Customer Tickets).   - Proposed Solution: We are curious to know since we already are syncing our calendars via Microsoft Office, if User B's outlook calendar states they are Out of the Office, User A after mentioning User B will get notified that they are Out of the Office.    Does anyone know if this exists already? Thanks! ...read more

Problem: As a member of the CS team, I often need to enroll contacts who have already been sold in post-coaching/training sequences to ensure they are taking action after our session. A contact can only be in one sequence at a time. If a contact is already in a sequence, I cannot easily see from the Contact Record which Sequence they are enrolled in. If they are enrolled in a Marketing Sequence, I can inform that team that I am unenrolling them for now, as they are in a different part of the customer journey. ...read more

Having the ability to pin multiple Notes in an Activity Stream in a Company, Deal, Contact., or Ticket would be very beneficial.   ...read more

We use notes to put relevant news bulletins on people and company records whenever we find them. It would be nice if we could log notes back to the date of the event just like you can back log calls and meetings. ...read more

Hi there,    I'm part of the sales team. We run outbound campaigns in/out of HubSpot. All outbound and inbound sales calls are logged in on HubSpot, so we can identify the number of meetings booked by SDR, and have all data in our dashboards. We have meetings that come from a diverse range of campaigns, we miss in our report a field that allows us to identify the number of meetings per campaign, so we can analyze best-performance campaigns based on the number of meetings booked, by region, and seniority. The initial idea would be to have a Campaign Name field in the Log Meeting option just like the Meeting type and Outcome fields are.    The only downside is regarding the data entry, new campaigns are often generated so the field type would have to be plain text (which could not be ideal when creating reports) or a selected dropdown and often have the new campaigns added as an option in there.  ...read more

Having Pinned notes and current/overdue tasks in the overview tab will be beneficial to users, they will be able to see the most important data right away.  ...read more

When an email thread is started, it is registered on a client profile for when the thread was started. So if there is an email thread spanning months, a user of hub spot would think there had been no interaction with that client for months.     Related to this, in the overview page which I call 'Sales' when you click on a thread email, it will not open. You can only click on original emails. It would be useful to be able to open threads in any location. This is for sales management, and for account management. learning and understanding if a client is being serviced on a regular basis. ...read more