Great minds think alike

Hello,   I do quite a bit of research for my company and it would be great to have a a better place to save news articles associated with a specific contact or company. I usually copy/paste the link of the article in the "Notes" tab of the company, but it would be even more helpful if their was a "News" tab that maybe gives a preview of the article or headline and can show up in the wider company activity feed.   This would be extremely helpful for building a unified knowledge base on current events with our contacts.    Thank you. -JQ ...read more

We would like to see a feature in HubSpot that allows us to set parameters around what our sales reps should complete before being able to check a task off. Specifically, it would be great to set requirements around notes for Check-In Tasks. If a sales rep is notified to check in on their merchant, they should first provide notes with all the details of the call before being able to cross the task from their items of the day through the HubSpot app. ...read more

I have reps that are sending emails and scheduling meetings for customers and want to mark Email/Meeting types. Like "Escalation," or "Account Review" etc. These are helpful for our reporting to know which customers have had these email/meeting types in reporting. But there is no way to select a type within the chrome extension. This means the reps have to send the email or meeting, then go to the HubSpot record and find that task, and then mark it as whatever type they needed. Very inefficient. It's stopping my Customer Service Managers from fully adoption Hubspot. Thanks! ...read more

Who: Service Hub - Support tickets What is the goal?:  To be alerted of important information before proceeding with a service. Added Value:  Alert stakeholders of busniess critical infomation   The Idea: We need warning messages to pop-up when creating tickets to warn the person working on the ticket of pertinent information.  This could be things like, "Attention: This client is delinquent. Please require payment before proceeding!" or "This client has a balance that can be applied to their bill."  or "This client does not have a subscription. All Support work is to be billable."    If we can’t have a pop-up, then a pinned message within each ticket for that client would show up at the top of that ticket where we could see it.    This pop-up or pinned message can be set to expire at a certain time, appear in certain places, always appear, etc.   ...read more

Currently Hubspot cannot automatically log a meeting if the meeting invite is sent from the client. That's even though the client's data is already in the Hubspot account and Hubspot is synced to both email and calendar.   I understand Hubspot should not sync ALL calendar events, but I believe it must be possible to distinguish between calendar invites coming from someone already in Hubspot and sync those - or provide a pop-up asking the contact owner if the event should be synced. ...read more

An activity property showing the last 'activity by' available in lists or workflows is ideal for syncing over to contact properties and reporting on. For example, our sales teams and managers could easily see who in the team last engaged with the contact from a dashboard/list/contact page. Secondly, auto-assigning the owner/tracking who 'owned' who and when allows for up-to-date Target and more powerful KPI reporting.   Our use case: We have been trying to automate a contact's owner based on who within our internal sales teams last contacted them. For example, we have a Business Development team who picks up the initial communication; I've hit a roadblock trying to auto-assign these leads to the last engaged employee. Asking sales to manually update the 'owner' as we move along the pipeline, leaves room for error and will make reporting on who contacted/closed what challenging to do. ...read more

It would be great to have the possibility to attach files when answering (leaving a comment) on a Note, not only inserting links or attaching images.    When creating a Note:      When answering to a Note:      ...read more

We are a small team and use Google Voice for telephone service. Our team will find it helpful if there could be an integration with Google voice that can track and log all activity - calls, and messages.   Thanks, Parul ...read more

Hello support,   It's been so time consuming to search a specific contact in your sequence activities. For example, I have hundreds of contacts being enrolled in my sequence. Then I have to find a specific contact just to check on it, but there is NO search functionality in your sequence! I mean, when you want to locate the contact, you have to browse every page just to check on it. That is soooo lame.   Can you please update this function? It's very helpful to users.    Jen ...read more