Great minds think alike

Currently, in Hubspot lead scoring, while calculating call score criteria the tool only considers calls that were actually made, rather than those that were logged manually. It will be great if tool calculates score based on both inputs. ie, both calls manually logged & actaul calls made should be considered for scoring. ...read more

Without this setting, users are unable to make calls directly from HubSpot without first correcting the phone number format in each contact. This manual step adds unnecessary friction to the workflow, significantly slowing down our team's response time. In a fast-paced environment where speed and efficiency are critical, this delay can impact both productivity and customer experience. Having this setting incorporated into HubSpot would streamline communication, reduce repetitive admin work, and allow the team to focus on higher-value tasks. ...read more

The new auto-formatting and validation feature for phone numbers is a step in the right direction.   However, the current integration seems to be missing the mark with regard to user experience. I was unable to find any articles or posts in the Help Center announcing the new auto-formatting feature. The only Knowlege Base article that pops up when searching "phone number validation" is a detailed breakdown of editing default contact properties, and then there is only a reference to the validation and formatting being applied "automatically by Hubspot based on the country code."   This feature is certainly a step in the right direction, but several improvements are needed to improve the user experience and make the feature more functional overall (noting that recent comments on an "old" idea thread are already being discussed here; skip to page 7).   Suggested improvements include:   Global Setting to Enable/Disable auto-formatting at the account level - currently, the feature is enabled by default with no disable setting available Global Setting to assign a default Country Code - currently, the Country Code must be selected manually for every new contact (see screenshot below) Bulk edit phone numbers to apply Country Code format & validation -- currently, only able to apply formatting & validation when editing one individual contact at a time OR when adding to new contacts manually added (not via web forms -- this is needed, too) Retain "number only" format for export and/or sync to other apps or integrations to remove non-number characters (parentheses, plus sign, spaces) Default behavior of phone number formatting & validation when creating a new contact:     There are likely other enhancements that other users, especially those not based in the US, would appreciate. ...read more

We currently have custom properties for contacts, deals, companies and tickets. We need custom properties for activities too, which means custom properties for task, meetings, calls, etc.   Examples:  - Calls: Aircall has to "print" text into the description for the call output - Meetings: we want to confirm them 2 times. We can record in a structured way whether the meeting has been confirmed. - Tasks: we'd like to have importance and urgency as inputs to define priority. We currently can't.   It's going to all allow finer management of tasks, calls, meetings, basically all activity types which a pre-requisite for activity-based workflows: https://community.hubspot.com/t5/HubSpot-Ideas/Activity-based-Workflows/idi-p/204852   As different activity types (calls vs meetings vs tasks) require different information, Hubspot should allow Admins to select which customer property applies to which activity type. ...read more

There should be a user setting to opt out of the auto-dialing functionality when clicking the "skip" or "next" button, when the next task is a call. our database contains many timezones, and often the context of a contact requires a moment of thought before initiating a call. we want our sales people to be able to use this task bar because it's efficient and user-friendly, but the auto-dialing feature is a dealbreaker.     ...read more

Currently, HubSpot's call provider, Twilio, does not allow for HubSpot numbers to be generated with New Hampshire's area code - 603. It would be great to see this area code added as an option! ...read more

We make many outbound calls as part of our buisness development process. The options to label these calls is extremely limited. The pre-determined labels are "select an outcome" and "select a call type." Those properties cannot be edited which means that we are unable to add outcomes that we need to measure for our business. Some customization here would be hugely beneficial as we try to move off of SalesLoft. Currently this is a hurdle to us. ...read more

Hello HubSpot community! Currently we provide phone numbers in the US, UK and Canada but we have plans to offer numbers in many more countries. We don't have a timetable but it is something we are actively working on. Use this post to let us know where you need numbers and we'll keep you updated on our progress.  ...read more

We need to be able to make call types required, similar to how we have call outcomes as required, so we can report on different call types. For example: all calls following up from a specific exhibition can be reported on. Often sales reps forget to set the call type so the reporting isnt accurate. Being able to make this required would solve this problem.    ...read more