Great minds think alike

Currently, chatflow/chatbot interactions/data is not yet available to add as lead scoring criteria. It would be a great addition to the tool! ...read more

It is EXTREMELY frustrating that changing the Marketing Contact Status to Non-Marketing Contact is only updated once a month.    For one, you cannot tell by looking at a record if you have marked it to be changed the next month. You have to go through several steps to figure this out which is a waste of time.    Second, this appears to be purely a monetary benefit to HubSpot. HubSpot has NO restriction on making a contact a Marketinh Contact and adding more contacts to your monthly bill, however, it restricts being able to control maintaining the same contact level. This is beyond frustrating.    IF YOU CAN IMMEDIATELY CHANGE A CONTACT TO A MARKETING CONTACT, YOU SHOULD BE ABLE TO IMMEDIATELY CHANGE IT TO A NON MARKETING CONTACT!!!!!!!! I cannot think of one case that the benefit would be that this only happen once a month, other than it being that HubSpot can make MORE money off their customers.   Business changes frequetly, contact status changes frequently, we, THE CUSTOMER, should not be punished for doing business.    ...read more

There is one very crucial feature that was included in the scoring properties (that will be sunset soon) and it does not exist in the new Lead Scoring tool, available from the Marketing Hub - that is conditional logic. Let me give you a few examples: 1. If a Company's annual revenue is more than 100k AND the Company's industry is "Financial Services" - add 5 points. 2. If a Company's annual revenue is more than 100k AND the Company's industry is "Retail" - add 3 points. 3. If a Contact's job seniority is "manager" AND the number of employees of the company is less than 100 - add 5 points. 4. If a Contact's job seniority is "manager" AND the number of employees of the company is more than 100 - add 3 points.   See, the number of points one would like to add may differ - a manager from a smaller company is most probably a more valuable lead than a manager from a big corporation. Similar thing with industries - depends on what is your ideal customer profile or thresholds your company may have for onboarding business from specific industries. This kind of logic is still available with the "Score properties" but as mentioned before - they will be obsolete by September.   These are all just examples, but without the possibility to add conditional logic operators like AND, OR that are pretty much available on every other HubSpot tool (lists, workflows, custom views, reports, etc.) I am (and I belive I'm not speaking just for myself) missing out on adjusting the Lead Scoring tool to meet my business goals. ...read more

Might be useful to implement an 'are you sure' double check on sending 1:1 emails within HubSpot with an attachment.    We've had a few instances where sales and success teams are working very quickly and clicking 'send' on emails when they haven't checked the attachment.  I think an additional check button they need to click will remind people to slow down and ensure everything is correct before sending.  ...read more

I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event flagged as attendees. so a business knows which are valuable contacts.   It would also be helpful to be able to use a workflow to send different communications to clients based on their association tag. ...read more

Merging contacts in HubSpot is super helpful, but sometimes, I realize too late that I’ve chosen the wrong primary contact. Right now, the only way to fix this is to cancel and start over.   Wouldn’t it be great if we had the flexibility to swap the primary and secondary contact before finalizing the merge? A simple click on that little arrow could save time and prevent errors.   This small tweak would make contact management even more seamless and user-friendly. If you agree, upvote this request! Let’s make merges more flexible. Thanks, HubSpot, for continuously improving! ...read more

It would be very helpful if HubSpot users could filter the "Emails" tab within records based on reply status. For example, being able to display only emails that have received a reply would allow users to focus on responded conversations and gather historical insights more efficiently.  ...read more

Currently when in the contacts page I am unable to sort the Contact > Company(Primary) column. This seems strange as I can sort every other coloumn. This would be helpful to me as I have a list printed with companies, and this list is sorted alphabeticaly. Being able to follow in the same order as the sheet would be super helpful. ...read more

Currently, when using the Global Search Function, we cannot amend the default Global Search Results Settings to display properties in the Global Search Results View columns that are relevant to the specific business, and customise views to different teams/ team members in the business.    i.e. Global Search Results for Contacts only show default columns for Name, Email, Phone number, Primary company, and job title.  Global Search Results for Companies only show default columns for Company Name, Domain, City, Region, Phone and Company Owner.  Similarly, we are locked to default properties with Deals, and all other objects.    Goal  We are able to tailor the Global Search Results settings to meet the needs of different teams/users, much like the way we already can edit the object-specific search result views with the Contact/Company/Deal search tabs. This will enable us to:  - Choose properties to display in the Global Search Results view  - Choose order of columns that display  - Change length of column.   Different teams have different needs:    Use cases Different properties/columns to display for different teams  - Service teams may find it more useful to see a customer code property/column in the Global Search Results View; while they can use the Global Search to find the correct company, they can't see on the screen they are clicking on the correct company, because we cannot bring in the <CUSTOMER CODE> company property to the results view.  - If searching companies, would be great for sales teams to see the primary contact in a column, and click directly onto this, rather than needing to click on the company record, to then search for the primary contact  - If searching tasks, would be great to see the internal task owner in a column, so you can easily see accountability.    Ability to edit length of columns  There may be several entities e.g. deals, companies, with nearly identical names, but a small variation right at the end of the deal/company name. So we can correctly read the name, we need to be able to edit the length of 1 particular column in the display screen. This means we don't have to click into the record/hover over each record, to read it. e.g. COMPANY NAME is likely to be longer than other properties, so we want the ability to make this column longer than others.    ...read more