Great minds think alike

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

Right now I can use negative statements to say a property value "does not have X" "is not X" or is empty. However this falls apart a bit when we start working with associated objects in workflows.    For example, I want to enroll a company into my workflow if they have not had a closed won deal in the past 12 months, off the top of my head I might build a filter like this that says bring me in anyone who has had a deal close in the past 12 months and that deal has not been closed won:      However, if a company in my account had a deal 4 months ago that was closed lost, and a day 2 months ago that was closed won, they would still enroll in this workflow because they are still associated with a deal that is not closed won within the past 12 months.    There are two, very messy workarounds for this:  1. Use association labels for "open" deals, or "won"/"lost" deals, to target these deals specifically in the workflow criteria.  2. Just create a list, I can create a list of all companies who have closed won deals in the last 12 months and just set my enrollment criteria to be "company is not on this list".      2 works perfectly to be honest but introduces another asset to be mantained and considered when trying to keep a CRM clean. Using lists as workflow enrolment criteria is unwieldy and will almost always become an unscalable mess in the long run.    Can we just have an associated object filter for "is NOT associated to an object with this criteria" is seems like a huge oversight that has cause some absolute stresses trying to think through the double negatives and filter criteria tbh.    ...read more

I’m trying to build more efficient contact lists based on Marketing Event registration and attendance, specifically for our higher education marketing use case.   We run hundreds of Class Visit events each year, and I’d like to create a list of contacts who attended events of a particular event type (e.g., “Class Visit”) and that were hosted by a specific organizer (e.g., our Full-time MBA program team) within a recruitment cycle.   Currently, when building a list with the “Has completed: Attended marketing event” filter, I only see two filterable fields under “Refine by”: Event name Occurred at While helpful, these are not scalable for our needs. Manually entering each of the 200+ Class Visit event names would be time-intensive and prone to error.   Please consider adding the ability to filter by: eventType eventOrganizer These fields are already part of the Marketing Event object schema, so surfacing them in list filtering would allow for much more scalable and accurate segmentation.   List Creation and Refinement for Attended Marketing Events ...read more

Hello product team,   For HubSpot admins, one of the biggest challenges is keeping a portal organized, cleaned up and prevent overall chaos. Especially in Enterprise portals with sometimes hundreds of users, it's almost impossible to get users to follow a naming convention for email names, landing page names, workflow names. Quickly this becomes a cat and mouse game where HubSpot have to constantly chase and remind users to name their assets correctly.   Why is this currently a bad user experience for users?   Naming conventions are usually documented outside of HubSpot, in a wiki, stored as a Google Doc or something similar along the same lines. Forcing them to interrupt what they're currently doing, look up a naming convention and then come back means that they're losing time. They also have to leave HubSpot momentarily. Even then, they might misunderstand the naming convention and type in an incorrect name.   Why is this currently a bad user experience for admins?   Incorrect naming means that list or workflow filters for Recent conversion might not work. It can also mean that reports become a mess, if these reports are pulling in asset names.   If admins have to look into this on a permanent basis, in portals where there are new assets every day, this takes time away from developing the HubSpot portal and generating more value for all users.   Here's what a solution could look like   To solve this, it would be great if there were tools to enforce a naming convention. Ideally, admins would specify what constitutes a correctly named asset and similar to the forms editor, arrange fields to their liking.   Here's a quick mockup of what this could look like when creating a new page.     The user could select from dropdowns which team they belong to, the language of the assets, the asset type, include a title and date. The system would then generate a title from this that cannot be further edited.   Admins should be able to specify the options for each dropdown, separators, order and field validation (e.g. max length for a title).   (In case this is eventually introduced, please consider to make this a feature that is at least included in all Professional and Enterprise subscriptions.)   I would love to see this for all assets in HubSpot: emails, workflows, lists, campaigns, imports, properties, files etc.   Thanks in advance for reviewing! ...read more

We mandate our Partner team adds lists with various naming conventions to the appropriate folders, but currently you can't add the folder at list creation, or add it to the form for list creation, either.    To make the folder structure useful, you need to be able to easily add things when creating the list, not do it after the fact. Please add this simple update to make it easier to maintain lists.  ...read more

Would be very helpful if there was a way to export the contacts listed in the "Enrollment History" view of a workflow, or build a List off of them directly from there. It could help troubleshoot workflow runs and provide extra analytics on which contacts are entering the flow. Ideally we could export by date range as well. ...read more

Idea: Make all Date-filters available everywhere they are relevant.   Background:  Hubspot is missing date-filters in multiple places and is not consistent (i.e. different date-filters are available at different places) about them. This issue drastically reduces the power of filters, reports, automation and marketing, etc. Fixing that would be high impact, it's a core platform feature, with impact on all products.   There has been 15+ ideas on the forum about missing date-filters for filters, reports, lists, workflows, ... everything. Those ideas were at first aimed to request one date-filter in one place. This master idea aims at grouping all smaller ideas, giviing visibility to this "Date-filters" issue and getting it prioritized as one overall review of "Date-filters" across Hubspot. Because the only solution is for Hubspot to fix Date-filters everywhere, by working just on that.   Things currently not possible on Hubspot (i.e. use cases): 1/ Filter contacts with last activity is more than 10 days ago 2/ Filter deals with a close date that is in the past 3/ Build Report on Deals with last activity is more than 30 days ago I want to give my sales team a filter of contact not contacted since 14 days. I am expecting to go to contact and to save a filter but the Date-filter required to do that is missing. 4/ Build List of Contacts with customer/deal who expire in the next 30 days 5/ Build List of Contacts with deal created last week. Etc...   Research: I've been comparing all Date-filters and noticed there are 11 types of Date-filters currently available on Hubspot (see screenshot below). The issue is that those Date-filters are randomly available on: - Contact WF but not Deal WF - on List but not on Report - on Dashboard but not Contact Table Etc. There seems to be no logic and that this is just the results of features coming one after the other while Date-filters never receiving focus as one topic.   This feature request is not about creating new Date-filters but only about making all the ones currently existing available everywhere, it is relevant to have them. In a nutshell, that means turning all Red cells below to Green.     Some of the smaller ideas this master idea is grouping under one roof. 2017, Use 'relative' dates for enrolling contacts and companies in workflows by @Daniel1  2017, Allow the use of relative dates in workflow... by @CCasemore (marked delivered but that's not fully the case) 2017, Filter using relative date values ("TODAY" etc.) by @Frank  2017, Lead scoring - Add the option to refine... by @laurao93  2018, Sales workflows deal properties based on dates by @Peter-marketing  2019, More than filter for report timeframe by @Anonymous  ... ...read more

For particular projects that are based on dynamic lists, we have a need to filter by particular owners. However, when the owner becomes deactivated - those records should be excluded from those lists. Unfortunately, for list filtering, there is no such option to exclude deactivated users, but it could be handy in various scenarios.   Who (what type of role or team) is the feature for? For administrators and operation teams   What is their goal? Build dynamic lists for various scenarios that help accomplish particular business need   What value will this add? Exclude irrelevant records from dynamic lists will bring value in the various scenarios: Excluding of deactivated users from list of prospects team will work on Excluding of deactivated users from regular enrichment processes Excluding of deactivated users from the specific owner based lists Etc   Are there examples of other places or products who have this feature? Advanced filters on any HubSpot records allow showing deactivated users among other record owner. Same thing we would like to see in the lists, but with the possibility to simply filter any record from the list where the owner of the record is deactivated ...read more