Great minds think alike

I think it would be useful to have the possibility to create deal lists, as for contacts and companies. In this way these lists could be exported and used in deal-based workflows. ...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 @krispag  ... ...read more

Hi HubSpot product team!   Big fan of the new custom list and workflow properties which we can create and use in the "create object" forms to help us manage our assets.   However, the current setup has one major shortcoming. Take the example of this "create list form": This works perfectly fine when creating new assets. What happens commonly though, is that users will clone existing lists and workflows in order to save time. In those instances, the required fields aren't being prompted or enforced.   What we need is a prompt that pulls in the conditions of the "create object form" and only allows cloning when these form fields are completed.   Thanks Frank ...read more

To my surprise it is not possible to send email to company-based lists.    We have an integration between CRM system Koho and HubSpot, and store a lot of business critical information about contracts and customers in Koho. The integration pushes data to HubSpot (custom fields) which has been selected as the agile tool for communication and marketing to our customers. Due to the company dependent information, I found out the hard way we are not able to use company-based lists to reach out to our customers.  I hope you would develop this feature very soon. Usability of HubSpot would be much better without exporting data to excel and then importing the same data back. It just doesn't make any sense.  The experience was totally unexpected not being able to send to a company-based list and it caused a lot of unnecessary trouble in a tight time schedule. I hope you would at least give information about the absence of the feature in the list and email tools. ...read more

The new Deal Lists functionality is very helpful, but it would benefit from a more robust set of criteria for membership.  In particular, I would like to see workflow membership be available as a potential list criteria.  This is especially useful in situations where we are troubleshooting workflow errors. ...read more

Currently when building list (and perhaps also reports) you can only built AND groups and then built a serparte group for your OR.  I'm highly amazed that a tool as Hubspot doesn't offer to have AND/OR logic within a group.  This is a basic available in every other system. Please add the posibility to just change the AND condition into an OR condition by clicking on it. For example now if I want to create a list with Web Activity and is part of certain lists need to go: Group 1: - Has web activity AND - Is part of list A   OR   Group 2: - Has web activity AND - Is part of list B   OR   Group 3: - Has web activity AND - Is part of list C   It should just be possible to create it like this instead: Group 1:   - Has web activity AND - Is part of list A. OR list B OR list C Please add this! ...read more

Hi team,  It'll be great if we could filter a contact list by the number of associated companies. There isn't a direct filter for this in a list or workflow at the moment and it'll definitely benefit customers distilling these records.  Thanks for your consideration! ...read more

Hubspot has a data point for "Date Added to List", which allows you to see the exact date a contact was added to an active list. However, this data is not available to filter or report on. Currently you can only export this data from the list view, by adding "Added to List Date" as a column, export, then filter in excel., which really limits automation needed. Seeing as this data point exists, I do not see why I am unable filter or report on it. ...read more

I'd like to create a list of our contacts that have at least one additional email. I can't find a relevant field to use as a filter in creating a list of such contacts. Similarly, when creating a list of all contacts, I can't find a field to include in the list that will show a contact's additional email addresses, if any. It would be nice if "additional emails" was more usable in list creation.   Per this question/answer, I was able to export the list of all contacts and include the additional emails, so getting this data is possible without the List functions, but it is perhaps a bit inconvenient. ...read more