Great minds think alike

I have a few clients that would love the ability to @mention individual team members in the notes section of playbooks.    Being able to @mention individual team members in the notes section of a playbook would enable them to flag certain team members to something that needs their attention when they are taking notes on a discovery call or when working a customer through a ticket. Having this functionality would improve the collaboration across multiple teams without having to build a more in-depth process outside of HubSpot. ie. They are taking notes and then when they are done they have to go and add additional notes outside of HubSpot on some other platform.    HubSpot already allows for this functionality in the notes section of an object card but not in the playbooks notes section.  ...read more

Hubspot...  It would be great to add an option to add a playbook like we have the ability to add a knoweledge base artcile to a note or task within the deals, contact and company profiles.  If I need to follow up with a sales reps question..  right now I have to copy and past a link for the playbook showing them what to do.  It would be nice and easier if the option was below in this area ...read more

It would be great to have the functionality to create deals from playbooks. Meaning, a sales rep fills out a playbook collecting deal properties (so Sales Hub Enterprise level needed) although no deal currently exists and after filling out the playbook, the deal will be created automatically.   Problem today is, no deal properties can be gathered with a playbook if there is no existing deal yet.   This adds value in the sales process as reps have a more structured guideline in meetings/calls with prospects and do not have to jump back and forth between a deal object, contact object and playbook. So the goal is to use a playbook like an internal form. With the regular froms module, no deal properties can be collected. ...read more

We (Success Management in a SaaS Company) are using the playbooks to document our costumer journey.  The option to work with the playbooks in Full Screen Mode additional to the pop-Up window, would be great. ...read more

ZoomGov or Zoom for Government is a more secure version of Zoom for companies who work with Government agencies. However, the user interfaces are exactly the same. We use ZoomGov for Sales meetings, customer meetings and marketing events like webinars. Because the login url is different than standard zoom, We are unable to login in order to install the Zoom integration. Here are two screenshots: HubSpot's Zoom login page       ZoomGov's login Page On the left, is the login page HubSpot sends me to when I click the "Install App" button on the Zoom integration page in the app marketplace. Notice, the URL bar at the top of the window is locked and can't be edited. On the right, is the login page that ZoomGov uses. The suffix to the company domain is .zoomgov.com instead of .zoom.us   It seems that the easy fix to this problem would be simply to allow a person to choose which zoom they have and serve the correct url for the login page. All of our other systems integrate with ZoomGov with no problem. Lack of support for our Zoom instance is preventing the sales team from migrating from Outreach to Sales Hub. ...read more

I've been working on some Playbooks for my team. Currently, whenever you call someone through Hubspot, there isn't a way to open a playbook from the Hubspot calling feature. You can have both open at the same time, but it would be super helpful to be able to open a playbook directly in the Hubspot call! ...read more

Playbooks can be connected to deals, but connecting to products associated with deals is missing! Please consider adding this ...read more

We are currently trying to enforce the use of playbooks for our sales reps, to ensure the correct logging of data and to automate follow-up task creation. Since we have a couple of different call types and activity types, they loose time while finding the correct playbook for each call or activity and opening it.  Ideally, the correct playbook would open by itself once a task is started. Of course this would have to go along with custom activity types, so that we can match each playbook to a specific task type.  ...read more

🛑 Playbook data and completion activity should be available in HubSpot, here's why:   👾 Making playbook completion a required action for sales reps helps to establish and adhere to an agreed upon process   🤝 Completion of a playbook should trigger a deal to be created with all of the information collected pinned to the deal   📊 The ability to track how many playbooks are being completed in comparison to deals created (or closed) is a very valuable KPI for sales enablement   ...read more