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TREHM · ‎sept. 12, 2024

Playbooks / Conversational guides lack the ability to add conditions. For example, if the customer answers X to question 1, I'd like to go straight to question 7.

nnikolas · ‎mai 13, 2024

We work with clients again and again on multiple projects. We need to be able to save the same playbook to a record multiple times. Example, let's say there's a project planning playbook where we go through a set of questions that we ask the client and have pre-call research. We want to save this at the company level. We need this now, and for the project that comes up in a month, and we'll need it again a month after that. Currently you have to clear our the data field by field which is confusing. And there's no way to see all of your playbook submissions in one spot.

BHaesler · ‎déc. 11, 2024

Playbooks - can they be set to re-set with no information in the questions after you use them once. For example we have a "quarterly call", when I use the playbook and fill it in and save it, then in the next call for that customer I want to do antoher playbook so I go back and open it for that next call and it has the answers to the questions I got from the last customer call I did.

ATran3 · ‎déc. 9, 2024

I have a customer requesting this functionality.

arielowens · ‎déc. 4, 2024

Currently my team uses many playbooks for multiple different ticket processes - although we can use playbooks in the helpdesk once logged we no longer see it in the helpdesk thread (does live on the ticket). Ideally we would want to see all activity associated with a ticket in the helpdesk thread including playbooks.

NicoleSengers · ‎juin 20, 2023

Hi there Playbooks are becoming more used and accessible but its not really possible (without using a required field or tag in the playbook itself or automation based on completed fields - which is inaccurate) to actually see which sales team members are using playbooks, and who has completed which playbooks. Being able to understand playbook usage could help understand what top-performing sales team members use and look at usage as a sales activity report. This would also help if you could look at this as part of the sales journey. This could help in finding out if playbook usage is part of the sales conversion journey. This kind of reporting will also help sales teams who are trying to standardise sales processes and help sales leaders coach their teams.

CGuinther3 · ‎nov. 29, 2024

Here are my ideas to add to the playbook section in HubSpot 1. Create a way to have parent and child questions or main questions and a sub question directly attached to the main question. -----EXAMPLE------ 1. Number of requested documents (response would be an open text to enter that number) 1.1 Comments (response would have an open text field for any comments related to question 1.) ----------------------- 2. The ability to attach a document as a response to a question.

LizO · ‎juin 10, 2024

Use Case: Sales needs to book time with demo team. Demo team has scheduler page. Sales uses a deals playbook to provide details AND book time in the context of a deal. Right now they have to leave playbook via hyperlink, schedule in another tab, transposed booked time back into playbook. I've attempted to paste in the URL and embed code version from meetings tool into the embed content module of playbooks. No luck. This was really meant for media but why not expand use. I've considered the forms portion of the meeting tool but then we can't leverage the context of the deal record. Sales books this for their prospect (deal based) where the meeting tool is Contact centric. I have 2 clients who could benefit from this and assume many SAAS companies have a similar model of tyring to arrange time with co-workers to close deals/ tickets.

romi · ‎août 27, 2020

The styling on Playbooks makes Playbooks very hard to read and really messes with the usability of this tool. It would be great if you had more control over the fonts and font sizes, etc. But at a minimum please make the size of the fonts relevant to the hierarchy of information so it is more readable and easier to use. i.e. Current Experience 'Update {object} property ({property name)}' - is the largest text on the page 'Heading 3 'and the 'Question/Prompt' are the second largest text on the page 'Heading 4' is the third largest text on the page 'Paragraph' text is the smallest text on the page It would be a lot easier to read and use if it was styled as per the following: 'Heading 3' should be the largest text on the page 'Heading 4' should be the second largest text on the page 'Question/Prompt' and 'Paragraph' text should be the same size 'Update {object property} (property name})' should be a grey tone and italicised

Hawk-Steve · ‎nov. 20, 2024

It would be great if a user could start using a playbook without going into a CRM record first. Context Ideally (to us CRM guys), all sales calls would start with a sales rep immediately taking a customer's details and creating a contact record, before then proceeding with the rest of their script - This is just not the case... Sales reps will start their script by asking questions, getting to know the customer, taking notes, and finally confirming they're a good fit before creating a contact/deal record. Hubspot's playbooks are a great place to build that script, to log notes and information, etc - BUT they have to have created a CRM record in order to open a playbook... Idea Users should be able to open a playbook without opening a CRM record first The playbook should be able to have fields like email, phone number, name, etc that result in a contact record being completed upon completion of the playbook (if one does not already exist) If a call ends without resulting in a contact record being created, then the playbook should still be submitable and result in a call activity that is associated to no one Additional wishlist items while I'm here... A playbook should be able to have hidden questions with pre-populated property data - Just like a Hubspot form field. This would be super handy for automation and CRM administration. e.g. A French language playbook that sets the contact's language property as French upon completion.

Les grands esprits se rencontrent

Conditional logic playbooks (Guide conversationnel)

Using a single Playbook multiple times on the same record

Playbooks

Super admin with playbooks permissions

Capture Playbook logs in Helpdesk thread

Playbooks Reporting to understand usage and sales team metrics

Playbook suggestion

Embed Scheduler In Playbooks

Fix the styling on Playbooks

Make playbooks available outside of a CRM record

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