Great minds think alike

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. ...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

🛑 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

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

Use case: Our field marketing and sales teams are using Playbooks to report up key customer intelligence. In the spirit of "picture is worth a thousand words" and understanding field reps have limited time and patience for admin activities, we need to make it very simple for them to upload images of account activations or conditions.    Request: Enable File upload as a property type we can use in creating Playbooks.  ...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 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. ...read more

We need a possibility to add a question to the playbook selecting the 'Use a set of answers that saves to a property' option and choose a custom object as a property type. ...read more

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