Les grands esprits se rencontrent

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.  ... Afficher plus

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.     ... Afficher plus

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. ... Afficher plus

Playbook reccomendations feel like spaghetti against the wall.    I'd like to have the ability to filter what playbooks show for certain object types. For instance-- It's great that we have the ability to reccomend playbooks. But the frequently used playbooks also show at the worng times.    Supression filters would be handy.  ... Afficher plus

OUTDATED METHOD FOR UPLOADING & SAVING DOCUMENTS/FILES Nearly all software platforms nowadays offer ability for users to easily drag and drop files.  Instead of having to find, then select the file, then upload the file from the drive (3-4 steps every time).   The current method is like driving a vehicle and having to turn the vehicle on with a crank shaft, long outdated.     NEW FEATURE REQUEST - DRAG & DROP FILES/DOCUMENTS INTO HUBSPOT It makes so much sense and much easier if users could drag and drop files (1 step) into: a) Deals b) Notes c) Files / Documents / Ssale Documents / Playbook / Snippets / Templates d) Other areas within Hubspot   Benefits are enormous to HubSpot users.  Frees up users, sales teams, and agencies to focus on what they do best, rather than wasting valuable time using the old way of uploading documents.     ... Afficher plus

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. ... Afficher plus

  Playbook Upgrades Needed! 1. Call Logging Option: Playbooks should allow us to log as a note, not just as a call. 2. Stage Requirements: We should be able to require playbooks at specific stages, like deal stages, ticket statuses, or lifecycle stages. 3 Copying Playbook Answers**: Playbook answers should be able to copy directly to a property without needing to finish the playbook. Right now, our team has to fill out the left column, then go to the playbook to see the pre-filled info. DOUBLE THE WORK! It would be much easier if they could trigger the copy to the property directly from the playbook, without needing to hit "submit" to save it. 4. Template Pre-population**: It would be helpful if templates could pre-populate while filling out the playbook, so they can be sent out immediately. Currently, this can only be done after submitting and saving the playbook into the property. PLEASE ADVISE ... Afficher plus

🛑 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   ... Afficher plus

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. ... Afficher plus