Great minds think alike

It would be awesome to be able to delete scheduled sales emails as well as is possible for marketing emails. I think is going to save us time and processes and have more management of the sales emails. ...read more

Hi All,   Our CRM system is the heart of our company. All correspondence, emails, calls, etc., are logged under the relevant Contacts, Companies, Deals, Projects (Custom Object), and Machines (Custom Object).   Problem description: Within our organization, multiple people work simultaneously across various companies, contacts, deals, and custom objects. When we need to search the database for correspondence between colleagues and customers/suppliers under a project,  the HubSpot email visibility is not very user-friendly.   For calls or meetings, we can differentiate our processes by attaching a "Type." However, this "Type" function is not implemented for archiving emails, making it difficult to retrieve historical correspondence.   In our old CRM program, SuperOffice, we could archive an email and attach different types to it. We used Types such as: Incoming Email & Outgoing Email Incoming Invoice & Outgoing Invoice Incoming Quotation & Outgoing Quotation The segmentation of email types has often helped us track agreements and resolve issues with customers or suppliers.   Since our team works with Microsoft 365, primarily using Outlook, this will remain unchanged. The HubSpot email tool is not user-friendly for us.   Let me know if you're facing the same issues or if you have a solution/workaround.   BR, Job ...read more

Hi team, Understand that we are recommending our customers to use the HubSpot Sales Office 365 Add-in with the new Outlook Desktop App. Currently, there are two blockers that are affecting our customers greatly. (1) "Remember me" feature only work for 24 hours It's counter intuitive that our customers have to re-log into their outlook account every 24 hours when their intention is to "remember" their login details. This creates friction for our customers since it's easy for them to start using their Outlook without logging into their HubSpot sales app - which means the initial emails sent out daily are often not logged. I proposed having the "Remember me" feature work for at least 1 week, rather than 24 hours. (2) Customer has to "repin" the sales office 365 task pane  There's a knowledge base educating our customers on how they can pin the task pane open - this is essential for emails to log and track.  That said, the "pin" only stays for the same Outlook desktop app seession (if the app remains open). This means that when customer shuts off their laptop for the day, they would not only need to re-log into their HubSpot Sales Tool, but re-pin the task pane as well.   Ideally, there should be a setting that remembers this pinned preference even if the app is restarted.   ---- Overall, there's a lot of friction for our customers right now when it comes to using Outlook. Since email logging is an essential CRM tool, hoping that we can have improvements in the above area. Thank you!   ...read more

  As it stands, the Group Round Robin feature is incredibly useful for distributing meetings among team members based on availability and manually sending this rotation meeting. However, its utility is somewhat limited as it cannot currently be embedded directly into marketing campaigns, CTAs, or landing pages. This limitation requires additional steps and manual intervention to schedule meetings, which can lead to inefficiencies and potential delays in engaging with leads.   Proposed Enhancement:   By enabling Group Round Robin scheduling links to be used within campaigns, CTAs, and landing pages, HubSpot users could:   1. Streamline the Scheduling Process: Automatically direct leads to the most available team member, eliminating the need for back-and-forth communications. 2. Increase Conversion Rates: Provide a seamless and immediate scheduling experience for leads, reducing friction and improving engagement rates. 3. Enhance Team Efficiency: Allow marketing teams to focus on generating leads while sales and support teams can handle appointments more effectively. 4. Improve User Experience: Offer a more personalized and responsive interaction for potential customers, increasing satisfaction and trust in our services. ...read more

Example:  I write "Email Version 1", on Monday I enroll a contact on Tuesday to receive the email on Friday, but on Wednesday I edit that email to be "Email Version 2" - on Friday they will still get email version 1 The only workaround is to clone the sequence, delete the original sequence, delete all the original sequence's tasks, delete the completed and incorrect steps from the newly cloned sequence and re-enroll the contacts at their requisite steps.  A much more expected behavior would be to edit a template and then... the new edits go out to those contacts (as happens with a marketing email if you edit it before it is sent).  ...read more

It is necessary to have a button to delete sales email drafts. Currently, you need to manually delete the content, which takes time. ...read more

View all users who installed the sales extension ...read more

It'd be great to be able to have the @gmail.com domain in the never log list and have an override field that we can mark once a contact with an @gmail.com domain becomes qualified, i.e., lifecycle stage = qualified, then it will start tracking the @gmail.com emails specifically with that contact.   ...read more

Right now-- managing out of office events is a total mess, we need one place/way to manage that. It would be even easier if it was based off one's google calendar availibility.    But we have instances where we are assigning reps automatically to records right before they go OOO for weeks. ...read more