Great minds think alike

I do a lot of email follow ups on emails I send.  I need to be able to associate a task with the email that I am sending on.  Even if it just copied the URL to the task link, that would be helpful.  For example, when I set an email reminder on Mailmerge and Copper, the task has a link to my original email, so in one click I am back in the original email, making it much easier.  I hope I articulated this correctly.   ...read more

At the moment, when you send an email out of gmail with the Chrome extension, it automatically logs it as an activity for the first three deals associated. This is difficult for sales teams that don't have it in their workflow to send emails out of hubspot directly and rely on the extension to log their emails.  ...read more

Hubspot tells me that there is no way to log emails automatically sent from iOS or Android devices.  The only solution is to manually enter the BCC email address each time you send an email or use the Hubspot app (which isn't quite up to snuff to Gmail and other mobile email apps).  I have a simple solution that will work perfectly, at least for Google Workspaces.   SOLUTION: Allow us to customize the logging behavior for the Hubspot BCC emails.     It's already possible to create additional BCC emails but the default behavior of Hubspot is to create a new contact for someone you email that isn't already in your CRM.  For some, this may be ok but for me, I don't want random people I email on a daily basis in my CRM.  So by allowing us to customize the logging behavior just as you did for the Chrome Gmail plugin to only log and track for existing contacts only, this solves the problem.   Once you have a BCC email that logs/tracks only existing contacts, then you can update your Google Workspaces account to automatically BCC this new email address to all outgoing emails.  Takes just a few minutes to configure and it can be done domain-wide for all users.     This way, every email sent from your email domain will automatically have the Hubspot BCC email added and it will only track existing contacts, preventing your database from swelling with irrelivant contacts. ...read more

We had a client reach out asking if it's possible to have a setting for the most recent deal to be listed when logging emails in Outlook toward a deal in HubSpot. Right now, there is no way to organize the deals that are the most recent to the contact itself or when logging any email from the plugin (but it should display the first 10 deals associated with a contact). It would help them find deals quicker and be able to move them through the funnel quicker,    ...read more

We use HubSpot to engage B2C customers who submit inquiries via a form on our website. Since these require personal responses we can't group them into lists and send an automated email, we have to respond as a one-off.  It would be helpful to duplicate the marketing email templates (and their style and functionality) into the sales emails and be able to send to an individual contact.    This would create a better UX with our B2C brand. ...read more

Please let me search for a contact in the outlook add in for hubspot without entering a recipient email. And afterwards i would like to select a contacts email from the search result list.   THX ...read more

In the past, email templates were grouped in folders so they could be easily selected when sending an email in HubSpot. Now I see that it is a list of all email templates and the folders I created are not displayed. This makes it highly frustating to find the email template that I need to send in the long list, as we have a lot of different templates. And I also then need to remember the name of the template to search. Can this be fixed asap?  ...read more

In the Gmail Sales extension, a contact who is logged to but not a recipient in an email thread disappears from default logging options on the third email in the thread.   Given that the second email in the thread DOES log to the contact record, the third email in the thread should also log to the contact record, even if that contact is not among the email recipients.   Here is our use case: As a manufacturer's rep agency, our sales reps sometimes need to confirm with the manufacturer that it's OK to work with a lead that comes to our website.   So the first step after new lead Joe submits a contact form on our website is a sales rep sends an email to sales manager Jane. That email to Jane needs to be logged to Joe's contact record since it's ABOUT him, but Joe is not copied on the email.   Jane replies to our sales rep yes or no on working this contact, and that reply is automatically logged to both Jane's and Joe's contact records in HubSpot. Even though Joe is not copied on this email from Jane, the reply is logged to his contact record as expected. So far, so good.   Our sales rep replies to Jane's reply to provide more details, and here's where the issue happens. Joe the new lead is no longer an option in the default logging options in the Gmail extension, even though this is the third email in a thread where he's been logged to. The result is that the third email in a thread typically does not get logged to Joe's contact record.   This means that if a sales rep goes to Joe Lead's contact record, the most recent correspondence is not visible. The sales rep looks at the contact's timeline and assumes they need to reply to the sales manager when in fact that email has already been sent.   A fix for this issue would be greatly appreciated. Thank you for your consideration. ...read more

There currently isn't much benefit in sending an email using a sales template with the current reporting system. I can see the number of contacts that clicked the link within the email, but cannot see which contacts clicked.  ...read more