Las grandes mentes piensan igual

We have BDMs setting up meetings for Advisors. The BDM is the meeting organizer, the Advisor is the meeting host. The meeting is in the Advisor's calendar (Outlook, Google...).   The BDMs would like to be notified in HubSpot when a contact accepts a meeting with the Advisor that the BDM has organized.   Possibly this could be done by copying a notification to the Advisor (whose calendar is integrated with HubSpot) that the meeting has been accepted TO the organizer of the meeting?   Many thanks, Katie ... Mostrar más

I work as a GTM Manager, and i could sure use a tool to analyse how my sales email template they are performing, seperately from a sequence. It does allow me to analyse the templates ive created but it would let me customise the filters to see which email were opened between certain % value. Or lets say i need email template that was used for than 2000 times, and i want to exclude templates that were only 5 times to avoid data descrepency - current hubspot doesnt have a functionality to do that. Can we do something about that? As you can see in the image attached, there are no filter options. ... Mostrar más

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

I'm submitting this on behalf of my customer. We would like to see or retrieve the email draft after trying to reply to an email and then leaving the page. Currently, this only works when starting a new conversation, if we leave the page without sending the email it does save it so we can continue editing, but it does not happen when replying to an existing thread if we leave the page without sending the email we have to start from scratch.  ... Mostrar más

We have contact and company as the deafult logging obejcts, when writing emails. Users can decide to log the correspondance on deals as well but found it hard to find the right deal to log the email on, since the naming is different across our company and depending on the user writing the email, he or she do the search of a deal differently.  So my suggestion is, as an admin, to define what other properties than the name should be included in the overview of deals associated to the contact. ... Mostrar más

Hi there,   A very basic feature, which should already be available, would be having access to tables in email templates. (in the conversations -> templates area of the crm)   We need to offer our clients different products, and a table, in an email, which you can edit, would be ideal, so our clients can compare products against each other.    At the moment, I have been given the option to Cut and paste an image into the email template.  ... Mostrar más

One thing that's missing in the Chrome Extension is the option to log an activity.   E.g. I'm on the phone with a client, already type an email as follow-up, and would immediately like to log the call in Hubspot. ... Mostrar más

You can create a contact, company, deal, ticket and task with these add-ins, but how about a new lead within the prospecting workspace?   Let's make this happen!  ... Mostrar más

In the Gmail Add-On, allow for the user to log a note, call and/or email, right there  instead of having to log into to HubSpot.  ... Mostrar más