Gute Ideen sollten geteilt werden

jonobers · ‎Mai 23, 2023

Our current problem is that we have loads of meetings with blank meeting types and it is incredibly manual to go back and populate each meeting with a meeting type. If we are using native HubSpot features to generate meetings it would be preferred if we can continue to leverage automation to prepopulate Meeting Types from system driven meetings. This would be similar to being able to prepopulate a Deal Type utilizing a workflow. It would be preferred if we can either set-up unique meeting links that generate automated meeting types (example a meeting link for Onboarding generates a Meeting Type = Onboarding) OR manage meeting CTA's to be set-up with a default Meeting Type. My use case example is as follows: 1) Set-up an onboarding email sequence 2) CTA of the email sequence is to book a meeting to set-up onboarding 3) When the Meeting Link from this sequence is clicked, it sets up the meeting with a prepopulated Meeting Type

NWolf · ‎Dez 12, 2022

As an event and entertainment company, the only thing we're missing right now on Hubspot is a calendar view. Each Deal in our system is either a potential or a booked event. It has an "event date" property and based on that date, we should be able to see what's in the pipeline for each weekend, and which of our talent is already booked. Right now there isn't an option to view a calendar of your deals and I have no idea how no one else has requested it until now. If we had the chance to view each month/week/day (like google calendar), it would be a game changer for us. As of now, I go to the deals page and filter based on date, then scroll to the date I want to view and look at it as a list view. It's terrible. Also - you can't view it on the go from the app so there's no way for us to check availability for a date if we're out of the office. PLEASE - add this feature as this is the bare minimum for any company that books jobs based on a specific date! Look forward to hearing from you. Thanks - Noam Sales Manager LIV Entertainment Group

AWry · ‎Dez 2, 2022

Having the ability to pin multiple Notes in an Activity Stream in a Company, Deal, Contact., or Ticket would be very beneficial.

Fabian93 · ‎Apr 25, 2023

Hi together, i would liket to have a possibility to set filter activities on the contact level by default, so that all users have the same defaults! I ask because we have a C4C system (SAP) in addition to HubSpot and use a HubSpot mashup there. Here, sales can look at recent contact level events directly in C4C. The problem with this is that it seems that the activity filters can only be changed in HubSpot. If a change is made within the mashup in C4C, it does not save the mashup and the changes are lost. However, since Sales only needs individual activity information and also makes changes in C4C rather than HubSpot, I need a solution on how to either save the filter settings directly in the mashup or how to preset for all users or specific teams. Thanks in advance for your ideas and upvotes! Best Fabian

MrBean · ‎Sep 6, 2023

Hey! We'd love to have the ability to embed / have an editable clipboard in the center column where we could add google docs, slides, link to external reports in looker etc. Even better-- we have single line text properties in the CRM it would be cool if you coded an embed based on a link stored in a property! let me know if you have questions.

marcy730 · ‎Feb 21, 2023

As Super Admin I would love to be able to add a task to a queue I didn't make. We are limited in the amount of task queues one person can make. So other people in the organization made task queues. As super admin I am only able to make a task and put in a queue I made. This would be beneficial becuase we have over 35 task queues and that will only be getitng bigger. It would be super helpful to be able to put them in any queue that has been made. Only lists the queues I have made. I would also love to be able to make more than 20 task queues.

BDehlinger · ‎Jun 17, 2021

I have a lot of clients who are using HubSpot as a CRM and the #1 complaint is the UI on records. The most important information for a CRM user (customer service, account manager, etc.) is the record's data properties, not the record's activities. I know this view works for marketing and sales teams and don't expect it to be changed, but an easy compromise could be to allow the user to expand the left column to reduce the size of the activity feed. This would also help with accessibility issues that I know a lot of people are dealing with trying to find data in a narrow column with small font. Give me a little double arrow and let that user drag that column in and out, please. 🙂

riipenadmin · ‎Jun 9, 2023

I'd like there to be a way to hide emails from a given email address or subject from the activity/email feed. For example, we send our users platform notifications via emails, and these are all sent from team@riipen.com. We do want these emails logged in the HubSpot contact, but most of the time we don't need to actually see them. I'd like to be able to filter out all emails from that address. See this screenshot here.

JillS92 · ‎Aug 15, 2022

The warning for exceeding image size and too many hashtags was removed from the social media scheduler with the upgrade. This functionality needs to be brought back. We had several posts fail, and it took talking to HubSpot support several phone calls to figure out why they were failing to post. This was very frustrating. Another issue we have found since the update is that when reviewing drafts and you hit publish, it takes you back to published instead of where you left off in drafts. Both of these issues have caused us a considerable amount of extra time in scheduling and publishing social media and have caused issues for us managing a client’s social media.

BSheck · ‎Mär 24, 2021

Hi. In my experience looking in contacts' activity feeds when troubleshooting, etc., I think the search functionality currently available falls short. The activity feed contains so much useful data, but it can also be overwhelming if you can't effectively search for any/all aspects within the feed. Direct From HS Support: As of now, Activity Feed is focused on the activity of the user's customer, not the user's own activity. There is currently no plan to surface user activity in the Feed. Here's a full list of what we can search using this search bar: Task subject Task body Note body Call body Email subject Meeting body Since enlisting a contact to a list is a user's activity instead of a contact's activity, we are not able to search for it with keywords using the search bar. Case In Point: When I was trying to troubleshoot why a few contacts were not receiving specific marketing emails from us, I thought I could search their activity feeds by the name of a specific suppression list to quickly determine whether that is why the contacts were not receiving said emails. My search turned up empty, but I found out later on that these contacts were in fact in that suppression list I had previously searched for, but because the search functionality doesn't look for those types of activities, it doesn't show up in search results. I just think with as detailed as the activity feeds are, having a more robust search functionality is a must. Can you accommodate this? Thank you.

Gute Ideen sollten geteilt werden

Automate System Driven Meetings with Prepopulated Meeting Type

Add a Calendar View of Deals

Pin Multiple Notes for Contacts, Companies, Deals, etc

Modify filter activity setting global

Embed <> in center column tab

As Super Admin I would love to be able to add a task to a queue I did not make

Allow User to Expand Left Sidebar

Hide certain emails from activity feed

Social Media Bring back image size and hashtag limit warnings & default back draft after publishing

Contact Record Activity Feed Search: More robust search functionality to include user activity

Vor Kurzem umgesetzt

Vor Kurzem in der Beta-Version