Les grands esprits se rencontrent

DTrask · ‎avr. 19, 2021

When you connect your email to Hubspot, it tracks all your emails even to internal company contacts unless you turn on the do not track feature. This issue then makes the emails/sales report incorrect when looking at emails sent. It would be nice if there was a bulk delete or way to "select" the activity/emails you want to delete all at once to clean it up for reporting. Deleting each one is very teteious and time comsuming. Thank you! Debbie

RebeccaMudler · ‎oct. 27, 2022

We just started using conversations inboxes in May 2022. We have one inbox for Orders and one inbox for Support. We are noticing the email activity from a conversation is being associated to the conversation's contact, associated company and more than just 5 open deals in some cases. We would like to have the ability to unassociate or associate the conversation to whichever objects we choose. Right now there is no option to do so (not including the ability to connect 1 ticket). Every other object's (Contacts, Companies, Deals, Tickets) activities allow for this flexibility. Please make it the same for conversations.

DarlaM · ‎mai 17, 2021

Being able to mass edit and delete contacts, companies, deals, and custom objects is very helpful, and it would be nice to be able to filter list views and mass delete and edit for activities and meetings as well. You could filter based on date, user, activity type, meeting/call type, meeting/call outcome, etc. This would be super helpful for CRM maintenance and cleanup. I would picture this as an option in the dropdown to select Tasks or Meetings as Objects (alongside Contacts, Deals, Companies, etc) to select property filters and mass edit/delete.

inigolekunberri · ‎févr. 9, 2022

It would be great to have the possibility to attach files when answering (leaving a comment) on a Note, not only inserting links or attaching images. When creating a Note: When answering to a Note:

FBaumstark · ‎mai 4, 2023

In workflows it is possible to display the activity log for a specific time. However, it would be desirable and much more practical if the activity log could be activated according to the various categories. For example, we only want the activity log for meetings. However, as far as I know, this is not possible because the activity log is then switched on for all categories (tasks, calls, mails, etc.) which automatically causes unintentionally actions in some of our processes.

MEriksen · ‎nov. 1, 2021

Hi! My team and I switched from Intercom to your solution some time ago, but we miss the "snooze" functionality for emails and chats. Is this something that you plan to implement in the future, or is it on the roadmap down the line? For instance, we would like to be able to "snooze" an email until tomorrow at 9:00 AM or a few hours later. I'm sure you understand what I'm trying to convey. 🙂

chaddiller · ‎mars 19, 2021

When form submissions display in the timeline, it lists the fields in alphabetical order. This seems like a mess to view and there should be options to sort them by the field order in the actual form that displays on the website page and then contain the other info. For instance, I'd love to have it show First Name Last Name Email Delivery Date (custom form field) Calculated Cost (custom form field) The way it is now, it displays a bunch of stuff we don't even need right away and we have to sort through the info (in alphabetical order). Became an opportunity date Calculated Cost City Create Date Desired delivery date. and so on with a lot of alphabetical fields....seems SLOPPY

nzhyrkova · ‎oct. 12, 2020

I am looking to log out users in HubSpot if they are inactive for 30 minutes. Sometimes it is very difficult to work with a hubspot in the support mode for several users, I would very much like to automatically log out users who are inactive for more than 30 minutes.

HowardTaylor007 · ‎nov. 6, 2016

It would be nice to be able to export all details to an Excel or CSV file with filters so that we can analyze or look at and manipulate the information. If there is a way then can someone please be kind enough to let me know how to do this.

michaelhering · ‎déc. 15, 2020

We currently leverage GoToMeeting for client facing meetings, which then populates reports giving management a view into sales meeting activity. After working with HubSpot Support this morning, I have confirmed that HubSpot does not allow for the same level of integration with Microsoft Teams as it does with GoToMeeting. As Microsoft Teams has quickly become mainstream as a result of the pandemic, we are beginning to move away from GoToMeeting to the Microsoft Teams meeting platform to bring us more in allignment with the majority of the organizations that we work with. Currently, we are being held back in this migration to Microsoft Teams due to the lack of reporting currently possible within HubSpot. We are very interested in seeing this functionality introduced into HubSpot.

Les grands esprits se rencontrent

Create a bulk delete for activities or emails.

Add Activity Associations Dropdown to Conversations

Mass delete and edit activity

Attach Files to Note Answers/Comments

customize/adjust activity logs

Snooze functionality

Timeline Form Submissions NOT in Alphabetical Order

I am looking to log out users in HubSpot if they are inactive for 30 minutes.

Export Activity Stream Notifications

Microsoft Teams Meeting Integration

Récemment délivrées

Récemment en bêta