クリエイティブな才能を開花させよう

An activity property showing the last 'activity by' available in lists or workflows is ideal for syncing over to contact properties and reporting on. For example, our sales teams and managers could easily see who in the team last engaged with the contact from a dashboard/list/contact page. Secondly, auto-assigning the owner/tracking who 'owned' who and when allows for up-to-date Target and more powerful KPI reporting.   Our use case: We have been trying to automate a contact's owner based on who within our internal sales teams last contacted them. For example, we have a Business Development team who picks up the initial communication; I've hit a roadblock trying to auto-assign these leads to the last engaged employee. Asking sales to manually update the 'owner' as we move along the pipeline, leaves room for error and will make reporting on who contacted/closed what challenging to do. ...その他を表示

I would like to be able to set default activity filters org-wide for contacts/companies and other records.   Right now I have to tell each user to match what filters I have so they are not seeing too much info on each record page. ...その他を表示

In the old activity feed for all notifications, I was able to mute specific events after one or more notification arrived. I'm not able to in the new version.   For example, after Jane opened X email and I was notified, I had the option in the dropdown menu to mute future notifications (or unmute later on). In the new activity feed, this crucial feature isn't there.   Please add this necessary feature to the new activity feed. ...その他を表示

When an email thread is started, it is registered on a client profile for when the thread was started. So if there is an email thread spanning months, a user of hub spot would think there had been no interaction with that client for months.     Related to this, in the overview page which I call 'Sales' when you click on a thread email, it will not open. You can only click on original emails. It would be useful to be able to open threads in any location. This is for sales management, and for account management. learning and understanding if a client is being serviced on a regular basis. ...その他を表示

Right now Hubspot notes sync to Activity History. Not only does this clog up the activities, but it syncs the note to the Task Subject field which is limited to 255char.  If the note is longer than that, it is simply cut off.  Hubspot notes should be synced to Salesforce notes instead. ...その他を表示

Hi there,    I'm part of the sales team. We run outbound campaigns in/out of HubSpot. All outbound and inbound sales calls are logged in on HubSpot, so we can identify the number of meetings booked by SDR, and have all data in our dashboards. We have meetings that come from a diverse range of campaigns, we miss in our report a field that allows us to identify the number of meetings per campaign, so we can analyze best-performance campaigns based on the number of meetings booked, by region, and seniority. The initial idea would be to have a Campaign Name field in the Log Meeting option just like the Meeting type and Outcome fields are.    The only downside is regarding the data entry, new campaigns are often generated so the field type would have to be plain text (which could not be ideal when creating reports) or a selected dropdown and often have the new campaigns added as an option in there.  ...その他を表示

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. ...その他を表示

Decreased font size and collapsed view are not accesible for those with vision impairments. While this was "just a UI change" and not a functional change, that doesn't mean the way a user functions within the platform won't change.   It also removed efficiencies by having to constantly expand activities, which again are in a tiny font I cannot read without maxing out the front size of my browser. I'll eventually re-train my muscle memory to know where the link is, and I'll eventually get used to having to expand all notes and will get my pace back up. But the current UI shows an able-bodied bias. ...その他を表示

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. ...その他を表示