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Guys, it would be great if we can filter contacts in our CRM based on specific Page links that they viewed or clicked. Not only from email marketing links, but in general. If HS is tracking contact behavior after accepting cookies everytime he/she is visiting our website, it would be great for the sales/marketing automation if we can say: Send now this message/email to all of my contacts in crm that has clicked this specific link in the last 30 days. What do you think? ... Afficher plus

It's a big problem, that somebody from a company merged Company (or other Objects) records and HubSpot doesn't provide information on who did this.   Also, it would be great to have a separate permission, that Super Admin can turn on or turn off for users who can merge records. At the moment there is no functionality to do it. As I know, everybody who can Edit records can merge them. It's weird because somebody can mistakenly merge records. ... Afficher plus

Currently, there is no way to automate a bulk association to link contact activities to the company they are associated to. By having contact activity stored in the company activity, you will be able to see what the current status of the company is without having to go into each associated contact.  ... Afficher plus

At the moment I can pin a note to the contact and associate it with the deal and company. I want to be able to pin that note on all the associations as well, we have multiple sales teams so would make it easy to at a glance see what is going on. ... Afficher plus

We would love to leverage the Hubspot notes on contact, company and deal records but they currently get burried and don't have any form of organization.    Improvements requested: Add a way for users to leave titles on Notes to quickly find what they are looking for later. Add a way to organize notes on a record for example, tags on notes that can be filtered (ie. marketing notes, sales notes, contract notes, billing notes, engagement notes) AND/OR folders.  Add template feature to notes to allow users to pull in a Intake Call template for example and they can put their call notes on the record in Hubspot in a uniform way. Add note creation to workflows and allow personlization tokens to be pulled into the note just like the task creation UI in the workflow tool. Key word search in notes when on a specific record (key word search acorss activities on a specific record would be incredible actually - ability to search emails in particular)   Related requests: Create Tags/Categories for Notes - https://community.hubspot.com/t5/HubSpot-Ideas/Create-Tags-Categories-for-Notes/idi-p/534317   Adding notes via Worflows - https://community.hubspot.com/t5/HubSpot-Ideas/Adding-Notes-via-Workflows/idi-p/429215 Workflow - Ability to Create Notes - https://community.hubspot.com/t5/HubSpot-Ideas/Workflow-Ability-to-Create-Notes/idi-p/272405   Templates for Notes in CRM - https://community.hubspot.com/t5/HubSpot-Ideas/Templates-for-Notes-in-CRM/idi-p/12372   Contacts, All tabs should have search - https://community.hubspot.com/t5/HubSpot-Ideas/Contacts-All-tabs-should-have-search/idi-p/446211 Searching Customer Notes - https://community.hubspot.com/t5/HubSpot-Ideas/Searching-customer-notes/idi-p/180882   Pinning more than one note - https://community.hubspot.com/t5/HubSpot-Ideas/Pinning-more-than-one-note/idi-p/361990 ... Afficher plus

For automated emails, there is no real easy way for a team member to resend an email.  You have to build a one-off workflow to resent it to a specific customer. It would be great to have a RESEND EMAIL button in the Activities area, so it's quick and easy.  ... Afficher plus

Hi! When our account managers see deals as a list with the "Next activity date" colomn referring to scheduled tasks in the future, they would like to see even past dates, so they have an overview of overdue tasks in deals view and not just from tasks view. Let me know if this is possible. Thank you! ... Afficher plus

We would like to be able to add the Aircall SMS activities to a report. For now we can see those activities if we go directly to each contact, but we would like to be able to get them in a report ... Afficher plus

Dear HubSpot team and community, 👋   We greatly appreciate the option to filter a contact's activitiy feed by all the categories already provided. Yet, there is one thing that we miss a lot: the ability to filter a contact's activity feed by date. Much is going on with a contact's data set, e.g. upon form submission: many workflows do their job and so do HubSpot's smart rules. With high engagement and/or mature contacts, however, determining the cause of a certain event involves a lot of scrolling, making the detective work quite tedious.   👉Hence, my suggestion is: Installing a date picker to determin a certain time frame.   If you like this idea, or have any additional thoughts, please let me know. 🙂  ... Afficher plus