Las grandes mentes piensan igual

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

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.  ... Mostrar más

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 ... Mostrar más

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.      ... Mostrar más

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. 🙂    ... Mostrar más

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. ... Mostrar más

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. ... Mostrar más

There are always specific contacts in a CRM who will perform actions that we don't need notifications for. There should be an option to disable notifications for specific contacts for sure, and ideally specific email domains. This would cut down on a huge amount of email/notification overload and ensure teams are only receiving notifications they care about.   e.g. our team does a lot of internal testing and it would be ideal if we could disable email notifications for contact reconversion every time they submit a form while still receiving this information for external contacts. ... Mostrar más

We have lots of 1:1 and Slack Connect conversation with customers and prospects. Is it possible to use the slack integration with something likt /hs-track to be able to log the conversation or last x number of messages in slack as an activity record?  ... Mostrar más