Gute Ideen sollten geteilt werden

Hey guys,   this post is about making a phone call from within HubSpot, using our Aircall integration.    The Aircall integration which works well with Google Chrome web browser on desktop. Doesn't work on mobile device.  it doesn't work w Safari (on desktop or mobile).  nor does it work w the Hubspot mobile app - it defaults to my iPhone phone app.  can we fix all of this so that when I click the 'call' button on a contacts profile, regardless of the web browser or device I'm using, that it will default to using our Aircall integration and call the contact from the Aircall phone number ??     ... Mehr anzeigen

We currently have custom properties for contacts, deals, companies and tickets. We need custom properties for activities too, which means custom properties for task, meetings, calls, etc.   Examples:  - Calls: Aircall has to "print" text into the description for the call output - Meetings: we want to confirm them 2 times. We can record in a structured way whether the meeting has been confirmed. - Tasks: we'd like to have importance and urgency as inputs to define priority. We currently can't.   It's going to all allow finer management of tasks, calls, meetings, basically all activity types which a pre-requisite for activity-based workflows: https://community.hubspot.com/t5/HubSpot-Ideas/Activity-based-Workflows/idi-p/204852   As different activity types (calls vs meetings vs tasks) require different information, Hubspot should allow Admins to select which customer property applies to which activity type. ... Mehr anzeigen

When a phone number field has data put into it, it is up to the User to format it the way they deem appropriate. That is not the most user-friendly or data-centric approach. This is a good way to allow users to enter incorrect or sloppy data and cause possibly difficulty with search results while also affecting adoption. There are many other CRM platforms out there (At least 12 I could find) which will automatically format a telephone number.   Hubspot does not currently have this basic feature.   Suggested solution: When a telephone number is typed into a phone field, the number should automatically format to the Contact's standardized country format with a country code in front of it.  So, for US, +1 (555) 555-5555, for UK, +44 5555 555555, etc.  Some countries do not have standardized formats, but widely accepted formats, or multiple formats depending on when the phone number was assigned. I do not know of an easy solution for that, but choosing one format or at the minimum, placing the correct country code in front of the numbers according to the selected country on the Contact or Company would be helpful. Possibly a non-editable drop-down with country abbreviation and code which auto-fills but is still selectable in case of error. This could also help with the calling feature if calling out of the country.   An admin User should be able to toggle in settings whether or not the field will auto format with country code. At the bare minimum, as a US based company, it should at least format any 10 digit numbers into standard US format (555) 555-5555. ... Mehr anzeigen

We currently have to use a service like Aircall to handle the inbound calls, which is not ideal. When you do the outbound calling from Hubspot it would make sense to also be able to handle the inbound calls and get them properly tracked, recorded, etc. ... Mehr anzeigen

Hello, We are currently using HubSpot for Inbound/Outbound Calls with the Voicemail Feature. It was brought to our attention that the line will ring 8 times before the voicemail will pick up. This is far too long as a customer will probably hang up before this point. Can we have the number of rings as a variable that can be adjusted before Voicemail picks up? ... Mehr anzeigen

We have several clients (and ourselves included) who have a general number that rings to their office. Right now, all inbound numbers in HubSpot have to be assigned to a specific user - and only that user which is problematic when you want someone available to answer a specific line.   It would be great to be able to add a general number - whether main line, support, sales, and have it route to the next available rep of that type or to a specific team.   Sales call comes in - round robin to Sales Team or to all Sales Pro Paid Users; same with Service calls routing to the service team. ... Mehr anzeigen

This feature obilgates updating some properties by users before marking a tesk as complete ... Mehr anzeigen

You should be able to tranfer 1 call over to another Hubspot user in network!!!!!!!! ... Mehr anzeigen

Currently there is no easy way track the 'coaching' activity of managers on recorded meetings. We want to give easier access to what they have done, and where something is needed. For example: when did I leave a comment last, on what call was it, of which team members  have I not listened to any calls yet? Have insights on those activities will help build a more coherent and impactful cadence on actual coaching. You could build something with Views, but it's a hack at best. Some actual insights would help to chase the Sales managers on their coaching activities would go a long way for accountability and rep improvement tracking. ... Mehr anzeigen