HubSpot Community - HubSpot Ideas

Yoshi

HubSpot has several objects (eg:contact/deal/company) that is heavily used for marketing and sales, but not for customer success purpose. It would be great to have below features in the new object: Internal to do list for the customer Customer's to do list and follow up system What is customer's goal Remarks about the customer How much resources has customer is given and indicate number to see if its worth the effort or not Report to see the effort is making results

mobmath

Conditional drop down in any Company/Contact property would be of great benefit. For ex: If Industry type is Retail, the next option will list with sub categories like, Clothing, Appliance, Florist etc.

wesman

It's not possible to see internal comments on a conversation in the contact or company feed/timeline. They only appear when going to the convesation in the Conversation menu. The comments provide more details on what was done with that particular conversation. In the feed/timeline I can see the conversation but I can't see the discussion around the conversation so I can't determine what was done.

bpotter

I have a number of lists I regularly jump between. It would be very helpful if the columns I set up when I am in a particular list don't change when I add or remove columns in a different list. For example, I want certain columns for a list I export for my lead generation team, but I don't want those columns for a list I pull up to see recent changes. When I go to my list I export regularly I have to change the columns each time. It's a time-waster.

simularseguros

Today I need in my company to determine in workflow that it has a communication action 1 hour before, or a few hours before a certain time. But today there is no way to enter a time-related property, unfortunately I can only choose a date property. So I ask developers to implement as soon as possible the possibility of: 1st) Enter a time property. 2nd) That in the "Delay" workflow there is also an option to delay by hour and not only by day. This process is critical today for my company that uses tracking schedules for tracking equipment installations on our customers' vehicles, and to ensure a better installation rate I need to remind my customers through automatic communications the day and time they should be doing their installations. I count on the team to solve this problem. Wait.

tosh

From the Contacts page, it would be helpful if we could create a filter that searches notes for specific keywords and then populates the list of contacts that have notes on their record with that keyword or keywords. For instance, if we create a note on a client's record for a specific Feature Request. From the contact's page, we can create a filter for notes with the keyword "Feature Request" or for example, a specific feature like "Send Bulk Message," and then generate a list of all contacts with a note on their record containing those keywords.

spogue

Hi Hubspot - I have a few dashboards that I go into pretty frequently and it would be really helpful to have a spot where I can access my favorite dashboards. "Recently viewed" doesn't cut it because they are dynamic and can be replaced. Yes, I could use my browser's bookmarks, but that is reserved for other work links I use. How I imagine it gets done: When I click the dashboard navigation drop down, it could act like how Contacts/Companies show lists created by you and others. Bonus idea: Come to think of it, the drop-down already shows all dashboards, but it would be more helpful if it popped out into a mega menu like the Contacts/Companies list drop-down.

gelflex-cc

I am using BAD as in indicator before an email when it bounces or I need to move it to another contact and there is no email to replace it with. I use uppercase for this and the system automatically changes to lowercase. It would be extremely helpful to have the uppercase option to easily distinguish. Thank you.

Jacob02

Hi Community, I think it would be of great advantage if we could define lead score sets not only with the AND operator but also with the OR operator. E.g.: I want to check whether a contact has visited www.hubspot.com/pricing/ OR https://www.hubspot.com/case-studies and want to score this behaviour with 2 points. Right now its only possible in the following way: My goal is to sum up both URLs in one set. Besides "Contact has viewed at least one URL containing" is no solution for me because I have to score very specific URLs like www.hubspot.com/pricing/test1 and https://www.hubspot.com/case-studies but not www.hubspot.com/pricing/test2 for example. Hope you get my point. Regards, Jacob

misto

Hello The unsubscribe options in HubSpot are very limited and restrictive. Initial situation: We used HubSpot for two country organizations. We have between 5-8 product lines per country. Each of these product lines is managed independently in HubSpot. This means that if a contact for product A has the status CUSTOMER, it can have the status LEAD for product B. We communicate with the contact for each product line. I would like to show the unsubscribe_link only to those contacts which are actually relevant for them. Today, if he unsubscribes, he is unsubscribed for all products. Today there are many examples in which a more differentiated unsubscribe is possible. In addition a further following side would be from advantage after the deregistration, where one asks the contact you want to deregister really? If you stay have these and those advantages! My request is: Can the unsubscribe options be revised and extended or is there a workaround here? Thank you Mike

Create new object Customer Success

Subcategories in Company Property

Show conversation comments in the Contacts/company timeline/feed

Remember Column Names In Contact Lists

Create time property and workflow possibility with this property

Filter Contacts by Note Keywords

Ability to save favorite Dashboards

Upper/Lower case for email

OR operator for lead score property

Extended unsubscribe_link possibilities