Great minds think alike

Sequences and Workflows are great in a way that they can stop if a call has been answered, a meeting booked or an email responded. But sometimes a call task might have been already created by the time the flow stops. For example with an automation that sets a task to follow up with a call and also sends an email with a calendar link. The lead might click on email and book a meeting, but the call task has already been created. All those incomplete call tasks will sit there and might look like the agent is not making calls. Would be great to automatically withdraw tasks like calls, to-do, etc.. Thanks ...read more

Currently the association label on the contact recrord itself, only shows how the associated contact is associated to the contact record you're viewing. This can be confusing if you are not aware with the association is between the 2 contacts.    Suggestion - when viewing a contact record,  the association that that contact has with another contact, should be shown. Not just the associated contacts label.    eg. if you have 2 contacts - 1. bob has an association label of 'parent' and 2. Cara has an association label of 'child'. When viewing Bobs contact record, Cara is shown as a 'Child' association label. When viewing Bobs contact record though, it does not identify that he has a label of 'Parent'. In order to see the associated label for Bob, you need to select the contact record for Cara to then view the association to Cara. ...read more

When creating a lead you can set a custom "Lead name" but this doesn't get shown on the lead cards on associated records, they instead show the "Primary associated record name" as the clickable link to the lead.   This issue is highlighted for us when we use the "Lead name" as a way to create a lead for different types of engagement or enquiry for our SDR team to follow-up e.g. a specific product enquiry. So a single contact over time might have multiple leads created for it being worked separately. The name is critical to help the SDRs work leads appropriately but it is impossible to know which lead is which from the associated record/s view.   I would expect that if I set a name for the lead then that's what the lead card would be titled by default. If not, I should at least be able to customize the lead card properties appropriately like on other object types.   A screen capture below shows this issue really clearly in the contact record UI:   ...read more

With the current user permissions and property permissions configuration, users can either edit the contact owner or they can't. Much like other assets in HubSpot, it would be great if a contact owner approval process was implemented. It would be great if select users had the ability to edit contact owner disabled but instead could send over a contact owner change request to a point of contact (current contact owner, super admin, etc.) ...read more

I would love for there to be an association built between Companys and task queues outside of sequences or workflows.   Example: If a companies life cycle stage is set to 'customer' all tasks created for that company will automatically fall under our 'account management queue'.   Or if a companies life cycle stage is 'lead' all tasks created will fall under our 'sales' queue.    We notice that filtering tasks so we can timeblock efficiently can be quite a manual process, especially if we ever want to send a quick response directly from our email inbox. ...read more

At the moment, we are not able to add the same email address for mulitple contacts. The problem with this is that some company's have key contacts that wish to have emails sent to them via their admin personnel. There may be more than one key person at a company that does this. Can we have a work around to allow for duplicate emails addresses being entered in the system with notification that it already exists, rather than not allowing it altogether? ...read more

This post is to request the idea that regardless of using HubSpot for SMS, the forms and subscription types should reflect SMS as an option (and multiple options for various SMS campaign types), just as they do for emails.   As all channels become more strict in what is and what is not a valid opt in, having a unified process for managing all communication opt-ins and outs is becoming more important. Having to piecemeal subscriptions across mutliple platforms and send information through workflows or integrations is a little awkward. ...read more

It would be fantastic to see the last activity owner for a record as a property. Sometimes, contacts, companies, deals, and tickets are being worked on by multiple individuals, and various emails, notes, or meetings are recorded. We could have the person with the most recent logged activity appear in a "Last Activity Owner" property. Currently, we have to click into a record to find the most recent activity and who added it. It would be awesome if this could be a property, and then we could filter or add it as a column on the record index page. This can help teams easily see the most recent person to reach out to a contact, company, deal, or ticket and build reports on that data. ...read more

I'd like to suggest that for record customisation in objects like Contacts and Companies, the Reports card would be dynamically filtered to reflect only the contact or company where the report card is displayed.   For instance, if you want to see pages viewed by a contact and you create a custom pivot table report for that purpose, the report will display all pages viewed by all users. For apparent reasons, that's not useful at all. I think a modification here would really upgrade the value of reports, which for the time being, I don't use at all due to this specific reason. ...read more