Great minds think alike

Nowadays, it's possible in Sales Hub Enterprise to enroll contacts in a specific sequence. But it's impossible to enroll them automatically in another strategic sequence that can be activated after the previous one is finished.    This should be possible with workflows with the "enroll in another workflow" criteria, but the configuration doesn't allow this to happen.   This could benefit many use cases, lead nurturing based on lifecycle stage, sales prospecting and other sales processes, customer onboarding, monthly follow-up, and getting in touch with different database segments. ...read more

It would be super benificial to have the ability to customize the preview tab when looking at deals in pipelines. This would allow for quick access to information that our team needs with out having to acess the full view of the deal. ...read more

Hi, thanks a lot for implementing the new feature that allows to associate multiple companies with a deal and use association labels!   It would be great if users could filter deals by such associations & labels.   For example: show all deals where companyXY is associated with the association-label-YZ   We could use this for example to track the progress of external sales companies that facilitate the development of deals.   Best, yannick ...read more

Hi!   There should be a functionality when creating a form, to enable customers receiving an email receipt after they submit anything through a form.   They should receive a copy of their submission within their email. Similar to how Google Forms functions.    Currently, when our customers use our Hubspot forms, they have no documentation or proof of their initial submission. We often have to send this back to them. ...read more

It will be a great idea to have the flexibility to remove the total amount row from the deals homepage. ...read more

Hello! Love the new conditional logic feature in the create deal form based on pipeline. Would also love to have this exact feature based on a specific property in a pipeline. For example, in our sales pipeline, we have different products. It would be great if we could say "If product 1, then fill out these sections relating to product 1 in the deal form" for just the sales pipeline.   Right now, the property "Product 1" would have to be added to all pipelines in order to create conditional logic. This is difficult because our Partnerships pipeline does not require a "Product 1" but it would be a required field for our sales pipeline.   ...read more

I'm a Sales Operations manager at my company and I'm trying to take advantage of the quotes & e-signature feature on Hubspot. The problem is that when I go to add the terms of my contract into the designated "purchase terms" area, there is a character limit and I quickly run out of space. This is also without including my T&C.  On quotes one can add a link in the purchase terms so i tried to add a link to my T&C document. However when I go to sign the doc within the Hubspot/hellosign interface, the T&C are not clickable. Also, once the document is signed and I use the download feature, the T&C link is not clickable. Without the ability to attach our entire contracts and get a signoff on on the whole agreement, the quotes functionality is useless to our company.  It is a shame being that it was one of the features that really excited us when deciding to go to for hubspot over a competitor. In an ideal situation the purchase terms section would raise its word count limit and we should be able to attach a T&C document. In the signature process, a user would "click here to confirm you have read T&C" and the T&C doc would be part of the signed & downloadable document that Hubspot currently provides. I can't stress enough how critical this feature is for our team to scale.   ...read more

Actually, when you send an e-mail with the hubspot add-in, you can choose an option that automatically associate the deal corresponding to the contact. However, if you have 20 deals the add-in select them all.   What i would like is that the add-in does not associate by default the closed deals. ...read more

We often have large project opportunities that involve multiple business units. Each of our business units operates independently, and thus each BU has its own pipeline and own deals.   We would like to be able to associate deals with other deals in a parent-child relationship, so that we can better understand the big picture and how the pieces of each deal roll up into the larger project Deal.    For example, the overarching project opportunity/deal totals $1MM.  - Business Unit A has an opportunity for $500,000 of that project - Business Unit B has an opportunity for $300,000 of that project - Business Unit C has an opportunity for $200,000 of that project   Depending on the project we may win/lose all or some of the total project. One BU may win the entirety of their opportunity/deal, while the other two do not, or perhaps only win a portion of their part of the project. We want to see that all 3 deals are all linked together, and that the "parent" deal totals $1MM.  ...read more