HubSpot Community - HubSpot Ideas

mtruss · ‎Mar 16, 2021

Problem: At the moment, Insights does not work for every field properly. (More info here: https://community.hubspot.com/t5/CRM/HubSpot-Insights-Database-enriches-wrong-address-information/m-p/419158#M125703) You already implemented an option to disable it completely. (https://community.hubspot.com/t5/HubSpot-Ideas/Option-to-turn-off-HubSpot-Insights-on-company-records/idi-p/178713/page/2#comments) This is not ideal, as some information is correct and we want to benefit from it. Solution: Provide the option to enable and disable Insight on a field basis instead of as a whole.

eComEngine_Suz · ‎Mar 3, 2021

Similar to the way CTA and forms work, the CSAT/NPS web survey and all feedback surveys should be available to show on external web pages. This would be tremendous for HubSpot so that Product Teams and Customer Success Teams could gauge satisfaction with certain product capabilities in-app, similar to an Appcues like tool. Especially for after new features are released, this would be helpful. EX: we recently launched new canalytics capabilities. I want to capture how happy my customers are with the new capabilities by placing a web survey on the Analytics page our our app. For us, it's ideal for this feedback to be captured in HubSpot as it is our primary system of record. Please extend this functionality available in the Marketing Hub as a core part of HubSpot's offering over to the Service Hub Surveys!

JoeAvsource · ‎Nov 26, 2020

I took advantage of the opportunity to use the future Tasks view early, and one thing that I would like to see added back in is the "Due this week" option in the filters, or even better, the opportunity to look at open tasks between a date range. I often used that to quickly see how many more tasks I had ahead knowing that the later half of my week was busy or to determine if I could take a long weekend. The new view does have the ability to filter and look at the next 7 days, but that bleeds into the next week if I'm looking on a Tuesday for example. If you did develop a Tasks view that would let you filter by date range, that would also be helpful for enabling reallocation of tasks that are scheduled during a time where the user will be unavailable in advance, determining what needs to be moved up and what can be pushed back. I know scrolling ahead in future tasks allows that, but to have the ability to refine to a date range would simplify things.

bcox · ‎Mar 15, 2021

We are running up against a consistent issue where we want a specific list of people to use a organizational email address and we want to be able to lock that email into the primary email field. Why? Issues arise when there is more than one address associated with their contact record. (i.e. Maybe before they joined us they where receving email at a gmail.com address) If they fill out a form with a secondary address, the primary and secondary are flipped in HubSpot. The same thing happens if an import with a secondary address is done from another one of our systems. It appears to be a "system of record" issue that we are trying to solve organizationally, but we are not there yet. Would love to be able to lock down primary email addresses in some cases. I found this post that is similar to the issue we are experiencing. https://community.hubspot.com/t5/Email-Marketing-Tool/Secondary-email-becomes-primary/m-p/415578

lbrown27 · ‎Mar 7, 2021

I really wish that from the Campaign Performance view, at the top where it says Goal Conversion, you could click on the number that's displayed and it would give you the option to view the contacts who make for that number - throw me into contacts view (like you used to I think), or prompt me to make a list; I just think its a nice shortcut from a user experience perspective.

klynch09 · ‎Dec 18, 2020

We saw recently that the Email Builder has a section where editors can leave comments. This would be a fantastic feature to have on the Blog section as well. Our current process is to write the blog within the Hubspot blog so that we don't have to deal with formatting issues that can occur when copying over from say Word or other platforms. Then, our team reads the preview and provides edits via email/chat etc. Having the ability to leave comments on the blog draft within Hubspot would help speed our process and keep everything together in one spot.

SPACEMONKEY · ‎Oct 20, 2020

On the record page for a contact, we see their name, job title, and just below we see a row of very useful buttons: Note, Email, Call, Log, Task and Meet. This is a feature request to have the same buttons appear when we click on the preview button for a contact. I did a mockup — please see the second image below. Thank you, Erik

lfuzo · ‎Oct 8, 2020

(1) As a manager, I need to see what each sales team member's task load is and how they manage it (e.g., overdue, queues being worked, etc.). There is no filter for user in the Today screen view. I would like to see the summary view to see if I need to do a deep dive into the data. (2) It would also be nice for a manager to be able to assign queues for users, especially for new sales staff still in training. (3) Once you select a user, all filters should recognize that user when selecting a new filter. The program changes to the default user when you select a new filter to view. This is a time waste for managers. (4) What happened to the ability to export tasks?

DJanes

We have an issue with not being able to select multiple files when searching for individual companies with files attached. It currently lets me click one company, but as soon as I search for another company, it unticks the company I had selected, which defeats the object of making life easier and reducing the search time. In short, what we need is: In the marketing/files section - to be able to search for a company using the search toolbar, tick the company, search for another company, tick the company, and so on, they all stay selected which means I can then export all ticked files attached to those companies, rather than searching these on an individual basis having to go through 100s of pages to find the right company. Thanks.

FerhatSF

Cross object report nicely gives the contacts and the deals. Deal 1 Contact 1 Deal 1 Contact 2 Deal 2 Contact 2 Deal 3 Contact 3 I am tabulating contact details that I cannot get from single object Deal reports. But ... Deal 4 does not have an ASSOCIATED CONTACT. It happens. And it is missing from the report. No filter tricks. With the same set of filters on the DEAL, with single object report, I get the expected report: Deal 1 Contact 1, Contact2 Deal 2 Contact 2 Deal 3 Contact 3 Deal 4 I understand with Null fields, doing JOIN/MERGE could give surprises to any of us but ... I am missing Deal 4 from my purely innocent list. I think cross object reports are generated across: Deals with Associated Contact count KNOWN Contacts with Associated Deals count KNOWN So that the MERGE/JOIN works LEFT TO RIGHT and RIGHT TO LEFT will yield the same result. Deals with NO CONTACTS and Contacts with no DEALS are excluded. Any plans for sided LEFT/RIGHT JOINS?

Disable/Enable HubSpot Insights for each field seperately

Allow CSAT/NPS web surveys on external pages

Due this week in Tasks

Locking primary email address of contact

Campaign Performance - Goal Conversion (Contacts)

Add Editor Comment Functionality to Blog Drafts

Add Buttons for: Note, Email, Call, Log, Task and Meet to Preview Sidebar

Beta Task View

Multiple Selection when searching for a file

cross object report Contacts & Deals