Add a Closed Deal Recency Data Point (I've confirmed this functionality does not currently exist in HubSpot, because we have discussed this at length with our onboarding specialist, who has also discussed it with members of the HubSpot product team. They have identified it as a "roadblock" and have acknowledged that it is a need. Nonetheless, please vote for this idea if you think you would benefit from it so that we can get their attention and hopefully speed up the process to get a native solution implemented.)   In cases for both contact-based workflows and building an active list, it would be extremely helpful to have the ability to "segment" by a recent purchase of a specific product.   For example, when a contact is in a "pre-purchase" workflow, the goal is to get the contact to purchase the product being promoted in the workflow, and once that has occurred, the contact should be automatically removed from the workflow. (I am surprised to learn that the action of purchasing a specific product is not a goal that can be set within the workflow in HubSpot.) In most cases, our goal for any of our workflows is to result in the purchase of a product, yet we cannot currently set this as a goal in a workflow.   So, even if purchasing a specific product cannot be added as a goal for a workflow (which I think is remiss), we at least need the ability to set a "less than" date under an If/Then branch > Deal Properties > Close Date parameter. If our workflow is comprised of a daily email send, and a contact within the journey purchases the product, we don't want that contact to continue receiving the emails in this workflow, because they have converted to a customer/purchased the product. So, we want a "check" before each email in the workflow that removes any contacts in the workflow who have purchased the specific product in the last 1 day. Setting a "less than" date is not currently an option.     This same request applies to Active Lists. Please add the "less than" parameter under Deal Properties > Close Date so that we can generate a list of customers who have purchased a specific product in less than 1 day, etc.    In both cases, setting a specific date does not work because our workflows and this type of Active List will be "live" indefinitely, so the date "structure" needs to be that of a "rolling date" rather than setting a specific hard date.     The only way to accomplish this functionality currently is to have our Dev Team build out a special third-party app that will repurpose our Shopify deal data within HubSpot and timestamp the purchases/closed deals. This solution is neither perfect nor ideal, but it will have to serve our purposes until HubSpot implements this functionality natively. Thank you for reading and for voting! ... View more

I'd like to be able to pull lists - for example - of any contact who received a marketing email in the past 6 months. Or during a specific date range.  ... View more

Currently, I can create contact/company lists based on Internal Meeting Notes Call notes Email body Note body... But not based on Task notes. This is against any logic or systematicness, so please fix this. ... View more

Add the "List Actions" option that is available in the Recipients tab in a Marketing Email. To the "Top engaged contacts" in the Performance tab.   ... View more

My sales reps send sales emails to contacts using a sales email template and sends out to a bulk list of people.    Right now, there is no functionality to see who opened that email in HubSpot lists. I can only filter by "email subject" so we know who we sent the email to, but cannot further filter by who opened it.  This functionality already exists for marketing emails, so please add this to sales emails as well.    Thanks ... View more

The current 'Add to static list' option only allows for a maximum of 100 records to be added at one time. It will be great if this limit can be increased / or users are able to select as many records as they want to be added to a static list at any one time.    While 100 is great, it is not very ideal if I have, e.g. 6000 records. i will need to repeat the step 60 times. 🙂   ... View more

I want to create a list of clients in a sequence so that I can call those with phone numbers.   The issue is that there is no way to "remove" those I have already called in this list. There should be a filter to enable me to remove prospects recently called based on timeframe of last call (i.e., filter out everyone called in last 90 days). ... View more

For all content options that allow you to organize with folders, it would be extremely helpful to be able to create folders within folders for better organization leading to less duplicates and efficiency when looking for content already created my a teammate.  ... View more

Hey   We want to export the list of LIST NAMES a contact is part of. Right now, we don't have a way to find out how many lists are there or the names of the lists, a contact is a part of using filters or any other criteria. We want this feature to be present so that we can apply some logics to segregate Marketing and Sales Contacts. It would be really cool if it happens this way.   Thanks! ... View more