Great minds think alike

With the recent wave of prodcut updates, I have noticed less attention being paid to the small but important details. One example is the inconsistency of available activity filters across various HubSpot objects, in particular list memberships.   For as far as I can remember we could filter for list membership updates at contact level: With the introduction of company, deal, and other object lists - these are being used build segments, act as workflow enrolment triggers, etc. So far so good, but what if I want to troubleshoot some issues concerning when or why an object was added or removed from these lists? Well, I am bit **bleep** because there I do not have the option to filter by list memberships in any other object activity feed.    Frankly, I don't get it. Building a list for an object becomes a feature, so should the ability to filter by "list membership" updates. This is often (if not always) my first go to point for troubleshooting to establish a timeline, quickly see what else happened before digging deeper into what changed and why, in order to work out why something has changed that we were not expecting.   I know the official HubSpot line is "not cobbled but crafted", in this case it does feel a lot more cobbled than crafted. A focus on consistent UX/UI experience would be much appreciated.   Thanks ...read more

We've been using Hubspot for 3 different teams/business units for 6 months. Each team has it's own lists with distict contacts/companies/deals. But all users can see all lists. This is a problem if a user for Team A creates a list called "Current Customers". Users from Team B can see the list and may accidently think it includes Team B customers. Then inappropriately use that list for sequneces or ad campaigns. I'd like list permissions to work more like social media accounts that can be restricted to specific users, teams, or business units. ...read more

I'd like to create a list of our contacts that have at least one additional email. I can't find a relevant field to use as a filter in creating a list of such contacts. Similarly, when creating a list of all contacts, I can't find a field to include in the list that will show a contact's additional email addresses, if any. It would be nice if "additional emails" was more usable in list creation.   Per this question/answer, I was able to export the list of all contacts and include the additional emails, so getting this data is possible without the List functions, but it is perhaps a bit inconvenient. ...read more

I think it would be useful to have the possibility to create deal lists, as for contacts and companies. In this way these lists could be exported and used in deal-based workflows. ...read more

To my surprise it is not possible to send email to company-based lists.    We have an integration between CRM system Koho and HubSpot, and store a lot of business critical information about contracts and customers in Koho. The integration pushes data to HubSpot (custom fields) which has been selected as the agile tool for communication and marketing to our customers. Due to the company dependent information, I found out the hard way we are not able to use company-based lists to reach out to our customers.  I hope you would develop this feature very soon. Usability of HubSpot would be much better without exporting data to excel and then importing the same data back. It just doesn't make any sense.  The experience was totally unexpected not being able to send to a company-based list and it caused a lot of unnecessary trouble in a tight time schedule. I hope you would at least give information about the absence of the feature in the list and email tools. ...read more

The "List memberships" card is already existing in the right sidebar for contacts. It would be great if this card was also available for the sidebar for companies and deals. ...read more

The Forms tool has the option to add payments and upon submission, users can see a "Payment status" under the Form Submissions tab. However, those statuses are not able to be used for filtering (when creating a list). As explained in this article, View payment form submissions in HubSpot, There are 4 statuses available under the Forms tool; Pending, Succeeded, Failed and Open, but none of these statuses are available to filter contacts when creating lists.       ...read more

The buyer intent has been fantastic, but some of my leadership team would love for an active/updated list. If I create a TAM with a certain industry, they want to just be able to see the list update proactively. With it being static, it's a bit more manual work that has to be done to make sure that list is constantly updated. ...read more

Hubspot has a data point for "Date Added to List", which allows you to see the exact date a contact was added to an active list. However, this data is not available to filter or report on. Currently you can only export this data from the list view, by adding "Added to List Date" as a column, export, then filter in excel., which really limits automation needed. Seeing as this data point exists, I do not see why I am unable filter or report on it. ...read more