Great minds think alike

It would be great to schedule a meeting on the mobile app.  Right now when I meet someone in person and want to schedule a meeting, I have to do it on Google Calendar.  Instead, would be great to add them to HubSpot using card scanner and set up meeting from there. ...read more

Dear Hubspot, Why is there no integration with Outlook on a mobile device with the HubSpot mobile app? We even reached out to you directly to confirm there was no integration. Gmail integration is nice and all but for 99% of the business world that uses Outlook everyday, we could use some support.   The Sidekick add-in for desktop is very handy and we are grateful, but when I am on the go and want to use my phone to reach out to a sales lead and can't track that in HubSpot, it's a huge problem. HINT: Saleforce does this.   We reached out to a rep who told us this was a popular request but that we should look for it the Community. I didn't see it anywhere so here goes.   Please find a way to allow Outlook on a mobile device (Android and iPhone at the least) to integrate with the HubSpot Mobile Application.   If any of you out there in the rest of the world agree, please give this post an Upvote. Perhaps together we shall overcome! ...read more

We can access templates for emails but cannot access anything in our playbooks. That makes no sense to me.  If I'm mobile and want to send something from playbook like an agreement after a call to customer, I have to go outside the HubSpot to email it from a file source on my phone or have someone email it to me that is on a computer desktop and can access playbook files.  ...read more

Hi,   I was interested in pushing the idea of sequences to contacts on mobile. Currently it is a big feature that is lacking from mobile and hurting our ability to respond quickly.   Cheers ...read more

Hi,    I just noticed that Hubspot mobile app does not have the option of replying to or forwarding an email thread. Though we do have this option on the website but no option for this on the mobile app.    Please add this option.  ...read more

There are a few othe CRM's whose mobile applications will allow you to call through the mobile app and it records the call and gives you the option to log the call outcome and notes after you hang up. This would be a great feature to have available as a field rep I am not always able to call through my browser to save the audio into Hubspot. Also to be able to log incoming calls through the cell phone app based on recognized phone numbers for a given company or contact.  ...read more

Our fields reps have been reporting numerous obstacles and limited functionality when using the iOS mobile app. Examples include: Limited Search Capabilities: Unable to search for contacts based on their "Company Name" property. In general, search capabilities are one of the most important features of any site or app. Not being able to search for contacts through the Company Name property and other properties prevents reps from bringing up contacts quickly in the field to make notes, log activity, etc. Unessential Contact Properties When Creating a New Contact: The default contact properties that are displayed when creating a new contact are irrelevant and incomprehensive. Current default properties include Website URL and Twitter Username (which most reps won't know when creating contacts while in the field) and don't include more useful/relevant account info like Company Name or Job Title. Non-customizable Contact Properties: In the desktop version you can customize which default contact properties you want to appear for all contacts, but not in the app. Being able to customize which contact properties you see for a contact would help reps manage their accounts more easily when in the field. Inconsistent Display of Email Signatures: I was told that HubSpot had to remove the email signature functionality in the last upgrade due to some issues and that it would be re-added during the next upgrade. Make it easier to add an email signature and ensure it is consistently displayed so that user can appear professional when emailing customers through the app. The mobile app has limited functionality and is clunky to use by field reps who need to access and log information quickly and easily while in the field. The app is almost unusable to our field reps due to the time is takes to bring up and log activity, and that the info displayed is irrelevant to their needs. Overall, the app needs efficiency improvements to its functionality to accommodate a mobile, on-the-go environment. ...read more

Snippets are available in notes and logged calls, emails and meetings on Android. If you'd like to see this same functionality available on iOS, please upvote this idea. ...read more