Grandes mentes pensam igual

It is crucial to be able to send emails directly from the deal in the mobile app. Or, when sending emails from the contact, to be able to associate that email with both the contact and a related deal, like you can from the website.    Our field sales team is often on the road during the day as they travel between appointments and frequently correspond with customers from their phones. They can send those emails from the contact using the mobile app, but there's no way currently via the app to associate those emails with the deal, which is where all of the relevant sales activity is actually being tracked and recorded.  ... Exibir mais

It would be great if there is a new feature where it allows HubSpot Mobile App user to attach sales document to their outgoing sales email. Use Case: Sales Persons are always on the go, they don't work from desktop As they are following up their leads via email, they are using HubSpot Mobile App and they would want to send them Sales Document So they know if their leads/ prospect have clicked or opened the Sales Document and follow up depending on their prospects behaviour ~ Submitting on behalf of Rebekah ... Exibir mais

I have a customer that needs the ability to natively record voice notes (via the HS Mobile app) on the contact/deal record after an in-person meeting during conferences and onsite visits   This will give them the ability to record quick notes, highlights, redflags, action items for managers/BDRs and record next steps efficiently on the go ... Exibir mais

It's super frustrating not being able to comment or edit a note on the iOS app.   I receive notes I'm @ on when I'm on the move and there is no way to respond on the move.    A super simple feature that could really help! ... Exibir mais

Would be great if we could add a campaign or even original source when we scan a business card on the HS app - this is a great tool at trade show's to get peoples info, but would be even better to auto-add them to a list or campaign / original source to say we received this contact from MJBizCon or something like that. It's not very 'fair' to the marketing team to say the sales team got those contacts as 'offline sources' because marketing put on the trade show and all the work around it! ... Exibir mais

The ability to send SMS is key for most businesses, even for businesses that don't market with SMS, being able to send this for sales or service is key to allow timely communications with clients.   Although there are lots of external platforms which allow SMS, they are often clunky and with procurement requirements in the Enterprise space preferring a lean supply chain of fewer suppliers, the ability to do this directly in HubSpot is key.   This could work in the same way which calls does within HubSpot, utilising the integration HubSpot already has with Twilio to perform the following:   Craft and send SMS via Workflow actions Send 1:1 SMS via a contact record Trigger workflow actions based on an SMS being received (similar enrollment criteria as marketing emails) It would be great to be able to utilise the conversations inbox to manage replies It would be great to be able to create bots in chat flows to automate SMS conversations   The privacy and compliance element can be managed to utilise the current subscriptions mechanism allowing subscription types to be created for either email or SMS whilst also respecting GDPR tools such as legal basis and the boolean unsubscribed from all communications.   A log of SMS messages similar to calls could be run within an object like the below:     Within the conversations inbox:     With Chatflows:     In Workflows:     ... Exibir mais

Filing on behalf of a customer: Hi team, At the moment we can turn on a setting on Android to have Post-call logging (see screenshot atttached) - however, this is user/device-specific.  It would be helpful if there was a way we can set this within HubSpot for users within permissions sets to "force" sales reps to log their call activities moving forward.  Looking forward to this feature possibly being implemented! ... Exibir mais

At this time it's only possible to add and reorder properties to the "About Us" section for iOs mobile app users.   Custom sections are not available and there's not a way to hide blank property values. Otherwise all properties show only in group object types in A-Z order. This can be a large data set for many companies. It would be beneficial to have more customization of how properties on records are organized via the mobile app.   ***post on behalf of a customer. ... Exibir mais

Currently, on the Hubspot iOS app, custom Deal sections are not visible, only property groups. I understand that the Android version of the HS app does allow sections to be visible.    Please add sections to HS iOS -- it would be super helpful for our company! Our company works around the clock and we can't always be in front of a computer.  ... Exibir mais