Great minds think alike

It would be great to have the functionality to create deals from playbooks. Meaning, a sales rep fills out a playbook collecting deal properties (so Sales Hub Enterprise level needed) although no deal currently exists and after filling out the playbook, the deal will be created automatically.   Problem today is, no deal properties can be gathered with a playbook if there is no existing deal yet.   This adds value in the sales process as reps have a more structured guideline in meetings/calls with prospects and do not have to jump back and forth between a deal object, contact object and playbook. So the goal is to use a playbook like an internal form. With the regular froms module, no deal properties can be collected. ...read more

We are starting to use Playbooks for sales and customer success purposes. It would be great to be able to create reports for the number of times they are used, and also by play book.   Currently Playbook activity is not identifiable as a reportable activity when building reports. ...read more

I tried looking for other submissions like this but didn't find one... We need the ability to move questions/fields around inside playbooks we're building.        Ex. We'd like to move the 1st question in a playbook to the end of the playbook.   Right now, that means we need to rebuild the playbook just to change the order of questions, and that's a pretty big barrier to Playbooks being useful for us in the spirit of agility and ability "pivot" certain aspects of our sales process if needed.  ...read more

Would be very useful with some smartness to questions in Playbooks (similar to dependent fields in HubSpot forms), e.g. ff answer is  X on question 1, show question 1B, otherwise move on to question 2.   A Playbook can become quite tedious for a sales rep to scroll through when not all questions are relevant to the conversation.   Also great if a Playbook could update properties on multiple objects within the same Playbook. ...read more

Hi team! I know that we're able to associate playbooks to records manually - https://community.hubspot.com/t5/HubSpot-Ideas/Attaching-playbooks-to-deals-and-not-only-contacts/idi-p/242565    However, I was hoping for playbooks to associate automatically similar to the association rules here.     Thank you! ...read more

Hi Team, just wondering if we can get the functionality to re-sequence the questions in a Playbook? The scenario is that when we get to review our Playbooks, we have to re-type whole the thing (question/ answers) to match the new order.    Furthermore, I am wondering how possible to get 'Create Task' functionality linked to Playbooks. For example, this will allow the sales team to create a task for a meeting while they are on the phone, filling a call log (in a call Playbook).  ...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

Playbooks can be connected to deals, but connecting to products associated with deals is missing! Please consider adding this ...read more

Playbooks need to be able to be donwloadable or exportable from the contact or company's profile so that all of the notes and information is retained when extracted from HubSpot.  ...read more