Great minds think alike

ZoomGov or Zoom for Government is a more secure version of Zoom for companies who work with Government agencies. However, the user interfaces are exactly the same. We use ZoomGov for Sales meetings, customer meetings and marketing events like webinars. Because the login url is different than standard zoom, We are unable to login in order to install the Zoom integration. Here are two screenshots: HubSpot's Zoom login page       ZoomGov's login Page On the left, is the login page HubSpot sends me to when I click the "Install App" button on the Zoom integration page in the app marketplace. Notice, the URL bar at the top of the window is locked and can't be edited. On the right, is the login page that ZoomGov uses. The suffix to the company domain is .zoomgov.com instead of .zoom.us   It seems that the easy fix to this problem would be simply to allow a person to choose which zoom they have and serve the correct url for the login page. All of our other systems integrate with ZoomGov with no problem. Lack of support for our Zoom instance is preventing the sales team from migrating from Outreach to Sales Hub. ...read more

When a Hubspot user places an outbound call from Hubspot, it opens the call pane with the option to take notes, record, etc. Then separately, if a playbook is activated, a separate pane opens up and offers the ability to log a call.   As a result, if one wants to not just use the playbook but also dial from Hubspot, they end up with two call records: one with the recording, transcription, etc, and then the other one with the playbook answers.   Can this be better integrated so there's only one call record with everything? ...read more

OUTDATED METHOD FOR UPLOADING & SAVING DOCUMENTS/FILES Nearly all software platforms nowadays offer ability for users to easily drag and drop files.  Instead of having to find, then select the file, then upload the file from the drive (3-4 steps every time).   The current method is like driving a vehicle and having to turn the vehicle on with a crank shaft, long outdated.     NEW FEATURE REQUEST - DRAG & DROP FILES/DOCUMENTS INTO HUBSPOT It makes so much sense and much easier if users could drag and drop files (1 step) into: a) Deals b) Notes c) Files / Documents / Ssale Documents / Playbook / Snippets / Templates d) Other areas within Hubspot   Benefits are enormous to HubSpot users.  Frees up users, sales teams, and agencies to focus on what they do best, rather than wasting valuable time using the old way of uploading documents.     ...read more

Hi team, as of now, when we use playbook, the playbook will appear as a small pop up window on the left side of the screen. This can be too restrictive for some customers, as such, propose that we allow them to customize how they wish the playbook to be reflected. (e.g. larger window) Thank you! ...read more

We (Success Management in a SaaS Company) are using the playbooks to document our costumer journey.  The option to work with the playbooks in Full Screen Mode additional to the pop-Up window, would be great. ...read more

We need a possibility to add a question to the playbook selecting the 'Use a set of answers that saves to a property' option and choose a custom object as a property type. ...read more

Our sales team uses Playbooks as their primary tool for updating information about contacts as they communicate with them. They have very robust playbook properties to update about the contacts they talk to. We are now introducing Custom Objects for "Brands" to be associated to Contacts and Deals.   We would like the ability to associate these custom objects to Contacts in Playbooks. I think this could similarly be useful to associate other record types like Deals and Companies in Playbooks as well.   The only problem is... does anyone else even use Playbooks to the extent that we do? They seem like the forgotten feature of HubSpot in terms of the amount of features they support. ...read more

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

As far as I can tell from the API docs, there's no endpoints for interacting with Playbooks. If this is the case, the addition of such endpoints would be greatly appreciated! Otherwise, please add the documention for them. ...read more