Great minds think alike

Here are my ideas to add to the playbook section in HubSpot 1. Create a way to have parent and child questions or main questions and a sub question directly attached to the main question.  -----EXAMPLE------ 1. Number of requested documents (response would be an open text to enter that number)     1.1 Comments (response would have an open text field for any comments related to question 1.) -----------------------   2. The ability to attach a document as a response to a question.     ...read more

It would be great if a user could start using a playbook without going into a CRM record first.   Context Ideally (to us CRM guys), all sales calls would start with a sales rep immediately taking a customer's details and creating a contact record, before then proceeding with the rest of their script - This is just not the case... Sales reps will start their script by asking questions, getting to know the customer, taking notes, and finally confirming they're a good fit before creating a contact/deal record. Hubspot's playbooks are a great place to build that script, to log notes and information, etc - BUT they have to have created a CRM record in order to open a playbook...   Idea Users should be able to open a playbook without opening a CRM record first The playbook should be able to have fields like email, phone number, name, etc that result in a contact record being completed upon completion of the playbook (if one does not already exist) If a call ends without resulting in a contact record being created, then the playbook should still be submitable and result in a call activity that is associated to no one   Additional wishlist items while I'm here... A playbook should be able to have hidden questions with pre-populated property data - Just like a Hubspot form field. This would be super handy for automation and CRM administration. e.g. A French language playbook that sets the contact's language property as French upon completion. ...read more

Hey HS crew,   Not a critical issue by any means, but I think it would be a great ease-of-use feature to make multi-step playbooks.   Just as HS recently introduced multi-step forms, a multi-step playbook would make it super simple to use playbooks while on the phone with customers. Reps could navigate a couple of questions at a time to ensure focus, order, and the comprehensive completion of the playbook.   Right now, we have sprawling playbooks that look more like doctoral theses than a guide someone can use while mid-conversation. It'd be great to be able to chunk these playbooks into multiple pages of questions.    Cheers, Andrea   ...read more

Playbooks / Conversational guides lack the ability to add conditions. For example, if the customer answers X to question 1, I'd like to go straight to question 7. ...read more

  Playbook Upgrades Needed! 1. Call Logging Option: Playbooks should allow us to log as a note, not just as a call. 2. Stage Requirements: We should be able to require playbooks at specific stages, like deal stages, ticket statuses, or lifecycle stages. 3 Copying Playbook Answers**: Playbook answers should be able to copy directly to a property without needing to finish the playbook. Right now, our team has to fill out the left column, then go to the playbook to see the pre-filled info. DOUBLE THE WORK! It would be much easier if they could trigger the copy to the property directly from the playbook, without needing to hit "submit" to save it. 4. Template Pre-population**: It would be helpful if templates could pre-populate while filling out the playbook, so they can be sent out immediately. Currently, this can only be done after submitting and saving the playbook into the property. PLEASE ADVISE ...read more

It would be really good to have conditional logic on Playbooks, where if on question one the rep selects option A it displays question 2, if they select option B it jumps to question 3 etc. We have a wide variety of enquiries coming into Customer Service and Playbooks could be really beneficial to them, but at the moment I would either have to create multiple playbooks or have questions in there that are irrelevant for certain enquiries. This could also be useful to sales reps as well, particularly if there are product-dependent questions they need to ask. ...read more

It would be extremely helpful if customer service reps could access playbooks right from Help Desk. Currently, they must open the ticket record and access playbooks that way.    Additionally, I know there is already some posts on this, but Help Desk and Playbooks should definitely be in the mobile app. ...read more

Hi,   On behalf of one of our customers, I would like to suggest an enhancement for our playbook questions feature. Currently, when a user edits a playable question (even adding a space will trigger), all previously entered data associated with that question is lost. This can be quite frustrating for users who want to make minor adjustments without losing important data they’ve already collected.   Suggested Improvement: We propose that HubSpot introduces the ability to edit playbook questions without losing the data of the previously entered information. This would allow users to make necessary changes or corrections to their questions while retaining all the valuable data that has been collected up to that point. ...read more

Playbooks are great for initial sales calls and face-to-face meetings, but the follow-up task/to-do feature is very limited and could be much better. Currently the task you create is automatically assigned to yourself and can't be changed from the playbook itself.   We need to create tasks from a playbook and assign them to other HubSpot users to make follow-ups or take certain actions.    To assign a task from a playbook to another user, at the moment, you either need to save the playbook and then manually create a task separately, or create the task from the playbook, which gets assigned to themselves, and then change the assignee of the task (but we tried that and it doesn't send a notification to the re-assigned user, which defeats the object of doing it that way).   Hopefully other users would appreciate this feature because we really need it and it seems like such a simple upgrade. ...read more