Gute Ideen sollten geteilt werden

Having the ability to rename default CRM cards or clone and rename non-Object CRM cards would be useful since we often use a card for something but our terminology for what that thing is differs from that of the card.    For example,    We plan on using Playbooks only for pre-qualification scripts that we call Battlecards.  Having the ability to rename non-object CRM cards would mean that  Instead of having each Playbook be titled "Battlecard - [Name]", we can instead name the CRM card itself named "Battlecards" and have each Playbook just be "[Name]".    Since we are now able to rename default Objects, it seems a logical extension of renaming defaults to be able to rename non-Object CRM cards.   ... Mehr anzeigen

Hi everyone 👋   We’re actively working on Process Guides — the next evolution of Playbooks. One of the biggest requests has been conditional sections: the ability to show or hide steps/questions based on a rep’s previous answers.   Example: If a prospect says they have budget → show budget questions If not → skip that entire section This helps solve a common pain point with Playbooks today: long, rigid flows that reps hate to use on live calls.   👉 Here’s what I’d love your input on: If Process Guides included only: Questions (with property mapping — assume it's available to you, regardless of packaging)  Rich Text Conditional sections Flexible Actions (update, create, or associate HubSpot record - including custom objects) …would that be enough for you to stop creating new Playbooks and fully run your calls through Process Guides instead? (For this thread, please focus on the features themselves. We’ll tackle pricing & packaging separately. Right now we want to validate if the functionality would actually cover your needs.) If yes — what excites you about that? If no — what else would you need before you’d migrate (e.g., personalization tokens, images, other features)? Your feedback is really valuable — it’ll help us decide whether conditional sections are the “must-have” feature to move forward with GA, or whether we need to invest more before you can make the switch.   Thanks in advance! 🙏  Every bit of input helps us shape what comes next.   👉 You can share feedback in whatever way works best for you: Comment below (yes or no?) Upvote if you’d like to see this move forward Or fill out this quick form if you’d like to share more structured feedback ... Mehr anzeigen

I’m currently developing training and sales enablement materials for our SDR and sales teams to use during calls or meetings with leads. The challenge is that some of our product features serve as strong sales hooks for specific industries, while others are more relevant to different industries or buyer personas. What I’d like to explore is whether it’s possible for these materials to be automatically associated to a company, contact, or deal record based on the industry or buyer persona field. This way, when a rep is working on a lead, they would instantly have access to the most relevant pitch points and feature highlights, making it easier to tailor their conversations and increase impact.   P.S: I choosed Playbooks category as it might be the closest one to my usecase here, and I'm also not sure if there's a fitter category for it.  ... Mehr anzeigen

Ce serait bien de pouvoir définir par guide conversationnel les autorisations de modifications comme on peut le faire aujourd'hui pour les autorisations de partage (affichage) suivant une équipe ou des utilisateurs. Aujourd'hui si on veut donner accès à la modification d'un guide conversationnel à l'équipe de vente, ont doit leur laisser la main sur tous les guides. ... Mehr anzeigen

It would be helpful to be able to create a task from a playbook and associate it with the playbook itself, so that when the task is opened, it opens up the playbook itself with the details that have been filled out. Sometimes, we may complete part of a playbook and come back to fill out the other sections later, and while we can create a task from a playbook now, we cannot link it with the playbook itself - only the associated record where we completed it. This would make it easier for our team to find the information they need and encourage adoption. ... Mehr anzeigen

You can add a playbook to a Record Customization view on Contacts, but you can't add the same playbook to the Preview Customization view. This should be a feature.  ... Mehr anzeigen

Please make playbooks usable in the sales workspace. ... Mehr anzeigen

I have set up playbook questions to "Update Service Property" however, only "contact, company, deal or ticket" properties are supported. This seems like a shortcoming of the new Services feature that I hope will be fixed. If I can select the "Property type" as "Service", the functionality should be that it updates the service properties. ... Mehr anzeigen

Please allow us to duplicate questions in a playbook. This would allow for faster creation.  ... Mehr anzeigen