Grandes mentes pensam igual

I like to keep my lists in folders.   When I create a new list inside a folder, it goes into "all lists". I have to go back up to the root and manually move the list into the folder.   If this could be fixed it would save me a lot of time!   Thanks Ian ... Exibir mais

When looking at a Company, or Contact, you can filter to see Email activity. But you can't filter to see only *incoming* activity. So if you have a lot of outbound email, it can make it hard to see when people have responded. ... Exibir mais

On the record page for a contact, we see their name, job title, and just below we see a row of very useful buttons: Note, Email, Call, Log, Task and Meet. This is a feature request to have the same buttons appear when we click on the preview button for a contact. I did a mockup — please see the second image below. Thank you,   Erik     ... Exibir mais

Hi,   I have been using a workaround for the last ~1.5 years orso in order to be able to send email in calibri front directly from Hubspot. I achieved this by copying calibri formatted text into templates and it would keep the font formatting.   When then later editing this email, it would also be written in calibri.   Something must have changed very recently because it no longer works like this.   The templates are still in calibri but any newly pasted or written text is now completely unformated (meaning sans serif / arial font).   Was this some intended change by Hubspot and if so, why? Would it be possible to compensate what has been broken by at least implementing Calibri font, which is basically the standard Outlook font used by majority of businesses? There is already a separate post on the calibri topic.   Kind regards, Thomas ... Exibir mais

From the list view for contacts, it would be great to be able to send a group email without having to create a sequence, right from that view. Saving the extra step of buildling the sequence while still generating 1x1 emails from the sales rep. ... Exibir mais

When creating a ticket through the Chatflow, setting a priority is required. When creating a ticket manually, it is not. Would like for this Priority to be left as optional or None, so when it goes into our Tickets Dashboard, our staff can judge and set priority (if needed). ... Exibir mais

Hi,   The conversation inboxes are displayed in a different order, in different places, as follows: - in settings page they are displayed in alphabetical order, while - in conversations page, as well as the mobile app, they are displayed in the order they have been created.   I made 2 new test inboxes to see what I am talking about (see the screenshot below).     So I think I think it would be logical to have them sorted alphabetically everywhere (by default).   This helps a lot because if you work with many inboxes and want a particular ordering, you could just rename them in a way that would affect the display order (e.g. using prefixes like 1-, 2- , 3- etc).   A similar issue is with the snippets too. When you create the snippets you have to option to see them ordered alphabetically but when you acces them from the email window, you see them ordered alphabetically but in a reversed way. See below:       So I would suggest that the display order should be alphabetically and in the right order, in this case too. For those who are fine or prefer the "creation date order" the dev team could add a combobox button in settings, where the user is able to select weather he want the inbox/snippets to be ordered by creation date or alphabetically.   Thx for you attention with this matter. ... Exibir mais

Wenn wir neue Mitarbeiter:innen als Benutzer in Hubspot anlegen, möchte ich diese systemseitig dazu verpflichten ihr Gmail-Konto und ihren Kalender mit Hubspot zu synchronisieren.    Dies tun wir, da wir 100 % transparent arbeiten wollen mit unseren Kunden. Alle Mail-Domains mit potenziell datenschutzrelevanten Mailverkehr haben wir bereits über die blocklist von der Hubspot Protokollierung gesperrt.  ... Exibir mais

Apparently most Hubspot users operating in Europe send out Meeting Links to exising contacts instead of embedding them on their websites. When collecting personal data from prospects all of us need to make sure we have the explicit consent to process that data. The Hubspot Forms in the Marketing Tools in fact pay respect to that by enabling Hubspot users to add/edit the respective field to the form: after enabling GDPR settings generally or for a specific form you can edit the form and under other form fields add or edit the GDPR field; the drop down let's you choose between legitimate interest, - which you should choose only if you know what you are doing - a checkbox for consent for communication and a simple text for data processing (which is standard for no reason if you ask me), or checkboxes for both consent for communication and consent for data processing (the latter is then automatically a required field as it should be). Only the last option is the safe option here; the "standard option" should only be used if you already have this contact in your crm and have the consent from another source; it is practical when you additionally want your contact to join a marketing list for example.   Now to the actual issue I and basically all Hubspot users operation in the EU have: when we send out a Meetink Link to a contact we obviously do have the consent from another source to process their data or we would be in dangerous violation of the GDPR. BUT when we want to embed the meeting link on a website to turn prospects into leads I need to have that additional consent for data processing checkbox. Sadly when we edit the form that is integrated into the Meeting Link there is no way to add that. Although it would have been logical to add it here when it was added to the GDPR form field... this was pretty new in 2020 IIRC... so apparantly nobody noticed this discrepancy in the last 3 years. Except I pointed it out 3 years ago while working for a different company. So how about someone at Hubspot implements the same option Forms have to the Meeting Link forms? That would be nice... and GDPR compliant. ... Exibir mais