Great minds think alike

Problem: Part of my job as a Sales Support is to send weekly updates to the leadership team and our service team about new sales data from the previous week (what the sales and onboarding pipeline looks like, churn data, new clients, etc.) I manually put this email together every week, and while it doesn't take an enormous amount of time, it does seem like it would save so much time and energy throughout the year if I could automate this process. The problem is, that I can't create a template that copies reports into the email. I have the option to send the dashboard, but the email is clunky and doesn't display the full report. Solution Simply add an insert report feature. This would allow Sales Support and other data managers to create great-looking, concise, and easy to understand emails. The current option of emailing dashboards doesn't allow for very much customization or email formatting. Plus it requires the other team members to click into Hubspot instead of quickly digesting the information via email.  As Sales Supports and Data Managers, our job is to help our salespeople delight our clients and leads. Part of doing that is delighting our service and leadership teams with great-looking, informative and concise emailed reports. ...read more

Issue:   Right now, if a contact gets enrolled into a sequence that includes email sends, and the user changes the email address of the contact mid-sequence (i.e. after enrollment), then when the next sequence email is sent out, it goes to the old email address. The new email address will not be sent the sequence emails. Also, a new contact with the original email address will be created and the emails will be logged into the new contact record. This is expected and makes sense from a technical perspective: if a contact/email address doesn't exist in the CRM, and a new email is sent and logged to HubSpot, this creates a new contact record, as per: https://knowledge.hubspot.com/settings/log-email-in-your-crm-with-the-bcc-or-forwarding-address But this is not the most intuitive from a user standpoint. Users would like to be able to easily update the email address of an enrolled contact & then to have future sequence sends go to that updated email.  Workarounds  1. To ensure that the sequence emails are sent to the new email address, the user has first unenroll the record from the sequence and after updating the contact's email address, re-enroll it again into the sequence. This will register the *new* email address of the contact so sequence emails will be sent to that newly updated address. OR 2.  M erge the contact records (if that is relevant)  Alternatively, the user can consider leaving the contact in the sequence,  then creating a separate contact record for the updated email address > enrolling this new contact into the sequence ...read more

Our sales team while creating tasks worked a method to use "COMPANY NAME | CLINET SURENAME - shoet taks discription". We would like to use snippet to for it.  Other idea is to make possibility to change defaul name of followup task. Instead of 'Follow up with Krzysztof PAWLAK' we would like to have 'COMTEC 3D | PAWLAK - follow up"    It will speed up our process and make task more userfreindly.       ...read more

It would be great to have the possibility to prevent the automatic creation of contacts from our own company (employees). For example, a rule to exclude the creation of contacts by domain.  ...read more

It's essential to increase the 20 MB size limit for 1to1 email attachements.  This is a huge problem; when a customer sends an email to a shared team email with an attachment > 20MB, HubSpot's Inbox is not getting the email, so there's the risk of not giving an answer to a request.    Service&Sales teams often work with > 20 MB attachments.   ...read more

We need the ability to have separate 1:1 Sales subscription types for each business unit in Hubspot. Currently, the Sales 1:1 email subscription is tied to the portal's primary business unit. This is not ideal as we do not want a global sales opt-out but one for each business unit.   Ability to create 1:1 Sales email subscriptions for each business units. Have these 1:1 email subscriptions appear on the business unit preference center (and be able to edit the preference center)   We were initially very excited about the business unit functionality. But it has been some time since I have seen any enhancement to this functionality. Please make this a priority to fully build out this capability! ...read more

Posting on behalf of a customer - Would love a feature to toggle off any new associations or updates (email threads) to deals that are already closed/won. Often, email replies get associated to the deals and it requires extra effort to manually unassociate the records. Thank you! ...read more

Hey team! Raising this for a customer (: Would be great if we have the functionality to send sales emails (maybe under CC) to all reps within the same company. Would save us time having to email everyone separately, thank you! ...read more

Currently Outlook users can only log emails to primary object records like contact or company records in HubSpot when using the desktop or 365 add-ins.  It would be very beneficial to HubSpot users if they could also log emails directly to custom object records when emailing from Outlook.  Custom objects are becoming more popular, and this feature would be helpful for HubSpot users who rely heavily on custom objects.  Thank you! ...read more