HubSpot Community - HubSpot Ideas

tylerbates · ‎May 13, 2020

Outside sales people are communicating mainly by mobile phones and tablets, and can not get their emails logged into Hubspot unless using the Hubspot mobile app. The problem is when the need comes to get a Deal/Quote or product bulletins/PDF's into the hands of the customer. There is no way for them to send an attachment of any kind in the Hubspot mobile app at this time and I think it would be very beneficial if that was an option. The benefits of this are they can get a Quote or Attachment to the customer right away and have the rest of the sales team be able to see that activity logged on the customer page right away.

bsjut · ‎May 7, 2020

Hubspot Sales allows click tracking (https://knowledge.hubspot.com/email-tracking/how-can-i-track-links-sent-in-my-emails) but only with a generic Hubspot domain. This makes the click tracking look unnecessary spammy. It would be great, if we could switch the click tracking for Hubspot sales to a custom domain, i.e. through a CNAME record, for example use cl.mydomain.com/1231331 as a URL logic.

roarkjanis · ‎Apr 8, 2017

When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact.

AndyPitre · ‎Apr 3, 2017

Sales people use Outlook, period. And because that's what they use, that's where the information should be at. Best way to achieve this would be via Exchange integration so that people would have access to the same information even on their mobile and wouldn't just be dependent on a single plugin.

mschnitt · ‎Apr 5, 2017

We have a number of MAC users. It would be nice to have HubSpot integrate with Outlook for MAC users. Is this a feature that will be available soon?

asoconnor · ‎Oct 2, 2018

Would love to have an "edit" button for scheduled emails instead of having to delete the email entirely and re-schedule. Thanks!

nmantegani · ‎Apr 10, 2020

Noticing that when adding "To" addressees and "CC" addressees in Outlook with the HubSpot Sales add-in installed, whichever address is entered more recently in the compose window will generate the contact profile on the right-hand side of the window. As seen in screenshots, the "To" addressee was added first, and the contact profile generated with their information. After adding a "CC" addressee, the contact profile is updated to show their information instead. Adding further addressees to either field will regenerate the info in the contact profile each time. If possible, we'd like a way to control these profiles to only show the most recent addressee listed in the "To" field (and ignore addressees in the "CC" field), with the use case being the "CC" addressees are typically considered "less important" and we wouldn't need their contact profiles generated in Outlook. Thank you!

Babel_Gem · ‎Jun 21, 2017

I'm not sure whether others find this as frustrating (or even know that it happens!) but we regularly find in our own portal and with clients that if you send a sales email using the Outlook or Gmail integration, 'log to CRM' and CC someone who is not a contact in HubSpot, they get created as a contact without you knowing. I assume this is part of an automatic feature which would help you out in a situation where you're emailing a contact who doesn't exist in HubSpot. My issue is that this is not good when you have CC'd an external supplier / partner or even other members of your clients team who need to be involved on a CC loop but are not a contact. Your client may have even emailed a group of people on a subject and you are simply replying. Why is that an issue? A) the number of contacts rises (and could impact your paid contact tiers) and there is no notification of which contacts have been added by accident this way - we have had to create a very confusing list to filter these people but I still worry some get missed. B) They are automatically also in the marketing side of HubSpot, which is generally a good feature, but in this case difficult to manage. With GDPR coming into effect soon I hope this is a feature which can be looked at to stop this happening or even to provide a manual check (even a tick box to say 'add these new contacts to the CRM?' so that there is a prompt to then go and mark them as not opted in).

simenbm · ‎Jan 27, 2020

In my company some of our employees are using the Thunderbird Email as Outlook is not available to us. The Outlook Sales Extension offers great value in terms of productivity, so it would be great if you would develop it as a plugin for Mozilla Thunderbird as well.

WhoOrderedRice · ‎May 1, 2018

We have the outlook sidekick plugin on our email accounts, which logs emails and gives you a nice sidebar for more contact details. - Which is great for our actual customer contacts. However, this plugin is currently adding absolutely everyone to our CRM automatically, so I've got a list of emails with no other data, and some contacts are irrelevant and not necessary for our CRM. PLEASE can you make an option, that only LOGS Emails to existing CRM contacts. And if a contact is not in the CRM, it should pop up and say - "This contact is not in CRM do you what to add this contact" Y/N. This way - I won't end up having a list as long as my arm, of half filled out contacts from my team. :) Thank you Please Natalie

Sending Deals/Quotes or Attachments through the Mobile App

Allow branded click tracking URL for Hubspot Sales Emails

Allow attachments received in emails to log to CRM

Exchange/Outlook integration for contacts and calendar

HubSpot Outlook integration for MAC users

Would love "Edit" option for scheduled emails

Outlook add-in: Show "To" Addressee in Contact Profile instead of "CC"

Prevent CC'd email addresses from being created as contacts

Thunderbird Sales Extension plugin

Only log emails to EXISTING CRM contacts!!