Great minds think alike

"first-in-thread" incoming e-mails are not logged automatically in Hubspot. When this e-mail contains an attachment, the only way to get this attachment into HS is to forward it to  YOURHUBID@forward.hubspot.com or to actively upload the file to HS.   There have already been a few ideas dropped in the community, e.g.: https://community.hubspot.com/t5/HubSpot-Ideas/attachments-with-retroactive-logged-emails/idi-p/874386 https://community.hubspot.com/t5/HubSpot-Ideas/Outlook-Addin-should-save-attachments/idi-p/1047432   I really do not understand, why attachments are not being automatically logged together with the e-mail. I have been trying to get a decent solution for the issue, but for some reason the conclusion is always that we should use the forwarding e-mail address.    ...read more

Hi,   We should be able to create a Lead directly from the Gmail sales extension. I can create a Deal, Task or Ticket directly in Gmail, but not a Lead (which is counterintuitive because usually I create a Lead first directly from the contact and then qualify that Lead to create a Deal). Thank you! ...read more

Our team was very excited for this Schedule 1:1 emails launch. The article makes no mention that I could see that this only works for individual email addresses as opposed to connected team emails (like support@hubspot.com) but currently, when you try to schedule send an email from a team email, it gives you this error message:  It would be great if HubSpot made this feautre available for team inboxes as that is almost exclusively what our support and service teams use to communicate. If we can't launch it there, at least bring back the functionality to save drafts in the email tool, even if someone navigates away. That way, if someone is working after hours on a team inbox, they don't have to send emails at an inconvenient time.  ...read more

Common sense tells us that we should be manually following up with contacts that are actively engaging with our content (documents).  Hubspot tracks who has opened documents, and can even tell us how many seconds they've spent on each page.  This is valuable, actionable, timely information.  However, accessing this information from the UI today is a brutal, painstaking manual effort.  For example, to discover that someone did this: frankly requires a lot of effort/luck. The process today: 1. of the hundreds or more documents, click the correct one 2. of the potentially hundreds or more of people that clicked a link, click on Details next that person's name... This information is sales gold and it is not indexed for reporting.  You cannot create a dashboard to review this information.  You can not create a task, or sequence, or workflow based on any of this intelligence.  It is such a shame because acting on this information is mutually benefitial to the Hubspot user and the contact.    Please make the information related to our Documents (and even Sequences) functionally accessable.  If you really want to make the Sales Workspace useful, pump that intelligence here:     Please, and thank you. 🙂     ...read more

We are looking to be able to schedule a series of meetings with our clients and have all of the meetings show up on the calendar and connected to the associated records.    Current Challenge You are unable to schedule a recurring meeting from within the HubSpot CRM. The only option is to use the meeting scheduling tools of Google, Microsoft, Zoom, or other platforms that allow for reoccurring meetings. The challenge here is that only the first scheduled meeting shows up in the HubSpot CRM. This poses a challenge when a different user wants to see what meetings a client may have upcoming.    Current Workaround Currently, the only way around this is to schedule each meeting individually from the CRM or your calendar tool. This works but if you are scheduling a series of meetings this can be a bit tedious.    Ideal Solution Ideally, it would be possible to schedule meetings in bulk from either a sequence or similar capability that would allow one to schedule a reoccurring meeting where each meeting is an individual meeting.    So, for example, You are scheduling a client onboarding series of meetings you would be able to select the template that you want to use for the meeting, the number of meetings, the day of the week they are to occur, and the time of the meeting. HubSpot would then send out the series of meetings that are to take place, with custom tokens in the meeting name and body.    The Process would look something like this.  Meeting Scheduling Form Reoccurrence Settings Outcome     ...read more

 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? ...read more

Currently, user permissions regarding logged emails are managed on a user basis - with the options of everything, team only, and owned only. It would be great if we could take this a step further and allow for logged email access to be managed on the individual email level - just like how it is for marketing emails and other assets in HubSpot.  ...read more

Hubspot currently offers essentially two options for emailing contacts. Either by sending a marketing email to a list, or sending a one to one within Hubspot.   But what if I want to send basically the same one-to-one, with a bit of minor personalisation (salutation etc.) to a list? I don't want to opt them in to marketing communications at this point, this would just be an ice breaker.     I have used a system for PR purposes which allows you to create a list of contacts (in that case journalists) and then create an email natively in Outlook that uses a plugin to then send to the full list as a 'mail merge' with personalised tokens for things like first name etc. The opens, responses, clicks etc. then map against the contact properties in the 'CRM'. This is the system: https://www.propelmypr.com/features/prm      It would be great for Hubspot's existing Outlook integration to be expanded so that you could send emails natively within Outlook to a list, essentially acting as a mail merge and providing personalisation tokens and tracking/opening.   ...read more

Hi! I have read that there is currently no function to open the Hubspot plug-in in an Outlook e-mail applictaion on your phone. This would be a great feature! 1. All who use Hubspot through Outlook or Gmail on their phones. 2. In an easy way get access to templates och contact info in their email application.  3. Better accessibilty to Hubspot and in using other features in their selected email application.  4. Unsure   ...read more