Great minds think alike

When sending an email from within a deal, we have the option to associate that email with only the desired deal (by unchecking the rest).   It would be immensely helpful if the same feature was available through the Outlook extension. Currently when it's sent/logged through outlook, the email thread is being associated with every deal in which that contact is also associated. This is not ideal as when multiple deals with the same contact are open.   Thanks. ...read more

Hey team,    It would be great if we could use the Office365 web extension to create deals. Currently we run on the web version instead of the desktop add-in, and it would be great if the features of the desktop add-in could be replicated there. ...read more

There is no option to set the "Log to CRM" option to unchecked/off as default value when creating a new email in Outlook. This can easily cause users to mistakenly add confidential business partners to the Hubspot CRM contact list, if they are not very careful.   The issue here is that the checkbox for “Log to CRM” will maintain its last know setting, so if the last email you created was with the option enabled it will automatically be enabled for the new email.   Instead there should be an option to make this setting by default OFF so that no confidential clients are mistakenly added to HubSpot CRM.   The logic here is that if you want to track the client you are communicating with you will make sure to select the Log to CRM option. However if you are sending an email to a confidential business partner you should not need to double check that the setting is off for every new email. ...read more

Is there a way of flagging in HubSpot when a reply is actually just an auto reply? We sort our outbound marketing contacts by 'Recent sales replied date' but more often than not, that reply is an out of office. It would be so helpful to know what is an automated reply and what is a genuine one. ...read more

I have reps that are sending emails and scheduling meetings for customers and want to mark Email/Meeting types. Like "Escalation," or "Account Review" etc. These are helpful for our reporting to know which customers have had these email/meeting types in reporting. But there is no way to select a type within the chrome extension. This means the reps have to send the email or meeting, then go to the HubSpot record and find that task, and then mark it as whatever type they needed. Very inefficient. It's stopping my Customer Service Managers from fully adoption Hubspot. Thanks! ...read more

This would be for any role, we are having the issue where our gmail extension that tracks and logs emails is logging our sales reps out of their accounts and not notifying them. This means any emails they send while being logged out aren't tracked or logged into HubSpot - which then don't show on our email tracking reports making it look like the rep has done less work than they actually have.   The goal would be to notify the user that they are logged out of their extension so they can re-login and then start sending their emails for the day.    It is a faster and easier solution than them retroactively going back and logging all the emails they sent pre-login into HubSpot later which would be tedious and time consuming.  ...read more

There needs to be a way to change the default automatic email association behaviour. The default is as follows:   "Activities logged on a contact record will be automatically associated to the record's associated company and the associated five most recent open deals. Open deals are deals that are not in closed-won or closed-lost deal stages."   We need a setting to opt out of automatically associating emails with the 5 latest deals unless the email is sent from the deal withing hubspot. We have a lot of users on outlook  who will be communicating with the same contact for both sales and production related information and we are geting 100's of production related emails associated with deals with which they have absolutly no connection! This makes it very hard to find emails actually related to the deal you are working on. ...read more

Currently HubSpot's Sales tool has a limit such that an email can only be logged to 10 contacts maximum. It'd be great if this limit was increased to beyond 10 contacts ...read more

I would like to choose the owner of the default templates. In Outlook with HubSpot's template module, the popup should open to any owner rather than self. ...read more