Great minds think alike

There was a recent change to the Outlook Desktop add-in that no longer displays the Contact Profile sidebar when replying to an email from the Outlook inbox. This Contact Profile sidebar now only displays if you open the reply email in a separate window.   Our team prefers the old functionality, as it's more efficient to reply directly from the inbox without having to open the email in a new window. A middle path could be to add an option to display the Contact Profile when replying from the inbox. ...read more

I like Hubspot a lot, but one major deficiency I am seeing is the email tracking related to records. Coming from Microsoft Dynamics, any interactions (sales, support etc whatever) were tracked when sent to the contact, without the user having to do anything extra, it happened automatically. To give an example of the issue, I was looking into records and seeing almost half were missing responses from our side. I went to our BD guy and he showed me his response emails (e.g to contact form submissions)… we double-checked and he had all Hubspot add-ins installed and set up properly…   Then we realized you have to have that add-in window OPEN to have it track the emails… in ours and especially any larger org, it will be impossible to police people and say "hey don’t forget to open the little hubspot window" every time you want to synch with Hubspot every support or sale person etc. so that effectively means Hubspot will have a very incomplete record of interactions with the contacts... and it does not reflect the reality of human nature. I cannot be the only one who cares about this? It would be way better to at least offer email sever based options for outlook etc, or at least on the add-ins not make that so it has to ber open to ever track an email to Hubspot ...read more

My team are sharing a single email inbox. I'd like to know how we can tag/label an email so that we can assign an owner to the type of enquiry. i.e. New sales enquiry vs existing customer enquiry, when both types go to the single shared/collaborative group inbox. Do you know how we can set this up so that it is captured in HubSpot?   Thanks! ...read more

Hello,   I've been using ChatGPT quite a bit for work, and it works very well as a sidekick for when you are compiling emails, replies, or templates.   For example, you can say:   “You are a sale representative, and you are writing to a Supply Chain executive named Jane Doe who's working for Mega Corp. Mega Corp is doing XXX and making YYY products. Write a promotional email for product AAAA which offers the following features: Feature A Feature B Feature C Use bullet points.”   Naturally, the above prompt is not going to generate anything useful because it doesn't contain any real of cohesive info, but HubSpot could easily fill in the missing info to generate an excellent prompt for ChatGPT.   And that's just the tip of the iceberg. ...read more

Hubspot tells me that there is no way to log emails automatically sent from iOS or Android devices.  The only solution is to manually enter the BCC email address each time you send an email or use the Hubspot app (which isn't quite up to snuff to Gmail and other mobile email apps).  I have a simple solution that will work perfectly, at least for Google Workspaces.   SOLUTION: Allow us to customize the logging behavior for the Hubspot BCC emails.     It's already possible to create additional BCC emails but the default behavior of Hubspot is to create a new contact for someone you email that isn't already in your CRM.  For some, this may be ok but for me, I don't want random people I email on a daily basis in my CRM.  So by allowing us to customize the logging behavior just as you did for the Chrome Gmail plugin to only log and track for existing contacts only, this solves the problem.   Once you have a BCC email that logs/tracks only existing contacts, then you can update your Google Workspaces account to automatically BCC this new email address to all outgoing emails.  Takes just a few minutes to configure and it can be done domain-wide for all users.     This way, every email sent from your email domain will automatically have the Hubspot BCC email added and it will only track existing contacts, preventing your database from swelling with irrelivant contacts. ...read more

The Never Log feature is an essential tool for preventing sensitive comms from being logged in our client's databases. It would be nice to automate contacts being added to this list given certain behaviors, lifecycle stage or other properties.   ...read more

Most of my email opens tracked are from the famous Someone. I almost always email multiple people.  I understand the tracking pixel cannot be customized when using the HubSpot plugin for Office 365 or other mail clients. However, within the HubSpot browser app or the HubSpot phone apps, it seems reasonable you can create a unique pixel for every person included in the email. At the very least, you should be able to strip out pixels for anyone on the excluded list (like co-workers for my company).  Without more granular tracking, the feature is rarely helpful and very annoying because of all the notifications. Then it only has value with email marketing campaigns.  Please consider investing resources to make this feature infinitely more helpful for all your users.  ...read more

We had a client reach out asking if it's possible to have a setting for the most recent deal to be listed when logging emails in Outlook toward a deal in HubSpot. Right now, there is no way to organize the deals that are the most recent to the contact itself or when logging any email from the plugin (but it should display the first 10 deals associated with a contact). It would help them find deals quicker and be able to move them through the funnel quicker,    ...read more

We have many on our team that switched from Windows PC to Apple Mac. Both installed the Outlook365 add-in for HubSpot Sales found here:   https://knowledge.hubspot.com/connected-email/how-to-install-hubspot-sales   When the Outlook 365 add-in is used on a PC, you open a new email, put in a person's email address and the BCC to HubSpot autopopulates.    When the add-in is used on a Mac, you open a new email, put in a person's email address and nothing. You need to click on the HubSpot Sales icon for the BCC to populate.   It would be awesome if the BCC on a Mac could auto-populate the same way it does on a PC.   This would be a big efficiency for our team! ...read more