Great minds think alike

Avoiding getting this popup window every time I login on HubSpot from my Outlook   ...read more

The Knowledge Base article for the new Office 365 plugin specifically says, "any preferences set for tracking and logging emails are only applied when the HubSpot Sales sidebar pane is open in the inbox when composing each individual email. You can pin the task pane open in your inbox to ensure your emails are always logged and tracked."   This restriction has caused issues with a sales team that I support. After receiving many complaints from sales team members about their emails not logging, we switched everybody to the more reliable Outlook Desktop plugin that always logs, whether the sidebar is open or not. Unfortunatley, that version is no longer supported and won't work if we upgrage to the new Outlook.   For my personal use, my computer has a small screen and I just don't have the screen space to ever have the sidebar open. It automatically collapses my folders just to make enough space for itself.     Please make it so that the logging preferences are always applied by the Office 365 Plugin, not just when the sidebar is open.   If possible, please also include the information on how many records an email is logging to in the ribbon like it was with the old plugin. My sales team is going to have to start manually adjusting their associations, and an inescapable visual reminder that they are associating their email to 8 records, so they should maybe uncheck some of those deals, would be greatly appreciated.   Thanks for reading my request! ...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

Our team would love to have the ability to either support multiple personal signatures, or the ability to entirely disable the auto-merged signature in a specific email template (non-marketing automation templates).     The Problem: Currently, in email templates (not marketing automation versions) you will see that an individual's signature will auto-merge (as seen below in the screenshot). This is perfect for most cases when we simply want the template to automatically pull the specific person's signature block.   The downside of this is that you can't adjust for more unique options that a team might wish for when building specific email sequences.   For example, we might have versions where we wish to include stronger messaging for opt-out or more unique follow-up items under the signature block. However, we do not want these options to entirely replace the individual standard signature block, or cause them to have to manually go back and forth to update things all the time.    Ideally, we would like the ability to manage how signatures are handled on specific templates. Hopefully allowing for more custom options for these specific use cases.   ...read more

Hi there, A feature which is missing in hubspot (Conversations -> Templates area), would be to attach a document. At the moment, when you "attach a document" into an email template, when you email a customer, the attachments turn into url links - in the body of the email (rather than as an attachment) A very simple feature and unsure why its not available on hubspot.    ...read more

Feature: Insert table in the sales email template ...read more

We have a terrible problem with people not paying attention when they log emails and they get logged to multiple records. It is very common for us to have multiple open deals for the same company or contact. Email correspondence from Office 365 with that contact can then get logged to several deals, even if it is only about a specific deal. It is a major headache. Is there a way to create a report that I could see the same email subject line and where it is logged?   It would make the handoff on these deals much easier to manage if we didn't have to dig through unrelated email threads.     ...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

The addition of AI options for marketing-specific emails and landing pages is interesting for sure as we all continue to try and find how this technology will fit into our days.   However, one place I would find this very useful to expand into is when writing individual one-off emails, or conversation email templates within HubSpot.    This would be really useful for sales and customer success teams who are trying to adjust content for a desired result and want to see some other possible suggestions. I can see this being desired for both a subject line and main body content standpoint and would expand the use of the technology across a lot more users.  ...read more