Great minds think alike

This is an acknowleged, persistent, and serious problem since 2017 with no workarounds, as the Hubspot team has confirmed more than once.   See the following two articles: https://community.hubspot.com/t5/HubSpot-Ideas/quot-Opened-email-quot-glitch-Hubspot-counts-the-sender-as-an/idi-p/505215  https://community.hubspot.com/t5/Outlook-Sales-Extension/Self-open-notifications-in-Outlook-after-accepting-cookies/td-p/890647    Summary of the problem: I get notifications in HubSpot when I open an email in Outlook on my desktop to send a follow-up. This shows as the email being 'opened' in the contact's record, even if the email I opened bounced as undeliverable. I've confirmed this by opening an email, then checking the HubSpot record immediately—it shows the email as 'opened' a minute ago. Another possibly related issue is that HubSpot asks which domain I want to continue to when I open Outlook (I have only one domain).   Solutions attempted: 1. I don't have a fixed IP address, and my internet provider confirmed I can't switch to a static one. 2. I've adjusted settings to prevent automatic picture downloads. 3. I added my domain to the 'never log' list in Hubspot. 4. I enabled cookies per the help articles. 5. I reinstalled the HubSpot 365 Outlook extension (I'm using Outlook 365). 6. I ensured Outlook is up to date.   Despite these fixes, the problem persists, making it tricky to determine if recipients have actually opened my emails. This eats up a lot of my time and is a costly barrier to my success in sales.   @danmoyle thank you for suggesting this as a candidate for the Ideas forum. ...read more

Can the deal owner be displayed as a tag on the email line in the preview window for your Gmail? Rather than having to open the email to see the deal owner you would be able to see who is assigned to each email based on the tag beside their name. Below is how we currently can see which sales rep is assigned to the customer within Gmail at a glance in the inbox. This helps the sales team sift through quickly what is their customer or not.   ...read more

The 'insert proposed times' meeting function is great but at the moment is limited to a maximum of 1 hour duration. This means that it can't be used to schedule longer sessions for things like workshops or detailed reviews. Impact: longer meetings are often the kind where being able to suggest specific times rather than allowing the recipient to select any availability from your calendar is a huge benefit. It would give greater control to those setting the meeting and the same fluid HubSpot experience for the recipient as they get using the standard scheduler. Functionality: allow duration of over 1 hour in the insert proposed times meeting scheduler. Users: any marketing, sales, or service user needing to schedule time with someone where the meeting is likely to be over an hour. ...read more

I would like to pitch the idea of being able to customize the sales tool, by adding playbooks and custom objects. I want to be able to choose what my users see in their outlook so they are not overwhelmed and they can focus on updating HubSpot.    ...read more

Free users are limited to 5 templates; unfortunately if you have more (for example 10) template within your company free users only see the oldest 5 templates. I want to select (for every free user) what templates they can use. ...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

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). ...read more

Hi team, for O365 HubSpot Sales add-in, users must ensure that their task pane is pinned/ opened in order for the emails to be logged and tracked as mentioned in our KB here.  Depending on their screen size, the task pane can be disruptive. Would love to have the option for our customer to resize it. thank you! ...read more

It would be great to have the sales extension for Firefox also. Right now, it is available for Chrome and Outlook only. ...read more