Great minds think alike

Hybrice · ‎Jan 15, 2019

Hi guys, Can you consider making E-Sign part of the Professional package €400/mo + €75/user should be plenty sufficient to make it so your users can utilize E-Signatures, it's a very basic function and it feels a cheap tactic that it's gated behind a €700/month upgrade that we (and I'm sure most companies) do not need for any other feature. Please consider making this a separate module or packaging this into Professional.

gil1001 · ‎Dec 17, 2018

It looks like playbook are only available to tie to a contact, and there is no way to tie a playbook to a deal, while updating contact info and deal info. An example use case would be to have a form where you map different contacts to their roles in the buying process as described in Hubspot's article here

catan · ‎Dec 11, 2018

The Vidyard video integration with HubSpot is super useful for personalizing sales emails for individual customers, wondering if this would ever be implemented in the HubSpot mobile app? It would be nice to have the ability to record videos on the go and attach them to our sales emails via the HubSpot mobile app.

sjudson · ‎Nov 30, 2018

Scott from the product team here. We've heard from our customers that sequences reporting does not give a full picture of email performance, and customers must try to stitch this data together by viewing template and sequence reporting independently within HubSpot. To solve this, we're building open and click reporting directly into Sequences. If you're interested in getting early access to open and click reporting, upvote this post and we'll reach out to you to let you know as soon as it's available.

FelipeAvoletta · ‎Nov 8, 2018

"Hi there, I am working with deal pipelines. I would like to limit which pipelines certain sales reps of mine have access to. For example, when they go to create a deal I would like them to only be able to utilize pipelines that are related to their work. This could help confusion when creating deals and Furthermore, it would be great to have certain stages in a pipeline which then "hide" that deal for a later date. For example if I am close to closing a deal but my client needs some time before they are able to close the deal, lets say three months, I would like to be able to put the deal as deferred and have it out of my general work space for deals. Thank you!"

slafleur · ‎Sep 18, 2018

Using the Sales Content Analytics (BETA). The reporting on sequences is great. Would love to be able to sort or view how many contacts have been added into a sequence by user versus just the total enrolled over a given period of time. Can you add a "By User" button as you have in the "Templates" Analytics?

blugn · ‎Aug 17, 2018

Fairly simple, I would like for the CRM to randomly select an agent when a deal is created. As far as I can tell there is no way to do that. I know I can automate the deal stage to assign an owner but it only allows me to select one person.

sjudson · ‎May 13, 2018

Create sales playbooks to help reps their sales process. With playbooks, managers can provide reps with suggested content, in-context training, and guided selling tips. Managers can report on the success of playbooks and tie content from a sales content library to steps in the sales process

sjudson · ‎Apr 12, 2018

Salespeople see the value of personalization, but may not have the time or data to truly personalize. Quick sending in sequences enables sequences users to personalize sales outreach at scale. This functionality enables users to select a group of contacts, and quick personalize and send sequences to those contacts. Quick sending is a playlist or task-queue like sending experience for sequences paired closely with email recommendations. Here is a peek at how it works: If you're interested in getting early access, please fill out this form. We'll be slowly granting access as we work out the kinks and implement feedback.

alexayudin · ‎Feb 14, 2018

Say, we have a two-steps sequence: an initial email and a follow-up after 3 days. The "Threading" checkbox is on. If the recipient doesn't reply and doesn't delete it, then everything works fine: he receives the follow-up email in the same thread, below the initial email. He sees the context - everything is right. But if the recipient deletes the initial email, then a big problem occurs: when he receives the follow-up email, he doesn't see the initial email in the thread. He's out of context. It happens because the subsequent emails (the follow-up email in this case) doesn't include the previous discussion. When we usually press "Reply" in Gmail (or another email client), our message will include all the previous messages as a quote. In Sequences, it doesn't. It's bad. Please, upgrade Sequences so the subsequent emails include previous replies. It should work like if press "Reply" button in an email client.

Great minds think alike

Move E-Signature to Sales Pro

Attaching playbooks to deals and not only contacts

Video in HubSpot App for Sales Emails

Email open and click reporting for sequences

hide pipelines

Sequence Reporting by User

Round Robin Deal Owner When Deal Is Created

Sales playbooks

Quick sending in sequences

Sequences: Include previous replies in subsequent emails

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