Great minds think alike

mperry · ‎Dec 15, 2020

Posting on behalf of a customer. Hi Team! So in terms of visitor tracking when it comes to website activity we need to be able to associate the cookie added to a visitor's browser to that contacts VID. This happens when a contact submits a form but also if a contact clicks a tracked link in a marketing e-mail by using the auto-generated hsmi and hsenc parameters, that allow us to associate the cookie in a visitors browser to the contact associated to those parameters. Currently it's not possible to do this when using the sales e-mail tool as there's no UTM parameters that we could add to a link/hyperlink in an e-mail that would allow us to identify the contact and associate that contact with the cookie in their browser, having this in some shape or form would be a great feature. Cheers! Mark.

Peik · ‎Sep 21, 2020

With the current setup for logging emails in HubSpot we've come across some incidents where emails that should not have been logged, have been logged. With the current setup this is fully understandable, but we wish for a setup that is reversed. By that I mean that we wish to never log emails except from when they are apart of a approved list of domains and addresses. This way we are confident that no newly created contacts/employees/suppliers etc. that contain confidencial information is not immediately logged on the contact card.

petervanhove · ‎Apr 19, 2019

1) Is there a setting not to add automatically attachments from emails (sent from office 365) into Hubspot? Now all these attachments appear in our Hubspot module and we do not want that.. 2) Is there a solution to delete attachments in a general overview and not one-by-one into Hubspot?

jj12stars · ‎Jan 3, 2024

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.

LGrigg · ‎Nov 9, 2023

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.

AGalvez7 · ‎Sep 14, 2023

When I use the Suggested Times feature in the gmail integration, I want to select from times that work for multiple internal attendees' (connected) calendars. Right now I can set up a custom group meeting link and the dropdown on the left of the gmail Suggested Times scheduling page lets me select that scheduling page, but it doesn't show the availability of those two (or more) calendars from the group scheduling link as options to choose from. I'm having to manually compare calendar in Gmail, then select those in the gmail integration, which is a time suck. Thank you!

rdcreative19 · ‎Jul 31, 2023

In other platforms such as Customer.IO, you have the ability to show/hide content for Desktop or Mobile respectively. This is a fantastic workaround for content you want to appear best for both desktop and mobile (such as an image with text not being scaled down drastically, etc). An extremely useful tool and would be an awesome plugin to have in order to not require a fully coded email builder – it's simply the usual email builder with a click feature to either have it show on desktop or mobile.

CWimer · ‎May 2, 2023

We have a sales development rep who would like to use the Outlook plug-in "insert proposed times" feature to drop in specific dates and times for a meeting to get scheduled from another user's calendar, our sales manager. After chatting with support, I've learned this functionality does not currently exist and the suggestion was to simply send a meeting scheduler link of the sales manager's calendar instead. That's what we've currently been doing, but we wanted to see if it might generate better conversion results for scheduling if our sales dev rep was able to provide links to specific times to schedule rather than a general calendar. Would love to see the platform expand this functionality in the future. From a prospect perspective, it would be a smoother transition from discussing availability to booking specific times rather than being given an open calendar link.

nikkiacute · ‎Feb 22, 2023

When creating a deal using the sidebar on the gmail extension the contact's emails are not pulled through to the hubspot deal. comparison note: when creating a deal directly on hubspot you can choose to associate all emails from the linked contact with the deal. This feature would speed up my workflow dramatically and mean less human error.

PAtlan · ‎Nov 2, 2022

When writing Sales emails from Hubspot, we have a number of basic formatting options, but we are missing the ability to indent text without a bullet point. This is a suprising missing function especially since it's present in most wysiswyg editors on the web (WordPress, etc ...) The main use case for us would be the ability to break a bullet point into two paragraphs: This is the first paragraph of the bullet point. In a lot of our emails we like to be able to break out this into two paragraphs Like so, (which I've mocked up using spaces, since the tab key doesn't work; and which is ugly because the second line is NOT indented, does not have the same font size as the first, and has too much vertical space ...) And then we go back to another bullet point. This idea was actually first put forward in 2017 (https://community.hubspot.com/t5/HubSpot-Ideas/More-formatting-options-in-Sales-Email-Templates/idi-p/21007/page/2#comments) but it was bundled with the ability to change fonts... which was delivered, hence the whole idea was marked as delivered. But if you read the comment, people have continued asking for this feature. I'm not sure what the protocol is in that case, which is why i take the liberty to reiterate it on its own.

Great minds think alike

Allow for adding cookies through sales e-mail, via link tracking or similar

Never log emails except...

Prevent attachments from Outlook logging in Hubspot

Report for emails that are logged to multiple records of the same object

Deal owner "tag" in gmail workspace preview window

proposed meeting times references multiple contacts' calendars in an email

Hide/Show Email Content For Desktop/Mobile

Enable users to insert specific times in an email for another user's calendar

New Deal created in Gmail extension to associate contact emails with deal

Indenting options in Sales Emails

Recently delivered

Recently in beta