Great minds think alike

The way that attribution for email sequences is currenlty set up casues there to be an inflation of the sequence performance. Currently, when you enroll a contact into a email sequence, any new deal created for that contact will be attributed to that email sequence. A new deal could close for a contact 5 days after the email send and another 60 days after the email send. Both will show under sequence performance.  A new deal could close for a contact that was entered into a sequence 90 days later that did not close as a result of the sequence. However, because they were enrolled in a sequence before that new deal is added to the performance numbers.    I would suggest that the first deal that closes within 30-45 days of the email sequence is counted. There should also be an option to manually attritubte a deal to an sequence effort or remove deals.  ...read more

There main issues I found through testing. I want HubSpot to support Aptos as a default font for emails (from the email editor, and in sequences). I have set Sans Serif set as the font family in HubSpot and when and typing directly in the Editor, my emails are sent using Arial. (Note: Microsoft replaced Arial with Calibri in 2007 and with Aptos in 2024) I consistently use size 11 in e-mails from Outlook (if I copy draft Aptos text into Hubspot, the Aptos font is used when  HubSpot sends the mail, however, HubSpot consistently changes the size to 12 when it sends the mail, why? I use Outlook and iPhone for manual e-mail and both clients have recently replaced Calibri with Aptos as the default font. Aptos belongs to the Sans Serif font family and it is described as the perfect font for high-resolution screens. In HubSpot, I cannot pick Aptos as a font, I can only pick a font family. When picking Sans Serif as font family HubSpot uses Arial as the font. How can I update it to Aptos? Calibri replaced Ariel in Outlook and Word in 2007. Aptos does work as a font in HubSpot if I copy and paste it into the mail editor or a sequence but there is an additional bug too. If I draft a message in Outlook using Aptos size 11 (as per my default setting) and copy this text into any kind of mailout from HubSpot or a sequence, HubSpot will send the message using Aptos but the size changes to size 12. I tested it with sizes 14,13,12,11,10,9,8 and HubSpot consistently changes the size of any text (and this includes other text further down in the mail thread) from sizes 11 and 13 to size 12. Size 9 was not changed when tested.   Kindly investigate this and revert with a solution. I want my mailouts to be consistent across my mail clients and HubSpot. ...read more

It looks like there have been requests for this since August of 2022, but I am requesting it again at the direction of support. Sequences are about automation and making sure that we can act on our leads quickly and efficiently. To that end, I feel it would be a simple improvement (and an important one for urgency and speed to lead), to allow for follow-up automated emails to go out to prospects on the same day as a completed task.  For example: 1. I complete a step to call a prospect and do not connect with them. 2. I want to send an auto-email to their inbox letting them know that I just tried to call them and outline the reason for my call. Right now, the minimum speed I could get that email to a prospect within the sequence is the following business day. Let's make this change so we can get our leads moved through sequence faster and get our calendars in front of them sooner. ...read more

Hello,   We sometimes have many links in our emails (sent via a sequence). We can see which link was clicked when looking directly at the contact's page, but it'd be nice to see which was the most clicked link on the sequence overview, just like we have with the marketing emails.    Thanks ...read more

Hi!    We are running into setbacks with the manual email task that are generated via a Sequence.    The templates that we created for the sequence use a personalization token of Sender:First Name. This is because in our Business Model we have Regional Support Speciailst that help our Sales team reach out to new leads and keep sequences moving foward.    However, when the support team reaches out to complete the manual email task. The Sender:First Name is attributed to the User that enrolled the contact in the sequence and not the team member that is sending the email.    This is creating extra work for the Support team by either manually updating the template or by finding the template (via email not the task with Review and Send).    The ask: can we keep true to the personalizations token in the template and not adjust to the user who enrolled the prospect in the sequence.       ...read more

It would be great if we could adjust the numbers of meetings got out of a sequence somehow. I am saying so because it happens that a lead forwards one of the sequence emails to another contact (not enrolled in the sequence) and that person book a meeting. Ideally I'd like to be count because it can be still link as an outcome of the sequence. ...read more

Hier benötigen wir einen Schalter, ob wir diese Einstellung bevorzugen oder auch nicht. Hier gibt es Anwendungsbeispiele, in dem wir diese voreingestellte Funktion von HubSpot nicht benötigen und das Versenden von Sequenzen in einigen Anwendungsbeispielen unbrauchbar macht.  ...read more

We should be able to filter for workflows based on addresses being on the cc line. For example, we engage a contact via a sequence. They reply to us and cc a colleague. The colleague gets added to our databased and then gets enrolled in the sequence because they meet the same criteria that added the first contact. We should be able to filter out new contacts that were added on a cc line from being enrolled to the sequence (or exclude them from the workflow that is automatically enrolling contacts).  ...read more

Would be very useful for admins to be able to set custom permissions for daily and weekly number of sequences for specific users.   We have a certain cadence we train our reps to adhere to but having programmed stop limits would be a huge win.  ...read more