Great minds think alike

ey! the sequence metrics have really improved over the years, when you click on reply rates or meeting rates-- it would be good to see the actual activity that contributed to those numbers ...read more

We organize our sales email templates and sequences in folders. There is only a single folder-level structure inside of Hubpsot which limits our ability to keep things organized. Having a second or third level folder structure (i.e. subfolders) would help keep us much better organized.      ...read more

We have some top-performing sequences that we'd like to recall in a list. They live in different folders, and we don't want to clone them. The intent is to have a way to get to our most compelling sequences. One idea is to have a tagging ability in sequences to recall certain sequences in search. ...read more

It would be great to be able to enroll sequences on Companies as well. We for example very often don't have right contacts at first and we need to have few touchpoints before we can identify right person. For this process sequence will be highly helpful. Now I need to export companies and import them as contacts to run a sequence... It's extremely poor solution for us. ...read more

When enrolling someone in a sequence, I'd like to take a template email and adjust it specifically to that person. At the moment, I then have to change the entire template (which is not good becuase others use this) or I have to save it as a new template (which is going to cause a TON of new templates). I'd like to be able to apply it to just the single person I'm enrolling at the moment.  ...read more

It would be great to be able to see different sequence enrollments  as an association card on the right-hand side of Contact, Deal, Company & Custom Objects records in Hubspot. This would function essentially the same as "List Memberships".    The reason this would be helpful is that it's difficult to see different sequences a Contact was enrolled in unless you were to create static lists of each sequence's recipient list.  ...read more

Set custom days for email sends with sequences In conjunction with the ability to only send emails during the weeks days, it would also be needed to set custom schedule of which days & times emails should be sent out or even for tasks to be created. Exectly like it is currently possible for workflow actions ...read more

There needs to be a better line of sight for the number of sales sequences scheduled to be sent on certain days. This also needs to be visible when creating the sequence. This would benefit both sales leaders and sales teams as it would help prevent users from enrolling too many contacts into a sales sequence. And, if too many users end up enrolling into the sales sequence, there should be a better way to manage the send cap other than not sending the email. Some of the necessary functionalities already exist in Sales Loft and Outreach.    Proposed Solution A possible solution would include 3 new functionalities.  A total enrollment dashboard with a scheduling calender to determine when in the future would be a good time to start the sequence.  Scheduled Send Forecast A total number of emails is schedule to be sent on the scheduled day when enrolling contacts, including estimates with and without emails blocked by tasks. Email Scheduling Load Pause and send the emails on the next available day, prioritizing the longest waiting emails first.  (Optional) This would require a predictive model determining the average time it takes a user to complete a task blocking a sequence, and forecasting sends based on how long it takes them to complete. This could include the functionality of auto-completing tasks if they are not completed within a certain timeline.  ...read more

After a sequences has been executed, there are several types of error that might come. The major issue is the daily limit send error. Whenever this happens, our end goal is to create a list and send the emails again through workflows. Can HubSpot provide a feature on the performance tab -  from where we can create a list and do the needful. I know the user whose email has been used can do this manually, but I am looking for an automatic solution.   ...read more