Great minds think alike

It would be great if we could amend date stamps on custom reports, as we have a case where our client has around 55 date stamps to amend each month on their custom reports. It would be to just change the date range that is already set via a workflow to a new date range 🙂    Thanks, Ceri  ...read more

I activated a workflow without selecting the existing deals and now need to enroll the previously existing deals in the workflow. There should be an option or workaround to manually enroll the records in bulk   ...read more

It would be great if we can have some consistency in filtering options across properties and workflows and lists.   Can we add a "Has ever contained" filter in lists in date values for historical references?    Example custom property date stamp will overwrite each time the action is performed but we want to report on those previous instances.  Example: Date has ever contained 2021 or Date has ever contained 2022  ...read more

Currently, we're using https://www.lemlist.com as a funnel tool. Big advantage is that we can pick leads from LinkedIn Sales Navigator and send the leads automated messages through LinkedIn, send them invites,... Biggest disadvantage is: Lemlist is not responsive. There's only one branch possible in your funnel. It's not action based. We'd like to make our funnels more personalised to the lead and responsive to it's clicks, opens, downloads and all his other actions in the funnel. We're looking towards Hubspot as an alternative. But we defenately want don't want to let go of our LinkedIn approach, as it's highly efficient and effective.   We already contacted support and they confirmed that, at this time, the LinkedIn an the Sales Navigator integrations don't reach that far as being able to setup actions on LinkedIn (automatic invites, messages,) inside a workflow. They advized me though to get our idea out to you to check the possibilities of this integration. So, how hard would this be to get this running? Is it possible in the near future 🙂   And in addition: Would it be possible to send automated messages on other social platforms as well (facebook, instagram,...) This would be highly interesting ...read more

As I want to sendout an reminder-email, when a task for our sales team is due (e.g. ask the customers for the latest updates), I would like to use the due date of the task as trigger. At the moment it is not possible. ...read more

We have fairly large workflows and it takes forever to make edits because there's no search capabilities within a workflow. Ctrl f isn't reliable because it won't search the entire workflow. There needs to be some sort of keyword search ...read more

I would love to be able to create a sales automation workflow based on the "notes" or based on logging an email. Currently the only notes you're able to create workflow triggers based on are the call log notes. I feel this feature would be incredibly beneficial, especially when using the mobile app as it defaults to a "note".  ...read more

Hi everyone,    It would be great to be able to record directly from Hubspot answers to a linked Google Form without having to go through a third party connector.    I see that something similar has been done for Google Sheet, the same would work for Google Forms ...read more

I have some automated emails from our application that create tickets in hubspot. Unfortunately, the ticket comes from a no-reply email so that hubspot contact cannot be used to assign the ticket. The body and subject are also not useful as they do not have any identifying characteristics. The only identifier that can be used to distinguish between different companies we have as clients is the sent-to email address. Such as: company1@mycompany.ca company2@mycompany.ca  If there were a way to reference this when building workflows to automate who the ticket is assigned to, that would be very helpful! I know that other ticketing systems I've used in the past had this so I was surprised it was not available here.   Looking forward to hearing if others are having similar issues! Who (what type of role or team) is the feature for? - Support team What is their goal? - Auto assign tickets correctly when sent from emails from no-reply@mycompany.ca What value will this add? - Having to manually assign tickets is very tedious and time-consuming. It makes us less productive and slow at responding to these tickets. Are there examples of other places or products who have this feature? - Zendesk Screenshots, pictures, drawings, process diagrams, are helpful. - N/A ...read more