Gute Ideen sollten geteilt werden

View whether Workflow has goals and their performance against those goals in a column value on the new beta index page.    This would be useful as we want to ensure every worflow uses a goal. would also be nice to see which workflows are hgih performing / not working.    ... Mehr anzeigen

Today, hubspot can be used as an email to ticket submission system.  For example: a system can send a group email that creates a ticket for a support team in hubspot.  leads can be sent from one system to hubspot in an email a customer may send an email to a company's support shared mailbox that creates a ticket in hubspot support portal for customer to assign. At the moment, hubspot allows workflows to automate the flow of tickets created in this format, but your support team regularly points your customers to use other tools like Zapier to complete this function (when some of your competitor CRMs offer this natively.).  It would be great to build in the ability to parse email information for incoming emails that create tickets or other data (i.e. parse information from a subject line).     Examples include: If an email to ticket is sent to HS ticket is created with the subject line: "New support request from customeremail@domain.com" I as an admin might be interested in parsing the email from the subject line and storing it into a property within the ticket for ease of reporting / tracking. If an email to ticket is sent to HS and a ticket is created with an email body that contains multiple information in a formatted manner such as the format below, an HS admin may be interested in parsing this information to populate ticket properties that can be used in later automations (i.e. automatic replies, automatic ticket assignments based on which user is assigned an account, etc.).  Email Body: Customer Name: TestCo; Customer Email: admin@testco.com; CSM assigned to account: CSM1@hs-customer.com; Link to ticket in external system: www.link.com; Here are some sample support tickets created by some of your customers requesting this functionality that didn't end up turning into ideas, although they should have:   https://community.hubspot.com/t5/APIs-Integrations/Parsing-Email-Body-Workflow/td-p/740138 https://community.hubspot.com/t5/CRM/Extracting-Contact-Details-from-Email-Body/m-p/397679 https://community.hubspot.com/t5/CRM/Parsing-email-content-into-crm/m-p/300730 ... Mehr anzeigen

I find the idea of an internal email function in workflows to be useful, however I feel the way it's currently implemented is unintuitive. When selecting multiple contacts for an internal email, a copy of that email is sent separately to each attached person.   I can see the logic in doing this for marketing contacts, but when sending an email to your own team you would generally want to CC everyone on the same email; that way those included know who's being informed and can reply with additional questions or information.   I feel this feature would be more useful if it atleast offered the option to use a single email with all users included.   1. This is for anyone creating a workflow. 2. The goal is to improve automated internal communication. 3. This option will allow more flexibility in the usage of this feature. 4. Unknown 5.    ... Mehr anzeigen

I had found this blog about setting up notifications if properties were changed (Solved: HubSpot Community - Receive a notification everytime a properties changes? - HubSpot Community). This was great, however, it was only available to contact workflows. When I tried to do the same for a company workflow and noticed "Workflow Status" if not an option when choosing an "if/then" part to the workflow. If this is added, then this could work for company properties as well.  ... Mehr anzeigen

I am a Customer Success Manager. I am moving a contact through a workflow. If necessary, I have a contact whom I need to skip through a step(s) throughout the Workflow. It should be a functionality allowance, and there is essentially no workaround.   I have all my POCs introduced to my CS and Renewals Workflow, and not all enter at the same stage due to when they were onboarded and whether they are a change management-related change in my related contacts. I need the ability to insert them at different stages of my Workflow for this and other extenuating circumstances; skipping steps is an absolute requirement.   Please let me know if this idea gains traction with your engineering team.   Warm Regards, Gus @perez @ Devensoft ... Mehr anzeigen

I feel like this should be a tab on its own, this makes determining a detrimental workflow error (interferes with actions within workflow) difficult from simply someone who chooses to unsubscribe.  This error would be constant and annoying. I see at-risk workflows as a way to identify broken workflows, not necessarily customer preferences. but maybe I'm wrong. ... Mehr anzeigen

If you don't use Hubspot' native forms, options to sysematically resubscribe Contacts who were previously opted out of email subscription types are limited if non-existant.   Allowing the resubscriptin email to be sent as a Workflow-triggered transaction email or one-to-one email would help alleviate the issue while still protecting the system and end users from abuse. ... Mehr anzeigen

For: This is for RevOps, Sales & Marketing Goal: Map custom user properties between Salesforce to HubSpot. Value: Current solution is really complicated and manual.   Context:  I am building lead routing workflows and need a different type of ownership brought in from Salesforce (besides ADR and contact owner, which is the "Salesforce account owner".   While we copied the account owner property from account to contact level I am unable to set up the sync between HubSpot/Salesforce as "Any custom properties with the HubSpot user field type cannot be mapped to Salesforce fields." per this HubSpot article.   We tried mapping this to a single line text field instead and copying that value over to the actual user field with a workflow in HubSpot but then we ran into issues using the "copy property value" action as owner properties are not appearing as an option to copy to.   So, right now the only option as per HubSpot support is: "To get around this we can use an if/then branch have each branch identify one rep so Branch 1 would be "Account owner  is equal to rep's name" and so on with each rep. I know this is a bit confusing but unfortunately looks to be the best option we have at the moment."    This is highly manual and will require changes every time someone leaves the firm or changes roles. ... Mehr anzeigen

Would love the ability to track the amount of internal emails are sent to contact owners in a specific workflow. This will give more visibility in the workflow engagements  ... Mehr anzeigen