Gute Ideen sollten geteilt werden

1stClaas

We wanted to use Hubspot invoices manually, since there are only little invoices we create per month with very high volume (hence to expensive with STRIPE). Now, as far as we understand dunning is a very dangerous process with lots of communication and fine tune involved. We ask ourselves if it wasn't a good idea to bring this process to Hubspot with sort of an invoice pipeline (likewhise deals or tickets). This could also involve credit notes and automated workflows such as notifications and dunning notice document creation.

Adriane

I'd like to suggest a new feature for HubSpot that would greatly improve workflow efficiency: the ability to create and save 'Trigger Sets' for reuse in other workflows. While HubSpot already offers a similar functionality for actions in the form of 'Action Sets,' the ability to create and save sets of triggers would be immensely valuable. Currently, I find myself spending a significant amount of time building workflows, especially when it comes to setting up complex trigger conditions like the one below: Example for a complex workflow trigger With the ability to save and reuse Trigger Sets, I could streamline this process and save valuable time, particularly when working with lengthy and detailed trigger criteria. Implementing this feature would not only enhance workflow creation efficiency but also contribute to a more organized and standardized workflow-building process within HubSpot.

BVolante

1. Native WhatsApp Engagement Chatflows / Chat Bot / Workflows Use the current Chatflows feature and add a new function to select which channel this Chatflow will be using, either Website Chat Bot (Current), WhatsApp, or any channel connected. 2. Workflows for Conversations > Inbox > Message 2.1 Send WhatsApp-approved Message Templates Create a Workflow that triggers when a new inbox engagement is received via WhatsApp or any channel and filter it based on the message to send the corresponding WhatsApp-approved Message Template. 2.2 Create a Ticket then Send WhatsApp-approved Message Templates Create a Workflow that triggers when a new inbox engagement is received via WhatsApp or any channel to automatically create a Ticket and then send the corresponding WhatsApp-approved Message Template based on Ticket details. Hopefully, one of the these days, one of this feature will get implemented. Feel free to comment your suggestions regarding WhatsApp Chat Bot. Upvote, so developer can notice us! Thank you.

JCurcio0

Currently, you can only prioritize sending one-off marketing emails if a contact hits your frequency cap. No matter what, if a contact hits your frequency cap an automated workflow email won't be sent. The same option, but for automated emails, would be helpful so those in workflows can be prioritized as needed.

OWerner26

Would love to have the ability to update Activity properties, such as Meeting outcome, Meeting type etc..

SFung3

Hereby suggest/ propose a feature that enables users to set access levels for workflows on both an individual and team basis. With this functionality, users would have the ability to create, edit, and delete workflows exclusively for themselves or their team, ensuring focused productivity and accountability. Crucially, teams would be isolated from one another, with no visibility into workflows created by other teams, fostering a secure and confidential environment for collaboration.

HFanneau

I use several workflows with branches. I would like to see the path that leads followed in my workflow. Not for each single lead, but on a more global basis. For example, let's say a workflow has 3 branches, I'd like to see among all leads that enrolled in the workflow, how many went to branch A, B and C. Basically a mapping of my workflow's paths and how many leads went down which path

Sujay

It is now possible to use the split test automation external app to build out a split cohort test in Hubspot. However, the problem with thi s is that it is very basic. For example, you can only split tests with crtieria - e.g. one group has a job title and one doesn't. This is something that you could just do with branches within the flow. The thing I am struggling mainly with, is that I want to build a cohort test group. Through the split test automation element there is a way to test % but they are only equally split. E.g. there is possibility to do a 50/50 % test or a 25 x 4 % test or a 10% x 10 test, but no ability to do a 70 vs 30% test or a 90 vs 10% test. This is something which seems easily implementable, so would be good to see Hubspot or Split Test automation to add as a function.

brandindia

Random business ideas for today is to; Create a team of translation, recreation and production of subtitles for all YouTube channels or for the matter provide subtitles for all video contents in all languages with a vision to translate the feelings rather than literally translating the words. In this time where content develop platforms with public/market. And high scope for the venture to scale and grow consistent and reliable globally by targeting niche content creators and media companies.

HunorSZ

While working on an integration between HubSpot and a third party I'm facing a serious limitation of the private app's webhook event subscription tool. Issues No filter Can't be controlled which objects are watched the changes for. Example: I want only the Country = Germany contacts to be watched for changes. No optional properties Can't be added optional properties of the object to the change event data. Example: I want to receive the Country property of the Contact object in the event data, to be able to filter the incoming data on the integration side. Proposed solution No filter Extend the webhook subscription tool with a filter as we have it in the workflows or lists. No optional properties Extend the webhook subscription tool to let the user select some properties of the object, that will be included within every change event. The data could look like this: { eventId: 12345, subscriptionId: 376543, portalId: 3247823, appId: 8907485, occurredAt: 1612817930264, subscriptionType: 'contact.propertyChange', attemptNumber: 0, objectId: 67235764, propertyName: 'email', propertyValue: 'test@gmail.com', changeSource: 'CRM_UI', sourceId: 'userId:3546436', objectProperties: { country: 'Germany', some_custom_property: 2356747 } } Disclaimer: - it is not a viable option to get the data using the API, because we should be able to handle millions of data changes daily. - using workflows to filter the objects and trigger a webhook containing just the right data is not an option either, because without an API call can't be verified what property/properties were changed.

Gute Ideen sollten geteilt werden

Dunning for Invoices

Ability to create "trigger sets" in workflows

WhatsApp Chat Flow Suggestions and Workaround

Include the option to override frequency cap when sending automated emails

Update Activities via workflow

User and team level access to workflow

Track Workflow Branch Path

Ability to create a cohort split test within workflows

Subtitles Development Company -Proposal for Business investment

Filter webhook change event, customize webhook data

Vor Kurzem umgesetzt

Vor Kurzem in der Beta-Version