Gute Ideen sollten geteilt werden

We use to be able to see in workflows the number of records that met a goal within a workflow and that helped us to see the performance of an email in line with conversions and not just through the now skewed open rates due to iOS privacy changes and the click through rates.    now that metric has disappeared and although I can see overall records that have met a goal it does not tell me which emails are converting them.  In the list generation it gives me what I can already see under workflow dashboard. If anything it would be helpful to see the date a record met a goal.  Sigh. Automation is supposed to help redue all the manual work yet I find im doing more manual work.  ... Mehr anzeigen

I need to create a new static list when someone purchases grroup access to courses on my ecommerce site. It would be incredibly helpful if a workflow could be triggered to create a new list when a group access product was purchased. Then members of the group could be added to the list. ... Mehr anzeigen

Hi team, Custom code can be difficult for a non-technical audience to understand. As such, being able to change the labels from "Custom code" to describing the action itself e.g. "line break" will be extremely helpful. For now, the workaround would be using the comment function, but users would have to mouse over the action in order to see the comment. Thank you! ... Mehr anzeigen

We have just upgraded our HubSpot subscription and I start feeling that getting 'marketing contacts' is most crappy decision I have ever made.   As you can read here, then a number of important contact creation points cannot automatically set users to marketing contacts. Personally I see this as a major flaw as I cannot execture my marketing automations on the new contacts before I somehow set them to being marketing contacts... This is like a circular reference as I cannot trigger a workflow on a non marketing contact.   Requirement Contacts created by meeting booking must be possible to create as marketing contacts.   The default option is 'on' if your HubSpot account has marketing contacts.     Additional elements to add as marketing contacts by default: Contacts created by logging one-on-one mails Contacts created through the Outlook plugin (and Chrome and Firefox)   Please refer to this help article on gaps in the ability to set new contacts as marketing contacts by default.   https://knowledge.hubspot.com/contacts/default-marketing-statuses-for-created-contacts ... Mehr anzeigen

I think it would be beneficial to have the ability to create a workflow based upon user activity.  This would enable sales teams to hold each other accountable to best practices of sales tactics and CRM hygiene.   For example, we had an issue at our company where a user was excessively enrolling people into sequences.  This caused some of our prospective clients to receive cold-emails, which caused confusion on their end and made our company look somewhat unprofessional.  It would have been beneficial for us to have a workflow in place to notify me as the super-user whenever someone on our sales team enrolled more than, say, 300 people into a sequence in a given day. ... Mehr anzeigen

Hi HubSpot team, I've just run into an issue with one the folders being potentially deleted by accident by another team memeber and I was told by HubSpot Support that there is not activity log to find out the details of the action, or ability to restore the folder hierarchy?  I think this would be really valuable as the folder-within-folder hierarchy is something that I want to fully use and not have to keep an excel document to track the workflows. Not having the ability to address this really dampens my trust in using the folder-in-folder. ... Mehr anzeigen

Hello, My sales teams are receiving emails from clients saying "I am out of office until 3rd of August", for example. Could Hubspot AI spot the client return date from auto-reply email and create a follow-up task around 3 days after the client has returned to office? It would be a great improvement since follow-up generates conversions.   Thanks! ... Mehr anzeigen

recently I tried to create an automation that triggered whenever a form submission was completed, I noticed that his is only a contact based submission, due to this I was unable to transfer data from my company information and the form itslef to a new deal, i know i could have used the quick automation feature but it doesnt have the branch capabilities that i would like to have. i think adding a form submission that has both company enrollment and deal enrollment would be a good investment in the automations. ... Mehr anzeigen