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I'd like to create a company-level workflow that has an enrollment trigger of "company has completed X workflow". I'm not able to do this, as this appears to only be a feature on the contact level.   I'd like to have more flexibility in the company level workflows. ... Afficher plus

Custom Behavioral Events (Legacy) can filter / "refine by" contacts by the number of times they have completed an event.   This does not exist for the new Custom Events. It should. ... Afficher plus

Journey reports are challenging when trying to dial in on the time it takes to complete the steps in a journey. Current Restrictions/Limitations Only one way to control the time range of the journey (sure we can do a static range or rolling time range), it is still only one time setting. Other analytics tools we use have additional levels of time parameters, the lack of this in Hubspot journeys limits the value we get out of the reports. Lacking stat of median time between steps; we only see the average time between steps   Inability to refine time parameters on each step of the journey.   Control that the action was done the 1st time since the previous step (and then stop recording the event on that report for that contact)   ----- Further details We want to look at anyone who would enters the journey up to 30 days ago. THEN, we want to know, of those contacts, who completed the steps in the journey within 10 days of entering the journey. If a contact 'qualified' to be in the journey but dropped off before completing within 10 days, that's an interesting stat along with the 'success' rate of those that did complete within the 10 days. IF we limit the journey report date range to only include 10 days, we are NOT capturing the entire cohort of interest (like anyone who was sent the email in the last 30 days). IF we try to use the contact filter or apply a list to capture the cohort for the 30-day range, this doesn't work either. The reason being the date range on the report is set to 10 days because we want to know who completed the journey within 10 days, we will still only 'see' the contacts that did the first step in that 10-day range (even though we want to look at a cohort of contacts that did the first step in the last 30 days). ------ Median is good to see in addition to Average. OR at least allow us to decide which we prefer to see for each step. ----- We should be able to refine the parameters between each step as well and control how those actions are counted. (refinements) IF we are using a custom event or a page view, a person may do those events multiple times while in the time range of the journey. It appears that the most recent timestamp of firing those actions/event, overrides the first time after the prior journey step the contact may have done the event. This creates a challenge of knowing the time of completion between steps as the first time after the previous step is no longer recorded if the contact comes back and does the step again and again. Ex) Instead of opening an email, clicking a link, logging into our app showing seconds (confirming our engagement email is working); we are seeing opened an email, clicked a link and then the time to log into our app being hours or days later. When we dig into the contact record, we see this is due to the contact firing the event multiple times after having done the action in the previous step of the journey. We care to only see the time to complete as a reflection of the 'the first time after the previous step'. ... Afficher plus

I heavily rely on HubSpot's workflows, and having a dashboard to easily track their success or failures would be incredibly beneficial. I manage both MQL and SQL workflows that run consistently, along with creating them for major events we participate in. Having a clearer view of their outcomes would help me identify areas for optimization, especially in terms of workflows and emails that require the most attention. A centralized way to monitor these results would streamline my workflow and enable more effective decision-making for enhancing our marketing efforts. ... Afficher plus

It would be great to have the ability to set guardrails on an email workflow (marketing) that you could set and get alerted if they hit a certain level. E.g. if the unsubscribe rate hits a cerain number. Then you get notified by email or Slack depending on your integration that there is an issue/warning with that email. That way you can action/remedy promtly without having to go in reguarly and keep checking the performance of your workflow. ... Afficher plus

Please add a feature to the Email Marketing tool where users can "find and replace" a word or phrase anywhere in their marketing emails.   Naturally, this can't work for single-sends but would be huge for automated emails. Especially for companies with hundreds of automated emails needing bulk changes to them.   It should allow users to search and replace content in the email body, subject line, or preview text.   Additionally, the ability to swap out the From Name and From Email across multiple emails would be beneficial.   ... Afficher plus

Have an option to select which value, internal or external, to copy when copying a dropdown property via workflow.   When a dropdown select property is copied to a [text] property, the internal value is copied. Some cases this is ideal. For others, it would be helpful if the external value copied instead. ... Afficher plus

We're looking to reference meeting tokens (as stated in the pre-meeting reminder automation with a scheduling page) to use as workflow triggers or delay to event actions to trigger sms reminders (along with the defaul emails from the scheduling pages).    There's several use cases around sending meeting reminders to contacts, for example, sending sms's to contacts in the context of a B2C model where sms is used as a form of communication with clients.   Right now there is no way to reference the date at which a meeting or call was schedule for. We can only reference the meeting start time from the activity data source, however this is based on when the meeting was started and is only set once the meeting occurs.   ... Afficher plus

Hi there,  I have the usecase that if my team closes a Deal they have to fill out some properties for our finance team to be able to write invoices etc. One of these Information is the 'Billing Start Date' that we created as a Deal property. At the moment whenever a Deal is closed we have to adapt this property once in the Deal Record and once in the Line Items. It would be great if I could automize the Line Item 'Property' Billing Start Date (which is a Hubspot Default) in the Deal based on the Deal Property so I don't have to fill it out twice.  I am sure there are many other usecases where it would make sense to be able to automize the Line Item Properties based on other Deal Properties and vice versa.    Thanks for considering and many greetings 🙂 ... Afficher plus