Les grands esprits se rencontrent

KPruett · ‎mars 16, 2022

It would be fantastic if socials could be added to workflows. Being able to automate reponses that come through a social media inbox or automate reponses to social media comments would be super beneficial!

BCogsdil · ‎mars 16, 2022

It is extremely frustrating that the order you enter line items when creating a deal is reversed after the deal is created in in the company/contact record. When reporting this to Hubspot multiple times it is always stated thet they can find a lot of instances of this be reported by users only to be told that it is working as designed. We used to enter the items in reverse order and it will save them in the order we desire but now it is mixing them up when you create a quote. If they would add line Item numbers to the deal it might fix the issue. This is costing time on every Deal/Quote to have to sort through multiple line items and reorder those.

MrBean · ‎juin 23, 2023

Once a playbook is completed can you please hide it from View! It would be useful if playbook filtering were two fold 1. when to reccomend 2. when to hide.

steviecald · ‎juil. 20, 2021

Please open up the sync functionality with Dynamics 365 so that Contacts from Hubspot with a Lifecycle Stage of "Marketing Qualified Lead" can sync to Leads in Dynamics. We qualify to MQL within HubSpot and then handoff those contacts to Sales (in Dynamics). I'm not sure why you'd handoff a Subscriber or Lead before qualifying? We are stuck without a solution for this until the functionality is updated, as most third party services have shut down their solutions due to the growth of Operations Hub.

JPRELUSKY · ‎mars 16, 2022

Please make the links to Reschedule or Cancel meetings actual hyperlinks instead of including the full link in the email.

karengerberry · ‎sept. 10, 2020

It would be helpful to be able to customize all of the hubspot notifications (things like mentions, comments, etc). This could allow us to be able to see other details, threads, and decide how to prioritize the notification.

maddyp · ‎sept. 10, 2020

It would be beneficial to have required properties per Deal Stage. This way users would not be able to move a Deal along before filling out the necessary information. Currently, HubSpot can prompt users to update a property when moving Stages. This doesn't necessarily make certain properties required, but it can make an update of those properties required. Therefore, regardless of whether or not a property is already known, users are prompted to update a field during a specific Stage. Ex: We want the Deal Type property to be known before moving beyond the Quoted Stage. Sometimes users will select the Deal Type during the Open Stage. In this case, users would be required to update this field later on, when moving from Quoted to Closed. This is because the Deal Type wasn't updated during the Quoted Stage.

HBruce · ‎mars 16, 2022

Hello We use Custom Objects for our business but there are a few down falls about this and its mostly because we are unable to use HubSpot built properties that are normally included in other Objects like Contact. We would like to see properties such as: No. of times contacted No. of Sales Activities This will help us see the amount of contact made via our custom object

tobid · ‎juil. 28, 2022

The live chat tool is great for myself and the support team, and as part of this, it's often helpful for us to send screenshots or GIFs to our customers so they can see what we mean in real time. Of course, the live chat window is quite small, so often these images need to be expanded. I can do this easily by right-clicking on the image and opening it in a new tab. A lot of our customers are not so technically-inclined, so it would be great if they could just click on the photo/GIF and an enlarged version would automatically open in a new tab. If there would be an option to switch this (or something similar) on when you are setting up the live chat, or perhaps by default, this would be much appreciated! Thanks 🙂

JOpie · ‎juin 23, 2023

Hi - Now while this sounds rather esoteric, hear me out. 🙂 When a user designs marketing email templates, but then leaves the company, unless someone else goes in and changes that template (trivially), the departed colleague continues an existence within the system, even though they have been deactivated. It looks like they continue to send marketing emails, resulting in calls from concerned colleagues wondering why this is so. My idea is that for such high visibility ownership, HubSpot replaces the departed colleague with "deactivated user", much like when someone is removed from HubSpot entirely. This would remove any suspicion someone still might have access to a system they aren't to have access to anymore, but without losing the information associated with that departed user elsewhere in the system. And yes, I can go in and make a trivial change to revert ownership to me, but I hate the idea of making changes in a running system...

Les grands esprits se rencontrent

Add 'Social' workflow action options

Line Items Re-Order after Deal is Saved

Hide certain playbooks Filter

Dynamics 365 Leads Integration - Hubspot Contact Lifecycle Stage MQL

Meetings Reschedule and Cancel Hyperlinks

Customize Hubspot Notifications

Require properties before moving a Deal's Stage

Custom Objects - To Include HubSpot Built Properties

Click to enlarge images in live chat

Changing to "deactivated user" when email template author leaves the company

Récemment délivrées

Récemment en bêta