Great minds think alike

In the spirit of managing the open/close status of jobs owned by inactive users, I wish we could trigger a workflow, or branch a workflow, or filter an action... on Deal Owner active/inactive status.   If a deal is owned by an inactive user, then send an internal notification to [someone] warning them that the job will automatically close in 10 days. If the deal ownership is changed to an inactive user, pull the deal out of the workflow. Delay 10 days. Close it automatically. ...read more

While the email provider/device configation is what determines how emails are displayed in the inbox preview, it would be great if HubSpot was able to put some safeguards in place from their end. Currently, in some circumstances, the inbox previewer will pull from the body of the marketing email and display body text in the preview headline. However, if there isn't a rich text module in the body of the email, then non-rich text modules will display HTML script in the previewer instead.    If HubSpot could prevent non-rich text modules from being avalibale to display in the preview altogether, and only allowed actual rich text to parse through, then that would be great! ...read more

The new feature to enable creating association types is a great improvement but there is still a limit of only 10 association types, and this will probably become a constraint at some point.  It would be great to increase this limit - or not have a limit at all. https://knowledge.hubspot.com/crm-setup/create-and-use-association-labels ...read more

It would be much more benefical to have support that is educated in the different departments/problems. That way when support is needed, they aren't jsut reading posts from 2+ years back that no longer apply!  ...read more

Currently, reporting on webpage/analytics data is limited to the default properties provided by HubSpot. It would be great if we could create custom webpage/analytics properties and use them in custom reports like we can with other objects.  ...read more

My team really is trying to get the most utilization out of the pipeline feature in the sales tab. However, we find it very annoying that the sales from every year clog it up, and their isn't any way to fix this other than with filters, which still isn't very effective. If there was a feature where we could select what years to view. I think this would be very helpful, and everyone could definitely benfit from this.  ...read more

1. We have two types of salespeople: a) external field salespeople who “own” the customer and carry out face to face visits and b) internal sales support who send assist the external teams by filling out quotes, sending samples dealing with queries etc 2. Sometimes the internal team will book meetings with customers for the external people 3. Typically, when the external person has done the visit, they will call the internal salesperson to give them actions which will be uploaded to the meeting notes The problem occurs when an internal person tries to put a meeting in hubspot for the external person. They can only put it in as if they have done the visit. This gives a problem when we run our reports on numbers of visits / phone calls etc as it appears the salesperson hasn’t done the visit.   The answer is for a sales person to be able to set up a meeting with a colleague as the meeting holder and then to be able to edit it ...read more

Hi there,    It would be great to organize contacts for larger companies by creating teams or departments within the company account. Instead of needing to create another company for that.  ...read more

We love the pre formed survey's you designed, as well as the custom surveys. However, the custom survey's are not as flexible as we would like. We would love to be able to design a custom survey with logic based questions. An example would be if a customer answered a quesiton within a certain limit (1-5, 6-7) etc; the next question would be based on the first answer.    Thank you so much!  ...read more