Great minds think alike

We would love a way for us to allow our less-trained staff to use templates for emails and snippets for calls without the ability to accidentally edit or delete them. This has been a headache for us for years (although it doesn't happen often). It's still always a fear we will lose something we spent time creating. So we have to be archaic and back them up into Google Docs.    Add permissions to edit and delete snippets and templates! ...read more

We inadvertently sent an automated email on Saturday. We wanted to see when the recipients opened the email so that we could compare to our normal mid-week mailing results.  The only way to view the date and time is to go into each record. It would be helpful to see the email open date and time in the mailing results reporting. Thanks ...read more

A marketing team is trying to provide monthly reporting on specific "brands" within the overall HubSpot instance. Each "brand" has it's own url and domain so it is easy to know what you're looking at in the web analytics.    We'd like to be able to report out website traffic in our monthly reporting, and right now we are able to filter the "Sources" report by specific custom views, but we are not able to filter the "Pages" report in the same way.   I would like to see any easy report that can be added to our custom marketing dashboard for this so we can see top pages by the number of page views over time filtered to just the data I need. I can do this right now within our contacts, but we're not capturing the # of page views by people who aren't contacts yet which is a huge chunk of people! ...read more

Hi Team,   We are unable to use the "OR" function in the filters for Service hub ticket views.    Currently, the view filters only work with "AND".    Example: Ticket category " A"  AND sub-categories "b,c,d,e,f"  is the filter functionality now. This means tickets will only get through to the view if they meet both the filter criteria. But we want the tickets that fall under Category A OR the sub-categories "b,c,d,e,f" to come through to our standard view.   Also, it will be great if we can include ticket views as property value in the workflow. In that case, we will be able to design a ticket flow into a specific VIEW based on the workflow automation, rather than via filters.     ...read more

We run a lot of workflows, and it can sometimes be difficult to figure out which workflow created a certain task. The task history says "Created by AUTOMATION PLATFORM", but not which workflow created the task, which would be very useful. ...read more

It would be nice to be able to set the primary email address via a workflow vs. in each individual record.   Example: if we have someone's contact info and we have their personal email and their business email, be able to make the business email (or personal if you are B2C) set as the primary. ...read more

While I understand the idea behind having the Note/Email/Call/Log/Task/Meet shortcuts at the top of the contact cards,  it would be excellent if this section could be customisable as well. For example, we've installed an application we'll be ringing from, so it'd be great to remove the Call button from our view so our sales agents don't accidentally use this instead of the app. ...read more

hi team, posting this idea on behalf of my customer 🙂   "we are looking for a way to be able to easily identify a group of contacts associated to a company record and send them an email quickly. Ideally we are looking to be able to filter these contacts from the drop-down list of email address to easily select the relevant contacts to send emails out to.    At present we are able to use Association labels to segment our contacts with labels but it will really be beneficial if we could use the Assoication Label as a filter when composing new emails from the contact record to be able to easily select the email addresses that are relevant. "   thanks very much team! ...read more

We are using the beta for preference groups because we have multiple-brands using HubSpot. Unfortunately no matter which brand the email is from, if we have link tracking turned on the link defaults to the primary brand domain. We absolutely can NOT have an email from one brand go out that looks like it has links for another brand in it. See two images attached, these emails are from the brands KeyTrak and Naked Lime but both have links in them that appear to be from email.reyrey.com.    The users should be able to select the brand domain the email is attached to so that the link tracking applies the correct domain. This could be done by tieing it to the preference group selected or a seperate drop down where we select the brand domain.    The value this provides for multi-brand HubSpot users is that our emails are accurate and the links in them won't confuse our customers or look like spam.   The link in this email should be email.keytrak.com The link in this email should be email.nakedlime.com ...read more