Great minds think alike

Hello,    The recurring deal is not something that currently exists on hubspot...    The only way to have a recurring amount is to use the line item and the product library.    However, in our business (online services), the clients decide every month if they want to stay on the same budget or increase the monthly amount they want to invest in our services.  For this we have to create a new line item named "upgrade" to indicate that the client has started paying more from a specific date.    1. It would be simpler to modify the line item amount to modify this and still keep the historic of the client specifying when he has upgraded. If I modify the line item and upgrade it, it falses my revenues on the pasts months...    2. How do I indicate when the client decides to invest less? the only solution I was given from the support is that I have to create a new deal with a lower deal amount...    This is just not satisfactory and extremely disappointing. I just don't know how I am going to present this solution to my managers...  ...read more

Please add an exclude option to email analytics so it would be possible to exclude specific campaigns, email types and even emails to get a good understanding of how emails are working.   For instance, we'd need to get an understanding of all our batch emails except newsletters (which tend to have lower open and click rate than others and are, therefore, dragging the whole stats down). Same with individual emails and email types. ...read more

As an agency we have built a good repository of sales/conversations email templates that it would be great to be able to quickly share with clients accounts. At the moment we can move marketing email, blog, and pages templates between portals but sales/conversation email templates have to be manually copied and pasted which just isn't feasible if you have a few 100 templates. ...read more

The idea came from a limitation in the chatflow configuration for our application's usecase.    The chatflow as it works now will allow you to start a conversation on a root level domain (or www of that root level domain), and have it follow you to one or more subdomains. This has a limitation of now continuing the conversation if it was started on the subdomain.  We have an application that exists across multiple subdomains. A user can be on one of several sudomains at a given time. There is no way to expect where they might start the conversation, but we would like the user to be able to start it from any one and be able to continue the conversation as they move form subdomain to subdomain.  Here is a community forum post I created outlinig this issue when I first ran into it.  https://community.hubspot.com/t5/APIs-Integrations/Chatbot-same-conversation-across-subdomains/td-p/431065 ...read more

If there was a way a feature can be added associate an email/conversation to an existing ticket instead of having "Create a new ticket" on the right pane. Maybe adding an option of: "Link/Associate to an Existing Ticket".    At this time, if a customer responds through other devices instead of the current conversation/thread, it will not associate the email and the communication can be missed.    ...read more

It would be great if we could eliminate the text limit in Snippets - especially inside of quotes.   I have a sales pro customer that wants to put their entire terms and conditions inside a snippet (30k chars) and they can't do it because of the 2,500 limit. Would be a huge help to get rid of this text limit.    ...read more

Hi team! A customer brought this to my attention and I thought it was worth considering changing the current UI of our conversations inbox.  Currently, incoming email conversations do not display the Subject line clearly; we have to click the dropdown select to see this. See attached screenshot. Whereas the Subject line is displayed clearly if the inbox is set up such that associated ticket records are created from these email conversations. Might be worth looking into having the subject line display clearly regardless of tickets being created. Thank you!  ...read more

It would be great to have an easy function to be able to use the contacts company logo in communication including Landing pages. So not just their name and company name in text.   Currently attempted this with a custom file and edited the code on a landing page with a fallback logo. But it was cluncky to do and even though the preview on HubSpot Landing page for contact personalisation worked. In our actual testing with a marketing email to a contact with a company logo image file only the fallback logo was ever visible. So I don't think this would need a massive amount of development time to get this working in HubSpot?   1. Who: For the marketing & sales teams. 2. Goal: To contact leads with visual personalisation. 3. Value: Automating a higher level of personal messaging rather than just Hi Name, Company name. Leading to a higher chance of an SQL.   ...read more

I want the ability to display a date picker field to only show mm/yy. The main use case is to show credit card expiration dates.  ...read more