Les grands esprits se rencontrent

KRees · ‎avr. 22, 2021

Create a way to view the next available appointment date/time for multiple Round Robin meeting links from one centralized dashboard (as opposed to having to click into the meeting link for each individual link to see when the next available appointment date/time is for multiple meeting links). This feature would be helpful so that when there is limited appointment availability on one (of multiple) round robin meeting links, more teammates could be added to that specific round robin meeting link to increase the availability of appointments.

SMaples · ‎sept. 6, 2022

On my previous platform, you could start contacts on a sequence and immediately move them to any step in the sequence. You could even do this in bulk with everyone on the same sequence. This was extremely time efficient and handy for those occassions when it made sense to not start someone over in a sequence or from step 1 through the entire sequence. I didn't have to clone a sequence and remove steps, it just would allow me from a drop-down option to move to any step in the sequence.

LSelley · ‎avr. 22, 2021

following the Hubspot update i believe to have been released 21/04/2021 the association of an email thread to a support ticket, contact etc has now been moved to the bottom (previously shown at the top of the tread). This is, I hope an oversight in UI design as quickly Associating/Disassociating emails is something I find myself doing regularly. And now having to expand the tread then navigate to the bottom is overly time consuming.

marhamati · ‎avr. 22, 2021

Currently when you send a quote it resets the deal amount, even if the intention of the quote is not related to the deal amount (change orders). It would be great to have the option to not impact the associated deal amount when sending a quote, so you don't have to then reset the associated deal amount after the quote is created.

CCompton85 · ‎sept. 6, 2022

One of our clients is using the form that is included with the meetings tool and creating a round robin meeting. That has been embedded into a landing page being used and would like to add it to Formcomplete to allow the ability to add FormComplete's javascript to hide/show certain fields.

RJaglan · ‎sept. 6, 2022

Hello, 📣Attention: HubSpot Team & Partner Agencies all around the globe📣 I came across this idea when one of our clients submitted a review on the HubSpot platform for us and we received a notification from HubSpot that "You have a new review". Goal: To have a trigger point for the email workflow whenever a client/customer submits a review for a HubSpot Agency Partner. This will help the HubSpot Partner Agency to engage & delight customers with some marketing campaigns or rewards. Problem: Every time, I have to manually send the client an email to give our "best regards and thank you" whenever my team receive a review notification from HubSpot. I was thinking if somehow we have the option to automate the process of sending an email automatically to the client when we receive a review. To do the whole automation & workflow, we need to have some kind of trigger point from the HubSpot platform or on the HubSpot Agency Partner Profile for the Review section. Looking forward to knowing community "members/partners" thoughts on this 👀 P.S. Sending 💚 from Germany

glenn_h · ‎avr. 22, 2021

This will help workflow and contact relationship management.

LexieRiggio · ‎sept. 6, 2022

It boggles the mind, but when you send an email from a "Contact" profile (i.e., "create an email" icon), the sent email does not transfer to the "Coversations" (email inbox) "Sent" mailbox. The mailboxes don't talk to each other, at all. Meaning, the only way to see who you've sent an email to in HubSpot (if you did so by navigating to a contact's profile) is to: 1. Check every single contact you have to see if you sent them an email 2. Filter by engagement (e.g., "Last Engagement Date") 2. Go to your work mailbox "sent" folder and filter by HubSpot 3. Maintain a separate list of every person you email for your own reference ....... If only every email you sent in HubSpot appeared in your "sent" inbox. But alas 😓 HubSpot Sent Email Inbox Is Empty

khiemtg · ‎sept. 6, 2022

Hi HubSpot team, Our sale team has to copy and input Facebook profile url manually everytime a contact created from Facebook fanpage source, it would be great and save a huge our effort if HubSpot could capture it automatically Hope it will be available soon, thank you!

krimerk · ‎nov. 30, 2020

I would highly appreciate that you develop a similar shortcut-feature for Templates, like you already have for Snippets when using #. When I send an email based on a template, there are so many clicks to send the email. I have to click with my mouse on the "Templates"-button, and then I have to click in the Search field, write the name of the template and then click again with the mouse on the selected Template. This is too time-consuming, when you already solve this so elegantly with the Snippet shortcut. Whenever I use Snippets, I save a lot of time by using the # and searching for the right Snippet. I can do all this without using the mouse, with far fewer clicks and easily selecting with "ENTER". I would very much like you to add a shortcut, like / or * or = or & or § or some other symbol and let the user choose the template they want to use. Even better, if the user can choose the symbol they want to use.

Les grands esprits se rencontrent

Next available appointment dashboard for Round Robin meeting links

Move to Any Step Option for Sequences

Move Associations back to the top of the email Thread

Have option to not reset deal amount when sending a quote

Add FormComplete to Meetings tool form

HubSpot Customer Reviews for Email Marketing/Automation (For Partners)

Add a Call Title to Standard Logged Calls (without telephone integration)

"Sent" Emails Should Be Available In The "Conversations" Inbox

Capture Facebook profile url automatically

Template Shortcut-symbol, just like # for Snippets

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