Great minds think alike

It would be nice to have the option to use the Connected Team Conversations Inbox as a recipient for notifications in regards to bot conversations. We are looking to have a notification sent to the conversations inbox any time there is a new bot conversation so that our team can keep better track of contacts that are interacting and asking questions to our bot to better manage the chat-flow. ...read more

Hi, as a revenue operations leader, I'd like to be able to create quarterly forecast estimates by comparing current pipeline trends to historical snapshots. The catch is that I only want to make the pipeline comparison to deals that had been set to close during the same period the previous year (or years). Currently your Historical Pipeline Snapshot reporting only shows ALL pipeline, regardless of Close Date, or lets you filter by the current Closed Date. What I'd like to be able to do is filter the pipeline by Close Date at End of Snapshot Period for a specific day, so I can compare the deals set to close this quarter against the same time last year. This would add signficant value to forecasting as historical pipeline shapshot data is pretty useless without time-bounding the close dates, and currently the only way to download this data is to click into each deal stage on a given day and download each separately, which is a massive pain and time consuming. ...read more

Hi!    We're experiencing the paradox that when subscribers are in multiple email sequences, they get too many emails at once. The main problem being them being in an automated general newsletter sequence and a longer email sequence for a product they've bought.   So we were looking for a way to control that they would only be actively sent emails from one workflow at the time. We didn't really find anything, and the workaround will be more of a placebo in the long run, but we'd really love a function in workflows that pauses contacts from receiving emails when x trigger is activted. Like with the unenroll or goal setting, only that they stay in the workflow and maybe miss a few emails/pause on a step until they are no longer in another workflow (x trigger) and then resume their process.  - Christina ...read more

Please add support for SAML authentication. Currently your account security seems to be subpar compared to the rest of the industry. From what I can tell there's no two-factor support, no ability to set minimum password requirements nor support to just force the use of Google login. With SAML support we can manage our entire login security stack (user account verification, two-factor decision, password requirements). With HubSpot containing high sensative information I can't believe this hasn't come up before.   At the very least just let us force users to have to use Google to login, then we can mandate some requirements through that. ...read more

Hi,   As an admin dealing frequently with issues related to user permissions, I'd love to be able to "simulate" what the user can actually access and do. Example : user Ava Gardner says she can't communicate with contact James Dean. I do trust Ava but I'd like to 1) check what she sees 2) make the changes that need to be made - if any 3) check again that she can now communicate with James 4) let her know the issue is resolved.   Ultimately it would be great, not only to test and resolve issues, but also to test and ensure roles are set up correctly, or simply test Hubspot behavior on these issues as I found it sometimes confusing and surprising.   As of now, I have to switch between my admin account (to update user permissions) and a "simulation" profile on which I test with said user rights to make sure it will have the desired outcome - which is of course a pain, but can also lead to potential mistakes as I also use the CRM in a sales/marketing capacity (and end up logging info under the "wrong" profile).   Or I just update what needs to be updated and ask the user to check whether it solved the issue - and sometimes it doesn't > frustrated user.   Thanks ...read more

This has bothered me for a while, but if you get assigned a task or get notified of a task being logged on your account, you will get an email alert (if you have them set up).   It will give you some information and when you click "View in HubSpot," it won't take you to the task or the associated page, but to the task page with a tile pop out of the actual task.    Maybe I'm in the minority here, but this page seems utterly worthless because you can't do anything on the task here and will always have to click into the associated account or contact to follow up on the task/complete the task or see any comments on the task.   It would be great if clicking the link in the email would take you directly to the task, similar to if you can a notification that a call or email has been logged on a company you're following. ...read more

We are looking to engage certain contacts to fill out more information about themselves. Since they are clicking on the link to the form from their email, it would be great to have that auto populate and identify them. Without having the person needing to submit their email again.  ...read more

Pop up forms are very limited in design. I'd like to be able to edit the font, colours and layout of the forms as they just look pretty dated.  ...read more

Hello,   Can I exclude contacts from being recorded in the engagement report for emails - especially internal staff?   But they can receive those emails though.   From a product design standpoint, I think extending a current feature in the settings tab, where you add the email addresses to exclude from logging/tracking in HubSpot.   This feature should also be extended to exclude email addresses, e.g., staff, specific email addresses, etc.   Thanks, Kal ...read more