Gute Ideen sollten geteilt werden

This is a feature improvement request that impacts any user / team that leverages the Google Calendar integration. Currently, the integration does NOT log a Meeting to a Contact if that Contact is the Organizer of the Meeting. It ONLY logs meetings for the guests of a Meeting. This results in many meetings not being logged to HubSpot if the Contact is the one that sent the Meeting invite and there is no other Contacts added as Guest.    The integration should up improved so that it also logs Meetings when the Contact is the Organizer of the Meeting (eg the one who sent the meeting invite).    My team wants to report on Meeting activity with out Deals and Target Accounts but as it stands, the Meeting data isn't reliable because the integration misses some Meetings due to the above. Below is an example where an existing Contact sent a meeting invite to a user with a connected Google Calendar, and the meeting was not logged to HubSpot.         ... Mehr anzeigen

It would be very efficient to be able to segment playbooks based on contacts, deals,marketing, etc so you can easily access the most relevant playbooks on the contact or deal record.  ... Mehr anzeigen

Campaigns and tasks are a great update since I last used Hubspot. I love the tasks and the calendar view and tracking the due dates and completions.  The tasks get completed with green checkmarks. The task view has All, Due Today, Overdue, and Completed.   Problems: 1) All listing does not include the completed. 2) Reporting Library then selecting Tasks, is only focused on Sales and rep tasks, not on any Marketing or Campaign Tasks 3) Custom Report selecting Activities, Type= Publishing Task, There is no option to add the Completed date in this report, the only fields that report are Create Date and Activity Date. (The fields of Task Completion and Task Status are selectable, however, are blank and I believe are only used for Sales Tasks and not Publishing Tasks)   Need: To export all Publishing Tasks with Activity Date, and Completion Date in excel to make this a viable solution for Marketing Reporting to executives and others sharing the progress and value of Hubspot as more than just an automated email engine. : )   Image: Campaign Tasks (All completed)     These completed should also show up in All tab, but do not:   ... Mehr anzeigen

It is possible to use import as a trigger in a contact based workflow, it is not currently possible in a company workflow. If this feature is added, it would be easier for users to create automation based on Import criteria. It has multiple use cases for us, and may be same for many others. ... Mehr anzeigen

We are a company that works in two languages and so we have 2 chatbots in these 2 languages. To cover our bases though, we have an Unknown language chatbot too. In this chatbot, the client can choose their language in the first question and then proceed in that language. However, we have noticed that there is no option for the Knowledge Base language that the chatbot pulls from within the flow. Since you have to choose the language of the chat in the settings, that is the language the articles will show. We would need to be able to select within the branch of the action which KB the bot shows. ... Mehr anzeigen

Can we get Client and Proposal info on the Payout alert emails? Currently there is no information and when you click the email to see transactions it still does not show any detail of who the payment is coming from.  This is getting very frustrating for our accounting department as we move all our payment transactions over to the HubSpot system.    ... Mehr anzeigen

Hi all,   We require that our users be restricted from using certain aspects of Hubspot, particuarly in the product page. For instance, we use Pandadoc, and therefore don't want users to select "Create Quote" from the product page. We also don't want them to "Add Products", as our products should be selected from the existing library instead. ... Mehr anzeigen

It would be good to have a column for the sequence that a task is associated to, currently there isn't a way to see this, and it makes it an extremely manual task to view what tasks are associated to which sequence.  ... Mehr anzeigen

There are random associations across deals/tickets/contacts which are particularly confusing. How can we fix this?  ... Mehr anzeigen