Grandes mentes pensam igual

Hello All! This is going to be a lengthy one because I am going to outline the situation first and then put my idea at the bottom so it is hopefully clear and not too far fetched 😆 Basically I was trying to make a report to show deal conversion rates: I created a funnel showing conversion rates but it only shows the conversions if I click "if been through all stages" and not necessarily would the deal have been though all selected stages -Conversion rates should be the total number of “contracts sent” divided by the number of deals in the below categories:    - Closed & Won STP    - Closed & Won    - With Project Management * edit on the above "if deal has ever entered any of the above stages last year" and these if possible need to be shown separately I have created two separate reports which pull though the correct data though if you do the same on a conversion funnel it is filtering it so the data is incorrect.   ** the issue here is that to see the conversion percentages it has to be deals that have gone through "all" stages as this is what measures the conversion **   It needs to be; eg. If deal time stamp “contract sent” is last year divided by “if entered stage project complete” is last year   Basically if you want "any" on a conversion funnel there is no way to show this conversion. The issue being that not always all deals would go through all stages – for us some projects don't require planning (Closed Won STP) and also the salesman are not the most tidy/organised logical of users so sometimes if they have not been updating for a while a project might get whisked from design to with project management😏 SOOOOO…. The reporting section in HubSpot is totally whizz and certainly no complaints but it could do with an optional mathsy section for the occasional nerd to write their own formula math based reports/graphs. I had one the other day where I wanted to analyse three different items – I needed to have a report on deals showing the time spent on a deal, by salesmen and how region affected this so x=region and y= time (in stage) plus colour code the bar (stacked) to show salesman and show an average/linear line- I ended up running reports to get the right information shoving it in excel and taking screen prints of the excel graphs 🙃 Could Hubspot come up with a type of integration that sends you to only the graph creating section of excel or similar - a bit like a doc editor… programme sat within a programme- and this would be within the HS UI 👍   I am actually in the middle of setting up simPRO too - and their reporting is significantly more advance... you can basically write formula and insert the category like you would select data in excel and then it will do your report... a bit like =SUMIFs(and("select hubspot category/field"= choosehubspot category filter, select hubspot category/field"= choosehubspot category filter)) blah blah….you know what I mean, and all the other basic excels including:   Main ones i think =average, averageif/s Sumif(s) countif(s)... all the logicals, if, not, ors, and exclusives, and the typical math ones COMBINA, SUBTOTAL, SUM, SUMPRODUCT and stats: countifs forecasting etc   So you can write a report using normal excel function but rather than selecting data cells in excel choose the HubSpot field then filter it and specify where you want it to appear - Basically in Hubspot all the numbers and data is there... just not the maths 😁 - critical to grow a business... if you know your stats you can make informed intelligent decisions ... Exibir mais

Olá... Preciso de um campo que indique quem enviou um ultimo e-mail, se foi o cliente ou foi a empresa, isso pois a intenção é impedir que o meu agente encerre um tiquet/negócio sem ter respondido o e-mail ao cliente. Seria bom tambem outro campo que falasse quem enviou um ultimo e-mail naquele pipeline, pois uma área pode mandar para outra e essa primeira área responder ao cliente que a segunda irá tratar, então para que não caia simplesmente na regra do ultimo e-mail ser enviado pela empresa esse campo de ultimo e-mail na área é necessário.   Obs. sei que nos fluxos de mover os tiquets quando enviamos ou recebemos e-mails há um campo que "Marca" se o ultimo e-mail foi enviado pelo cliente ou pela empresa, mas esse campo possui vários problemas, o primeiro é esse ite do ultimo e-mail no pipeline que escrevi, outro problema é que algumas vezes o o tiquet tem mais de um cliente, apenas marcando como enviado quando o e-mail é enviado de um e-mail primário, outro bloblema é quendo um e-mail é vinculado a mais de um tiquet, o sistema só marca como enviado pela empresa quando envio daquele tiquet em especifico não mudando o do outro tiquet. ... Exibir mais

I think it would be great if you could create a header for sales emails and template emails that sync up to your inbox. Right now, I don't see that functionality. For those of us distributing press releases via email it would be a huge help.   Thanks! Shannon   ... Exibir mais

We are running into an issue where we operate as two separate business units in HubSpot with different lead scoring models. The issue is that we are currently using a homegrown integration to push data over to NetSuite, so having two different "HubSpot Score" fields would cause major data issues in NetSuite.    It would be helpful for the HubSpot Score field to have the functionality to collect the sum of the scores from both BU's (with added functionality to see how the score breaks down by BU). This way we are getting an accurate score on each contact whether they visit one company page or the other, and don't run into any issues with the field integrations we have in place. ... Exibir mais

Hello,   we have connected HubSpot to our Google Workspace calendar. The scheduling feature works fine on the surface, but under the hood, it doesn't appear to create proper meeting in Google Meet.    We get invites, the Google Meet links provided work, but the meetings don't show up in Google Meet directly (the overview dashboard where all your upcoming meetings are listed).   The integration also doesn't place the "Join Meeting" button inside the Google Calendar invitations. It places the link, but Google Calendar doesn't see this as a proper meeting (hence it's not showing in Google Meet and there is no join button like when you schedule something with Google Calendar directly).    I think maybe the API is outdated or using some kind of sub-optimal way to register the meetings with Google Calendar.    I appreciate this is not a bug, but it probably can be improved, so that people using Google Meet's dashboard can join meetings from there and also find a join button on their calendars.    BTW: Competing tools like Calendly, Doodle and so on do this correctly.  ... Exibir mais

Hi team, Raising this for a customer. Currently, the conversation owner will be assigned accordingly to the last reply. For example, if user A first pick up the ticket but User B replied inside the ticket after, the owner will switched to user B automatically. It would be great if we have the ability to fix conversation owner to the first responder - thank you! ... Exibir mais

I have run into this issue a few times now and have stoken with support but seems that what I'm currently doing is the only way for it. I am looking to have the automatic ticket created when a form is submitted to have the client/company name assosiated with that ticket be in the tile of the ticket. Right now every form submitted no matter who the client is creates a ticket names "new ticket created from form submission".  Although this is a great feature and inside the ticket is the client information I would like it to be easier for my staff to see from their pipeline who each client is without having to open the ticket and edit the name.    Right now this is what one of my pipelines looks like and you can see how it would be confussing to the viewer:   This would be a huge help to me and my team! ... Exibir mais

The ability to wrap text around an image in a marketing email would be a great addition. It would add more customization and a layer of professionalism to make an email look a lot cleaner. ... Exibir mais

Provide the ability to adjust playback speed options on videos like so:  When you get used to watching content in 1.5x speed, having to watch something in 1x speed is very painful 🙂 ... Exibir mais