クリエイティブな才能を開花させよう

The related articles section is a great feature, but sometimes due to the nature of the subject, the articles suggested are totally unrelated, and cause confusion.  It would be very helpful to be able to edit the list of suggested related articles. ...その他を表示

It would be so helpful if calculation properties can be used in workflows for re-enrollment! ...その他を表示

Our company has the need of this feature and I would like to suggest this idea. We need that a specific team has the ability to check other teams' calendars through an automated way so that they can schedule a meeting for those who are available at the time needed. We understand that this function would be very relevant because, in a team that has, for example, SDRs for prospecting, this function would be really relevant, when it comes to passing the qualified lead to a commercial, already scheduling the meeting with the client. Like using a workflow for that. Right now, we need to go to meetings and schedule that manually. we would like a way for that to be automated, which would be much easier to the SDR team. thank you! ...その他を表示

We would love an automated way to push all contacts associated to the deal over to the company (once the deal is closed). We can currently set the company owner at the time in a workflow, but do not have a way to copy the contacts over to the company from the deal.  ...その他を表示

Auto associate contact/deal/company to tasks created by sequences. This would be very helpful and would make our task list much more organized! ...その他を表示

I would like to see a feature to not log certain emails as actions. I like the feature that logs all email correspondenses, but would like internal emails to not show as logged actions. Our sales team is expected to log a specific number of actions per week to meet their KPIs, but the internal administration emails are being combined with the sale communication emails. This makes it difficult to track how many "sales" related actions are being made. ...その他を表示

We send out reports every month and we are trying to automate/simplify our process. We created a field under their company card called "Report Link". Then we have a tag in an automated email that populates that field/link. However, we do have contacts that are associated with multiple locations so we want them to receive an email for each company/location they are attached to.    Right now, only the "Primary Company" link populates into the email. It'd be great to have an option if there are mutliple companies they are associated with to populate all the fields or send an email for each location they are associated with.  ...その他を表示

When using a live agent only chatflow, you have the option to hide agents behind branding and an alias, rather than exposing their name and HubSpot user pic publicly. However, when using a bot chatflow that passes off to a live agent, there is no option to use the branding/alias for the live agents. I can understand the value of showing visitors that they're chatting with a real person, but I think we should still have the choice to use the branding/alias for agents that aren't comfortable with having that information displayed. ...その他を表示

Email templates should be available for agents from custom objects. Right now, we get a large, red X. ...その他を表示