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Allow for a ticket status changed when a workflow pushes the ticket notification to a Slack room.   It would be a great time save for teams to be able to change ticket status from within Slack based on the notification.    Currently the team then has to then /hs-search-ticket before the action to change the ticket status becomes available. Ideally, this action would already be available when the notification is being posted to Slack. ... Mostrar más

We are using the Hubspot user field type to select Company / Contact owner. We have a rather long list of users, so I would like to filter/customize what is shown in this pick list, and/or rearrange the order of users shown.    E.g. our "Super Admin" comes up as a first suggestion for being a Company owner. I would like to remove this type of users from the pick list.   ... Mostrar más

I am a customer service rep. I use HubSpot almost exclusively for answering tickets and adding templates. Here are 8 things that would make life significantly smoother and more efficient for anyone working in the ticket section of HubSpot.     1) HubSpot does not recognize returning customers unless they respond to the same email chain. Often times customers will send many inquires in the hope to be helped faster. This is frustrating as they get assigned to many different reps. Would it be possible for an email address to be permanently assigned to a rep. That way all inquiries from a specific customer would go to the same rep?   2) There is no undo button after you send an email. Gmail has this feature and it is a lifesaver, a simple 2-5 second window to take back your action. ( People have already requested this elsewhere, but it deserves all the attention it can get).   3) Searching through tickets is a pain. In the ticket section of Hubspot, there is a search bar in the upper left-hand corner. Ideally, you would type a customer's name or email, or portion of the conversation and find them. This is not the case. You will almost never find a customer doing this. I have only had success searching the exact subject line of a conversation. The search bar is significantly better (although still not totally thorough) in the inbox section. Please improve the search bar in the ticket section.   4) HubSpot has a feature where you can merge tickets together if they are from the same customer. This would be helpful if the search function worked. The search function is, however, not currently very effective, making merging frustrating. I have to go find the specific ticket ID of the two tickets to merge them.    5) Often times we will get spam sent to our inbox. HubSpot has a function to help protect you from spam, but in using that feature we found that some customers were being missed. So we turned it off.   6) Because of 5 we need to delete tickets daily. This is not that big of a deal, however, when you delete a ticket in the ticket section of HubSpot it will remove you from your search filters. Generally speaking, you will always have at least one search filter on, that filter will be "my tickets." Thus, every time you delete a ticket, you must re-apply your filter so that you can go back to answering your tickets. This is ineffective.   6) To close out of a ticket and move to the next one, it can take between 10-20 seconds. This is something you are doing 50-100 times a day and should only take a second or two. An easy fix would be to have a next ticket button. The current process is, close the ticket, wait for it to load you back to the dashboard, then click on the next available ticket.   7) The font is very inconsistent, this is pretty annoying. It will auto change my font going between templates and responses. The font across all of HubSpot should just be standard black.    😎 Changing font is clunky inside of customer responses. The toolbar is not very extensive. The toolbar in creating this post is actually much better than the one inside of tickets. ... Mostrar más

Hello! 🙂    We currently have a wonderful report that shows all of our recently-published blog articles, in addition to their views, URL, and publish date.   What I would LOVE, is be able to add an additional column that either shows the previous year's sessions, or the difference in a percentage form.   I think this could make updating out blog content much more actionable and have a better, more real-time look at how our performance changes over time.   I have created a quick sort of preview of what that could look like. And if there is anything out there that already exists, I'd love to know! Thanks in advance. 🙂    ... Mostrar más

When adding a property as a filter or table view, it'd be great to be able to filter the properties by group or jump to a specific group.   Right now, you have to know the name of a property to find it or aimlessly scroll until you reach the group you want. With almost 1,000 properties this can take forever and feels impossible sometimes.    If you type in the name of the group you do see the group but then only the properties within that group that also contain that word.    ... Mostrar más

  https://blog.hubspot.com/marketing/ipaas-guide     ... Mostrar más

Hi all! When you create an export from HubSpot, there are not secured with a password. You  can add this manualy after the export - in Excel for example - but sometime people forget to do this. Wouldn't it be better if we can create a password within HubSpot, before exporting HubSpot data?  What you guys think?  ... Mostrar más

TL;DR Workflows are being triggered when the trigger is 'Contact was sent Marketing Email, but didn't receive it', but the contact received the email. It was just queued for delivery on the SMTP server.   Details Who does it affect? Workflow administrators, Account coordinators.   What is the goal? We want to maintain the integrity of our client email addresses, so we need a warning when there's a failure.   What value will this add? It will make workflows run less often and will make them simpler because they're not triggered in error.   When the Hubspot SMTP server gets a 250 'Message queued for delivery' status, and then later a 'Delivered' message it can set off the above Workflow enrollement trigger. It gives the impression that an email wasn't delivered, but it was.   Currently the workaround for this is that we wait for an hour and run the check again, but that makes our workflows more complicated and will probably generate a certain amount of confusion for users.   Although it is considered to be a rare occurrence it seems to be triggering the workflow for almost 12% of our emails. That's 51 of 431 emails sent in a day of which only 6 times did the email sending result in failure.   Here are the conditions that need to be added to the workflow to produce this unexpected behaviour: Marketing email activity was sent email name here but didn't receive it.   See the attached Hubspot email logs for the case that generates this issue:           { "events": [ { "appId": 2286, "appName": "Workflow", "attempt": 1, "created": 1618960694692, "emailCampaignGroupId": 82652240, "emailCampaignId": 122218352, "id": "69053178-2dcd-331e-81e5-6e681545302f", "portalId": 5999296, "recipient": "REDACTED", "sentBy": { "created": 1618960669543, "id": "f7a9a119-c7fc-43d0-aad5-3aaaaa7467bf" }, "smtpId": null, "type": "PROCESSED" }, { "appId": 2286, "appName": "Workflow", "attempt": 1, "created": 1618960694692, "emailCampaignGroupId": 82652240, "emailCampaignId": 122218352, "id": "a055d611-14c5-3563-8fa3-9cd27813e83e", "portalId": 5999296, "recipient": "REDACTED", "response": "250 2.0.0 vBJD240044jbzFi01BJD5Y mail accepted for delivery", "sentBy": { "created": 1618960669543, "id": "f7a9a119-c7fc-43d0-aad5-3aaaaa7467bf" }, "smtpId": null, "type": "DELIVERED" }, { "appId": 2286, "appName": "Workflow", "attempt": 1, "created": 1618960689944, "emailCampaignGroupId": 82652240, "emailCampaignId": 122218352, "id": "4bf1dcdc-a308-33c2-a9b8-4b0943b5de20", "portalId": 5999296, "recipient": "REDACTED", "sentBy": { "created": 1618960669543, "id": "f7a9a119-c7fc-43d0-aad5-3aaaaa7467bf" }, "smtpId": null, "type": "PROCESSED" }, { "appId": 2286, "appName": "Workflow", "attempt": 1, "created": 1618960689944, "emailCampaignGroupId": 82652240, "emailCampaignId": 122218352, "id": "50e663f3-f6c7-3fb9-92bf-c14cb5a4a0c3", "portalId": 5999296, "recipient": "REDACTED", "response": "250 2.6.0 <1618960669543.f7a9a119-c7fc-43d0-aad5-3aaaaa7467bf@bf07x.hubspotemail.net> [InternalId=24713241823933, Hostname=AM8PR04MB7377.eurprd04.prod.outlook.com] 68570 bytes in 0.058, 1136.376 KB/sec Queued mail for delivery", "sentBy": { "created": 1618960669543, "id": "f7a9a119-c7fc-43d0-aad5-3aaaaa7467bf" }, "smtpId": null, "type": "DELIVERED" }, { "appId": 2286, "appName": "Workflow", "bcc": [ "REDACTED" ], "cc": [], "created": 1618960669543, "emailCampaignGroupId": 82652240, "emailCampaignId": 122218352, "from": "REDACTED", "id": "f7a9a119-c7fc-43d0-aad5-3aaaaa7467bf", "portalId": 5999296, "recipient": "REDACTED", "replyTo": [ "REDACTED" ], "sentBy": { "created": 1618960669543, "id": "f7a9a119-c7fc-43d0-aad5-3aaaaa7467bf" }, "smtpId": null, "subject": " Nouveau prospect en attente de votre réponse !", "type": "SENT" } ], "hasMore": false, "offset": "Ch8KFgi_z9HTqtXO6qoBENCH8b-co-jU9wEY57bNjI8v" }           ... Mostrar más

Ability to export marketing calendar and tasks  ... Mostrar más