Great minds think alike

CSmith7 · ‎Apr 21, 2022

Currently, you can make lists or workflow filters/triggers if someone clicks a specific link in a specific email OR any link in a specific email. What I'm looking for is the ability to track the click of a specific link in ANY email. If I have xyz.com/123 in 5 emails, I currently have to set 5 triggers/filters for if someone clicking that link in each of the 5 emails separately.

MJeannette · ‎Apr 21, 2022

Make it so I can create a task view off property filters just like contacts and companies. This would be good so I can add something like tasks made by me, tasks assigned to me by others, tasks made from work flows, etc. I know I can do that manually but it's annoying to have to do it every time I load up my tasks. Thank you.

AKimmelman · ‎Apr 21, 2022

There should be a banner or announcement spot where easily changed messages from us to users can be shown. (Here, I have its possible placement marked in yellow/red on top of the Bot name.) Who (what type of role or team) is the feature for? Our clients What is their goal? To receive info they couldn't get any other way What value will this add? Theclients are approaching us and get extra info rather than us spamming them with emails. Screenshots, pictures, drawings, process diagrams, are helpful. ☑️ It's been a few years since this has been addressed, so I'm bring the suggestion back.

SHabermehl1 · ‎Apr 21, 2022

When dealing with registrations we have dealt with many form submissions where submissions spell accounts wrong or something similar and create a mountain of duplicate or inaccurate accounts/data in general. I'd like to propose a way to include your accounts in a drop-down or search menu. This way registrants can search for their company and select it as opposed to typing it out themselves. My use case as my company has members of their group, they need to register for an annual meeting each year. Managing duplicate or inaccurate data is more work than needed, it also messes up lists and communications.

bbengsta · ‎Apr 21, 2022

Currently, everything is based on one contact, but it would be nice to have a 'primary' contact for each company so that a sales person doesn't get a task for every single contact in the company when they do something to act on (then that person sends it to the primary contact anyway and causes a lot of frustration/confusion)

bbengsta · ‎Apr 21, 2022

On the contact page it would be nice to have a tab for forms submitted (current the top has Calls, Emails, Notes, etc) As well as a quicker way to go to the bottom to see how they converted. Currently its super annoying to keep scrolling (and wait for everything else to load) just to see that piece

MBagdazian · ‎Apr 21, 2022

I am shocked that you can't create a view for Tasks I've assigned to others. This seems like a major oversight... I need to be able to see all the tasks I've assigned to people without having to search by Assignee.

ABanko · ‎Apr 21, 2022

Could the HubSpot DevTeam add a Date & number format option for Estonia in the HubSpot > Profile > General > Global > Date & number format dropdown selection menu? The request is based because of the GMT time difference in the Winter time.

SKaufman · ‎Apr 21, 2022

Assigning a follow-up task when I complete a call can be done in the call notes box. However, I can NOT put that same task in a queue that I created in that same box, it requires me to close and save, go back into the task and then assign it to a queue. This is time-consuming and quite unnecessary. I have used many other CRM's, all of which have the capability to assign any task I create to any queue all in 1 step. This would save me valuable time at the end of the day, if this could done I would be very happy.

katiebroyles · ‎Apr 21, 2022

I've run into a few situations, that hopefully will be resolved with the update to the outbound call tracking system, but I have a few people on our sales team who have needed to add Twilio to their accounts because they used their 1,000 minutes allotted to them. What I would like to be able to see is how many minutes are used via Twilio's call recording in comparison to HubSpot's so that we can determine what the most cost-effective choice is. This will also allow us to determine from a training perspective if we need to figure out how to shorten outbound calls or limit the types of calls we require to be recorded (for example, initial outreach, quote follow up, or escalation of an issue vs all sales calls).

Great minds think alike

Lists and workflows triggered by a specific link clicked in any email

Filtered Task View

Banner/announcement area

Account Level Search or Drop Down Form Functionality

Only assign to Primary Contact Per Company

Contact Page

Need to see tasks I've assigned

Estonian Date & number format request

Add an option to put a follow up task in a queue IN THE CALL NOTES BOX

Outbound Call Source Type

Recently delivered

Recently in beta