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HubSpot auto creates a contact for anyone that emails in - or is cc'd into a reply in conversations. For some customers who manage through support, this will mean a large number of contacts can enter the database. The only way to prevent this at the moment is by setting filtering rules, as all filtered emails do not create contacts. There is a use case from a customer in this post [Hyperlink removed by moderator as it linked to an archived Community post with duplicate information]   This is a request to build a "Create contact" rule giving us the option to disable automtically creating contacts for people we communicate with in Conversations.   ... Exibir mais

We have a need for the option to add CC and BCC to emails that are sent from HubSpot. We have two important use cases for this. Use case 1: We have a registration form set up on our website. When someone registers, they receive an automated email from us through HubSpot saying "Thank you for registering!". Since we have a lot of different people signing up, it's very important for us to follow up on that email. If we could add CC to me on the email that is sent out, I could pick up the conversation with the person registering very quickly. I could simply press "Reply" on the email and continue the conversation with the lead. If I want to do this now with today's HubSpot solution, I'd have to copy/paste the lead's email address from the internal registration confirmation email, write a subject line that wouldn't confuse the lead, and then write the message to the lead. This delays the response time dramatically, and takes up substantially more resources. Use case 2: If we could add BCC to emails as well, it would give people two great advantages; (1) HubSpot emails could easily be integrated with almost ANY CRM (ex. Email to CRM option), and (2) it would add the contents of the email to the CRM (more than just "Sent Subject Line"). If anything is unclear, I would loooove to explain in more detail. ... Exibir mais

Some businesses benefit from entering 2 different email addresses for a single contact. For now, they create a custom property "secondary email", but if someone fills in a form with this secondary email, they have to manually merge the contact every time. ... Exibir mais

I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM.   I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' trigger sequence 'Y' ... Exibir mais

The ability to create more than one Knowledgebase. Similar to having multiple conversation inboxes or ticket pipelines. This allows for knowledgebase segmentation. Could be for Internal Vs External or Client Vs Prospect (Sales Vs Support)   ... Exibir mais

I was disappointed to see that I can't do an A/B test in an automated email: https://knowledge.hubspot.com/articles/kcs_article/email/how-to-create-an-a-b-test-email   Marketo (a HubSpot competitor) allows this functionality. Can you add this to the product sometime? It's particularly helpful with a Welcome email sequence which is key to on-boarding new customers. ... Exibir mais

Within our organization we use Microsoft Teams for all meetings. When people book a meeting through the Meeting tool with someone, we now have to manually send out an additional Microsoft Teams meeting. We would like to these meeting tool invites to already be Microsoft Teams invites. I know this is possible since Hubspot does exactly this within their own organization, except with Zoom.   It would really make a big difference to us if this were possible.   **Moderator Edit** This issue has been merged with Marialll2694's post titled: Automatic Microsoft Teams Invite Link to be sent when meeting is scheduled. All comments and kudos have been combined here.   Marialll2694 When you scheudle a meeting through hubspot it should be integrated with Microsoft Teams in a way that it creates the invite with the conference link. Currently you have to send another invite with the link.   We were considering purchasing HubSpot and this integration threw a wrench in the whole deal. With COVID 19 we are all having to work remote and we use Microsoft Teams (along with 75 million users) because it's part of our corporate suite. Not having this integration is detrimental to a seamless & delightful experience with our clients.   Part of the "magic" with HubSpot is that something like this doesn't happen. I was even more surprised to see that both the Google and Zoom integrations have been done. ... Exibir mais

We'd like to be able to disable a form after a certain number of submissions.  ... Exibir mais

Is it possible to create reocurring tasks, such Ticklers?  I like to set-up ticklers to contact  certain customers on a regular basis.  Is this possible in Hubspot?   Barry ... Exibir mais