Great minds think alike

1. This is for Marketing emails  2. The goal is to target an email based on the product purchased. Within the email, we would like to say How are you enjoying [PRODUCT NAME]? 2.  Personalization, increased open rates 3. Not sure.    ...read more

When our sales send an email to a new contact, that does not exist in the CRM, they have a message that informs them that the contact does not exist in the CRM. So, they can add that contact directly in the CRM while they are writing or before sending the email. However, when ta contact is added to the CRM that way, they (contact) are associated to the wrong company depending on the email domain. The latter creates inaccurate data in the CRM, thus increases the inefficiency and the amout of data cleaning required.   So, I was wondering if HubSpot can create the following feature after the contact is added to the CRM (while remaining on the email page): Suggest the companies that the contact could be associated to directly after adding them to the CRM. Thus, the following message could be displayed: "The contact has been added to HubSpot, would you like to associate it to one of the following compnaies?" > Here, HubSpot would display different suggestions of companies that the contact could be associated to, based on the email domain. Additionally, a field to Search for the right company can be added too.      This will increase efficiency by adding the contact directly in the CRM AND associating them to the right company.   The screenshots show what the CRM currently does. This suggested feature could be added next to them.   ...read more

When using workflows to enroll contacts in a sequence, it is only possible to select a pre-determined sender in the "Enroll in a sequence" workflow action. I would like to be able to select a Hubspot user as the sender using contact owner properties values from "contact owner" or "customer Hubspot owner". Not being able to do so makes it cumbersome to maintain an accurate sender selection for the enrollment in sequences because every time a team member needs to be added/removed to the enrollement logic, I need to update the sender accross every "enroll in a sequence" workflow actions.    A great solution would be to allow the following settings for the "enroll in a sequence" workflow action.   Sequence: sequence name Sender: custom Hubspot owner From email address: primary/default custom Hubspot owner address ...read more

Create a feature that automatically pauses a user's ability to send emails/sequences once you've hit a certain limit that you set. This would protect your sender deliverability score. ...read more

We use forms to create tickets for internal issues such as floor model warranty submissions. It automatically associates the submitter (employee) with the ticket which then creates a mess of activity on the ticket. It would be nice if we could create forms for internal use only that would not associate with a contact. ...read more

Hi, there is a 25 record view/select limit when searching/adding existing Deals to a Contact.   When you go to '+Add' an existing Deal, and search for deals, you will only see the first 25. There are instances where more than 25 records need to be viewed and selected.   This isn't an associated record limit but a limit on the numbre of records shown in the UI scroll/picklist. You can add additional input to see other records but the number is still limited to displaying only 25 records.   Even still, there was a handful of Deals that did not display in the search and were left unassociated. The search doesn't seem to recognize certain input - special character, space, caps. The view/select for search picklist really could just be improved overall. ...read more

Hi everybody! I recently encountered an interesting scenario where I want my team to not be able to create a deal unless we have a valid corporate email address and a job title in our associated contact. We wanted to create this in order to prevent deals with incomplete information to come into the pipeline. My example only included contact information but we could also pull companies information (Company country, company size, company industry).   ...read more

When one of the clients call me the Hubspot app displays his/her name on my phone so that I know who is calling me (I like that!) My suggestion is: Enable the same for text messages. Sometimes client sends me a text message and I have no idea who texted me. I need to manually go to the Hubspot app and start searching by the phone number who texted me just to find out who it was.  ...read more

It would be great if we could style the colour of the input text fields including text area for embedded Forms in the "Style & preview" section when editing a form (see attached). We would like to use the "Linear" style but can't, since we cannot change the colour of the text as it does not match our web site style.     ...read more