クリエイティブな才能を開花させよう

I just started using Hubspot. I use gmail which is connected to my Hubspot account. I would like to MASS "Log email to HubSpot" from all emails in Gmail to correcsponding leads/contacts in Hubspot. Is there a way to do this for all at once rather than one email at a time? ...その他を表示

https://community.hubspot.com/t5/Email-Marketing-Tool/Resending-email-to-non-openers-of-original-email/td-p/35850   This has been an ongoing issue with Hubspot since 2017.  Cheaper, better, faster options exist in Mailchimp and other tech.  ...その他を表示

Hello,   Seems the default to access Documents is set to All/Anyone. I find it would save me precious time if I could set the default to Owner "Me". I create/tailor my documents and fewer clicks saves precious time.    Thank you, Cecilia Owner Any seems to be the default?     ...その他を表示

Some customers cannot find the survey sent via email. It would be nice if we could manually resend NPS surveys ...その他を表示

Marketing Email Template settings allow us to select a specific user and name for the 'From' field - but it would be so helpful to be able to set a default sender email address for marketing emails.   The marketing team is engaging with prospects from one email address as sender and we have so many templates we use in our website. The team is changing the email address we set for the current templates, so this will require manual work from our side to update it all. A default marketing email address setup would update all templates that have that option selected in template settings 🙂 ...その他を表示

PLEASE let us add templates to workflows. For all the reasons that everyone else has mentioned also because I mentioned it too. Thanks! ...その他を表示

I'm supporting my organization in migrating to HubSpot from another CRM. We utilize properties to structure details about the deals and tickets.    My team, having come from other solutions that auto-save updates, would love HubSpot when editing property details to auto-save and not require the user to hit the save button.  ...その他を表示

Hi,   I'm looking for a way to anaylse call notes and important sales documents.    I want to upload a document into the CRM and associate it with a deal. When it's accoiated with the deal it's either uploaded as a pdf or word doc and I can run an AI function to pull out key words. Name, contacts, revenue, competitors.   For example if I have a deal, name deal 1 in the CRM. I have a meeting with that company and they give me a lot of information and i notate it in a document. I want to upload the document, run the algorithm on the document and it pulls the data into specific fields on the crm.    My engineers and I are working on this idea but I want to know if hubspot has something like this already. ...その他を表示

AI that would be capable of modifying/creating new data directly in the workflow would be a good assistant in a daily routine ...その他を表示