Gute Ideen sollten geteilt werden

Marvel · ‎Dez 9, 2021

Currently when creating a deal through the contact's page, the deal will automatically include the contact's associated company on the deal. However, it doesnt give you an option to NOT include the company & create a deal for the contact alone, unless you go to the Deals page, create a deal & manually search for the contact OR if you go through the contact's page, you have to create the deal and THEN take the company off the deal, leaving just the contact there (time waster). A simple "x" button next to the company (as seen next to the contact) to disconnect the company from the deal would be extremely helpful.

TJW · ‎Dez 8, 2021

(Please set the sync avaibility to free or provide optionality) I love the new Task sync function -we live in our Google Calendar. When setting a task we don't always have access to our calendar and might overlap tasks or meetings. we might have multiple tasks set throughout the day. The current sync drops the tasks in with the availability set as "Busy" thereby blocking availability and creating the potential for missing important meetings being set. Of course, sometimes the tasks will be time-specific and critical - Ideally, have an option when setting the task as to how it impacts your availability on the calendar. For now, we can go to the calendar and set it as busy for these.

MarcusTorrisi · ‎Dez 8, 2021

Working with a company who uses meeting links to book in clients for meetings/appointments. We want to be able to send an SMS 1 hour before the meeting booked time so that the client/customer can confirm the meeting through. Currently, there is no property that we can base the trigger off. The closest property that is similar is "meeting booked date" but it would be benefical to have a "meeting booked time"

vanessahunt · ‎Dez 8, 2021

It would be useful to be able to create 'global' picklist value set that you can reference from different objects in HubSpot. For example, you might have a "product interest" list of values that you want to specify for a Contact and then also reference in a Deal. Also useful for referencing lists of Countries or sales territories. I know you can duplicate Properties across objects and use a a Workflow to set the value, but this feels a little overkill for a Workflow and a bit clunky. Salesforce has a similar capablity: https://help.salesforce.com/s/articleView?id=fields_creating_global_picklists.htm&type=5&language=en...

Shira · ‎Dez 8, 2021

My goal is to send messaging to people who have interacted with Hubspot videos. I am requesting Hubspot develop a way to create workflow/list enrollment criteria based on video views and/or video retention.

AnnaJamieson · ‎Dez 8, 2021

We should be able to remove a deal from any pipeline and stage without having to delete the deal. Right now the only option is to move them into an "archive" stage once they are added into a pipeline instead of being able to remove them all together without deleting the deal completely. Thanks

AGnaedinger · ‎Dez 8, 2021

Pronouns should be a standard contact property in the CRM. Identity markers should be something that Hubspot users should not have to use their custom properties to create, espeically free users who have a limited number of custom properties. Guidance from the National Instutite of Health: What Are Gender Pronouns? Why Do They Matter? "These actions help make our workplace more inclusive of transgender, gender nonconforming, and gender non-binary people. Using appropriate pronouns is a first step toward respecting people's gender identity and creating a more welcoming space for people of all genders. Whatever approach we take to address pronouns, the bottom line is that everyone deserves to have their self-ascribed name and pronouns respected in the workplace."

CSmith7 · ‎Dez 8, 2021

Especially when creating large workflows, sometimes HubSpot or the browser crashes, necessitating multiple smaller workflows to accomoplish one goal. Sometimes, you have a great branch in a workflow that you'd like to use in another pre-existing workflow, so you have to rebuild it... There has to be a better way: We need the ability to copy/clone branches of a workflow and then copy/paste them into pre-existing workflows. I could see this working like the Saved Sections part of the Email builder, possible. This will add great value to HubSpot. No longer will you be stuck re-inventing the wheel with workflows: When you have good elements from one workflow that another one could benefit from, it will take seconds instead of minutes or hours. When you have a gigantic workflow, you don't have to fear an unexpected crash that wipes out the fourth branch of 20 filters: You simply just build one branch in a separate workflow and can copy it into a larger workflow. This flexibility will give everyone in the system the flexibility to build workflows using the building blocks from other workflows.

CSmith87 · ‎Dez 8, 2021

Our company sends emails in 7 languages. We'd love to have the following so we can: 1) Have a localized Manage Email Preferences page. Currently it's only in English, which is unhelpful for our friends in other countries. 2) Be able to add a section that allows contacts to select or change their language preferences. This would help us become more granular in how we parse our language contact lists.

JArechiga · ‎Dez 8, 2021

This would be very beneficial for Developers, as it would give us the ability to store and use all our email event data for our own analytics & development. For Many Developers, the goal is to utilize the email event data for our own data analytics. Hubspot even provides a common use case (from their Email Event API): "A member of the marketing team at your organization wants to optimize email campaigns.. You can use the Email Events API to gather data and power a machine learning model that determines the best time to send emails to different contact segments." A webhook would be a much preferred solution over the current Email Events API, as data would be sent to Developers automatically, versus basically having to make tons of Email Event API calls for each email that was sent out, as the Email Event API requires us to request for each individual campaign and recipient. Many other email senders let you add a webhook endpoint to which they post any and all email events such as delivers, opens, clicks, spam for every single email. One such example is SparkPost, who even allows you to customize the events being passed to the webhook.

Gute Ideen sollten geteilt werden

Allow users to create deal for contact without including the associated company

Tasks Syncing to Calendar but showing "Busy" - needs to be Optional Free / Busy

Wanting to be able to trigger an action 1 hour before a meeting time.

Create 'global' picklist value set

Workflow Enrollment Criteria Based on Video Interaction

Removing deals from any pipeline / stage without deleting the deal

Pronouns for Contacts

Copy / clone branches across workflows

Add a Language Preference Section to Manage Email Preferences Page

Add webhook subscription for email events

Vor Kurzem umgesetzt

Vor Kurzem in der Beta-Version