Great minds think alike

It would be great to identify contacts that have reconverted via webforms that are still subscriber or lead level (they've not yet performed a sales engaged action) So that we can more actively target them for nurturing campaigns! ...read more

It would be great if we could get an option to enable/disable bulk delete for specific users and/or roles. ...read more

This is for the sales team - we have just started in Hubspot and some of the sales team have hundreds of deals (historic and current).  We use flexible associations, but it is really frustrating in the deal pipeline not to be able to sort by associated company or contact. If you could sort by the primary contact or company that would be a big help. ...read more

Hello,   We'd like to be able to create a list of contacts who have opened or clicked through on our marketing emails within a certain period of time. For example, it would be great if we could see who has opened at least 3 of our emails within the last 3 months, so we know who has been engaging with our content recently, and can then target them with a relevant commercial message and potentially enrol them onto a sequence.   However, it doesn't seem to be possible to filter contacts based on the dates of their marketing email opens and clicks, despite the fact that this data is being collected by Hubspot. You can filter by total number of opens/clicks and also date of last/first open/click, but I haven't been able to find a way to get data based on a specific timeframe. Is this something that could be added?   Thanks Daniel ...read more

This feature might exist but i couldnt find it.  Our sales staff is regularly up-dating/revising their sales opportunities.  When changing the sales "closing" date they often forget to update "project start and end-date" (Implementation start date).  This creates a mismatch in reporting and forcasting between when eg. time/ressource planning.  Is there a script or is it possible to make a "pop-up" that forces the sales person to up-date "Project start/stop date" when chaning the Closing date?    ...read more

Adding a quick access filter for close date to the board view for deals would be really useful. Rather than an "in between" or before/after filter, would like to see relative date so the sales function can filter by deals estimated to close "this month", "next month", "last X days" (to capture any that need re-forecasting), etc. At the minute, we can't set up dynamic views based on this. They will have to set the dates each month and it takes a few extra clicks to get this information. Being able to customise the quick access filters in general would be a great feature!     ...read more

Hi team,  Raising this on behalf of a customer. Can we create a filter to list ALL deals created by workflow automation? Understand that there is a current workaround to use a custom property associated with the deal creation from the workflow, and then use that property to filter the deals out in a list.  But would definitely be nice to have a filter on its own 🙂 ...read more

Hi Team! At the moment, the meeting only allows a rolling period for up to the next 11 weeks. Even if we were to set a custom date range, it only allows a maximum of 11 weeks between the date range.   Some clients would like to book a meeting 3 months/6 months ahead and it would be great if the "custom date range" feature can be set to an infinite date.    Thank you! ...read more

Within HubSpot itself, we are unable to use create a meeting feature to block a meeting with a prospect. The book a meeting link sycs with outlook calendar as well as workflow that leads to meeting confirmation mail sent and a task created. However this does not happen when create a meeting feature is used. In which case there is no significant advantage of this feature over log a meeting option which is usually used post meeting. ...read more