Great minds think alike

I would love to see the ability for a sales sequence to be able to associate to a campaign. If we were to run a campaign for X product, and the sales reps create their own sales sequences, I would like to be able to have them associate it with the campaign so we can get tracking on how many meetings are booked or deals created (not just deals closed) on that campaign.    Basically, I want to know how many good conversations were initiated as a result of the campaign being run.  I can't be the only one who has thought of this. Upvote please  ...read more

You should be able to see the company name of all companies that are associated to a deal in the deals list view as well as in the reporting. Currently it shows "2 records" in the column "Associated Companies". The same should be possible in a report.   Also when doing an export to excel from a Report: all companies' names should be reported in a separate column.  (now all names are in one column with a separator) ...read more

Something that would be useful for workflows would be a way to enqueue enrollment in Workflows.    My problem: I enroll/re-enroll deals in a workflow based on several triggers (OR conditions) that sends a Webhook. Then I get the workflow overwhelmed because sometimes a deal didn't even finish the WF, he is re-enrolled and this is considered as an overlap.   That overlaping generates a bug and I lose both of the deals.   I wish there was a way to set a minimum interval between workflow enrollment/re-enrollment that I can setup or at least an automatic queue to avoid bugs like this : Enrollment attempt reason: Enrolled through a re-enrollment trigger Failure: The object was not enrolled because it's already enrolled in the workflow I would like this to be a priority. So, if you need it, upvote it! ...read more

Howdy,  I'd love to have the ability to restrict discounts on quotes. Specifically the discounts that are across the entire quote (the ones you add at the bottom). Here's the problem with these - We have advanced approval rules built out to route deals based on margins. We can calculate margins on products based on discounts on each line item.    However, when a discount is added to the entire quote, it doesn't get distributed across line items, it just subtracts from the total. So we're unable to calculate margins, and the quote skips over approval.    The quote-wide discount field also isn't accessible via workflows, so we're unable to grab quotes with this enabled and force an approval.    So it would help a ton if we could restrict this ability for users. There are some other improvements on quotes that would help as well, but at least the ability to limit this feature would solve a big problem. ...read more

When creating a deal from a contact record, Hubspot will automatically title it as the Company Name (great) and add "- New Deal" on to the deal name as well.   There is no way to configure the system so that it does not automatically do this.     As we like to keep our company and deal names the exact same for uniformity, automatically adding the "New Deal" is something we are constantly having to delete.  I don't undertstand the reasoning for doing this as you can just runa filter if you want to see when a deal was created.  If you don't manually edit, then you can have a 3-month old deal that is titled "new".   Thoughts: - Just use the company name for the deal name if auto-populating. - Allow us to specify a property field/token for the deal name - Allow for custom copy for adding additional language onto an auto-pop deal name       ...read more

When you go to Sales > Meetings Page we can see a list of all the scheduling pages/meeting links created in Husbpot along with some information like Views, Meetings booked and conversion rate.   We would like to analyse this data especially the 'conversion rate' by date range. For example, if we made a change in our Landing page then check or compare the performance of the conversion rate before and after making that change in the landing page to see if it somehow affected the number of bookings. As of now, it's only possible to view the total views, and total bookings.   I've attached a screenshot for reference.   ...read more

According to this KB Article, "For recurring meetings, HubSpot will only sync the first event in the series. If another event in the series changes, or attendee response changes, the updated event will sync to HubSpot. For example, if someone cancels one particular week for a regular weekly meeting, it will trigger that week's event to sync to HubSpot." With the services we provide, it makes sense for us to occassionally set weekly recurring meetings with our customers. However, we also have the need to track if these meetings were attended or not. If only the first event of the series is recorded in HubSpot, it then becomes a manual task to log each meeting weekly for each customer, expending more time than usual. The above image shows a meeting that is being edited under a contact's page in HubSpot. If there was an option in this area to "mark as recurring" this could be an easy fix.   ...read more

Blog posts have an awesome revision history view. The blog editor has additional tools such as revision history   However, knowledge base articles lack this feature. This would be very valuable to have a version controlled knowledge base and the ability to create drafts. Basically just enabling the same editor tools from the blog for the knowledge base would be perfect!   The knowledge base article editor lacks the button for revision history... 😞     ...read more

When the "Don't allow special characters" validation rule is enabled for a property, it permits alphanumeric characters and spaces, but is overly restrictive in banning punctuation (like hyphen and dot/period) that may appear in contact names like: Alexandria Ocasio-Cortez George W. Bush Dr. Seuss These characters (hyphen and period) are occur so commonly that they are permitted to appear unescaped in virtual all contexts, e.g.: In URLs, they are part of the unreserved character set In email addresses, they may appear in either the domain or the local part (see the dot-atom definition) In HTML/XML, they are not special like <> & or single/double quotes. In JSON/JS, they may appear unescaped in string literals, unlike single/double quotes. In Windows/Unix file systems, they are considered part of the filename, unlike slash/backslash, colon, and other characters. (By contrast, the special characters validation rule permits the space character, which breaks in several of the contexts I've listed.)   The special characters validation rule seems to exist for the purpose of preventing the inclusion of characters that may cause problems (esp. security-related) when processing property values in later contexts.  This is a valuable and useful function, but its overly restrictive nature here forces HubSpot users that want to use hyphens and/or dots to disable the rule and accept that the property may contain much more dangerous characters that do require special treatment.   For what it's worth, neither the HubSpot UI nor the linked documentation mention either of these characters as being on the exclusion list, which makes it seems like their current exclusion was an unforeseen side-effect rather than an intentional decision.   ...read more