Great minds think alike

I created my custom lead status names.   I wuld like an autoamted date and/or time column that is tied to that field Lead Status so when ever that status changes, the date and time is updatd.  This way I can see the date and sort my list for priority of who i need to reach out to first   ...read more

In the same way that Hubspot records contacts who are not interested in receiving marketing emails, it would be interesting to have a record of contacts who choose not to see ads anymore (opt out ads) so that you can target even more specific. ...read more

It would be useful to be able to create a single email designed to send content with the articles inside the email being different based on interests / whether the receiver has already seen the article or not.   ...read more

I'm told it's not possible to identify, isolate & create a second list of OOO replies which means that the only way to reach those people when they are back is go through the list one byone and resend which is painful, if not impossible. This is the 9th of August so MANY people are OOO!! ...read more

It's great to see that since end of July, 2021 we can create multi CES surveys in different languages. See: HubSpot Community - Multi CES Survey - HubSpot Community And we found that we want to go one step further then the option that is now available to us.    Idea/Wish What we want to do is send our CES from 1 pipeline (Support in this example) in the preferred language of the contact in the Support ticket.   Case In our situations it is the case that we have 1 Customer Succes team/person handeling all Support Tickets from one pipeline. We have one box with Tasks and Tickets for the team. And what we want is:   The Dutch (or other specific language) CES should be sent if the contact person has Dutch as their preferred language AND the Support request is set to Closed in the Support pipeline. The English (or other specific language) CES should be sent to all contacts who do not have Dutch as their preferred language AND the Support request is set to Closed in the Support pipeline. Fos us as a SaaS company with international and national customers it would really be appreciated if we can talk the same language for getting feedback on our services. We found by speaking the same language as out contacts, they are more willing to give feedback and also with comments.   Why not muliple Support pipelines We aren't doing it now because of the human errors and risks of having multiple inboxes for the workload for 1,5 FTE. Eventually if the company grows, other languages will be added. And only if the workload is to much for one inbox. Then I think we are going to created multiple Support Pipelines depanding on the prefered language of the contact. Which also means a "grow-pain" of our organization to hire multiple Customer Success/Support people for specific regions/languages.    The reason why we find the CES important  CES is helping us to collect data on finding bottlenecks, improving our support/community services and also improving the UX/UI design of our SaaS tools.  The user experience and oustanding support is helping us to maintain customers, which is good for onboarding new customers and a steady business.  We can also easily identify the ambassadors for further marketing/community and sales purposes, find the critics and overall people with good ideas for improving our applications and services.  These are helpfull resources for new business.    And although we can filter out who asked us the most questions during a year, gave us the most usefull ideas. By combining it with CES we also can form a group of users who are willing to test our new appllications and can give structural feedback.  And these developments give us an edge over our competitors.   Difference for us between CES, CSAT and NPS With CES we can go more indepth with the right person about developing/improving our products and services. CSAT and NPS is helping us with improving and testing the branding and business development.  ...read more

This feature would be incredibly valuable to sales teams who are using a base sequence and then adding in very personalised information about a company (recent news or equity raise) in their outreach.    It will save a lot of time when creating and sending personalised outreached to multiple contacts within the same company.    Right now, you can only edit the time frames (send in 1 business day etc...) for all contacts, and then the text within the sequence must be edited for each contact indiviually. Incredibly time consuming, especially when 3+ emails within the sequence need personalising.    PLEASE HELP! ! Think this would be an easy fix and save a lot of time for a lot of people. Thanks.  Kind Regards,  Nick J-S   ...read more

Make it possible to edit a mail, for example forwarded to support, before sending it to the customer?   Problem: Customer writes to his Sales contact, Sales forwards the mail to Support and adds a text that is only interesting for Support. When Support replies to the customer, the text of the Sales contact should be removed from the reply to the customer.  This is not possible, but in my opinion a standard email function, as found in e.g. Gmail or similar mailing apps. It's a big problem when we can't edit the text, and I guess we're not the only ones who have this problem. ...read more

It would be good to have a default 'last actvity type property' so that you could trigger automation based on whether the last activity was an email being sent to the contact or vice versa.   There is no current way to do this in workflows, the closest thing you can get is 'at least one associated activity type is email sent to contact' which doesn't help much at all. ...read more

Currently the Export Capability gives a user the ability to export all Contacts, Companies and Deals that they have visibilty to. We would like to provide those permissions to some users but not all to facilitate better governance across the platform.    It would be a great enhancement to provide users who need to export with the ability to only export what they need instead of a single export option for everything. It would be great if the export permissions, was a checkbox under Object Access on the CRM tab. ...read more