Grandes mentes pensam igual

Goal: To create lists for the following use cases:   1. Contacts who have submitted on any form containing "ABM" in the form name 2. Contacts who have clicked any email containing "ABM" in the email name   Value added: There appears to be a way to refine the filter conditions by date and number of times for the form use case, but nothing to help refine the results using key words for neither forms nor emails. This is a huge roadblock for our teams as we have 50+ ABM forms and almost as 100 ABM emails that I need to show engagement for, and without this filterability I would have to create a filter option for EACH of the 50 forms and 100 emails within the list... I don't even think HubSpot would allow this many filter items in one list.   It would be really convenient to select a single filter that says "show me all the contacts who have filled out any form containing ABM" AND "show me all the contacts who have clicked an email containing ABM" and have it populate a list with just 2 filters, rather than 100+ individual filters.   Current refine filter conditions:   Suggesting to add a 'refine by' option to filter by form/email name keywords.   Roles impacted: product marketing teams who need to track their form and email performance/engagement, reporting & analytics teams who create those lists and reports ... Exibir mais

The chat function is a great way to allow our website visitors to get in touch with us quickly and conveniently, but it is also a tool that can be abused by the few mal-intentioned indivuals we see on our sites. Whether they believe the individual they are interacting with is a bot, or they are simply violating professional decorum, there should be a function to ban a user or an IP address from the chat frunction, either permanently or for a specified duration of time.    LiveChat Inc is a software I have used in the past that has this function, which works quite nicely. I would love to see this implemented in Hubspot in the future.  ... Exibir mais

We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically.   Benefits: Saves times Avoid mistakes ... Exibir mais

In the meetings tool, you can currently choose when a meeting can be scheduled. However, the options are "this week and next week", weeks in advance, or a custom date range.   It would be great if you could set it to "blank days" (3 days for example). Currently, you would need to go in everyday and set a custom date range.  ... Exibir mais

When a rep is using a playbook, we would love to be able to drop personalization tokens into that playbook that show form submission answers right in the playbook itself.   Right now they have to look through the contact record to the form submission - would be much easier if it could just be right in the playbook for them when they attach it! ... Exibir mais

In the industry we work in (hotels), you may have a Parent (the Hotel Chain) and a lot of children (the individual hotels). We need to have a Parent / Child relationship on a deal level, where the Parent Deal is the sum of all individual Children deals. ... Exibir mais

I would like to be able to automate a workflow when a playbook is saved to a contact or a deal. For example, if I use a playbook to help sales walk through a purchase order or lead submission to another department, I would like to be able to automate in internal notification to other team members which displays the answers to the playbook questions, the contact or deal associated with the playbook submission and identify the hubspot user who used and saved the playbook. ... Exibir mais

We are moving over from Hootsuite to Hubspot to schedule our social media posts in bulk and would love to have Pinterest as an option. Pinterest is our strongest platform and is integrated with Hootsuite.  ... Exibir mais

We're having issues with giving permissions for team owned contacts. Our company is quickly expanding and we're increasing the number of teams we have. If the person set to own all the contacts changes team, all the contacts need to be reassigned to someone else in the correct team. So being able to assign them to a team rather than user would help. ... Exibir mais