Great minds think alike

Quick Summary: In the salesforce visual force embedd for the salesforce integration install the tabs are preset on the contact and account or company records. It would be great to have the ability to set those per users or team.    I would want my sales and csm teams to have the sequence tab first since that's what I have them doing the most. I have activities synced with SFDC tasks. And even though SFDC tasks are the messiest, I don't need it repeated in the HS window.    Who : Feature for admins to control for teams (sales, CSMs, service, etc.) What is their goal? to make life easier when viewing company and contact records in SFDC What value will this add? speed when using the HS plug in through SFDC  Are there examples of other places or products that have this feature? in Hubspot I can edit the views and tab order on objects per team.          ...read more

I recently migrated off of Clearbit to use HS Breeze primarily to take advantage of HS' reporting capabilities. And since I thought the data would be easier to get to when it comes to Buyer Intent (at least on my website, not off-domain), I made the jump.    As I look at my Buyer Intent dashboard, after setting the paths on my website that should trigger intent .. what do I see there but my own company showing up in the data.    I want to exclude my company from the report. But alas, the exclusions in Buyer Intent are only for paths, not companies, countries or IP addresses. But all those should be options for configuring Buyer Intent exclusions.  ...read more

I am trying to enroll some 5k contacts that have come in through integration that will notify all the sales reps that they have been assigned new contacts. However they are old contacts from another platform and when enrolling them, it is going to be notifying them one by one on each assignment and when asking the support team it is unfortunately the default. "Unfortunately, the default configuration in Hubspot may send out individual emails to the reps for each new assignment. " As an administrator, I constantly get questions when we have other platform integrations that bulk add contacts into the database and reps are left with 1000's of emails from HubSpot.  ...read more

When it comes to Forms and receiving submissions, there should be an option to turn off excluding submissions based on IP addresses. Form submissions are different from traffic.    Or at the very least, there needs to be an option to export excluded submissions when exporting the full submissions list. Even if they're separated by tabs.    Use Case Example: We created an RSVP form for an upcoming event that includes clients and employees. A few employees filled out the form when they were in the office, which meant their IP address was one of the ones included in our excluded list (since we're trying to filter out internal traffic from external). But in this case, we need to see their RSVPs with the full list. They shouldn't be excluded. Now we're having to manually add them in, which won't be sustainable with a much larger list size in the future.  ...read more

We recently had a problem where some of our SurveyMonkey results were not being captured and reported in Hubspot for 2 months. Ticket 17452707434. With Ingrid's help, we found that the problem was because a lot of our customer's surveys were marked as Incomplete in SureyMonkey, even though they were filled out. This seems ot be a technical issue with SurveyMonkey. Due to Hubspot not pulling results from surveys marked as Incomplete, we were not able to see all the SureyMonkey data in our Hubspot reports, thus skewing our month-over-month reporting results within Hubspot. we were still able to see all of our Survey results within SurveyMonkey, even though for some unknown technical issue reason, many surveys were marked as Incomplete. (This was temporary for two months which seems to have been corrected.)  Can I please request an enhancement suggestion request? Please import any surveys/data, even from incomplete surveys. The results that have been entered are still valid, even though it may not be a complete set of answers from every question in the survey. The survey has skip logic to ensure the survey is as brief as possible based on the answers the customers provide. This is an unusually high abandon rate. The likes of which we have never seen. True, this may be a technical glitch on SurveyMonkey’s side, but there are some results that have been provided by respondents and have been captured by SurveyMonkey that we can also still use for analytics. Of course, you don’t have to try to fix errors on other platforms, but if the data exists, then it would be nice to still have it captured by Hubspot. It would have been good to still have those provided results represented in Hubspot. That’s my take away from this.   Thank you ...read more

As a Gold Partner we regularly set up funnel reporting dashboards that show traffic > leads > conversions. The fact that we can't include the default reports from the Traffic report in HubSpot is a bit mind blowing.    We regularly have customers who want to show the visual sessions report or traffic/contact/customer table below it. The fact I can't hit a plus sign to add to a dashboard as a default report (or it's not available in reports as a default) is a bit inexplicable. Please make this available to us in reports for our clients!  ...read more

Hi,   We should be able to create a Lead directly from the Gmail sales extension. I can create a Deal, Task or Ticket directly in Gmail, but not a Lead (which is counterintuitive because usually I create a Lead first directly from the contact and then qualify that Lead to create a Deal). Thank you! ...read more

Thank you for creating the Object Listings. A request would be to have it as a main menu option on the navigation under CRM along with Contacts, Deals, Tickets, etc. It's a little cumbersome to get to see all of our Listings and there is no way to bookmark it. ...read more

Configurar o voip dentro do HubSpot como era feito antes na telefonia. Dentro de um PABX eu podia dizer quem quem faz ligações, quem recebe ligações e quem atende as ligações. Desta forma, alguns usuários atendendes são designados para as ligações inbound de novos clientes. Além disso, a distribuição de ligações recebidas poderia seguir o mesmo conceito das mensagens de whatsapp: se eu sei quem é o proprietario do contato (numero de telefone), eu identifico o cliente e direciono ele para o usuario-proprietario, ganhando tempo no atendimento ao cliente. ...read more