クリエイティブな才能を開花させよう

When creating new users through the CSV process, the whole process will fail if even one email address does not pass email validation.   It would be better if the process created the users for all the emails that passed validation and an onscreen list was provided of user creation that failed due to email validation issues.   Many companies may attempt to create users from lists from various sources like HR systems, spreadsheets etc and may have an incorrect (or no longer active email account).   Until the day you provide active syncing with the majority of Identity platforms (Office365, Google Workspace, Amazon, etc when this would stop being an issue) this would be helpful! ...その他を表示

Hello, I would like to create templates from the email marketing section and add them to a sequence to send to our customers.   This would be sent out to our new customers and make it easier for our team.         ...その他を表示

We have currently created a report for our customer where you can see which deals have been "pulled" to which stage (For example: Identify, Qualify, Define, Convince, Closed/Lost, Won) in the last 7 days. Now it would be great if we could track, for example, if 2 deals are lost in the stage, from which stage the deals came.   This is important for the sales team to understand in which Stage we lost or won the deal.   ...その他を表示

Hi,   One thing that could be definitely approved is having a filtering option when adding assets to a campaign. You have to copy and paste the assett and can't see or filter by social media platform or date. This would definitely help making campaign creation easier to do!   Thanks,   Spencer ...その他を表示

I am a sales rep and I am being slowed down by unimportant notifications.   Specifically, I would love to filter out notifications for my own changes in Hubspot... I keep getting email/slack notifications when I add or assign a contact to myself but I only want to be notified if a member of my team or manager assigns a contact to me.   Being able to filter out my own activity would ensure that I don't miss important inbound accounts or messages from my team/manager. ...その他を表示

We have three types of communication subscriptions: Marketing, Sales, and Customer Service/Care but we only have two types of content: Marketing, and Sales.   We need a a third type of email classification: "Customer" in order to process unique requirements. For example, Opt-Out options at the bottom of a Marketing or Sales email are valuable and in some countries mandated but for email communication to an active client whose content is not Marketing or Sales in nature, an Opt-Out of subscriptions link is not only unnecessary, it misleads a client to think the communication might actually be marketing or sales in nature.   CRM stands for Customer Relationship Management but the system treats all templated email communication as either Sales or Marketing in nature. There are many reasons why we would want to template customer communication with personalized tokens as we deliver customer service related communication whether it be through direct email, sequences, and/or workflows.   ...その他を表示

Communication content is content. If my organization has the same message to communicate to our target market (Marketing Contacts), prospects active in our funnel (Sales contacts) and our Customers, we cannot create a single message with personalization tokens and send custom messages that treat each contact and the contact's relationship to us appropriately. Conversation Content is always Sales oriented. Marketing Email is just that, restricted to Marketing and marketing rules. And Customer communication must either be written one by one or treated like one of either Marketing or Sales communication because there's no other way to treat it.   Disassociate email type from content. Templates and Emails are content.   The content of a Marketing Email is kept distinct and separate from a Conversation Template. It is as if we are applying separate Marketing and Sales department mentalities to the system and unnecessarily creating a division/barrier based on departmental functions of Marketing and Sales to Hubspot. This fractures what should be a single business system. The system should be a whole with cconfiguration capabilities for divisions and separations based on a Hubspot client's organizational structure and the Hubspot client's individual user role authorizations.    We should be able to create content and based on user authorization be able to access snippets, documents, images, and other saved content. Authorization to view, edit, and/or use content should then follow rules based user authorizations, Communication Subscriptions, Workflows, Sequences, and 1 of the 3 unique types of email: 1) Marketing, 2) Sales, 3) Customer, (this later type needs to be created and I've entered the request as a separate idea.) Today, we have a Communication Subscription type for Customer Service/Care but we only have email content for Marketing or Sales.  ...その他を表示

It would be amazing if on the right panel we could have a preview pop up of the signed contract. Right now we have to download it. It does say signed but we like to double check signatures and the preview pop up would be rad!! ...その他を表示

If someone has opted out in the past, but then submits a new form, or contacts us via Hubspot, they should automatically be opted back in.   To have to send a follow up email from the back end of Hubspot is not efficent and also often ends up in spam.   Please help me make this change! ...その他を表示