Great minds think alike

NFerguson · ‎Aug 10, 2021

Every sales manager wants to be able to see the activity of their team by time of day. It allows viewing of activity clusters helping the manager identify times throughout the day when the sales person may be more effective and efficient. i.e. if someone does their activities in morning but afternoons aren't productive it can be viewed and the sales person coached. It could also allow us to see when success happens, i.e. what are the % of calls connected at 2PM versus 10AM. The data is in HubSpot today there is simply no mechanism to report on it. Thank you, Neal Ferguson

WMerchen · ‎Aug 10, 2021

This would be a property that could be used to filter down to tasks that are past due. This would be helpful for Sales teams and managers to see tasks that are not being completed and reassign those contacts to other people to complete the tasks.

SVillasenor · ‎Aug 10, 2021

Having the option to color code our different pipelines would be EXTREMELY helpful, time saver. For example, when you go into a company record and have two deals in the right sided bar - if they were color coded - you can visually catch which deal belongs to which pipeline without the need to click on it .

dlondono · ‎Aug 10, 2021

Buen día, seria muy util que se pudiera agregar una calculadora usando formularios de Hubspot. Estaba usando una guia que encontre online, pero ya que se requiere conocimiento de Javascript, no he podido continuar. Seria muy util tener esa función de la calculadora integrada.

impulsekring · ‎Aug 10, 2021

In the portal or via export, we need to be able to view workflow information in such a way that helps new HubSpot admins get a comprehensive overview of all existing workflows in their portals, including the description and the dates of recent enrollment/WF action activity. Currently, it's very tedious to figure out which workflows are actively making changes in the portal, particularly with short workflows that are less likely to show any "Active Contacts" at a given time (like data updating WFs). In addition, the ability to see ALL WFs at once and not need need to drill down and export every folder would be helpful -- perhaps even with the ability to see what folder the WF is located in (but if that's not possible, it's still easier to be able to view ALL WF than need to analyze each folder seperately. CURRENT EXPORT DATA: PROPOSED EXPORT DATA:

SaaSSolutions · ‎Aug 10, 2021

When creating a list view, there is no ability to select all contacts and add them to a workflow. You can only add 100 contacts to a workflow at a time, so if there are, let's say, 5000 contacts, you have to add the contacts to a workflow from the list view 50 different times to add every contact, rather than a bulk add of all 5000 at one time. I am looking for the ability to add all contacts to a workflow in order to streamline this process!

riccardocycland · ‎Aug 10, 2021

For every deal we have a number of customer and 1 associated company We need to create a workflow centered on deal stage and date properties that send email to customer with info on associated company e.g story case We area a travel agnecy and we sell holidays. Every deal is associated to customer and tour operator ornizing the trip. We need to send email to customer one day before departure date (deal property) providing info on Associated compnay (name, telephone number, etc..)

HBarrow · ‎Aug 10, 2021

I would love to have the ability to edit the unenrollment trigger under the Automation setting for sequences (specifically, the sequences I or my team created from scratch). Currently, HubSpot does not allow me to edit the trigger - even with the Super Admin role. This will allow us to continue the sequence even if we schedule a meeting with the contact. For our program, a meeting could just be a drop in visit, so we would not want the sequence to end once we manually log a meeting into HubSpot. See image below for the setting I would like to be able to edit.

SBarrett · ‎Aug 10, 2021

LinkedIn Ads formulate a LinekdIn Ad Group that you can view and reference int eh contact property once they have engaged with a inkedIn Lead Gen Form. However, there is no way to map this to sync with Saleforce. This would be very valauble information to pull. anddreport on, but it is not an available field in Lists or Workflows. It is a compliation of other values. It would be helpful to have this be a freferenced HubSpot field that we can map to and sync with Salesforce.

JHufnagel · ‎Aug 10, 2021

1000s of companies around the world still use Microsoft Exchange (server side) and many other 1000s of team members are using Macs... This is not supported by Hubspot. I would like to request that a) Microsoft Exchange be supported Mac so we can use the "email logging", HS sales sprocket integration (Note we have the beta integration so thankfully we can use some of the email features but not all) and b) In addition it would be SUPER if you could support integrating with the Meeting Link with Microsoft Exchange. This is currently not supported. We have Microsoft Exchange server side with our IT team and our team is mainly using Macs. The only other option to use HubSpot full integration is to migrate ALL of my team over to Gmail or Office 365. This is a major under-taking and not something we can do at the moment. Please add to the product roadmap. I susupect you will have a larger uptake in customers and sales.. If I would have known this going in I would have choosen another CRM.... TIA

Great minds think alike

Report Displaying Activities By Hour

Task Due Date Property

Color Coding for Pipelines

Calculadora integrada en Forms

Easier Workflow Auditing - include Activity/Enrollment Dates & Descriptions, view all WFs at once

Adding More than 100 Contacts to a Workflow at One Time

Workflow centered on associated deal company

Edit the Unenrollment Trigger for Sequences

LinkedIn Ad Group Value - Make Mappable to Salesforce

Fully support integration with Microsoft Exchange and Calendar

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