Great minds think alike

The ability to export a workflow with both the image of the workflow steps, and the content of emails associated with deployment.  Could be in a PDF booklet.     Need a way to be able to quickly pull and show what creative is in the workflow. ...read more

A new feature that could be really helpful would be to have the opportunity to receive email notifications related to support tickets of your own record/contact. It also allows for having notifications turned on, while not receiving notification of other unrelated things (e.g. contacts of other users). ...read more

Currently, there is no way to customize the meeting reminder email when using the meeting tool from Hubspot. This reminder email does not contain all relevant information, e.g. the meeting link, and cannot be personalized and customized by the type style ...read more

 Many people think that 7-8 rating is good and a coloured template might help receiver to understand the logic of NPS rating and optimise results. Would it be possible to have such template?   ...read more

Having an additional calendar date property would be really helpful. This helps you to report your sales cycle on a time basis.   For example: You would be able to see the ratio of open to closed deals in a given time period. Sales, marketing or decision makers would be able to take action by filling the pipeline with new leads if necessary.   Would love to see a new property or maybe a workaround. Any ideas? ...read more

Trying to report and visualise the touch points for the deal journey. The goal is to clearly show the marketing contribution as a part of the whole closing efffort.    As a part of this we want to to deeper insights and to use different data sets as well as easlily segment based on Interaction type & position as well as Asset type.    Solving the above requires a way of accessing the data for external processing in the same stucture as the attached table.   Thanks in advance, Johan ...read more

Hello, Our B2B offering is part product (Monthly billing) and part Services (one-time payment broken into a payment schedule), but one deal might contain both. Is there a way to use line items and easily create two automated invoicing angles for one deal? I've been struggling to sort out this structure. Looking forward to your response! Luis ...read more

It would be really useful if there was an easy way to distinguish closed vs active deals and tickets, particularly on the right hand column of a contact file. This could be easily achieved if ther was an option to change the font colour or to make it itaalic if a record meets the criteria 'any of closed'. Once a contact has more than 2 or 3 associated records it becomes very difficult to quickly see which ones are current and which have already been delt with, especially as there seems to way to sort these in the right hand column. ...read more

Hi - I am teaching an intro to business high school course this fall. Would like some prepopulated data in hubspot that they can play with / learn on. Does Hubspot provide anything like this?   Thank you.  Robyn ...read more