Great minds think alike

Our workflows are complex. I would love the ability to name the actual if/then sections of our workflows in addition to the branches. For example, I might call it "Fruit" (or in my case, "Sales Team") and each individual branch would be the name of the branch itself. So "Strawberries", "Peaches", "Blueberries", etc. (or in my case, 'IT', 'IIoT', 'Partnerships', etc) ...read more

My company is part of a coporate group that shares one Hubspot account. With that, each of the subsidiaries now have their own social media accounts. For reporting purposes, it would be very helpful if we could select all of the networks that we manage as well as the accounts under each. Ideally, we want to see the data for all of our managed accounts and networks collectively in addition to the individal views.     Thank you. ...read more

I can include "File" in my forms so that customers can upload documents such as an RFP. This then adds it to their "File" property. However it is very difficult to check to see if someone has indeed uploaded anything. If it was included in "Attachments" as well then it would be very easy to see who has uploaded a file or not. ...read more

It would be great if, when you've sent a marketing email, you could see the excluded lists as well as the included lists so you know you've definitely added the exclude list(s).    This is alleviate any panic and cancellation of the email you've just sent to make sure. It's definitely on me rather than HubSpot, as I should be double checking anyway. But I always doubt myself when sending to a lot of people so having something to alleviate that doubt at that point would be lovely.  ...read more

Assuming a deal is on stage A, one of my users needs to manually create a Task for that Deal (create a Task, wait until the due date, then complete the Task and then create a new Task, then wait to the due date and complete that task, then create new Task ...) In theory it will take place indefinitely as long as the Deal is still in stage A. But when that deal moves to stage B or another stage, the user won't need to create the new Task again. I know that with a finite process of Tasks, the best way is to create a workflow to create Tasks automatically. And I've also created many such workflows in the past for finite Tasks. However, since Hubspot currently has no way to create infinite Tasks, I have to let my users create Tasks manually. The important thing here is that I want to manage my users to make sure they have created this type of Task fully. For example, when they finish an old Task, and the Deal is still on stage A, asuming that they don't create a new Task, I want there is a way for me to easily check it, or there is a way for me to create a workflow that will notify me every time they do not create a new Task after completing the old Task. I have been chatting with Hubspot support about these issues, and obviously, Hubspot doesn't offer features like this right now. These issues can be easily solved if Hubspot allows creating infinite Tasks in the workflow, and it would be better if this feature combined with the feature in the following idea: https://community.hubspot.com/t5/HubSpot-Ideas/Tasks-Completion-In-Workflows/idi-p/295488 Hubspot support and I have worked together to find a solution, and the following are completely useless for my problem: - Task queues - Sequences - Edit column in the Tasks page   ...read more

I'd love to be able to segment email open rates, click rates, etc based on geographical location.  ...read more

Hy ! I have opened new hubspot for my earnings so please help me for my earnings ...read more

Some of the teams I have worked with in the past have expressed an interest in consolidating all their communication (internal and with clients/customers) to Hubspot. This would be in a way that allows them to not even open other tools such as their gmail account.     Although the current Gmail to Hubspot integration allows for that communication to be linked, there is no way of notifying a team member that they have received an email within Hubspot. They may receive a Gmail notification, but they would have to search for the contact name and find the correct email in Hubspot to respond.    It would be nice if the Gmail to Hubspot integration included a feature that created a task when new emails came in and assigned that task to the teammate responsible. This would allow all the email communication to remain in Hubspot, create reliable notifications, and create a system of tasks that holds everyone accountable.    Ben ...read more