Community

zbutterfield

If I am online, but then jump to a meeting/demo, I have to manually toggle the switch to offline. It would be nice if there was a rerouting feature if the inbound message didn't get answered in a certain amount of time.

Shay · ‎04-10-2017

Migrated from legacy feedback forum with 60 votes. I need to be able to track form submissions as a goal in Google Adwords and Google Analytics for HubSpot forms that do not have landing pages. Google Analytics provides for event tracking to do exactly this (see https://developers.google.com/analytics/devguides/collection/gajs/eventTrackerGuide ). However, I am told from HubSpot support that I currently cannot add the Google javascript tracking codes to my forms on HubSpot. Please provide a way to allow us to incorporate Google Analytics Event tracking in our forms. Thank you.

SteveG · ‎11-02-2016

I just finished creating my own popup window for my site when I read about your new Leadin section, which has a popup window of it's own. Your example for the popup window is exactly what I'm implementing (e-mail signup), but there are a few things you could improve: First, when the window pops up, why would users have to click the button first for the form to appear? If the e-mail address input and Submit buttons could just appear automatically, it would be better. Why add the extra step for users? Second, I would love for the popup window to disappear automatically after a user submits their e-mail address, rather than them having to close it themselves. The popup I've implemented accomplishes the first step, but I've yet to figure out the second.

JamesBishop

A staged form is a form that breaks up the fields into multiple stages. For example, a payment form would first ask (in stage 1) for full name, email, and product selection, then the form would dynamically progress to stage 2 and ask for address and shipping information, stage three is payment info and the submit button. Each "stage" only shows as the customer is on that part of the form. The Obama Campaign did an A/B test in their second presidential campaign and found a 5% higher completion rate than on a traditional form where all requested data is visible right away. This can apply whenever a lot of info is needed, but one wants to simplify.

Jems212 · ‎04-13-2017

Workflow seems to have internal SMS but there is no option for SMS to contacts. Thinking as a reminder of appointments it would be a great feature. I understand there are legal issues around use of SMS but be great if could figure a way to use it and manage that it is used within legal guidelines. thanks Jemma

mikeraia

I use Hubspot social posting tools every day and I'm a big fan. I'd love to see a "Content Suggestion" feed or tool of some kind to help us find relevant content and topics to post to social media. The same tool would be helpful for writing our own content as well. Currently, I use BuzzSumo and a variety of other tools like Feedly to do this.

Karena

Let's say I've already built a few filters into the Contacts view. I want to use those filters to start a smart list - maybe add or edit a few filters, then send to a colleague or save for an email send. But I can't! I have to remember my filters exactly and rebuild them in a new smart list. It'd be nice to have this feature.

RV · ‎05-09-2017

It would be great if I could select the times that I am available for chat. Much like in meetings where you are able to select your availability. I sometimes forget to launch chat when I start my day or make myself offline when I leave. If a customer sends me a message and I have left myself online that doesn't leave the best impression for them as they are waiting on a response.

JimHarris · ‎04-18-2017

We can rename virtually everything within hubspot with the exception of a few key things. One of those is a campaign. It is frustrating when we make a campaign and name it after a persona and a downloadable offer, then after some time spent writing blog posts realize we want to change the offer for our campaign but cannot rename it to reflect the new offer d/l !

ExpressCapital

Need to allow, within the blog source, to add a closing tag at the end of the url .com/blog/. The slash or closing tag is required for the home page. To stay consistant for SEO it needs to be added to all the pages. Tech support had informed me that the system will not allow me to add it on the blog page but can add it to all of my other pages. Doesn't make sense.

NicoleG · ‎04-13-2017

From a branding standpoint, not having consistent social share icons across the board is VERY frustrating. Please allow for us to add our own so the brand experience is consistent. Thanks!

Alexis · ‎12-02-2016

Hi there, It would be nice if when you enroll a contact onto a sequence he wouldn't be unenrolled if has an out-of-office email. It seems to be the case but irregularly. Thanks

nurango · ‎04-19-2017

When contacts are added from lead flows and forms it would be nice to auto format numbers with the dashes so the tel: link becomes active in the contact view. Thanks.

ahackel · ‎05-11-2017

You should be able to list multiple authors on a blog!

TestRockerJohn · ‎04-03-2017

this would be a feaure a large percentage of HubSpot users would appreciate. Many of the HubSpot users could be for companies where their website is their product. ex. Education, entertainment, resource tools, etc... Currently there is no way to filter out post-purchased website visitors from the reporting. This makes the Marketing Report difficult to read, because so many of the visitors would be already converted leads. Right now my website gets 10's of thousands of visits a month. However, nearly all of them are post-purchase users. I like to track ecommerce success based off the conversion rate from all of the visitors, but I cannot do it through HubSpot reporting at this time, because I cannot determine how many of the visits are still on the market. I'm sure this is a feaure a large percentage of HubSpot users would appreciate. If anyone has tips for how to jimmy rig this feature or tips on getting this sort of reporting please comment.

samisund · ‎05-10-2017

Hi! I faced interesting problem this week: I would like to have email notification everytime when the deal stage is changed to "Closed Won" or "Closed Lost". The problem is that email should contain the name of the deal, associated company, contact details and the amount of the deal. The best solution would be to create task for the deal automaticly and assign that for me. So I suggest that Hubspot add a feature to create workflows for deals too.

stephend · ‎12-07-2016

Hi Team, Like many businesses out there, we use Office365 and as part of that we'd like to make use of OneDrive for file storage and sharing (as bad as OneDrive is, but lets not go there...). Hubspot CRM doesn't currently support integration with OneDrive for Business. Are there plans to do so and/or what is the support like from other users of HubSpot? It would be nice to be able to be able to fully integrate the O365 suite with both HubSpot for quote/contract upload to client records and remove the data from being housed on a device and personal dropbox account.

Parto · ‎12-22-2016

Hi, It's really easy to integrate with Zendesk, however when a new ticket is created its only showing up under the specific contact and not company view. If a sales person wants to see if anything has happend before entering a meeting with the company, he actually has to click on every single contact to see if there is any tickets. Is there no way around it? Notificaiton? Please add so the ticket will be shown in the overall company view.

SimonM

Hi there, While it is possible to delete published Tweets and Facebook posts from Social Media tool is any mistake has been made, it is not for Linked In posts. Use case: A marketer publishes simultaneaously a Linked In post on the personnal accounts of 3 managers. Unfortunately, there is a typo (or any other mistake). Then the marketer need to access each managers' account separetely, or ask each manager to delete the post himself (which is not likely to happen). Thanks !

Yoshi · ‎04-07-2017

Currently, same email address can't be shared to use for multiple users. It would be great if we can share same email address across multiple users.

MG · ‎05-05-2017

Currently if a user has access to edit one contact's property, they have access to edit all contact properties. We have the ability to restrict a user from creating or deleting properties but it would be incredibly helpful to restrict the editing of certian properties. We have employees who need access to edit basic property fields on a contact's profile (name, phone number....etc) however there are other properties we don't want them to touch which may affect conversions, sales, or customer relations - currently we cannot restrict this. What's worse is there's no means of checking (other than one by one contact by contact). It would be helpful if we could run a report that says Show me every time USER 1 edited the PHONE NUMBER property on all contacts system wide. Restrict certain users from editing certain property fields on a contact's profile View a history of when users edit certain contact properties.

cvanness

It was great being able to track impressions within social reporting. You have this feature available under the Ads Add-On, however, this is important for many organic posts. It would be vital to be able to view impressions > leads > customers, similarly to the add-on. We originally had the ability to track impressions under the old social reporting, but the new launch has removed this. This is critical for those who focus on brand awareness, and not just those who are focused on lead gen.

bfarrell · ‎05-09-2017

Company based on east coast but have meeting scheduled with customers in all US time zones. Can you make it so 2 customers in 2 different time zones can select the same time slot ex... Cust A - LAX book 11am PCT - 2pm EST Cust B - DAL book 11am CT - 12pm EST Both sync automaticly based on bookers location/ip address and convert to setters time zone.

Shay · ‎04-10-2017

Migrated from legacy feedback forum with 169 votes. I'd like to have more than 1 level in the dependent fields in forms.

roo12 · ‎05-22-2017

We would like to A/B test the effect that sending out special offer emails to our database has on open rates and conversions. The best way we can think of is if there was a way to randomly put, for example, 1 in 10 subscribers into a separate static list that can be excluded from special offer emails. Another way this could be done is if we were able to pull subscribers from a number attribute (for example year of birth) based on 'number ending with X' which should give a relatively random selection.

austinpostler

A function to view who sent a particular message, was the message opened/viewed, and if the message was responded to. Reporting analytics like this would be very helpful for our company to be able to dissect and dive in to the performace of each message. Having this information available in a list format as well as on the individual contact card would be helpful.

user101

Provide an activity stream for marketing activities including web visits, landing page updates, email sends, social media etc. Comparable to the activity feed in sales (and ideally a unified single stream). Available on desktop and in the mobile app.

BenPietzsch

Ive noticed one of my reps cant see contacts within a compnay record, this is a very important feature we need and is something that has been overlooked. It would be great if you would fix this.

Duncan · ‎11-22-2016

Please can you add the ability to sync properties between companies and contacts E.G. Industry Field and company size field. Thank youi

sneedlman · ‎05-15-2017

I would like to develop reports similar to the Web Analytics reports for contacts who are a member of a certain list. Segmenting by Customers would be useful.

revrivtheagency · ‎05-03-2017

using the meetings link heavily and have some ideas to improve: 1. when someone books a meeting we get a notification and it creates a meeting on their timeline. the timeline blurb should include LOCATION in addition to duration. 2. within the timeline blurg, under actions at the top, there should be an additional option to CANCEL and/or RESCHEDULE the meeting. that should send a notification to booker that there is a conflict or cancelation and remove from everyone's calendar 3. it'd be great to see other platforms like webex, uber conference, etc be able to integrate. thats a great feature that should be expanded 4. the redirect for the booker should provide more meeting detail, specifically time/date/location/duration 5. the email notification we get says 'you were assigned a new contact' if they're not already in the CRM. it should also mention a meeting was set. inside the body it should have the meeting detail or at least mention of it. 6. ability for the custom availability to dynamically update after a meeting is set so double bookings don't happen. just some thoughts, love it overall.

lindsay_tiz

Love the ability to add parent/child relationships. Now my question is - is it on the roadmap to be able to add NEW contacts as related (parent/daughter) companies? It looks like you offer this in the regular search functionality - i.e. if I search for a company and it doesn't appear, I can easily click "add new" company to create it. In the current Related Companies feature, if the company is new, it looks like I would have to exit out o fthe company record, create a new company, and then go back in and add it. It'd be great if I was able to Add Child > Search for the company > If it's not there, have an Add as New Company option right in the dialogue. Can you confirm this is the case, and if you are looking into fixing that at all? Lindsay

realizeit · ‎10-26-2016

I would like to be able to customize the Sales Dashboard to show those items I need to see every day. For instance: what deals I have in the funnel, what Leads need to be contacted or set to Qualified, etc. I'd also like to be able to adjust ALL columns in Hubspot and "save" that adjustment. There's currently a lot of "white" space between columns, esp if I only have 3-4 items showing.

zbutterfield

When I open Huspbot App on my iphone, it let's me see my tasks on the dashboard. When I click on the task I can only edit the title and due date. I really need to see a link of the cooresponding contact associated with it so I can review my notes and get full context of the task. What's the easiest way to do this now?

AndyPitre · ‎04-04-2017

I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-glance feature is more meaningful to me. In addition I'd like to be able to color-code Deal Cards based on attributes. (i.e. [if deal amount > $5,000; then color = green])

seanfilidis · ‎02-24-2017

It is double the work for me to add someone using the Gmail extension, and then have to go to the CRM, find them, and add other necessary information. I wan't to be able to select which properties are displayed as fields in the Gmail extension so I can add all the details I need without leaving Gmail.

RyanBarbour · ‎04-27-2017

It would be useful to have the ability to click into the data presented in tabels when viewing reports. For example, I want to look at all of our First Conversions in a table, I have the ability to look at the names but cannot click to see the contacts who converted.

genomejeff · ‎04-13-2017

When uploading images you should be able to upload multiple images at a time. It is extremely time consuming when we have to upload one image at a time. It'd be great if we could select multiple images and/or drag and drop for sliders or galleries.

mikeabowles · ‎05-15-2017

Is there a way to manually re-order the task queue, so that you can start the queue anywhere you want? Or, similarly, chose where to start (vs. automatically starting from the top)? As of now, if I start the task queue I often find that I need to skip the first 10 tasks because they are in a different time zone, etc. If I then leave the page before finishing the queue, when I start over again I need to skip those task again.

afasnacht · ‎04-21-2017

There needs to be a privacy setting similar to templates for sales documents in the CRM (e.g., "Shared" or "Private". Reason: the sales reps should be able to attach a quote/pricing to their emails and not have other reps be able to see this.

khughes · ‎04-03-2017

We need more layout flexibility while creating an email without updating the template. If your email campaigns vary in length, you are always updating the template. We need the ability to clone, delete and rearrange module sections that are already built in the temple while creating an email. This would allow us to reuse sections or build multiple layouts in a single template. Flexible columns would work: http://knowledge.hubspot.com/site-pages-user-guide/how-to-use-content-modules but is not available in Email templates. This is an extrealy usefull feature campaign monitor has and would love to see it in Hubspot.

dougwendt

All users could use the Last Meeting Booked field to drive views showing contacts that, for example, we haven't actually had a 'meeting' with in X period of time, if the field would auto-populate from *both* the Meetings module and from the Schedule function (i.e. traditional process of creating a meeting) in the CRM. Right now, it's only driven by the module, which renders the field essentially useless. This is an easy fix that gives a powerful solution.

lnoel · ‎03-23-2017

It would be great to be able to add a comment to a note or an email that has been entered earlier. To create a note and comment chain. I currently use HighRise CRM and one feature I use every day is adding comments to notes or emails in a company ou contact timeline. That way I have all the info about one subject in a "discussion" or in a series of notes instead of having to jump from one note to another with tasks and calls in between. Thanks! Luc Noël

abockler · ‎04-07-2017

I would love to see HubSpot freeze the header row in the Contacts view. If I have 100 contacts in my view, and I'm selecting 3 contacts down the list, I have to scroll up to the top to Assign or Edit these contacts. I would love if the header was omnipresent so I wouldn't have to scroll up.

Neil1 · ‎05-02-2017

When you change the send time for the first email in a sequence, all tasks associated with that sequence should also change to align with that time. As it stands, only the first one changes, so you have to manually change every sequence step. This is not an efficient use of time.

Jeffrey_U

It would be very good if there would be an option in messages to transfer a chat to another user!

PaulDeKams · ‎01-09-2017

As we're introducing more users at my company to using Hubspot CRM, we've encountered some pushback at utilizing the "Copy to CRM" email tool. It's very useful from a marketing and sales perspective, as it's filling in holes where we were previously missing customer emails, but people have questioned the relevancy of certain communcations on contact and deal records. Especially when a deal pulls in all recent emails to a particular company assocated with a deal. What we'd like to see is the option to privatize the content of an email, either as an option when the user utilizes "Copy to CRM," or to limit viewing those contents to certain permission levels. So other users would see an email had been sent, but only a particular user and admin level users would be able to read the contents at any given time.

abtaggart · ‎01-05-2017

We use this subject line in one of our automated notification templates: Subject Lead Notification- DO NOT CONTACT - {{contact.lastmodifieddate}} This results in the date "1/4/17" being appended to the subject line, which is fine in the US. However, one of my colleagues who works on the International team has asked if the formatting can be changed to make it less confusing for those outside the US -- for example, though this date is January 4, 2017, it reads as April 1, 2017 outside the US. We need a way to adjust the formatting for this field so that it would create 4 January 2017 as the date. HubSpot Support suggested that I put this in as an Idea here. Thanks.

purpledragon · ‎01-15-2017

I like that we can add a color picker in our custom modules, but is there a way to have the color picker displayed with the other fields in the custom module, rather than on it's own? This would be a great feature.

robg · ‎01-11-2017

First to admit it, user error! I had an important call and recorded the conversation, however, when it ended I accidently deleted the 45 min phone call. Once it's deleted, it's gone. So my suggestion was to have prompt (dialogue box) reminding you to SAVE the call and the show something asking again if you really want to delete this call. Just a thought!

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