It would be useful to have a feature that allows using a task date as a filter when creating a list of contacts.  For example, we need to create a list of contacts that have a task due today or whose task has already been overdue. That would help to reach out to them in time.  ... View more

The current merge process causes a lot of unnecessary double checking after the merge to ensure wanted data isn't lost because of the merge rule sets in place - i.e. Keeping the most up to date field is not always the best or relevant information to keep.   We came from a simpler CRM and we were able to cherry pick the fields we wanted to remain post merge and it was great feature. Now we have to go through and check each filed history to make sure we didn't override the good data.   Merge Future Enhancement ... View more

If the Salesforce integration is turned on, then when Salesforce merges accounts the equivalent accounts in Hubspoit should also be merged.  This would match the behavior for contacts.   @AndyPitre this is similar to some of the contact merge ideas discussed elsewhere. ... View more

We have heard from many of our customers about the need to improve the accuracy of email tracking to better account for multiple recipients and self-open notifications.    We are currently investigating solutions for this issue. ... View more

Idea: Make all Date-filters available everywhere they are relevant.   Background:  Hubspot is missing date-filters in multiple places and is not consistent (i.e. different date-filters are available at different places) about them. This issue  drastically reduces the power of filters, reports, automation and marketing, etc. Fixing that would be high impact, it's a core platform feature, with impact on all products.   There has been 15+ ideas on the forum about missing date-filters for filters, reports, lists, workflows, ... everything. Those ideas were at first aimed to request one date-filter in one place. This master idea aims at grouping all smaller ideas, giviing visibility to this "Date-filters" issue and getting it prioritized as one overall review of "Date-filters" across Hubspot. Because the only solution is for Hubspot to fix Date-filters everywhere, by working just on that.   Things currently not possible on Hubspot (i.e. use cases): 1/ Filter contacts with last activity is more than 10 days ago 2/ Filter deals with a close date that is in the past 3/ Build Report on Deals with last activity is more than 30 days ago I want to give my sales team a filter of contact not contacted since 14 days. I am expecting to go to contact and to save a filter but the Date-filter required to do that is missing. 4/ Build List of Contacts with customer/deal who expire in the next 30 days 5/ Build List of Contacts with deal created last week. Etc...   Research: I've been comparing all Date-filters and noticed there are 11 types of Date-filters currently available on Hubspot (see screenshot below). The issue is that those Date-filters are randomly available on: - Contact WF but not Deal WF - on List but not on Report - on Dashboard but not Contact Table Etc. There seems to be no logic and that this is just the results of features coming one after the other while Date-filters never receiving focus as one topic.   This feature request is not about creating new Date-filters but only about making all the ones currently existing available everywhere, it is relevant to have them. In a nutshell, that means turning all Red cells below to Green.     Some of the smaller ideas this master idea is grouping under one roof. 2017, Use 'relative' dates for enrolling contacts and companies in workflows by @Daniel1  2017, Allow the use of relative dates in workflow... by @CCasemore (marked delivered but that's not fully the case) 2017, Filter using relative date values ("TODAY" etc.) by @Frank  2017, Lead scoring - Add the option to refine... by @laurao93  2018,  Sales workflows deal properties based on dates by @Peter-marketing  2019, More than filter for report timeframe by @krispag  ... ... View more

Hello, It would be very helpful to see when the next marketing email is set to go out to a contact. For example, we have a "Workflow" which has marketing emails sent automatically over a period of time. I would like Hubspot to create a property that shows the date the next marketing email is set to go out for each contact.   Here's why- If I am reaching out to a contact and leave a Voicemail, then I'll also send an email. However, I don't want to send an email if one is scheduled to already go out today.   Thank you so much! ... View more

https://blueprints.amazon.com/ offers a phenomenal way to easily connect your Wordpress blog to Alexa through an easy skill - you just need to i nstall the Amazon AI plugin on your WordPress blog.  But businesses with a Hubspot blog don't have that easy option. It would be phenomenal if a skill was created so that all of Hubspot's countless businesses who use this blog platform could obtain the same PR and marketing opportunties and cool technology that Wordpress offers with this pre-built skill.   ... View more

Currently, when emailing a contact, we won't automatically associate the contact with a deal, but when emailing from a deal record, we will make that association. At this point, this is automatic and put in place to give freedom to the owner assignments. I will be able to turn off this feature.  ... View more

Our office does not have a phone system. Instead, we have one office phone number that is answered by a virtual reception company and then those incoming calls are forwarded to our team members cell phones to answer.     For outgoing calls to clients, we would love to be able to call out from our HubSpot account using Calling.  Currently, our Account Managers or Project Managers call out using their own personal devices but we would like to mask the phone number and have it come from our office number instead.   Currently, using the Calling feature in HubSpot, you are able to add and verify a phone number for individual accounts one at a time.  We would like to set a default company phone number that can be used for calling but instead apply this phone number to multiple accounts so you do not have to do this process manually for each individual team member.     In summary, it would be great if you could set a default business phone number to call out from and apply it to any team member who is required to use this calling functionality.  That way you could streamline the process and make it easy to roll out this feature across the team. ... View more