Grandes mentes pensam igual

Hubspot currently has a feature that allows users to set up recurring emails of a chosen Dashboard. Hubspot also has a feature that allows users to create custom reports, and export them to Excel.   I want to be able to set up recurring emails of my Excel exported custom report. This would be used as a tool to keep my sales team always targeting the correct leads. I would use it to send each sales rep a list of deals they have been in contact with recently (i.e. up to a month back), and some pertinent information about those deals. It would really help with keeping the team focused and organized.   Remember to upvote if you like this idea! ... Exibir mais

Hello, would be great if you could extend the same email logging/tracking to the mobile platforms.  My company uses exclusively Android, and we have an unpredicable break in the the chain when emailing from Mobile.  I cannot yet identify which incoming/outgoing emails will be logged.  I am aware of the workaround to add the Hubspod address in the BCC field for outgoing messages.     All that said, it's an added step for outgoing, and the feature is lacking completely for incoming emails.   ... Exibir mais

While raw form submission data can be exported in the HubSpot app, it is not accessible via the Forms API.   Developer Forum discussions like this reveal that users want a way to retrieve the properties and values contacts submit on a per-form basis. ... Exibir mais

It would be really helpful for attribution reporting to also see YouTube ads in hubspot.   As a marketer responsible for ad budgets proving ROI of our spend, it would be helpful to see ROI across all my digital ads, rather than just search, display and paid social platforms.    This would provide a more complete view of our ad spend, and highlight where to optimize based on sales performance to improve overall conversions rates.    Given YouTube ads are completely integrated into Google AdWords, which is already linked to HubSpot Ads, and YouTube reporting in the social reports, it shouldn't be too much of a stretch to display ad impressions, views, clicks, submissions and attribute deals to this channel. Original sources are already being set here, but it is not indicated this is a paid channel anywhere.  ... Exibir mais

We would like to be able to calculate a new DATE variable. We NEED to add a certain number of days to the existing DATE variable to calculate the new DATE variable; however, since DATE in HubSpot is not a numeric value, we are NOT able to calculate the NEW, Expiration DATE. Would be great if we have excel's capability to work w/ DATE values in HubSpot. Thank you! ... Exibir mais

Hi,   Currently, in the ads module, you can see campaign performance which includes data like Contacts, Customers, SQL's and MQL's.   I would like to be able to export this data as the export from Google Adwords directly does not show contacts, customers ect. ... Exibir mais

I would like the ability to start a sequence from a reply in gmail.   Here is just one use case:   1. We start a prospect on a sequence, which encourages them to book a demo with us.   2. The prospect replies to one of the emails in the sequence and says:   "Thanks Lee, I'll book a time next week."   3. Now we want to enroll that prospect in a new sequence that says "thank you" and then follows up with him multiple times if the prospect forgets to book a demo.     We have multiple use cases like this.   Without the ability to do this in gmail, we'll have to jump in and out of the CRM tens of times per day. Not ideal. ... Exibir mais

Within the quote tool, you can set whether to add a separate tax to the product or not.  If you opt to not include a separate tax, default text displays which reads "This total doesn't include any applicable taxes."   The issue is that our products already include tax so this text is misleading.  We build the tax into the product price.  We'd like a way to remove this default text OR to allow a tax to be added with a zero (0) value so that the text is removed.     ... Exibir mais

The sales manager reassigns the owner of the incoming conversations to different persons, but once you click on a conversation it is marked as read (the green dot disappears).  In order to have some control of the conversations, it would be helpful to have a multiple selection and be able to mark all of them as read or unread. ... Exibir mais