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someone transfered a contact to my name. there is an existing email trail logged in hubspot that i was not on. when i click reply in hupspot, it opens a popup within hubspot. can you add a "reply externally" button right next to that or something that will open my default mail app (outlook) and populate all that email chain history into the body so that i can take the conversation from there without having to copy and paste manually into outlook. outlook has more html formatting functionality and features, all my signatures are in there, excel tables are more easily manipulated there, etc. ... Afficher plus

I am running ACT now and there is one (1) feature only that is keeping me from converting to HubSpot paid subscription.   Through an inexpensive and reliable piece of synching software called https://www.companionlink.com I am able to synch the contacts (only) with the built-in, default or "native"  Apple contacts on my iPhone. I was even synching my Blackberry before that went bye bye.   So when the phone rings, the caller name appears on the screen just like you would see if you entered your contacts like any regular call.     I mostly "use" HubSpot on my desktop and very rarely via Mobile but I have the app. I also understand that you can "see" your phone numbers and contacts through the HubSpot portal. This is great if I want to use HubSpot mobile and I will if required but I "just" want to also be able to synch my contacts from HubSpot and use the Apple contacts unless I am running HubSpot. It works flawlessly with ACT so i am hoping there is another way to make it work with HubSpot.       Is there a way to integrate HubSpot so I can synch the basic conbtacts to my iPhone?   I believe that if HubSpot is linked with Google they could use that for synching purposes too.    I am sure they would be interested in developing an API if it is not possible now.    Try downlaoding their 14-day trial.    Please give it some thought. I am happy to elaborate or articulate so you can better understand my request.     Thank you.    JC (The other one ...)         ... Afficher plus

Hi Team,   I'm looking for a feature but I got the info from the chat support team which is not available right now but I can post that require feature as an Idea.   I want to create a task for sending mass emails with an attachment through the task option.  so this feature can reduce the time of send emails 1:1.   Regards Jewelsxo info@jewelsxo.com ... Afficher plus

I want to track the most used templates and snippets. If we know what customer's most asked questions are then we may need to address it on our FAQ, send an email blast, etc. to better educate the customers.   ... Afficher plus

Search isn't very effective. For example, I keep searching for the 'Company Name' in 'all companies' it isn't finding it. It's certainly not in the first page, despite being an exact spelling, and it should be at the very top seeing as it's an exact search/match.   This is too time consuming  - sales teams definitely don't have the patience for it(!) and it could end up resulting in unwanted duplicates too.    Can this be fixed somehow please? ... Afficher plus

I am very active in using the Documents tool on the sales side. I upload several PDF files a day to HubSpot. The bottleneck in this process is that I have to compress the files before transferring them to HubSpot.   It would be great if the Documents tool had a feature where you could compress a PDF file. 🗃 ... Afficher plus

Wenn man ein Dokument aus dem Datei-Manager heraus an einen Kunden sendet, wird dieser automatisch im Deal als Anhänge fixiert.  Soblad man allerdings diesen Anhang im Deal wieder löscht, wird auch die Vorlage im Datei-Manager gelöscht, was extrem unpraktisch ist im Alltag. Wir schicken bspw. die blanko Vorlage aus dem Datei-Manager heraus und sobald wir diese ausgefüllt vom Kunden zurück erhalten haben, soll natürlich nur die ausgefüllte in den Anhängen sein, damit die Anhänge insgesamt nicht zu unübersichtlich werden. Vielleicht wird es dafür in Zukunft eine Lösung geben. ... Afficher plus

In the deal property for close date, it would be great if we could set the calendar so that if it's May 2021 now, the month in the calendar we see is June 2021. This is so there is less time spent scrolling to the right month. I also get that the month shown defaults to what is currently set based on the close date value. ... Afficher plus

hubspot reporting isn't the best, lots and lots of room for improvements, especially with the old report builder going away and being replaced by a new report builder   it'd be nice for us to use SQL to join whatever objects we want to join, and do whatever calculations we need. it is quite inconvenient to build complicated joined objects reports with the current filters set up hubspot has   also, that'd allow us to do calculations! it'd be very nice to do simple calculations like conversion rates in a report. i can't believe a crm tool doesn't allow for custom conversion rates calculations ... Afficher plus