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With the personalization features, playbooks would be an excellent way to generate detailed executive summaries, in-person meeting prep cards and more.    problem is there's no way to save/download them or print them out.    that would be a really amazing feature! ... Afficher plus

One of the main frustrations we've been facing with using Marketing events object in HubSpot is that we can't export data from this object. It's great that we can easily sort and filter the info, but it’s disappointing how tough it is to pull that data out of HubSpot for other uses.   It would also be really helpful if we could link contacts or companies to these events.    At the moment, the only option seems to be upgrading to Enterprise to build a custom object that handles all this. While that might work out well for HubSpot, it’s not the most practical solution for smaller businesses like ours. ... Afficher plus

We need to be able to create folders within inboxes that aren't just "create view." Our users should be able to move items into an applicable folder, for example a client folder, without having to set filters and create a complicated workaround,  ... Afficher plus

There is no way to set up an automated message based on a ticket being created that pushes to the help desk system. Ideally, when a new ticket comes in for example on a Saturday or Sunday, the customer will receive an automated email from us. Howwever, there is no way to set this up in Hubspot based on 'Weekends' only.  ... Afficher plus

or filters for scoring properties hubspot would be massively helpful. Going through right now and it's brutal making all these changes without the ability to add "OR" to events/instances.  ... Afficher plus

I'm part of a Sales team that would like to strat tracking deals in our pipeline that do not have an active task. This is important to us to ensure every rep is properly following up with prospects. Currently there is not an easy way to see this. So i wanted to create a report that showed all deals that do not have a task to be completed at a future date. I could use task is unknown, but this would show deals where no task has ever been created. It would be nice to have a filter on Deals to show that no next steps are being taken and there is not an expected date of communication by the rep. Tasks is the easiest way to do this, but it feels like I can't track it like I want to.  ... Afficher plus

I would like to automate our sales emails. We have various customer segments, each requiring different references to be displayed in their emails. These references are already set up as snippets. I'm looking to create a sequence that sends out the same initial email but customizes the content based on the industry of the contact. How can this be achieved? Alternatively, I would have to create 20 different emails, which seems inefficient. Is there a more streamlined approach available? https://community.hubspot.com/t5/Sales-Email/Customize-Email-Sequence-Content-by-Industry-in-Templates/m-p/965179/highlight/true#M8710 ... Afficher plus

Hello everyone, I have the problem that I cannot restrict folders for the e-mail templates for individual teams. I can only restrict the individual emails. This means that the teams can see all folders, but not all emails. Maybe some of you have the same problem. It would be good if you could share folders with certain e-mail templates with certain teams and not with others. Best regards Julian Niebuhr ______ Hallo zusammen, ich habe das Problem, dass ich Ordner für die E-Mail Vorlagen nicht für einzelne Teams beschränken kann. Nur die einzelnen E-Mails kann ich beschränken. Das bedeutet, die Teams sehen zwar alle Ordner, aber nicht alle E-Mails. Vielleicht, haben ja manche von euch auch das Problem. Es wäre gut wenn man Ordner mit bestimmten E-Mail Vorlagen an bestimmte Teams freigeben kann und manche eben nicht. Viele Grüße Julian Niebuhr ... Afficher plus

It would be great if we could Customizate HubSpot Search result views to bring up the properties we need and also what ´different user groups need. Example. Searching with mobile phonenumber, the result view shows the right contact, the name, e-mail, phone number (not mobile), Primary comppany and Jobtitle. But not the Mobile number what was search. Same if you search with contact name. I rather have the Mobilephone in the vie than the phone number property. If we could customize views we could add few other cotact or in this case also primery comppany related info which would help the users to see faster the information without going into contact card immediately. ... Afficher plus