Great minds think alike

Yoshi · ‎Mar 28, 2017

Currently, table and board is available to view task. What would be usefull is to have a gannt chart style view as attached below: This way, we can easily see the task status and keep track of sales reps activity.

Kidomu · ‎Nov 17, 2020

Posting for a user Currently a workflow needs to be created to copy property values between different kinds of records like deals, companies, contacts etc. . This can be very manual especially when the properties don't update on specific records at the same time (e.g. at creation) and also makes it hard to keep workflow dashboard up to date. Suggested feature: Allow properties to be created/set in a way that they automatically pull the value from the properties on an associated record, e.g. a company property automatically pulls a value from an associated deal. There is the obstacle, of course, that there can be multiple associations like contact <-> companies, deal <-> companies etc. Therefore ideally this should allow a choice to be set to the newest value (similar to the most recent value being synched in the Salesforce-HubSpot integration), the largest value, the oldest value etc. Example use cases: - show the largest deal amount associated with a company on the company record - show the status of the most recent associated deal on the contact record - copy custom property values that are relevant to each record between different objects

LaurensBakker · ‎Jan 27, 2021

In the GUI it is possible to pin a note. In the API it is not possible to pin a note, nor is it possible to identify which note is the pinned note for this contact/deal/... Ideas: disclose the 'pinned' status via the API allow pinning of a note via the API

AnnemarieTN · ‎Oct 25, 2019

Recently Google Ads unrolled a new feature called, lead form ads. You can now let leads fill in your form directly in Google > by clicking on your ad. This is a beta update, but we allready have it 🙂 (whoopwhoop). I would like to make sure leads filling out the form are being logged in HubSpot CRM. So sales can contact them. Therefor you can fill in a 'webhook url' and a 'key' in the Google Ads form ad. Unfortunatly you can only create a webhook URL for apps within HubSpot or use an API. And that's not usefull for Google Ads, so you cannot track leads in HubSpot and you have to manually download them from Google and then manually upload them. But you will lose all the information about the Ad the lead clicked on, pageview etcetera. So, hopefully it will be on the agenda soon, so we can have lead form ads in Google AND all the information and tracking in HubSpot. Read about the new feature here > https://support.google.com/google-ads/answer/9363648?hl=en

CBrody · ‎Oct 20, 2022

I'm trying to figure out a way to create a new field on the "deal" object that takes the "amount" field and multiplies it by a certain number depending on what's selected in the "forecast category" field (e.g., if "forecast category" = "commit", then multiply "amount" by .75 and put that value in "forecast category weighted amount" field). I spoke with HubSpot support, and this isn't possible to do at this time. It would be great to be able to use if/then statements to calcuate fields via a custom field creation and/or a workflow.

Msyvrais · ‎May 25, 2022

Larger organizations need better ways to report on the performance of forms or filtering criteria in workflows. Currently, if I want to gauge out how well a form is performing but I only want to look at how many submissions are for a sales form I have to -ensure the name identifies the type -manually add these forms to a list (87+ forms) **Make sure you don't miss one, or add the same one twice** -ensure the date range is submitted between Jan 1 2022 - Dec 31 2022 for EVERY instance This still only results in a number I can't trend this data by submissions per month or see the performance year over year - this is critical for understanding customer behavior and trends. We would love to see the ability to easily identify a form type, Sales form vs. Lead generation form (they carry very different weight in the sales cycle) and also be able to easily report on these without having to manually add each and every form, maybe something like "Form Name Contains" XYZ for example.

garinhess · ‎Apr 29, 2020

I have a premium piece of content that requires a landing page for a big form fill to download. That all works great. I have a pop-up form that has a simple button on it (screenshot https://prnt.sc/s83ck3) that leads to the landing page. The landing page is converting great at about 60% conversion rate (https://prnt.sc/s83dgt). What isn't great is that there is no way to track how many clickthroughs I get on the popup. Apparently you have to actually have a form, not just a button, to track the clickthroughs. So there's no way to optimize this. It would be ideal to allow for click through tracking of a pop-up that doesn't include a form.

TomHammersley · ‎Oct 20, 2022

I regularly use sections in my page builds, as they're a great-time saver when creating simple layouts. I also regularly add custom classes to these sections in the backend, when I need to add some additional css styling that can't be set in the section settings. However, because these custom section classes can't be controlled within the editor, I find myself having to create multiple section clones for every single tiny variation I make of them. If developers had the ability to view and edit these custom classes in the page editor when in developer mode, it would be an absolute game-changer.

kumarakshay26 · ‎Feb 8, 2023

We are looking for a way to organise our contact into different lists based on the source. We have multiple sources to get leads into our system - 1) Form on our landing page 2) Live chat on our landing page 3) Direct meetings booked on calendar from Hubspot meetings 4) Other sources like LinkedIn, etc. We are trying to create separate lists for all of them so that we can run different workflows and sequences based on the context. With the given set of filters, we are able to filter out and create lists for all the above sources except the ones who got enrolled via chat. We tried to talk to support but got to know that currently there is no way to filter them out and hence lists cannot be created. Please provide a mechansim to filter contacts who are enrolled via chat when we ask the name and email through bot and the contact gets created. Would be a huge help!

steinarslatten · ‎Jan 11, 2022

The new tool of "Insert proposed times" for scheduling meetings is great! However, there is some issues in the calendar management, especially for the sales team where the users tend to schedule a lot of meetings each day and the calendar fills up quickly. Typically the issue is: 1. You send a few proposed times to customer 1 2. Before Customer 1 has booked, you also send some proposed times to customer 2, 3 and 4. 3. As customer 1, 2 and 3 book their meetings, customer 4 experiences that none of the suggested times are available. A second issue is your colleagues inviting you to internal meetings when your calendar looks available, when in reality you have sent out a lot of proposed meeting times. To sum up, this is an issue for users whose calendars fills up quickly, where the recipient of the proposed meeting times will often find that none of the suggested times work. Suggested simple solution: Give us the option to "create a placeholder meeting for proposed times". This will "book" the calendar slots you've proposed until a meeting is booked. When a meeting is booked, the other placeholder-slots will be deleted. This solution should fix most problems related to this. Note that it needs to be optional, as I understand why the way it works today is great for some users (particularily the ones who don't book a lot of meetings at once).

Great minds think alike

Gantt chart view for task

Allow properties that automatically pull value properties on associated record

API access to pinned notes

Google Ads lead form ads in HubSpot

Multiply fields by conditional numbers

Filtering Forms -> Improvements needed

Track Click-throughs on popups with only buttons

Editable section classes from within the dnd editor

Provide a Filter for Contacts who get enrolled via Live Chat/Bot chat so that List can be created

Meeting scheduling - book placeholder meetings in calendar when inserting proposed times

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