Great minds think alike

It would be very handy if Hubspot could automatically send Excel Reports. For now Hubspot can only send PDF, PPT and PNG, which I find not very usefull. With Excel Reports sent automatically, we could easily make analysis and share our results with some Partners for example, without having to download and prepare the file. ...read more

Back in 2016, HubSpot rolled out OOO detection for sequences: Introducing: Out of Office Reply Detection for Sequences    This feature is fantastic because, as mentioned in the article, an OOO, vacation, automatic reply, etc. is not a sign of engagement and as such, the contact should not be unenrolled from the sequence.   Unfortunately, this logic does not exist in Workflows, which makes it very difficult to completely automate sequences.     Here's a use-case as an example:   Say you have 3 or 4 sequences that you want to send to any particular contact in a row (must be done because HubSpot only allows for 5 automated emails per sequence). You might have a workflow setup like this: This ensures that contacts who have never bounced, unsubscribed, but most importantly, have never replied to an email get auto-enrolled into the next sequence.   Currently, Workflow logic for 'recent sales email replied date' counts OOO replies and will unqualify any contact from being eligible for enrollment.     The idea suggestion would be to implement the same logic/detection for OOO replies that already exist in Sequences into Workflows. ...read more

proposed option to add Imagine you have 7+ fields like the screenshot below. You could throw in a multi select field that would give users less “choice fatigue”. It would display either like the multiselect option in hubdb or like some of the IDE's link field options below. ...read more

There was a recent UI update to hubspot where every past contact event (call/meeting/notes) are now compressed into this small unreadable format and it requires you to physically click each past event to read its contents. I understand the premise of the change but the execution missed the mark entirely. Makes quick locating of past info nearly impossible. Please create a way to revert back to the old way. ...read more

We would like to have the ability to have SSO for the entire knowledge base instead of for specific pages.   We currently use auth0 as our login service and we would like for users that are already logged in, to be able to just navigate seemlessly to the knowledge base we have with you.   ...read more

We have a large team that is located throughout several states.  We'd like to be able to track who has certifications, what the progress is along with their user info.  I'm looking for a solution to export so that we can reive the report monthly and see who needs help to get back on track or recertified.   ...read more

If I want a certain property to be visible in the card view in 1 pipeline but not in the other, then I cannot. For example, in our customer service pipeline, the ticket descriptions are long and so they don't want them to show up in the card view. In my operations pipeline, it is crucial that I be able to distinguish between different kinds of cards quickly without having to click on each on, scroll down, etc. Fine if I have 10 tickets, but what if I have 50? I changed the property view in 1 pipeline and it created a mess in the CS pipeline.    Please work these kinds of basic UX features into your feature development when develop in the first place instead of retroactively. So many aspects of the HubSpot experience seem to be poorly conceptualized from the user perspective.   Thank you!  ...read more

I am unable to get mentions to work in Snippets. I put the @name but it doesn't seem to have worked. I even did it as a link. Is it not available? Or am I doing something wrong? I want the note to mention/ping someone so they don't miss it. Thanks! ...read more

Who: Salesreps Goal: Efficiently and quickly add documents from the CRM to a 1:1 email.  The ability to filter by favorites would be an added bonus.    ...read more