Great minds think alike

At this time, you can only get tracked links with Sales Professional. As a Service Professional user I should be able to see if a customer that is in need of support has clicked a link that I have provided them. This would be to another website, knowledgebase, Video, Document, etc.  Because this is not available, I am unable to tell if a customer has followed my instructions and have to "guess" if they are moving forward and not sitting. This also would allow me to come back with more information and be confident with my second response if they havnt emailed back in a certain amount of time. ...read more

We have separate business units with different departments that use Service Hub (Tech Support Team #1, Tech Support Team #2, Warranty Team #1, Warranty Team #2, General Customer Service, Design Support, etc...). Each team has a specific specialty they serve within our company. However, our customers don't always submit their requests to the correct department. Therefore, our agents/users need the ability to move the ticket into the appropriate pipeline. But in order to give them access to do so, they get full access to the entire pipeline.   It would be nice if we had permissions similar to Objects where we could give a user None, View only, Transfer only, or Edit permissions to a specific pipeline. ...read more

Hello HubSpot Forum,    At this time HubSpot doesnt hold the capability to respond to email threads that have been logged in the system. We had an employee who left the company and we were not able to pick up where she left off in being able to reply to the email thread and providing a smooth transition to the new sales rep. This would be a great feature to be able to reply to an email thread within a logged email. I hope that this suggestion can be taken into consideration and become an added feature in the future.    Thank you!  ...read more

My organization has literally thousands of repeat customers whose orders are virtually identical each time. With our old CRM, we could copy an older order ticket and simply update the newest information into the relevant fields.   Our resident Hubspot expert (who worked with a third party to get it set up last year) doesn't believe there's a way to copy a Hubspot ticket in the same manner. Being able to do so would save a tremendous amount of time, however. Even if each new ticket takes two minutes to fill out, some team members are creating dozens a day and it adds up. ...read more

I would like to be able to share a "snapshpot" of 1-2 reports to a specific Slack channel on a regular basis. Is this currently possible? Idea is to show my SDRs a report twice a day so the whole team can see individual and team processes. Reports are built, Slack integration is enabled, I just cant figure out how to get it to share on a recurring basis without having to screenshot twice a day... Preferably the report should share directly into Slack rather than having a link to hubspot they have to click ...read more

Hi Team! I'm submitting this on a User's behalf.  This user is interested in receiving notifications via SLACK when a social post is published from HubSpot. We also thought that would be important to have other system notifications like when an automated email is sent or a page is published if possible.    Thanks!  ...read more

I was incredibly shocked to find out that even though HubSpot now has Invoices as an Object (yay!), you can only see them in one location...and it's buried. Not only that, I am very confused why you can associate an Invoice with a Contact or Deal, but when you go to that Contact or Deal record, you can't actually see the Invoice.  It would be very helpful to be able to see all the Invoices associated with a Deal or Contact on that record. Also, we should have the ability to automatically associate the Invoice with a record. Right now it's only possible to do that through an integration (with the Contact) or  manually which is incredibly cumbersome. ...read more

To whom it may concern, We are utilizing the HubSpot Line Item function in our deals. We have noticed that the line items populate to "No Value" automatically. We would love to be able to automate this to a value of "0" to give us a baseline to start from rather than having a blank section that reads "No Value" in our reports/dashboards. In addition to this, we are having to manually add up each line item when calculating a deal total. We would love to be able to have this done as we enter in the values for each line item as well. Not having to add up each line item would save our team a tremendous amount of time. Please let us know your thoughts on this as soon as possible. We look forward to hearing your thoughts on these possible future updates within the line item tool. Cheers!  ...read more

We are selling mensual abonnements. Client will have the same abonnement for one year at least. A client can subscribe for couple of year. Let's say that my customer subscribe for plan A during three year and I want to make different price reductions.   Year of subscription Plan Subscribed MRR Reduction MRR Total ARR Total Year 1 Plan A 100€ 20% 80€ 960€ Year 2 Plan A 100€ 10% 90€ 1080€ Year 3 Plan A 100€ - 200€ 1200€   Today, it's written : Annual Total = 4 440 But I want my client to see : Total year 1 =    960€ Total year 2 = 1 080€ Total year 3 = 1 200€ In my forcast category, I know that I will earn : 960€ in Year 1 1 080€ in year 2 1 200€ in year 3 Another idea would be to have different tables or a visual differenciator between year of subscription. ...read more