Great minds think alike

We do our best to unify our ad tracking data for reporting across all of our ad and promotional platforms. That being said, the HubSpot ad auto-tracking template doesn't provide us with the ability to simply pass the parameters we set up in each of our ad platforms through to the HubSpot "Original Source" and "Latest Source" properties.   We are going end up turning off the ad tracking templates, which is a shame since it seems like the templates could be so much more flexible and powerful if they let clients control what they want to have populated into all of the UTM fields utilizing dynamic capabilities - and capturing ANY Source parameter desired.   Role/Team: this would benefit marketing, analytics, and sales  Goal: the ability for HS clients to choose what gets placed in the Original Source and Latest Source fields Goal: the ability to unify tracking parameters across all platforms, into HubSpot   ...read more

Have a more detailed error message on Feedback Surveys. Currently, if there is a survey error, the only error message the user will receive when trying to save/publish is "Something went wrong. Unable to save changes right now. Please try again" The actual reason could be that a question has the wrong options chosen or an invalid option, however, the error message doesn't reflect this and is confusing to the user what is wrong. It leads users to think there is an error with the HubSpot Survey function itself, rather than a user error, all while not giving the user fair resources to easily correct the problem and move on. ...read more

Logging on behalf of customer:   Need to be able to set different views on cards in tickets for one pipeline only. Just changed a property view and it caused issues for one pipeline but would be very useful for another.   When will it be possible to have further customisation control over this for Ticket card views in different pipelines ? ...read more

Using Command+K and then Command+V to easily paste a hyperlink onto selected text is common practice for web writing. With HubSpot's new process for adding hyperlinks, you have to manually select your option (such as "URL") from a drop-down menu before you can paste the URL. This adds an added layer of complication to something that used to be so easy. I suggest HubSpot remove this unnecessary drop-down menu. ...read more

Hello HubSpot Team!   I'd be happy if you can add a feature of sorting emails by owner (person who created/sent email) ...read more

I’m sure there are many of us who would really appreciate a Hubspot plugin for mailbird. ...read more

A recommended feature that I think our organization and others would benefit from is being able to enable the social auto-publishing to specific blogs vs it being enabled to every blog.  ...read more

Who (what type of role or team) is the feature for? This feature would be most usefull in accounting and billing envirnments where you need to process a-la-carte or delayed-start payments. What is their goal? The goal is to provide a more seamless way to process customer payments for smaller authorized orders without the customer needing to complete a payment link. For signed contracts that don't have a specific start date and you need to manually begin charging. What value will this add? This offers a greater ease of ordering for customers - some may authorize a payment over email or a recorded call. Billing departments have more flexibility for signed agreements with delayed start dates that are variable. Are there examples of other places or products who have this feature? We currently use quickbooks and it allows to save ACH and Credit Card information. PaySimple did similar but we no longer use it. Screenshots, pictures, drawings, process diagrams, are helpful. From Quickbooks: ...read more

I create all the reports for my team. They tell me the data they need, and I create the report. In this example, the report functionality I need is for our COO, Sales Manager, Founder/CEO. They need to be able to understand what sales reps are working on beyond just KPI metrics. They need to be able to see a KPI, like deals, with the relevant notes from the account. The best way to achieve this is by having a notes input on the deal card. This is needed to help them quickly identify problems, recognize the WHY for a deal to be stuck in the stage it's in, and provide relevant coaching. The reason the note input needs be on the deal creation card is because it's easier for sales reps to standardize their process and not click around to multiple places to complete one task - creating a deal. This functionality need to exist and to allow for a report that can pull all of the deals with their notes to be in one table.  The reality is that there is currently no real fuctionality behind getting a notes report for a specific sales activity. "Notes" in a report only pulls for notes attached to sales activities, but only certain sales activeties in an inconsistent way. This isn't helpful as it currently functions and requires two datasets to be pulled - "notes" and "notes body". Notes body is really probelematic in the way that it shoes page formatting rather than the text. The goal of a report isn't to click and click and click and click. It's to see the information in one place in a susinct way, and that isn't possible for notes right now.    In most cases, this isn't a big deal, but when it comes to deals or "leads", notes are invaluable. Simply knowing something is in X stage isn't enough. I need to know a sales rep is stuck, that the contact has ghosted them at the last stage, that the sales rep overcame a ton of objections getting there, etc. etc. etc. In a previous CRM I have used, there was a Leads Open and Close report With Notes.   It laid out the columns in the order of Company, then the Contact, then the Rep, The date the lead was created (deal in Hubspot), and then the Notes. If there we multiple notes or leads associated with the Company, there would be another row rather than it being all stacked. The text in the notes would wrap so that on one page, without having to click or expland, a sales manager could see the entire report.  ...read more