Great minds think alike

Looking to create a report using the create date of a property or date the property is changed, which can be found in the history of the property, as one of the metrics for the report.    A report that will give me the number of deals that were changed to "Deal Stage #5" on that day or in a specific date range. Also, want to filter it based on another property similar to HubSpot Owner that shows the number of deals each person moved to "Deal Stage #5" in a specific date range. Also could possibly base it off of the date a property is filled out rather than the date the deal stage is changed.   Have been working with HubSpot Support team but would love some help if anyone has ideas of how to do this based on the history of a property or has another possible workaround.  ...read more

The ability to have a global setting in which we could set working hours for our support team who is using ServiceHub. This would allow us to drive workflows and autoresponders for tickets and conversations submitted outside of working hours. It would also allow us to obtain a higher degree of accuracy for our analytics. Example: Average Time to Respond Over Time, Average Time to Close, Average Time to Respond all are taking into account the weekend. We need the ability to pull the tickets that are submitted over the weekend or holidays (outside working ours) to start the time attributed to that ticket once we are inside of working hours. Example: working hours are M-F 8am-5pm. A ticket is submitted at 7:30pm on Friday. The counters on that ticket should not start until 8am on Monday when our team is back working again. Currently, we have data that is showing subpar response times.   ...read more

One of the ways that we generate other traffic to our social media pages is by tagging the various locations that we have events at. Currently, Hubspot doesn't allow us to tag locations when we preschedule posts through the platform. ...read more

Allow a new condition in lists/workflows that compares different properties. One example it can help with is to automatically find who is the primary contact for a company.   You could do it in a workflow like this: IF Contact Email is equal to Company Email  THEN set contact property Primary Contact to YES.   ...read more

On a form, there is a field with two different responses, which helps to determine the ideal customer. It is very important to have the feature to redirect a visitor to separate thank you pages based on the response. To B2B customers, we sell our products directly but to B2C customers, we redirect them to e-commerce channels (such as eBay or Amazon). In this case, both the types of customers are important. We can use one landing page and form to target both types of audiences to promote the product but redirect them to the relevant offer/content based on the response.   ...read more

Our sales team has switched over to using the Sales Pro Document tool to send document links to their clients via email. This is a really great tool however, outside of the document view window it's not possible to extract names and create a list and workflow of those who have viewed your documents. This prevents us from adding contacts to lists, campaigns and the ability to communicate with these clients based on their specific interactions.   Thank you! ...read more

Our company's main currency is $AUD but we also do some business in New Zealand. I have added the NZ currency option, but was surprised that it asked me to manually configure the conversion rate.  It would be quite simple to link the conversion rate to automatically update the current exchange rate.  Are Hubspot able to link the currency to auto-update like Xero does? Could you add this to your list of requested features for the next update? ...read more

Hey   So this new tool to suggest a few times... I would love if we were told they clicked the time and booked in.   If you could replicate how it works with calendar link that would be sick ...read more

Our Sales team would like to be able to filter Deals by Products related to the Deal.   Today we use (probably too many) Deal Stages/Pipelines to distinguish which product someone is interested in purchasing. This way of tracking products seems duplicative now that HubSpot has the Product object on Deals.   Ideally, Marketing would also love to be able to trigger workflows, build smart lists based on Products. (For example, if a contact is associated to a Deal with Product X, and the Deal Stage is "Closed Won", trigger an onboarding nurture series relevant to Product X.) ...read more