Great minds think alike

I'd like to be able to create custom meeting outcomes. We have clients who want to track events, attendance, and other event-related information, but do not want to integrate with a third-party event tool. HubSpot provides almost everything we would want to do, but we are limited by the out of the box meeting outcomes.  ...read more

This is a popular integration on other CRM platforms and is a great selling point as more companies adopt Adobe Acrobat Sign into their tech stack. I'd love to see it natively integrated into HubSpot. ...read more

Hi,   I created a report that used cross reporting across contacts and companies, and within the report I can add a date filter.    However, when I add it to my sales dashboard, the date filter for the whole dashboard doesn't seem to affect that particular report.   So, for now, I need to manually change the date range each time. How can we get the cross-object report to change data automatically on the dashboards? ...read more

Please upvote this idea! Current Hubspot scoring is severally lacking compared to its competitors. Hubspots scoring issues are so large that I would strongly warn anyone from choosing Hubspot until they fixed how they score Contacts.   1.) Allow the Hubspot Score to be completely be reset. Right now you can only give negative criteria which causes a bunch of different issues.   2.) Make it possible for new scoring rules, or changes to existing scoring rules, only effect Contacts going forward. If you change a lead scoring criteria, it will retroactively update all your records. If you have any sort of automation associated with the Lead Scoring, such as a head off process from Marketing to Sales, this causes a huge nightmare. Scoring changes should occur FREQUENTLY based on feedback from Sales or conversion analytics. Right now its very difficult to make any changes to scoring because of this limitation.   3.) Show scoring for individual line items within the Contact's Detail Screen and within the Hubspot / Salesforce Visualforce component. Having to "Test" a Contact against your scoring rules is time consuming and inefficient. No one wants to scroll through a giant list of criteria to see if a specific Contact meets a criteria.    4.) Change the way scoring occurs so more generic rules can be set. If you have a new Webinar, whitepaper, etc you're basically forced to create an entire new scoring rule for that specific campaign. You could do it based on a "Type" of campaign or some other Salesforce field, but then you face the issue of creating separate rules for every time the Contact meets the criteria. For example say you have a rule that says if Type = Webinar, give the Contact 10 points... well that works for the first time they meet the criteria. If you want them to be scored for each time they watch a new webinar based on a type field, you're forced to duplicate the scoring rule and specify that they've watched a webinar 2 or more times. The same goes for email clicks. If you want a Contact to be scored for every email click, and not just the first time they meet the criteria, you will have to duplicate the rule out several times and specify within the rule that they've clicked a link at least 2+ times.   These are just a few of the major issues I've faced when creating a scoring process within Hubspot. It needs a lot of work. ...read more

We have specific use cases where conversations/tickets are assigned to specific members on the team based on the region where the contact is located.    We are able to successfully reassign tickets based on contact/company properties BUT are limited to just the standard conversation assignment for our inbox. It would be AMAZING to either assign conversations based on the ticket owner (https://community.hubspot.com/t5/HubSpot-Ideas/Assign-Ticket-Owner-to-Associated-Conversation/idi-p/269373) OR be able to assign owner within the workflow.    Currently the workflow automation for conversations is VERY limiting and preventing us from using automation to maximze our team.    ...read more

We frequently need to get in touch with the primary contact at one of our customers. In HubSpot, there is no way to identify who this is among the many contacts we have in HS for that organization.   Even HubSpot recognizes the importance of this for your own use, as our Account & Billing page includes a required drop-down field for HubSpot primary point of contact.  Ironic, huh?   Please add a new Company field type, which would allow us to pick from a list of contacts at that Company. This could either be a dedicated Point of Contact field or perhaps just a more generic field that lets you pick from a list of contacts (I'd probably do the latter).     ...read more

It would be great if there was an option to integrate the live chat tool into my own mobile app.  I'm helping manage the process of building an app for my company and need a troubleshooting/chat feature.  Rather than coding the whole thing up, I was thinking about how nice Hubspot's live chat feature is on our website and thought it would be perfect for our mobile app as well.  Unfortunately, it doesn't look like there are any API's/SDK's to integrate into other mobile apps for now. ...read more

Please create the ability in the Chat tool to add a post-chat survey where I can configure the questions. There should be a mix of options for the question field type to set up the survey i.e. Dropdown, Stars, text box, etc.    Something like this (very basic example).   This is much more powerful and will have significantly higher response rates than getting feedback after the ticket is closed by sending the survey via email. Also included in this feature should be that if there was a contact associated with the chat, the survey results should be saved in their account, and in the reporting area of hubspot, I should be able to get reports based on these survey results.  ...read more

Our product catalogue in Hubspot is growing and becoming more complicated. Currently our ability to organize this list is very limited, basically just folders and sorting alphabetically.    It would save our team a ton of time to be able to have more control over searching for products when creating deals, such as an advanced search and/or being able to filter products based on product properties.  ...read more