Great minds think alike

It would be really good to have conditional logic on Playbooks, where if on question one the rep selects option A it displays question 2, if they select option B it jumps to question 3 etc. We have a wide variety of enquiries coming into Customer Service and Playbooks could be really beneficial to them, but at the moment I would either have to create multiple playbooks or have questions in there that are irrelevant for certain enquiries. This could also be useful to sales reps as well, particularly if there are product-dependent questions they need to ask. ...read more

When you're in the Help Desk responding/managing tickets, you will often get requests for things you'll need to do for a customer. Easily creating a task within this view seems rather basic and obvious. I feel like I often find these kinds of missed opportunities. It's almost as if whoever designed the UI didn't take a few extra moments to think of how the user will actually use it (as opposed to how to design it for the user).  ...read more

It would be great if HubSpot allows users to upload a file when creating a new record via internal forms. I tried uploading a file through the "Create Deal" form, but even when a custom property with the "file upload" field was added to the form, the field only accepts text input and there is no option to upload files.    At this point in time, the only way to do this is to attach a file to the deal record after it is created. However, this involves a few additional steps and it would be a lot more user-friendly if we could upload files directly to the deal record through the internal "create deal" form.  ...read more

HubSpot recently released a great new feature for redirecting to a Meetings scheduling pages from a Form submission. It's now possible to send prospects straight through to a Meetings link page if their form responses meet certain criteria. However, it's not possible to group multiple conditions together, eg Job title is "executive" AND Mobile phone number is known. We have multiple criteria for designating leads as MQLs, so without this option our Marketing team is unable to use this tool effectively to route MQLs (and only MQLs) directly to our SDR team's booking links. It's important for us to protect the SDRs' calendars and only allow prospects who meet all of the MQL criteria to book meetings directly in their calendars. This leaves us reliant on third party tools (eg Chili Piper) that have this functionality. ...read more

A type of property validation rule with regular expressions would make it possible to go further and validate fields directly with the correct values.   ...read more

Perhaps I'm just missing the functionality, but with the new CTA tool (I love the freedom of design and some of the new power), I can no longer create smart versions, nor A/B test things like color or copy. Can those be brought back?    ...read more

The Data Validation rules are a nice touch but the fact they can only be set for custom properties is very limiting. The goal is to let us set character limits and other validations for these properties since they're often the most used.    This will add a lot of value for integrations where the system being integrated with has some of these hardset validation rules.    The biggest example is the Title property for Contacts. The ERP system we integrate with has a set limit of 40 characters.      ...read more

Without naming any names, your customer service is better than any VOIP provider I've ever dealt with.   The integrations they build for HubSpot are clunky, and I wish everyone the best of luck getting help from them to troubleshoot problems with their integrations.   We're logging the calls in HubSpot anyway. We're using these other services out of necessity.   If HubSpot offered IVR and auto-receptionist support, there would be no need to use these other service providers for calling. ...read more

Presently there are generally 2 options for the cookie banner. Opt-in or accept all. This doesn't come close to covering the breadth of global cookie regulations and basically forces us, if we want to be completely legal, to make everyone in the world opt-in for cookies when that isn't necessary.    We need the ability for people to opt-out. There should be an option to add a decline button and a preferences link to the notification banner when you aren't requiring opt-in. You should also be able to add a preferences link under "do not sell or share" per CCPA requirements. It appears to me that the general functionality exists, we just need to be able to access the preferences, with the default set to accepted instead of declined, and then have a way to add the correct buttons to the banner and the footer of our pages.  ...read more