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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).  ... Mostrar más

In the Forecast tool, users can select Deals and click "Submit Forecast" to submit a forecast for the total sum of those deal amounts. Sales leadership needs to see exactly which deals were included in their users' individual forecast submissions. To accomplish that now, forecast users have to copy and paste deal names and other data into their forecast submission notes, an unnecessarily manual and time-consuming process, especially for users who update forecasts on a frequent basis, such as weekly.   Depending on the team's forecasting process, the Forecast Category methodology alone may not solve for this. Instead, it would be helpful if when deals are selected for use in a forecast submission, HubSpot retains a list of those deals, automatically adds them to the forecast notes for that submission or a new section on the forecast submission tool - "Included Deals" - and provides a direct link to the included deals so users don't have to manually replicate that information and sales leadership can quickly and easily navigate to deals included in user-submitted forecasts. ... Mostrar más

Hey everyone,   The new Help Desk feature from HubSpot, currently in beta, is a fantastic initiative for streamlining the handling of incoming emails and chats by merging tickets and the conversation inbox into a single, more efficient channel.   However, based on the current beta requirements, it appears this feature will be restricted to paid Service seats, which we anticipate could become a significant issue for many users as not everyone involved in replying to tickets and conversations will have a paid Service seat. This leads to a disparity in experience and organization between the two types of users, which is far from ideal.   If HubSpot insists on implementing this as a paid seat feature, we strongly suggest providing an option to allow accounts to opt out of this new experience. This would help maintain a unified support experience for all our users. ... Mostrar más

Any chance we could get an "Export" button on the marketing campaign budget tab UI? ... Mostrar más

Would be nice for the system to vary the time sent on subsequent emails in a sequence.  Sending them at the exact same time during the sequence triggers the recipient that this is an automated email.  ... Mostrar más

Hey HubSpot,   Your campaigns tool is pretty neat-- we'd love to also associate knowledge base articles to a campaign so we can measure influence on out clients! (Deals revenue etc. .!)    Thank you! ... Mostrar más

Hello, it would be great is the CALENDAR to schedule appointments were available via the mobile app.  Currently, it is only available on PC ... Mostrar más

Hi,   We use Salesforce dynamic lightning pages and unfortunatly HubSpot Visualforce window is not available for it. Therefore we can't show Hubspot data on Salesforce lead/contact view. Currently it's available only for Salesforce page layouts (which are older than dynamic lightning pages) for classic and Lighting experience according to this knowledge base It will be great to have this option developed for Salesforce dynamic lightning pages.   Nitsan ... Mostrar más

Hi Team,   I am happy to report the new editing access rights dependant on stage in the deal pipelines is a much appreciated addition to Hubspot but would be great if it woul dbe great if this was added to the ticket pipelines. ... Mostrar más