クリエイティブな才能を開花させよう

Create a notification so the contact person receives an alert/notification every time a lead/customer clicks a link in the body of an email sent by the Sales team.   A good application is when we send a proposal as a link via email. We'll know if the lead/customer clicks on the proposal and can better target our efforts. ...その他を表示

It would be incredibly helpful to have a dedicated dashboard for workflow performance for metrics such as: Workflow Enrollment Over Time: I need a way to track how many contacts are enrolling in a specific workflow each day, week, or month. Workflow Goal Conversion: It would be incredibly helpful to report on the percentage of enrolled contacts who actually meet the workflow's goal. This is a critical metric for understanding success. Email Performance in Workflows: We need to see key email metrics (opens, clicks, bounces, etc.) for emails sent specifically from a given workflow. Workflow Funnel / Drop-off Analysis: A visual funnel or report that shows the progress of contacts through a multi-step workflow would be amazing. This would help us identify exactly where contacts are dropping off. Thank you! ...その他を表示

It would be helpful to be able to falg products as active/inactive and then have this flow through to allow super admin to prevent certain products from showing in the add line items function on deals.   We get around this using two properties we added to house Business Unit and Status. We then created a view for each Business Unit we have and filtered the view on active products so that we can teach our team to only add line items using the view for their Busines Unit.   However its not a physical control and quite weak. Most other ERP level platforms have far more sophisticated produt management and pric book options then HubSpot. The lack of direct corelation or reconciliation between a deal amount and the quote for example is another weakness. Your deal pipe and forecast can be / are set by the deal amount yet the quote which drives an invoice is unrelated. This means we could be invoicing different amounts to what our pipeline knows about.   THere are many other improvements but for now the ability to control a status of a product and then manage a permission to allow certain status to appear on certain line item add tools would be helpeful. Even better if we could link with team, permission set, pipeline acess mapped to different product sets etc.....   Thanks for taking this into consideration.   Justin ...その他を表示

Please add a column to the URL Redirects page that shows the last updated at date/time, and allow sorting based on this timestamp. It would make it so much easier to find recent additions, and be able to purge the older obsolete ones. ...その他を表示

I’d like to submit a feature request regarding subscription billing functionality in HubSpot. Currently, once a subscription is created with manual payments(which is the only option on first invoicing), there is no way to convert it to automatic payments, even after a client’s payment method has been securely stored and the client has selected the check box to secure and charge future payments. This creates a major bottleneck for agencies like mine who are trying to streamline recurring billing processes. I recently created over 25 subscriptions, expecting to be able to toggle to auto-pay once payment methods were saved. Instead, I now have to: Cancel each manual subscription. Avoid triggering client confusion with cancel notification (which currently is not possible per your chat support). Send a new invoice to collect a stored payment method. Which is already a functionality within subscriptions. Recreate each subscription from scratch with automatic billing enabled. This not only triples the amount of work, but HubSpot does not currently offer any option to suppress or manage the cancellation notice sent to clients during this process. Then cancel all the subscriptions. This creates unnecessary confusion for customers, many of whom may assume they are being dropped or charged incorrectly. My only option is to update each subscription payment contact to my email. I’ve used other CRM systems, including Vendasta (also Stripe-integrated), which do allow users to: Convert manual subscriptions to automatic with stored payment methods Suppress or customize cancellation notices when subscriptions must be edited or reissued Automatic Payment from the first invoice These features were instrumental in maintaining client trust and reducing administrative burden. Feature requests: Enable toggling between manual and automatic subscription billing when a valid stored payment method exists. Provide a way to disable or customize subscription cancellation notifications when canceling and re-creating subscriptions as part of standard workflows. These enhancements would significantly reduce billing friction and improve the client experience across the board. Please note that the same box that must be checked in Payment links is already in subscriptions, so we just need to be able to toggle on automatic payments.  ...その他を表示

Currently, when an email is BCC'd to HubSpot using a team email address, the activity is always attributed to the user who originally connected the team email account — not the actual sender of the email. This creates confusion in activity timelines and reporting, especially in shared inbox environments where multiple users send emails from the same team address. It would be very helpful if HubSpot could recognize and attribute the activity to the actual user who initiated the email (even if it's sent from a shared/team address), particularly when using BCC logging. This would improve tracking accuracy and ensure that activities are assigned to the right person. ...その他を表示

Hi team, posting this on behalf of a customer.   It's great that there is now a CRM backup option in HubSpot where there's a settings page to create and review backups, as well as restore from backups.   That said, the backups expire after 14 days, where they then disappear from the list.    It would be ideal if the backup settings lists out all backups (active & expired) for historical reference, especially since some customers need to see a log for compliance purposes. ...その他を表示

The new lead scoring tool looks nice, but is not suitable for Professional Hub.  The removal of the HubSpot Score property will cause major issues for everyone using Marketing Professional Hub. The replacement lead scoring tool requires Enterprise for essential functionalities such as frequency settings. All our customers work with Professional, meaning basic actions like tracking the number of page visits and opened marketing emails will no longer be possible. Additionally, you can't use AND/OR logic, such as: "Less than 5 page visits AND more than 3 emails opened." This significantly limits lead scoring capabilities and makes HubSpot a less attractive platform. Also in the Professional Hub is the score limit maximum 100 points.  I am deeply concerned about the direction HubSpot is taking with recent feature changes and price increases. Essential tools are increasingly being moved to more expensive packages or different hubs, forcing SMBs and smaller organizations to incur additional costs. I would like to keep the HubSpot Score property until this is fixed for the Professional Hubs. I can't select the Idea category Lead scoring, so I dropt it in Marketing Reporting. Kind regards,  Leanne ...その他を表示

There should be an option to customize the meeting scheduler link text. Now it is "Schedule some time with me" . Which is very informal. Dear hubspot team. Please fix this issue. So that we don't have to miss out on an important feature over some text.   Thanks in advance. ...その他を表示