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In my place of work, we recieved multiple different emails from one customer containing important information, all of which pertains to one ticket. Is there any way for me to combine all of these tickets into one main ticket that will then be built on by all future emails?
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Communicate with your website visitors in the mobile apps. This is something we're currently looking into. If you've any ideas on how you'd like this to work let us know!
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I am carrying this idea just over from the old HubSpot ideas plattform:
Here (with a great suggestion on implemenation)
And here
"Many (if not all) of our clients need the ability to attribute multiple owners to Contacts, Companies and Deals in the CRM."
"In our case we have multiple people working on the same deal. Currently all I can do is filter the deals by the hubspot owner but I would love to be able to track the ROI of individual salesmen but I get incomplete data right now because they might have worked on part of a quote that was assign to someone else because we cant add multiple users."
The problem shows up when you set users so that they can only see their assigned contacts and unassigned contacts.
The current workarounds (not setting a user or just not working in a team) are... less than satisfactory. It would be great to hear when this change comes.
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It's challenging to keep the Messages app open all the time in my browser. It would be amazing if I could be notified of new chats in Slack.
Even better would be the ability to hold the entire conversation right in Slack, with the option to switch over to the CRM.
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Need an option to limit the email logging to a specific deal associated to a contact rather than all deals. When you have an account where you do multiple deals every email associate to the domain goes into every single deal.
Another aspect of this through parent-child relationships and allowing deals to be associated with one child so that the email can be logged appropriately.
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Would be great to be able to have a native e-signature function for the new quotes add-on for Sales Pro. Currently the quote add-on allows for the addition of a signature, however, it forces the end user to print and sign and then scan and resend. Another option would be to download it and sign it via Adobe and send back.
It is counter-intuitive to deliver a quote via the web (URL link). Yet require a wet signature.
Adding the E-signature portion to the quote AND allowing for that completed document to be delivered back into HubSpot would allow our sales team to bring the sales cycle to completion with a legally binding contract.
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We use the CRM for the German market and unfortunately HubSpot Insights pulls a lot of incorrect data on the company records. In order to avoid manual fixes by our sales team every time a new contact is created, it would be great to have the option to turn this feature off.
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Using Command+K and then Command+V to easily paste a hyperlink onto selected text is common practice for web writing. With HubSpot's new process for adding hyperlinks, you have to manually select your option (such as "URL") from a drop-down menu before you can paste the URL. This adds an added layer of complication to something that used to be so easy. I suggest HubSpot remove this unnecessary drop-down menu.
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It could be nice to have a possibility to open/expand the chat window by clicking on a custom button. Plenty of people would like to have (and need) this option.
You can also see this topic: https://community.hubspot.com/t5/Content-Design-Questions/Chat-Messages-custom-button-open-chat-window/m-p/175888#M4542
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We need the ability to automatically associate deals with contacts/companies during the import process.
We have thousands of deals that have been completed for the current year. Our service is provided on an annual basis. We need the ability to create new deals that incorporate some properties from our completed deals in the prior year. It appears this is easy, as we can export our completed deals, make the necessary changes in Excel, and them re-import into HubSpot.
However, there is not currently the ability to automatically associate the imported deals with their contacts/companies. Doing this manually in not a viable option due to the high number of deals.
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