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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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I started using the Live Chat and Bot tools (awesome). Here are some ideas based on features I've used elsewhere that would make these two tools better. 1) Delay timers: These could be used throughout the live chat + chatbot, for example, options for setting timer delay before the welcome message appears and the ability to set delay timers before prompts or bot responses. 2) More colour change options: for example, the chat icon is only dark grey, we can't make a 2 colour custom gradient, can't add a background colour to bot response lists (so if I use light colours the text is impossible to read on those list buttons). 3) Reply via email: Currently, when the bot sends us an email, we can't reply to that email to respond to the chat/ticket, if we could it would be more efficient. 4) Disabling welcome message: Currently, the chatbot is text heavy as we have to use the live chats welcome message and then the bots first instead of using the Bots first message. 5) Capturing/storing more than one item per a bot message: Currently, we can only save one item per a message, i.e name, it would be a good idea to be able to capture more than one item per a message. 6) Drag and drop interface for the chatbot creation: Something to think about in the product roadmap is the interface, would be good if it had a drop and drop ability along with options to clone or link a child message to multiple parent messages but with arrows. Similar to wireframing tools.
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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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While raw form submission data can be exported in the HubSpot app, it is not accessible via the Forms API.
Developer Forum discussions like this reveal that users want a way to retrieve the properties and values contacts submit on a per-form basis.
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The Stripe integration currently only supports one time payments. It should also support recurring payments so it can be used for Quotes that include Products with recurring payments.
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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 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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Basic CRM functionality missing. Need to do a keyword search.
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Sometime a deal isn't lost, but saying it has a 10% win percentage chance is an overstatement. We have many deals in a long-term follow up stage that should be 0% chance of closing, realistically, to prevent them from clogging up our reporting.
Possibile solutions:
- Add 0% as an option to the dropdown used to assign win probability to a deal stage
- Allow custom numbers to be entered instead of the fixed 10%, 20%, etc. tiers
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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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