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It would be amazing to have task-based workflows!   We have various things generating tasks - especially sequences. Task queues don't solve every problem - and many situations are more nuanced. As a result, tasks have become more cumbersome to manage - costing our team time rather than helping us save time when getting things done.   Would be AMAZING to have task-based workflows that: trigger when things happen to tasks to create actions and automation in other areas of HubSpot take action like making edits to tasks that have been created by users or through other means of automation (workflows + sequences)   This would allow us to assign or reassign tasks, edit other task properties, and even delete/complete tasks, all based on numerous conditions across HubSpot. ... Exibir mais

It happens frequenly enough for us where we have two different deals for a single deal. Either because we're working through a partner or a deal has gone stale enough where it makes sense to create a new deal for them (from a commission perspect for our SDRs). It would be really helpful to be able to merge deals.   Additionally, there could be a drop down form when merging deals to indicate which parts of the deals you want to keep when there is overlap. ... Exibir mais

    linked to these Forume messages, but no duplictates in the IDEA Forum:    I need to be able to respond to instagram messages via my Hubspot account.   Can you please look into utilizing the FB Business Manager API, to also integrate the Instagram Chat Messages.    I would like to be able to respond to those messages, in the same way, as I do with Facebook Messenger through HubSpot.    Hope this is being considered, and expanding the current beta chat scope.      FB Chat Beta: https://community.hubspot.com/t5/HubSpot-Ideas/Integrate-Facebook-Messenger-with-Conversations/idi-p/204375   Instgram Chat from Acedemy:  https://community.hubspot.com/t5/Academy-Learning-Center-Support/Answering-instagram-messages/m-p/273318 ... Exibir mais

We work though lots of tickets with our customers. They rely heavily on the customer portal for working tickets. They want a timestamp to know how quickly responses are being recived and given back and forth. Currently it only gives dates..... not good enough. We want TIME stamps on the messages within the customer portal as well. ... Exibir mais

I use HubSpots workflows a ton and viewing their success/failures more easily, like in a dashboard, would be great. I have MQL and SQL workflows that run regularly and also create them for large events we exhibit at and it would be great to more readily see their results and determine which workflows/emails need the most optimization.  ... Exibir mais

I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM.   I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' trigger sequence 'Y' ... Exibir mais

Currently, there is no functionality to post Reels or Stories to Instagram from HubSpot. This is extremely important as Instagram continues to transition to a heavily video content platform. Are you looking into implementing this feature anytime soon? If so, when? ... Exibir mais

I was disappointed to see that I can't do an A/B test in an automated email: https://knowledge.hubspot.com/articles/kcs_article/email/how-to-create-an-a-b-test-email   Marketo (a HubSpot competitor) allows this functionality. Can you add this to the product sometime? It's particularly helpful with a Welcome email sequence which is key to on-boarding new customers. ... Exibir mais

Some businesses benefit from entering 2 different email addresses for a single contact. For now, they create a custom property "secondary email", but if someone fills in a form with this secondary email, they have to manually merge the contact every time. ... Exibir mais