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The ability to tag deals is very useful, but I feel the ability to report on these tags has been overlooked. You are able to filter by them, but what would be great is to generate reports on these. For example: to feedback to stakeholders how many deals there are with certain tags for teams to manage their priorities from the dashboard when picking up/progressing deals ... Mostrar más

The Slack integration includes what seems to be everything except contact properties. We would like to be able to have a channel slack notification go out when there is a form submission that updates specific contact properties. The workaround now is to create a deal from the contact property update and then use that deal to trigger the slack message. Since not all form submissions require/need a deal created, this workaround makes our deal pipelines cluttered to simply get our channel notification set up. Not sure why it was decided to not include contact properties but it seems like a big miss with the usability of this integration. ... Mostrar más

The ability to share specific dashboards with specific teams or users. As any company, we have access rights to information as well as programs.  Currently, anyone in the company can see all shared dashboards, unless I keep them private, or I would have to create personal dashboards on each users pc and also manage those dashboards from the user's physical pc/account with any future changes or updates.  This has become an issue here within the ranks because, in essence, a temp employee can see the same information our CEO can see. Thank you for all your support and future upgrades.    ... Mostrar más

We would love to be able to pull a report on our campaigns. For example, we have a campaign that is linked to several webpages. We wanted to pull a report for that campaign that has the traffic info, website visits, clicks, etc. for each individual page in one report instead of having to click into each individual page.  ... Mostrar más

When creating a task it would be great to be able to associate multiple companies and multiple contacts with the task. At the moment it only allows you to associate one contact and one company with a task. The only way to do it currently is to create separate tasks and tag each company so the task appears on more than one company's timeline. This would be helpful as I deal with advertising/marketing agencies and their client so would like to be able to tag both the advertising agency and the client in tasks as well as multiple contacts. This way the task will appear on all timelines. Thanks. ... Mostrar más

Users don't have the choice to select which kind of cookies they want to accept (e.g., “Necessary", “Performance” or “Marketing”).  It would be great to specify the options for which we collect data from the user.   Why would we need it? There has been some news about court decisions in Germany that sharpen the cookie situation (e.g., https://www.heise.de/ct/artikel/Cookies-nur-mit-aktiver-Einwilligung-erlaubt-4783626.html or https://www.e-recht24.de/artikel/datenschutz/12119-bgh-urteil-cookies-einwilligung.html). This might be also the case for other countries soon.   How would it look? Something like http://cookiebot.com/ offers/   ... Mostrar más

Plain and simple, email needs an "undo" option. Sometimes we delete something and realize it would be better to keep it. Or we highllight it to move it but delete rather than cut... you get the idea.  ... Mostrar más

Please add the ability to automatically connect an inbox to the CRM. In other platforms it requires IMAP/SMTP/Inbox credentials to do so. While it would give the platform access to all email, the benefits are tremendous.   First, it automates logging of email by not only matching up against contacts you send email, but also contacts you RECEIVE email from. Every element of correspondence is recorded automatically so there is no possible point of failure.   The second incredibly useful byproduct of this feature is perfectly threaded email in the contact/company view. Viewing one side of the conversation and relying on quoted text is not only difficult but it's nearly impossible to easily track who you're waiting on for followup. For example, I can search our current CRM for all leads that I've sent an email to but haven't received a response. Combined with everything else you have in the CRM, that functionality would make you untouchable as a sales platform. Not to mention creating the ability for an org like ours to stand up the CRM in a day and continue from where we left off with our previous CRM.   Lastly, this functionality allows a new user to have a fully populated CRM to start, as you can (at an administrative level if you wanted) retroactively go through the inbox and find all email associated with those contacts. The very real problem of starting fresh and losing all previous relationship information and correspondence is devastating.   Perhaps opening the API to allow for adding activity would be good enough in the interim, right now there's no way to log activity via API for a contact. ... Mostrar más

As we know, posting playable videos to Facebook is a current best practice when it comes to social media. However, it is currently not possible to seamlessly post videos to social media through HubSpot. Most solutions require posting the video on a third party platform or uploading it to HubSpot's file manager, then posting a link via HubSpot. This method does not result in videos that are playable within the Facebook platform, but instead requires the user to click onto the link to play the video on an external site. Without the ability to post videos and thus use HubSpot's social media tracking and reporting, we find that there is limited utility for HubSpot as far as social media video publishing and scheduling is concerned. An upgrade to the social media publishing tool is sorely needed in order to keep up with the latest social media marketing methodology. ... Mostrar más