Great minds think alike

Very often customers miss NPS email (vacation or busy or anything). When I can send any other email repeatedly, I can only send NPS once and then set it to recurring. I want to be able to send a reminder within a few days to people who missed the original NPS survey! ...read more

Workflows on the company and deal level can push slack notifications to certain channels or users but we are unable to trigger a slack notification in a contact level workflow. Will this integration get added to the contact level?   A simple example of this is: Contact X has a date field called "Date of Birth" that we want to center our workflow on. The workflow was built on the contact level and centers on this date successfully. However, when we go to choose the action that we want to happen on that date, we are unable to send a slack message - only tasks, emails, etc.    Related posts: https://community.hubspot.com/t5/HubSpot-Ideas/Slack-integration-using-contact-properties/idi-p/276591 Mentioned here as well: https://community.hubspot.com/t5/Sales-Integrations/Hubspot-Slack-Integration/m-p/258610 ...read more

You can't use a Smart Rule on an image and in the new drag and drop platform you cannot drop an image into rich text---heard you can in the classic editor though. We are an association and blurbs like "Join Now" I don't want to show to our Members. And while I can accomplish this with just a rich text block, the Join Now message is more dynamic when paired with an image.  ...read more

We have a sales cadence that is meant to automate the space between contacting leads. We need the cadence to be based on business days instead of calendar days. Weekends screw up the spacing between calls.  ...read more

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. ...read more

I would like to be able to have a secondary contact number for clients, either a cell phone option or direct number as a backup to an office number with ext option.  ...read more

The Deal Workflow currently only has two ways to update a Date Property: Static Date - a Fixed Date Date of Step - Date when the action was executed Ask: To be able to update Deal Date properties dynamically in a Workflow, where the close date, start date & end date of a deal will automatically update when a date is in the past. For instance, update a Deal Date property to "20 days from today's date" or "last wednesdays in the month".  These dates should be set immediately and not on the date the action is executed.   Example: Today is 5/16. And there is an active deal with a close date of 5/15, a start date of 6/1 and an end date of 10/1, dates should be  dynamically and immediately updated to 1-month out from those original dates through the Workflow. So now close date is now 6/15, start date is 7/1, and end date is 11/1. ...read more

There should be an option to change the placement setting of the support chatbox.   A couple of options to move it on the left side of the screen or even have it floating on the right side can be beneficial as the bottom of the screen is prime screen real estate.  Best, Shashank ...read more