Would love to have a report showing the usage of a specific template by salesrep.  This allows us to see who is using (and more importantly who is not using) a specific template.  Icing on the cake would be to also include open and click rates as columns in that report. ... View more

Sometimes clients send one email but within the email there are multiple issues that need to be handled by different teams (i.e. a billing related issue and a technical product related issue). It would be great if we could do one or both of the following things: Split this single Conversation into 2 different Conversations, possibly by highlighting a portion of the Convresation/email and then somehow break that highlighted part out into it's own Conversation. This would allow us to respond/handle a more simple issue on it's own, while handling a more complex issue differently. It would also allow for the seperate Conversations to be associated to different Tickets, which could be handled by different teams. Create Multiple Tickets from a Single Conversation. You can already associate a single Conversation to multiple Tickets from within a Contact or Company record, and you can create one Ticket from within the Conversation. If a single Conversation needs to be associated with 2, newly created Tickets, you can create the first one via the Inbox but have to create the 2nd Ticket by going to the Company, Contact or Pipeline and then go to the Company or Contact record to associate the Conversation to that 2nd, newly created Ticket ... View more

Hello- I would really enjoy a feature where you could simply color code an entire company/contact. This could either be just the name or the entire overview of the company/contact. What I want is to tell if a company/contact is a CURRENT customer- within 1 second of opening the company/contact. This would be wildly beneficial to my team as we have many paying customers mixed in with prospects. I do realize there is a "type" property as well as the ability to create new properties, but it would be harder to miss if there was a blatant color. Thank you for this consideration.  ... View more

Currently it is possible to filter a report by when a deal enters a particular deal stage, however this is limited to a single pipeline per chart.   It is also limited to a single stage jump. My company's pipelines are setup to move from stage "Quote Required" to "Quote Delivered - no influence" or "Quote Delivered - significant influence".   It would be useful for the report to list either (OR) movement but is limited to filter using the AND operator, which would present zero results as no deal does both movements.   Filtering based on "Modified By" isn't so helpful because deals are modified based on various critera, not just moving between deal stages.   The new Beta custom report builder felt like it was getting closer but is still missing having the various Deal Stage Entered properties available to select on the left. ... View more

I noticed when viewing a record in  Hubspot the attachments are not numbered in the same way that the other asssociated records are on the right sidebar (see attachment). This makes you think there are no attachments listed and is a poor UX. Can we have the number of attachments added to the heading of the 'attachment' card on record?  ... View more

Hello,   My particular need : I would like to be able to add 7 days to a date property (Deal property) in a contact based Workflow first activated by a form submission.   Today, in the choices, it's only possible to put the current date on a property, or to insert a waiting step of 7 days to finally change the date. In my case, I need that the change on the property date happens now.     ... View more

Dear team! Our company is wishing for a property which shows the number of opens and clicks for the last marketing email sent to a contact. We would like to use this as an enrollment trigger for workflows. The two properties (marketing email opens & marketing email clicks) should be reset to 0 for every new marketing email sent to a contact and increase whenever the contact opens/clicks this last marketing email sent. A simple check whether a person opened or clicked the last marketing email at least once would not be enough for our purposes and the API workaround would also be quite big, so I'd be glad if you could help us out!   Best regards, Janica ... View more

Hello,    I am currently organising a webinar on Zoom, but I want people to register only on my Hubspot form, so I tried to turn off the "registration required" on Zoom. But by doing this, the workflow creating the contacts in Zoom is not working anymore, unless the "registration required" is turned on on Zoom. But if "registration required" is turned on, when the attendees click on webinar join link, they have to fill an other registration form from Zoom who enables access to the webinar. Double form then.   Unfortunately the Support team confirmed that there is no workaround to this problem. So there is no consistency because people need to fill in a form first on Hubspot and then on Zoom.   I would like to submit this idea, maybe there is  something to do about this in the future, I am sure that Zoom and Hubspot can find a solution and avoid frustration to clients who are organising webinars using these 2 plateforms.    Thank you very much. Kind regards, Valentina ... View more

One of the most important and overlooked features of a good sales process is having the material and the entire sales process in the local language of the prospect.    As of now, the quotes feature is only available in HubSpot's default languages, and the static texts are not translatable. This makes the entire feature pretty much unusable in all languages that are not default languages on HubSpot (e.g. Finnish).   What I'm looking for is a manually translatable Quotes template, where each section in the quotes template can be translated and edited separately.  ... View more