It would be really nice to be able to filter tasks more granularly and create smart lists or workflow enrollments from this data. For example:   If we wanted to create a list of contacts that have specific tasks completed. This will allow us to either enroll them in additional sequences or workflows etc.   It would be ideal if we can:   Filter & create list of contacts by last task being complete Filter & create list of contacts by first task being complete ... View more

Our Marketing Associates and BDRs use the view in salesforce link for every single new HubSpot submission. This was recently removed and clearly shows that HubSpot isn't supportive of their clients using SFDC. We now have to read the form, go into SFC and type in the name to access the SFDC record. This is really inefficient. One click used to get what we needed. Please bring it back! ... View more

We are creating more and more workflows in HubSpot. Some are just setting some properties here and there, others inform certain users/teams, add to static lists, send external emails etc. what they all have in common is that they use properties/fields where they look up information. For organization and transparency reasons, we would like to see at a glance which properties are in which workflows and vice versa. E.g. we change the name of a custom property we created in the past. Now we need to know in which workflows this property is used to check if the workflows got affected by the change. Having a search option or a list with all properties that are involved in workflows where we can select the property and get the workflow list as a result would be awesome. Besides the workflows this may also be relevant for reporting/dashboards. In general, if the name change of a property is not getting synchronized to all places this could lead to pure chaos. ... View more

Hi there,   We're really fond of the HubSpot feature Prospects tool, but it requires too many resources for us to manually check this site every day.   Therefore it would be awesome if we could enroll Prospects into a Workflow, so it after some certain criteria automatically creates the company and automatically assign that company to a contact owner.   A workflow could be:   1. Enroll Prospect where "Number of page views is greater than 5" 2. Add Company to HubSpot database 3. Set Property "Company Owner" 4. Create task   This workflow would save us a lot of time since we don't have to manually add companies and handpick the ones that we need to contact or look further into.   Kind regards, Emil Jepsen helphouse.io ... View more

Please replace the Chrome Extension with a Gmail Add-on in order to conform with Gmail UI best practices. I love the Add-on sidebar and do not like the way the Chrome Extension lives outside of it.   As noted in this post the screen gets cluttered when an Add-on is open and the HubSpot extension is also open. The current HubSpot implimentation also makes the email unreadable in this same scenario:   Bad Design I would really love to see a proper Gmail Add-on. Thank you! ... View more

We have multiple sales people working on the deals (and contacts) - with quite a few conflicts between them.  We want to make sure on the high-level deal-list - to know who was the last one touching the deal, so not just the last-activity-date - but who did it as well (i.e. who sent the last email to this contact in the deal).  This is required to help better sync between all reps and make sure that no 2 people will touch the same deal in the same time -thus looking BAD to the customers.  This is of course possible if you enter the deal inside, but having lists with tens and more deals in the funnel you need an effective way to go over it. ... View more

It would be great if we could see a list of all meetings booked within the crm overall rather than having to use dashboards / reports. Something similar to the inbox functionality? ... View more

Currently, if a module has been edited at the page-level, those edits take precedence over any changes made to the module's default settings at the template-level. This allows for modules to continue to present the correct information on the pages in which they live, but there are situations in which it would be convenient for users to be able to easily hit a "reset" button on a per-page basis to reset a module to its default settings.    For example, if one were to create a custom module that contained four separate fields and added it to a page, and then subsequently edited that module on the page, but then later decided that the fourth field wasn't necessary and deleted it from the module, that page is still going to display all four fields. In order to update the module on that particular page, you have to remove and re-add it– the tech support old faithful of turning it off and back on again.    It'd be convenient to have a toggle in the module that would allow you to choose to reset the module to its current state in the design manager so that you didn't have to go through the process of removing and re-adding it. This would also be highly beneficial for instances in which a local module group was edited at the page level and then later converted to a global group, at which time changes to the global group won't be reflected on the page since it'd still be holding onto the settings specified at the page-level from the previous version of the module.  ... View more

If you work in a conversations inbox, and start to write a message, but then go to another hubspot page and come back, you loose the message.   This does not happen if you draft emails on ticket pages. Would be super useful if that also works in conversations inboxes. ... View more