Our Sales team would like to be able to filter Contacts by Lead Score, so they can review a set of Contacts from a List, then filter them by score so they can prioritize who to follow up with first. We have a workflow in place that will auto-assign them once the contact achieves a particular score, but they'd like the ability to then further move down the tree to lower scoring contacts if they have free time. ... View more

It would be great if when you search contacts you can also search addresses and email addresses. especially if you dont get a contacts name. ... View more

I don't know if anyone else finds this but I have a real issue with the deals pulling in info from other deals and contracts that are not related to the deal but are related to company that the deal is associated to.   For example, I have a parent account ( my customer that pays me) that they have multiple contracts which are different companies around the country, that are their clients. We have to provide services to these companies (child accounts) on behalf of our client (the parent account) When a new deal is created for a new site there are different contacts that we deal with for different areas of the UK. What I am finding is, in deals we am getting info, emails, notes, calls etc from every other deal that we are working on under our client (parent account) this is very confusing. A deal for a new child account has the time line chock full of info from other deals and contact correspondence which is irrelevant to the new deal, albeit from the associate parent company.     Either I am using it wrong or it is how it is designed to be. To me, when Hubspot is so focused on making the user experience so clean and decluttered it is crazy that the deals should show so much irrelevant info. I am hoping that it is user error (me) and not a design issue.   I trust the above is clear and would like to know what could be done about this.  ... View more

I have noticed that I am contantly getting notifications of viewed emails on the corner of my screen which is great.  Unfortunately, it is a non functional noticifation - you cannot click on the notification and it take you automatically to the specific email.  Would like to see more click friendly integration  ... View more

You should be able to change the custom dates in reporting without moving the "end date" prior to "start date".     ... View more

Allow company property changes to re-enroll contacts into workflows. Currently no company properties can be used as re-enrollment criteria, so although we can use a workflow once to set company record data, we can't do it again. All of our major relationship data is stored on the company record, so not being able to update company record dynamically through workflows has severely limited our use of the Companies module. I've done as much as I can through workaround processes (I make the contact record the master for some activities, which allows me to always copy-paste and run functions to the company record, but it would be so much more straightforward to just allow workflow re-enrollment based on Company property changes. Maybe make it an advanced feature that you have to request to enable; I know a feature like this could cause a lot of data integrity and repetition issues if there's a lot of contacts associated with one company, but I know how to engineer around that. C'mon help us advanced users out with our company automation! Ps, y'all do wonderful work. Never get discouraged with these boards because HubSpot, today, is already an incredible product. Thank you for all your hard work. http://ideas.hubspot.com/forums/76407-general-hubspot-ideas/suggestions/15627927-allowing-workflow-re-enrollment-for-company-proper ... View more

An important reporting feature to add would be one that displays the conversion rates for each deal stage:    Like so:    Stage1: Discovery Call  *CONVERSION RATE :  ______  to the next Stage   Stage2: Technical  Demonstration *CONVERSION RATE : ______to the next Stage   Stage3: Proposal/ Contract *CONVERSION RATE : ______to the next Stage   Stage4: Closed/Won    My company has been in conversation with a potential partner that would train and manage our external sales team. This is the very first piece of data they requested from us in order to generate a proposal. Was disappointed that I was unable to provide it. It's now likely that they'll advocate we move to Salesforce.  ... View more

In the Form Options, there is a section where we can add email addresses who get " Notified when submitted". There is an automated email that gets sent that currently cannot be customized. Can we get access to customize this email? ... View more

I just switched from Pipedrive and missing an important feature: In my sales pipeline I need to see in what deals I have scheduled a follow up or any kind of event. For now, all look the same. Is there a way to do so? ... View more

I would like HS to have the ability to automatically export workflow performance.  ... View more

Migrated from legacy feedback forum with 43 votes.    We have a lot of customers using HubSpot for events. These events all have a limit when it comes to participants. We have to manually keep an eye on the number of participants, which is isn't really working for us or our customers. We would really need a way of making forms close (showing a text saying the event is full or showing a different form for getting on the reserve list) after a certain amount of submissions. Or when a list reaches a certain number of contacts. ... View more

I would like to use personalization tokens to show an image that was saved in an image url property (field). This is currently not possible, because the url will appear as a url, rather than the expanded image. Can  HubSpot  translate this url into an expanded image? ... View more

Migrated from legacy feedback forum with 31 votes.   Hey HubSpot team & community, I have been coming across a use case for this more often as of late. We have a bunch of clients that use Marketo (unfortunately). One thing I do like about Marketo is their form API seems to be more developer friendly Here is an example of what I am trying to achieve in plain english: We store custom data inside cookies to track various interactions with Ad campaigns across various networks that we send through hidden fields inside form submissions. Unfortunately, the only way to pre-populate this information in HubSpot forms is to use the onFormReady callback that must be defined where the form is embedded. Marketo on the other hand gives us the ability to listen into when the forms are ready: MktoForms2.whenReady(function (form) { //populate hidden fields logic here. }); Because all of our forms have the same group of hidden fields - it seems redudant and error prone to having to write the same callback function for 10s or 100s of forms on a website. We can get around this (usually) by using a setTimeout function with a delay of about 1000 milliseconds. But that is assuming that the form is: A) being loaded into the page on load. B) loading before the 1000 millisecond timeout (with some mobile connections and bad internet this can happen frequently. ). Would it be possible to incorporate something like this? It would make the forms much more powerful - especially when dealing with tracking implementations and sending data to third party applications with AJAX etc... Please advise! Derek ... View more

Hi there   Simple feature request. You have a button on Projects to toggle 'hide completed tasks'.   Like a lot of people, I actually like to keep track of what's been completed and what hasn't. So I have to uncheck this button every single time I load a project.    Could you change the behaviour of the control so that it remembers my preference? Or if not, could you enable me to edit the default settings? ... View more

Migrated from legacy feedback forum with 52 votes.   In old forms, multi-select picklists being synced over from Salesforce appeared as a dropdown (if they had a long list of options), which users could multi-select by using SHIFT+click. In the new forms tool, multi-select picklists are displayed as a series of check boxes, no matter how many options are given. This makes very messy, long lists, and make those fields virtually unusable in any sort of marketing form. Please either revert to formatting multi-select picklists with lots of options as a multi-select dropdown, or make the multi-select dropdown an option for displaying that type of field. ... View more

Right now you can select a due date for tasks. It would be really helpful to also have due time as some items must be completed by close of business or earlier in the day, not necessarily end of day when we assign tasks. ... View more

HubSpot allows creating of multiple languages for the homepage, but in order for a user to see the homepage in their own language (based on their browser localle) they need to manually change to their own language via the "language switcher"    This does not provide a great user experience, my idea is that HubSpot load the relevant language homepage based on users locale.   We have implemented a client side JavaScript redirect work-around for this, but requires default page to load first, which is sub-optimal user experience. ... View more

I am always looking to update/edit my template emails. It would be great if every email you wrote, or every template you edited could be turned into a template. The best ux flow in my opinion would be an option in the templates dropdown menu simply to 'Make this email a new template' amongst all the other options for previously created templates.  ... View more

Migrated from legacy feedback forum with 16 votes.   I'd like the functionality to style my hubspot forms directly in a css editor next to the form manager. As of now you have to inject custom css in the hubspot form directly which can be a hassle.   Basically what I'm looking for is a live preview of what the form would look like with the CSS rules. So a CSS editor next to the form editor would be GREATLY appriciated. ... View more

We have BDRs and Sales Account Execs that work on the same account. The BDR nurtures the account until they are ready to move to a Sales Rep. For the Account/Contact/Deal - we want the Hubspot Owner to be the Sales Rep but we want to be able to credit the BDR for the nurturing and pipleine created. We'd can create the field "BDR Owner", but we'd like that field to be able to select from Hubspot Users, rather than have it be a manually entered field. ... View more

Migrated from legacy feedback forum with 56 votes.   I need the ability to link a HubSpot form to an external page so that I can see dependencies even if not a HubSpot Landing Page. ... View more

When entering in a new deal and you select 'Company' it would be nice if just the contacs for that company appear. Leave search, but offer existing company contacts first.  ... View more

I want to be able to merge website pages. For example, if I'm working on a new forked version of a page, I want to be able to merge those changes into the main version of the page, rather than having 2 separate pages for the analytics. ... View more

I would love to be able to assign a task in a workflow, then delay that workflow from proceeding until the aforementioned task is completed.   Here is my use case: I have a quote request form that gets filled out. If the contact already has a HubSpot Owner assigned, then the person filling out that form gets an email from their designated HubSpot Owner. The HubSpot Owner also gets an email informing them of the new lead.   If they do not have a HubSpot Owner assigned, it sends an email to the contact from me. Next it assigns me a task to assign a HubSpot Owner to that particular contact. What I would like, is for the same email about the new lead to automatically go to the HubSpot Owner as soon as they are assigned to the lead.   Rotating leads does not work for us because our sales territories are geographic. ... View more

Right now, adding meeting details into CRM is a manual process (e.g. +Log Activity, Meeting, etc.). It seems like this should be simple to add via a CSV upload directly into HubSpot. I know it's been suggested that a 3rd party tool be used, but I'd love to go right to the source without spending hours updating contact and company records manually from a spreadsheet. Thanks! ... View more

It would be useful to be able to unpublish all the live pages on a domain at once, rather than having to unpublish each page individually. ... View more

It is quite confusing to have internal emails listed under a contact  as if they got several emails:   Could we have the emails listed by their Internal Name instead (e.g. Internal: Post Handbook) instead of their External Email Subject and also fab if it says who the internal email was sent to, all as one box would be neater too instead of several seperate boxes in the timeline. So just Internal Emal 1 sent to x, y and z.      My colleagues keep spending time to identify an issue on our side and worrying a contact is getting multiple emails from us when in fact they weren't.   Thanks ... View more

I desperately need to either have a SALES report function OR Contact filters that include ALL the sales function and are listed in alpha order. I have to scroll thru the list to even sort of find what I'm looking for. And the box that comes up for filters is way to the left and TINY. It needs to open in a MUCH bigger window (or, better yet, make the window movable and expandable!). It needs to "talk" to the Deals area too. ... View more

Currently if a user has access to edit one contact's property, they have access to edit all contact properties.   We have the ability to restrict a user from creating or deleting properties but it would be incredibly helpful to restrict the editing of certian properties.   We have employees who need access to edit basic property fields on a contact's profile (name, phone number....etc) however there are other properties we don't want them to touch which may affect conversions, sales, or customer relations - currently we cannot restrict this.   What's worse is there's no means of checking (other than one by one contact by contact). It would be helpful if we could run a report that says  Show me every time USER 1 edited the PHONE NUMBER property on all contacts system wide. Restrict certain users from editing certain property fields on a contact's profile View a history of when users edit certain contact properties. ... View more

Similar to the new folders to organize contact list, the same organization for workflows is needed. Many of my workflows automate specific campaigns or simple administrative tasks. Many of them are related or unrelated in someway. I would love a way to better organize each workflow into a folder structure.   http://ideas.hubspot.com/forums/76407-general-hubspot-ideas/suggestions/5739715-folders-to-organize-workflows ... View more

We would like to A/B test the effect that sending out special offer emails to our database has on open rates and conversions. The best way we can think of is if there was a way to randomly put, for example, 1 in 10 subscribers into a separate static list that can be excluded from special offer emails.    Another way this could be done is if we were able to pull subscribers from a number attribute (for example year of birth) based on 'number ending with X' which should give a relatively random selection.  ... View more

A function to view who sent a particular message, was the message opened/viewed, and if the message was responded to.  Reporting analytics like this would be very helpful for our company to be able to dissect and dive in to the performace of each message.  Having this information available in a list format as well as on the individual contact card would be helpful. ... View more

We were looking at our competitiors in the industry and we like this style of this blog https://fattmerchant.com/blog - If someone could create this style for all HubSpot users / clients would be very valuable.  It looks much cleaner and we believe the CTR would increase with this creative layout and style. Just need to import a custom css style sheet.  Let me know if someone could do this work to add value. Appreciate your efforts! Thanks. David ... View more

Right now I have 24 users who are using HubSpot Sales Pro extensively the Meetings feature. It would be nice to have an Admin view to see all the Meetings that are created for my whole organization or broken into teams.   To get around this I've created a shared Google Doc and I've asked reps to place their meeting links into the document...but they tend to forget and I have to bug them to add when I should just be able to view these. If we are trying something new for marketing and want to embed a certain type of meeting of length it is torture to beg and plead with my sales team to provide this information to us.   Sounds simple in my mind but I'd be interested to hear if anyone else has this pain. ... View more

Having the ability to set the order in which the Email Types appear on Subscription management pages would be very helpful as some are more important than others in our business model. ... View more

Make the TEST-email come from the SENDER ADDRESS instead of 'noreply@hubspot.com.' This is an issue because TEST-emails do not match  the look of an email as it would be delivered into a recipients inbox.   The sender address in a TEST-email shows as 'noreply@hubspot.com'. How can this be considered a true TEST of an actual email when the TEST-email received does not mimic the exact look and feel of the email as it would look if the email were to be sent as a live email to a recipient?   If I want to send a TEST-email for internal review, I cannot use the appropriate 'Send a test email' featured in the left-margin tools (just below the eye icon). My work around is to send a live email to myself ('Recipients' list size = 1) in order to receive a TEST showing the actual SENDER'S EMAIL ADDRESS information.  ... View more

New user error. Support says it's common. HubSpot CRM can prevent with a message!    Using CRM, set up a Contact and send an email message. Click Send. Looks good and the message is in the timeline ---- but it never arrives. Why? Because you have to link the email account (gmail, outlook, etc.).   THE APP SHOULD TELL THE USER!!! Right now, it pretends the email was sent and the user has no way to know. Just a message is all it takes.  ... View more

Hello Team,    Our use case: When we set a staging environment, all our WP is copied there, including all plugins. And since the tracking between the Hubspot WP plugin is only defined as a tracking code associated with a Hubspot ID, the activity on staging flows into the Hubspot reporting. For example, everytime someone opens an email, we got not one but two notifications int the browsers.   Out suggested solution Would it be possible to upgrade the plugin so it does count only one time, for the live site?   Thx,  Adrien ... View more

Admitted by HubSpot, Marketing Grader is an old tool, tracking "old" marketing points that was used to grade overall marketing campaigns. Instead, HubSpot created Website Grader as a new, more comprehensive system. But Website Grader is a separate website that is not on the HubSpot platform. To make it easier to use and implement suggested changes, I suggest that HubSpot moves to replace Marketing Grader with Website Grader. ... View more

HubSpot offers a lot of default property fields, but not all of them are relevant and useful for all users when creating new contacts or editing/adding data on existing contacts .   There currently isn't a way to limit property access other than on an all-or-nothing scale. So the fields will have to all be visible. Also it's not possible to edit the names.   To make this more flexible and user friendly, I prefer HubSpot to add a possibility to hide, delete and edit the names of default HubSpot property fields for different user levels/groups. In this way we can better arrange showing only relevant fields to users, without confusing and bothering them with all kind of unnecessary fields.    Please let me know your thoughts on this and support this idea when you also agree this is a 'need to have' addition.   Thanks Michiel   ... View more

Currently, you can set HubSpot to automatically link a contact record to company by a email match - the problem being, if you work with franchise organizations, you could potentially link a contact to a company that they don't work for based upon having the same @franchise location email extension. It would be great if you could choose more options to link a contact to a company automatically, including a phone number match, an address match, etc. That way, depending on your webform you create, you could choose the option that best works for you.  ... View more

Currently, blog comment module display old to new comment for specific blog.  If we can have a choice to make it newer comennt  to older comment, it would make it look like more real time comment on the blog post.    Also, we have a lot of comment so, if we have ability to bring comment form to the top of comment listing, that would be useful as well. ... View more

We would love to have the ability to select the timezone for the workflow when setting it. Some context here: we send email campaigns out targetting customers from different countries. We send those emails around 9:00AM. HubSpot assumes that the timezone is the Portal timezone. But 9:00AM Central Time is not the same time in Australia Time. Then, as a workaround we have to do some math in order to get the emails to go out at the correct time depending on the country. That should be something we can select and HubSpot must calculate automatically for us... Super simple solution we have already seen (and used) in other providers.   Thanks in advance! Mauricio  ... View more

It would be useful to have the ability to click into the data presented in tabels when viewing reports. For example, I want to look at all of our First Conversions in a table, I have the ability to look at the names but cannot click to see the contacts who converted. ... View more

Please add a Year to Date and All Time options for looking at blog performance. Thanks! ... View more

HubSpot CRM comes with one pipeline by default, for tracking deals as they move through the funnel to Deferred, Won or Lost. A great use of this is managing customer 'delight' after the sale. Create a Customer Success funnel with stages to represent the experience you create with clients. Onboarding, to service delivery and review. When the deal is won, move it into the start of this funnel and use CRM tasks to create a fantastic end user experience. If you have the add on HubSpot Sales you can use sequences to template these communications and tasks to keep it all on track. If you also have HubSpot Professional or Enterprise, set up workflow automations to set these tasks up and triggered as the deal moves through these onboarding stages. After all, inbound should always lead to Delight, and the Close is just the beginning :) ... View more

A lot of companies (like us) already have a VOIP calling system and it doesn't make sense to buy more calling minutes from Sidekick or HubSpot. Give us what we want by offering calling integration with Ring Central and others! ... View more

Migrated from legacy feedback forum with 21 votes.   Right now, if you include the "upload file" form field, you have to manually extract those files through individual contact records.   It would be helpful if you could create a smart list/ smart folder in File Manager to automatically organize all uploaded files associated with a given form for easy reference and access. Right now, having to manually go into the contact record, especially for large-scale submissions, is tedious. Would love to see this updated feature! ... View more

To be able to set up a workflow which includes an email with latest blog posts (using RSS feed) i.e. "We haven't heard from you for a while, here's what we've been up to). This would be sent to contacts that may not be subscribed to the blog. Currently RSS feed emails cannot be saved for automation.  ... View more