We work in the real estate industry and thus have multiple people assicated with our real estate deal flows.  There is a client, a realtor, a loan officer, a contractor, and a HUD Consultant for each deal.  Along the journey of funding, finding, and fixing a new home for our realty clients we need to send emails to each of these associated contacts individually.  So the functionality that I am looking for would allow automated emails to be sent during deal stage transtions that would send emails to some but not all contacts associated with the deal.  For example...once the client is prequalified for the loan we would like an email to go out to the client and realtor that says they are ready to shop.  Where as once the bid meeting walkthrough is completed with the contractor we would like the LO and Realtor to get an email letting them know it has been completed.     At the moment each and every external automated email sent out is being sent to ALL assicated contacts rather than the specific contacts of my choice.     Would be great and maybe simple to make this an option?  I would like to be able to send an automated email to a specific contact based on his/her job title.  This would make it easy to give each contact the proper title and easily distiguish between them when looking for the person to forward an email too.    Help me get this done! ... View more

My company manages both our B2B and B2C via HubSpot, therefore our metrics are intertwined. This sometimes creates confusion and can't display completely accurate metrics. I'd love to have a way to filter out and separate B2C from B2B metrics on our dashboard for clear analytics. ... View more

I've been setting up a new instance of HubSpot, and have been replicating properties from another of our instances without taking note of the properties internal values.   I understand that internal values cannot be changed on creation, but these properties now don't match with the properties used to map with an integration, so I've had to create new properties. Since deleting the properties, I've then had to create a new property, with a new name, since rather than properties being deleted straight away, I have to wait 90 days for the property to be removed from the recycle bin, meaning that we have a lack of consistency for 3 months across various portals.   Whilst having a recycle bin is great, to be able to restore properties perhaps accidentally deleted, there should also be an option to delete from recycle bin so that I can re-create using the same name, but different internal value. ... View more

We've noticed that when replying to Tickets that were created via form submission, a new Conversation is created, and the replies do not associate correctly with the initial Conversation.    In working with Hubspot support, we were able to determine that when using the Email button in the upper left of the Ticket view, this causes an issue with associating the reply with the correct Conversation in the Inbox view.  The problem is that when following up on a ticket submitted via Form, there is no other option in the Ticket view than to choose the Email button in the upper left -- this idea here mentions that the Ticket details are not shown in the body of the ticket: https://community.hubspot.com/t5/HubSpot-Ideas/Form-submissions-that-create-tickets-fails-to-show-the-message/idi-p/341460#M57749 It would be nice, if in addition to getting the form details to show in the body of the ticket, to have a Reply option so that future communication is all associated with the same ticket/conversation/contact details. This causes us to have to work out of both Conversations and the Ticket view, and makes it hard to track down interactions in the Company/Contact view. ... View more

Hello,   When signing up for HubSpot we were ecstatic to move from MailChimp to your platform as it had so many cool and useful abilities, and needless to say we really jumped into everything blind. In short, our business ran its marketing based off lists from a very homemade database that we pull customer lists by state and cities, so we were "importing fiends"! Now that we have some training under our belts and have migrated away from our homemade database we see that we did a lot of things wrong and well... we have a sea of lists with so many of the same names. The ability to delete past imports with bad info/customer information would be a great tool to have when creating new active lists. As currently, we still run lists based on states and cities.  Originally, when I googled "How to delete past imports" I came across this resource https://community.hubspot.com/t5/CRM/Need-to-delete-an-imported-list-of-contacts/m-p/195952 which was helpful, as I seen others were wondering the same thing. I did see that the only option appears to be "viewing the contacts" and manually removing them, but you still see that import name when creating an active list.    Anyways, just a thought. Hopefully enough people agree this would be a great feature.  ... View more

Hi, Not sure if anyone else has come from Salesforce on here, but from reporting aspect it was very strong, with many options for configuring reports. On the options was 'group by' in reporting. I would say that this is where Hubspot has a weakness in the reporting.   As an easy to explain example. If you wish to show Contacts by Company in a report and display each of the Contact names per company, the result in Hubspot is that the Company name appears in the list for every contact.    With 'Group By' this break the report up into sections by Company, with the Contacts listed below in a section. This would repeat for every Company.   There are so many options for this functionality, including displaying data by month, qtr, year etc   Unless I am missing something. This does not appear to be possbile currently   Hubspot Dev Team, please add this function ... View more

Previously, when I would select a task, it would pull it up in a *preview and allow me to see all associations with it, while remaining on the list screen l. If I then clicked on the “view task” it would open in a new tab.   Now when I click on a task, it takes me into an association automatically (usually the wrong one i.e. company instead of deal), and gives me a banner at the top. Also, it removes my list view, which makes it more difficult to prioritize throughout the day when we have anywhere from 10-40 tasks in a day. The drop down list view in this mode is not as complete or easy to navigate.   Terrible update ... View more

Hello!   I would love to have the ability to create looping workflows! With this I would be able to:   create workflows to sent automated emails every X time, like: send an important email every month to my customers with no time to end since they meet the criteria; Sync property values between contacts, companies, and deals by workflow copy property value option;   How this could work: After creating the workflow you have the option to add an action called "Loop" (or something like that). After that action added the enrolled objects (contacts or deals) will loop between the following actions (like coping a property value or send an email) with no end as long as they don't meet the unenrollment and suppression criteria.   My case right now: Every month my customers need to fill a form declaring specific information. They need to receive an email with the form link every month to remind they and it's exactly the same email every month so it could be done by automated emails and workflows as long as they meet the criteria to enroll the workflow without any human interaction needed.   Would be great to have this function and I'm pretty sure others HubSpot users will figure out amazing ways to use that.   Bye! ... View more

My team would like to update the ticket assignments emails to look and feel like they are coming from their internal network rather than coming directly from HubSpot.   Currently, there is not an option to send internal marketing emails from ticket-based workflows or update these. ... View more