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I would like to be able to filter survey results by contact owner.  ... Afficher plus

We're using Service Hub to manage support tickets for our website hosting clients. We have a workflow created that sends a marketing email to the ticket user after 5 days of no response alerting them that we will close their ticket the next day unless we hear back.   More often than not, users reply to that marketing email rather than to the ticket itself (even though the email clearly says not to reply to it).   It would be great if there were a way to do this from the Ticket record or Conversations inbox directly so any replies to the automated email remain in the same email thread as the original ticket.   We could send the email from the shared inbox for the ticketing system, but any replies would open a NEW ticket instead of associating it with the existing one.     ... Afficher plus

Dear Hubspot Team,    I was creating Sales Analytics reports for my sales team and CRO.  The Hubspot team suggested I use the Historical Snapshot by  Pipeline Stage report.  Whilst creating the report there is a graph and a table below.   As we are wanting to do a month by month comparison for each quarter for the total sales team and by sales rep, it was the table format which we found particularly useful. Historical Snapshots by pipeline stage table Unfortunately when you save the report and add it to the dashboard this table disappears. It also won't allow you to change the format of the report from graph to table like it allows you to do with some custom reports.    Historical Snapshots by pipeline stage saved report   I think having this table as part of the saved report and dashboard would provide both my companies and many other companies a lot of value. I'm hoping as this table already exists within the HubSpot system that it wouldn't be a difficult change to make.   Best Regards Abigail   ... Afficher plus

The Templates that are implemented in emails via the Add-in are not formattable, (a TAB or a SPACE are not visible in the email when shown in the template set up) Please create the possibility to format the templates that will be imported in to an email of outlook. This would greatly improve our usage of the template function as it gives the opportunity to have a clear overview of data for our customer.  An addition that we would also like to see when possible is to create a template in a table form.    The Template function is a very valuable addition to the work environment of our employees and this would only make the usage of HubSpot more beneficial within our company.    Thank you in advance   ... Afficher plus

I manage multiple accounts for different companies as well as our own however there doesn't seem to be a way to set a default account that opens when you first open HubSpot. I'd like to be able to set our own one to always open first.   Would be great to be able to set my chosen account as the default one that opens either on login or under settings somewhere. ... Afficher plus

Posting on behalf of a cust here - would be great to be able to see associated Quotes, especially for Custom objects. ... Afficher plus

At the moment it is not possible to change the picture preview of a link when scheduling posts meaning that we are given whatever picture automatically comes up on a preview of a specific link. Sometimes not even a picture is given if there are no pictures in the link we are posting. Therefore, we are very limited when it comes to post links. So my idea is to have a button there that allows us to change the picture preview into whatever picture we feel like by uploading it from our computer. ... Afficher plus

Currently, there are two instances where the line items sync between the deal and quote. The first is upon quote creation (items from deal sync to quote). The second occurs when the quote is published (items on quote sync to deal). Here's where this becomes an issue, we rely on the deals to represent our potential sales. Quotes can be in draft form for weeks and undergo many edits. Variances between the deal and quote will impact the accuracy of our data on potential sales. Because the current sync process works for other users, I would suggest adding a setting to our instance where admins can turn on a two-way sync between the deals and quotes. Another option could occur when edits are made to the line items on the deal. When saving changes, users are asked if they want to update the deal amount. An option to update quotes could be added to this prompt. It's not a perfect solution, but it would improve our current situation. ... Afficher plus

It would be great if in a Custom report we could include the turnover goals. Today we can add a goal but it's the same for every month, my activity depends on seasons so I need to display my turnover goals in this custom report.   For instance, I want to set in the same report : mu goals and the deals made only with one type of customers, not all the deals made by my users. (these customers are identified by a custom contact property)   So three ways to do this I think : - Include the "Show goals"  button in a custom report. - Allow to set different goals for every month in a Custom Report - Or in a simple deals report, allow to filter deals by contact properties.    Am I the one who thinks it would be great ? =D   I hope I made it clear, it's not easy to explain and not in my native language 😉    Thank you ! ... Afficher plus