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I'd like to be able to adjust the parameters of 'Lead Response Time' to include when a contact submits a certain a form and they are then enaged, or the time between when a contact is created (rather than assigned). We have a lot of contacts for our industry in Hubspot already, and many have already have been assigned an owner before they ever are nurtured to the point of filling in a form. So, it would be more useful to see how long we are taking to respond to these inquiries than it would be to see how long between assigning and engaging.  ... Mostrar más

With the GoToWebinar integration, HubSpot tracks the name of the event, the number of registrants, and the number of attendees. It would be nice to be able to create a report that shows this information along with the ability to choose other properties such as name, email, job title, state, contact owner, etc.  Also, it should provide the ability to choose a date range - for example, I'd like to see the data for last months events. 1.  Report would be provided to the Sales team for lead gen, along with leadership. 2. lead gen and data analysis 3. the value is to report from one source. Currently, I have to marry data from GTW and HS. 4. GTW has some of this functionality but does not allow for adding property fields to the report. 5. Simply look at the integration page for past webinars and you can see some of the data - I just can't generate a report from it. I've tried lists but that doesn't work. ... Mostrar más

It's a bit odd that Zoom integration data is available for use as a filter in Lists, but not available in the Custom Report Builder.   Webinars are a valuable piece of our marketing plan and without zoom data it's hard to accurately report on performance.   It would be great if zoom integration data was made available as a primary data source in the Custom Report Builder. ... Mostrar más

I would like to be able to view the activity feed of the immediate supervisor (with her permission).  We discovered it is a great source for cold-call emails and follow-up emails.  It would be a useful source for tracking "wins and losses" in sales, giving another source as to the "why and when's" of the process.     Courtney  Gilded ... Mostrar más

Add conditions in smart rule in emails   e.g. Show only content that meet the conditions like for example we create a button and we set the button to be visible only from contacts (forms) they come from (Landing Page or 3rd party websites with embeded husbpot forms. ... Mostrar más

being able to restore dashboards  ... Mostrar más

Problem: Part of my job as a Sales Support is to send weekly updates to the leadership team and our service team about new sales data from the previous week (what the sales and onboarding pipeline looks like, churn data, new clients, etc.) I manually put this email together every week, and while it doesn't take an enormous amount of time, it does seem like it would save so much time and energy throughout the year if I could automate this process. The problem is, that I can't create a template that copies reports into the email. I have the option to send the dashboard, but the email is clunky and doesn't display the full report. Solution Simply add an insert report feature. This would allow Sales Support and other data managers to create great-looking, concise, and easy to understand emails. The current option of emailing dashboards doesn't allow for very much customization or email formatting. Plus it requires the other team members to click into Hubspot instead of quickly digesting the information via email.  As Sales Supports and Data Managers, our job is to help our salespeople delight our clients and leads. Part of doing that is delighting our service and leadership teams with great-looking, informative and concise emailed reports. ... Mostrar más

When labeling an association, it would be better if the labels in the dropdown stayed in the same order. It would save a little time on each one when you are doing several. Alphabetizing would be a simple approach.   With the way it is now, if I label 3 contacts on the same deal and want to give them all the same 2 association labels, the labels are in different places in the dropdown each time, so a little time is wasted scanning to locate the label's new random location each time. I often go through several contacts on many deals in a row to update the labels designating what permissions they currently have in relation to each deal, so not having the labels be in a random order each time would be good. ... Mostrar más

Our company has users and accounts, an account can only have one account owner. So we are syncing them as contacts (users) and companies (accounts).  Right now we have no way to set only one contact for a company to be the owner. So I created a custom label "Owner" but the label allows many contacts to be an owner of a single company and I only want one contact to be able to be labeled as the owner per company. ... Mostrar más