Las grandes mentes piensan igual

roland_deshane · ‎jul 19, 2021

This is a feature improvement request that impacts any user / team that leverages the Google Calendar integration. Currently, the integration does NOT log a Meeting to a Contact if that Contact is the Organizer of the Meeting. It ONLY logs meetings for the guests of a Meeting. This results in many meetings not being logged to HubSpot if the Contact is the one that sent the Meeting invite and there is no other Contacts added as Guest. The integration should up improved so that it also logs Meetings when the Contact is the Organizer of the Meeting (eg the one who sent the meeting invite). My team wants to report on Meeting activity with out Deals and Target Accounts but as it stands, the Meeting data isn't reliable because the integration misses some Meetings due to the above. Below is an example where an existing Contact sent a meeting invite to a user with a connected Google Calendar, and the meeting was not logged to HubSpot.

RobElate · ‎mar 20, 2023

My team and I are very excited by the new Goals API recently added. We currently have to pull goal information fairly manually now and it can be a pain. I was hopeful there would be a way to get the progress to goal from the new API, but it doesn't look like the case yet. Currently you can only pull targets, but it would extremely helpful to pull the progress rather than having to pull the source data and calculating it ourselves.

CB44 · ‎ene 11, 2022

We would like to be able to have a sequence or workflow trigger when someone follows our HubSpot meeting booking link, but then abandons the page. We'd like them to have a reminder sent via email (if email is known) stating something like the following: At the time, Support told us this was not possible. They were very helpful and tried to offer a workaround, but we remained confused because a HubSpot sales rep had sent us an email doing this very thing. If anyone has advice, please let me know. Thank you!

TCremeens · ‎ene 11, 2022

We have several progressive forms in place that utilize several queued fields. We'd like to be able to determine which visit a queued field appears on (if it's not already populated), even if it doesn't match the available progressive fields already answered in the form. Example: The form has 6 fields, 3 of which are progressive. We have 7 queued fields in waiting. If a visitor completes all 3 progressive fields, we want to be able to only display the next 2 queued fields (even though 3 progressive fields were completed). Then display 3 on the next visit, then 2 on the next visit. This feature would give us more control to determine which tier the questions should appear on. Another "nice to have" would also give us the option to select where these fields appear in the form, rather than just at the bottom.

CRay20 · ‎jul 19, 2021

It would be very efficient to be able to segment playbooks based on contacts, deals,marketing, etc so you can easily access the most relevant playbooks on the contact or deal record.

EJensen · ‎ene 11, 2022

REPOST from another submission I just found: Using company lists as inclusion/exclusion rules on contact lists would be a game-changer. Sometimes we have extensive lists of companies excluded from contact lists, but instead of being able to create a company list (based on an import) and having that be an "associated company is not a member of list X" on a contact list, we have to paste each individual company name as a value in "company name is". It would be so helpful to build a contact list where I could say "the contact's associated company is a part of X company list" and it would take all of the contacts for that specific company.

DBroughton · ‎ene 11, 2022

so think this would be good as systems like outlook already have the feature to send emails with high importance so the teams know the email need to be delt quickly. so in the automation where you set that emails that come into hubspot inbox A gets created as a ticket with ticket name, etc. to also read if it is sent with high importance and to set the ticket priority to high automatically.

DRamalhosa · ‎ene 11, 2022

We would like to set the default view from "Create Date" and "Most Recent" to something else. I know how to change it and save it for me but I want to be able to make the default for everyone the same.

Crawfish · ‎mar 20, 2023

We have a requirement for our users to be able to move the chat icon location when it impedes viewing of particular content. We have 'hacked' a solution together which recently broke due to the chat element name changing slightly. It would be good if we didn't have to employ a custom solution to make the icon moveable.

AntoineB · ‎mar 20, 2023

Imagine you are creating a list or a workflow enrolment action with multiple filter groups. Sometimes (often) you have a number of filters that do not change between groups, and some new filters that get added to each group. It would make so much sense to define global filters only once when you create a workflow or a list, and have them applied to every filter group. That way in each group you just have to add group specific filters, and not all the other filters (sometimes 10+) previously defined. So if my global list/workflow filters are: First name is known Last name is known Department is known Company size is known Then groups would essentially be: Group 1: Company name is known Group 2: Work email is Yes Avoiding the current: Group 1: First name is known Last name is known Department is known Company size is known Company name is known Group 2: First name is known Last name is known Department is known Company size is known Work email is Yes That way I don't have to add First name, last name, department, and company size filters to each group. It would be a huge time saver and make the filters much more readable. Salesforce kinda has this feature because you can add custom logic to your filters with AND, OR and ().

Las grandes mentes piensan igual

Google Calendar integration doesn't log meetings when Contact is the Meeting Organizer

Add Progress to Goal in API

Abandoned Meeting Booking Page

Limit Progressive Queued Field Replacements

Segment Playbooks

Contact lists based on Company lists

automatically mark emails that are sent with high importance as high priority

Change Default View for Tickets

Enable chat icon to be moved

Global filters section when building Lists and Workflows

Entregado Recientemente

Recientemente en Beta