Great minds think alike

BReyes · ‎Jun 29, 2021

Would be nice when I have built a report to see what emails my sales team is sending if I could also be able to see if those emails were even opened. Not so much an idea, as a design flaw.

JPereira19 · ‎Jun 28, 2021

When someone uses Compose and sends out an email from an inbox, that person automatically becomes the owner of assignee of that conversation. A very useful feature would be to make those responses go Unassigned if the assignee is offline or Away, so that someone else can easily spot them and take care of them.

JFlye · ‎Jan 14, 2021

When sending a contact a sequence, I would like the ability to attach a document instead of using the "insert" tool. There are too many steps if your document is not already downloaded to Hubspot in order for the document to attach to the sequence email. Attaching a document is much easier.

JDorfman · ‎Jan 14, 2021

The ability to flag/star/favorite a contact that is fruitful would be great. Good to know what panned out well. Maybe even color coding to identify contacts that were good, not contacted, or bad etc.

Faris · ‎Jul 15, 2022

The goal is to have a workflow event trigger associated to the status of a sent 'envelope' so that this can be used to automatically trigger following actions. For example, delay until event happens - envelope status = 'Completed', assign task to xxx to check documents etc... This would eliminate manual checking as to status of envelopes for different customers.

APflanz · ‎Jun 28, 2021

It would be a cool feature if we could have specific revenue goals for each deal stage. This would show if one area of the deal stages needs more focus than the others. For example, if the leads stage is too low, you need more leads. If the Closed Won stage is below goal for the month, you need more meetings with decision makers.

LHofford · ‎Jun 28, 2021

Like a lot of businesses, our main source of qualified leads are coming from our SEO efforts. But, like everyone on the planet, 99% of our keywords in Google Analytics/HubSpot are "Unknown Keywords." We set up an account with Keyword Hero awhile back and I'm pretty impressed with the Google Analytics view they've provided us. The million dollar question is - is there ANY way to integrate Keyword Hero with Hubspot? Right now we know which keywords are giving us more leads than others, but it would be amazing to know which of those leads are actually becoming customers. (Open to other keyword solutions anyone else has found, too.) Thanks in advance!

PCleaud · ‎Jun 28, 2021

Hi, It would be nice for Hubspot users to be able to add comments to sales documents. Here is a use case : - Marketing team creates sales documents and uploads them to Hubspot - Sales team sends documents to clients and depending on client feedback wants the document updated - Sales team needs to send an email to marketing It would be much better if the sales team could directly add comments to any sales document in Hubspot

CSchultz08 · ‎Jul 14, 2022

Would like to have an option of creating a deal right from the Hubspot Sales add-in. If we have an attachment that is a quote to a customer, it would be nice it we could click a "create deal" button right in outlook that would populate with our typical deal creation screen we have setup. There would then be checkboxes of every person on the email thread of who you can associate it with, the company, etc. This was an option in salesforce and cuts down on major time in setting up deals.

mo2266 · ‎Aug 11, 2020

Hello, When creating or updating a contact list through the APIs there is no way to set the folder (attribute looks to be parentId) that the list should be created in/moved to. It would be very helpful if the lists that we generate/modify via API could include which folder the list should be in. The two APIs are: Create API: https://legacydocs.hubspot.com/docs/methods/lists/create_list Update API: https://legacydocs.hubspot.com/docs/methods/lists/update_list We use folders to categorize work. Without being able to specify a folder in the API, we need someone to manually find and move the list that the API creates into the correct folder, or to change the folder if the update that the API makes results in it needing to be in a different folder. The code calling the API knows which folder it should be in, so if we were able specify the folder in the API call then that would solve this for us. Specifying a folder to put something in is a very common use case. The structure I've typically seen is either to include a folder ID or the path to the folder. Thanks!

Great minds think alike

Email opens/rate for reporting

Auto-unassign conversations when the assignee is offline or Away

Attach a file when sending a sequence instead of using insert

Contacts list Favorite

DocuSign - Delay until event happens

Goals per deal stage

Integration with Keyword Hero

Add comments to documents

Add deals from Outlook

Add Ability to Include Specific Folder in Create/Update Contact List API

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