Great minds think alike

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   ...read more

I do a lot of email follow ups on emails I send.  I need to be able to associate a task with the email that I am sending on.  Even if it just copied the URL to the task link, that would be helpful.  For example, when I set an email reminder on Mailmerge and Copper, the task has a link to my original email, so in one click I am back in the original email, making it much easier.  I hope I articulated this correctly.   ...read more

Sería genial que Hubspot que se pudiera editar el formato de forma masiva de la escritura de las empresas. Es decir:  Hay comerciales que cuando escriben, lo hacen en mayusculas, otros en minusculas, lo ideal sería poder homogeneizar esto y que se creara un criterio estandar.  Esta función actualmente está disponible en la parte de contactos, sería replicarlo. ...read more

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   ...read more

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. ...read more

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

De acuerdo a nuestra condulta: Touceda 5 de nov. de 2021 16:45 Consulta de configuracion Buenas tardes,  Me interesaría saber si habría alguna configuración que permitiese asociar un negocio a una empresa, evitando que se sincronicen los históricos de la actividad. Gracias de antemano por vuestra colaboracion Un saludo Para nuestra organizacion sería de gran utilidad poder independizar los historicos de los negocios que estuviesen asociados a EMPRESAs. Incluive si pudiesen crear un filtro para escojer qué enseñar. Gracias! ...read more

Hey team, posting this on behalf of a customer but i believe this use case would be very helpful for many others as well Currently for email subscriptions, the default options availible are: Unsubscribe = Unsubscribing contacts from all email communications Manage Preference = Option to pick which email communication type It would be great to have another option, to unsubscribe the contact from the subsciption list the marketing email is currently on This is important as there are contacts that may have communications with a company in a number of ways and they may wish to only stop recieving marketing emails - By clicking the unsubscribe button clients may believe they will only stop getting marketing emails but this ends up unsubscribing them from other email communication they want as well Ultimately having a 'Unsubscribe' option which just removes customers from the specific email list from which the email was sent from would be the ideal solution ...read more

When creating editing form follow-up emails, HubSpot allows only choosing one of the registered HubSpot users to be the sender.   I propose allowing the form creator to select any of the email aliases (such as those HubSpot identifies via Gmail/Outlook integration) as the from address so that these emails can be sent from a "team email address" (see Groups in Google Workspace). Without this, HubSpot forms is practically useless for us.   Further, I propose allowing the form creator to select the "Reply To" address, which if unselected sets reply to as the same as From. ...read more