クリエイティブな才能を開花させよう

I was under the impression that when a Deal is attached to a Company, the contacts would automatically be pulled into the "Contacts" box.   I would love the contacts to automatically be added when a company is attached to a deal so that 1. It saves me time but 2. When making calls, I know exactly which people are affiliated with deals from their companies so I don't call them by accident.     ...その他を表示

We have quite a number of workflows in HubSpot that classify, notify, assign tasks and owners. If such users are out of office, processes get stuck in the dead end waiting for the users to eg come back from vacation. We are using rotation in some cases to make sure that eg an initial follow up still takes place by a team member even if the initial user didn’t react in time. We also added delays of 1 day to make sure the initially selected users had the opportunity to work on a task. After that delay a rotation takes place. Bad enough that the first user was out of office, the next that received the task via rotation was OoO as well. We cannot delay and rotate again and again until we finally find one that actually works on the follow up action. Please add an option where users (and as a fallback the team lead/delegate) can set themselves Out of Office and define their delegate to make sure that important workflows don‘t get stuck due to absence or at least get delayed by several days until rotation finally found a user. It’s needed fast, ie before summer vacations start everywhere. ...その他を表示

We have SLAs with customers that we respond during business hours and during weekdays within a certain time period. It would be greate if the Time to Close and the Time to First Reply KPIs could have an option that they are calculated based on business hours.   E.g. If a ticket is opened on Thursday and closed on Monday, then the time to close would be 3 days (since Saturday and Sunday are not counted given they are the Weekend). ...その他を表示

I would like to see the option to unpublish a form and or to set a limit to the submissions. For example I would like to set a limit of 100 submissions due to a webinar subscription.   November 7, 2022 Edit: 931 days and counting. Can someone please make this a meme?   April 6, 2023 Edit: 1081 days and counting. This isn't funny anymore. ...その他を表示

It would be super helpful to be able to schedule Instagram Stories in advance, like you should schedule a normal post. Also, the ability to schedule IGTV and videos on Instagram would be an amazing feature to have. ...その他を表示

It would be good to be able to set required deal stages for a pipeline. For example; a pipeline for 'New business' (prosects that are not yet customers), it would be good to force the sales team to add a deal at the first stage then have to progress it through every stage until won/lost. Then every deal will show in the deal stage funnel report and allow us to measure sales performance. ...その他を表示

It would be beneficial to have Date stamp & Time stamp (system time, eg. YYYY-MM-DD & HH:MM) as available properties in Hubspot. So that one can pick date or time stamps to use in snippets or workflows.  ...その他を表示

Are the email data statistics available in custom reports and dashboards? If so, I cannot find them. It would be nice to build reports with basic email stats (Opens, CTR, Bounces, etc.) that are tied to groups of emails, perhaps a folder of emails or emails coming from a certain email address.    Use example - we use the marketing hub to support multiple sales teams that are split by region. These emails are split by folder. It would be nice to be able to build dashboards for each region using just the folder of emails for his or her region or emails coming from his or her email address.    The report library includes the "email totals by sent, opened, and clicked" report, but it is not customizable. The fact that this is static and not adjustable is frustrating. It could be super powerful.  ...その他を表示

when we add new contacts we make separate contacts for people like families, friends, etc. I think it would be a great feature if there is a way to link two contacts together. ie: if we add contacts for a married couple, the contact info on husband (A) will contain a 'field' where it can show who he is associated with; In this case, it will show his wife's name (B) info. When we click his wife name, it will automatically open a page with his wife's info page.   I think this will be great in finding associations not only in companies, but network through families, business partners, etc. Plus making it easier to find will certainly an advantage for a Hubspot user. ...その他を表示