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When adding contacts to access private content, I'd like to have an option to send a manual link to create a password versus relying only on an email.   Many times, individuals are not able to find the email or have spam filters in place that don't allow it to easily be accessible. If we were able to send a manual link to complete the password creation process, we'd be able to help these individuals instead of them getting frustrated with the process. ... Afficher plus

We currently work with a client who has US and Canada separate social media pages. While the Social "Analyze" tool will allow you to filter the data based on selections on the accounts - you are unable to save this report into a dashboard and report by regional function holistically. You can only filter by platform and save to a report. E.g. if on Facebook you have a US and Canada separate page, to save this report to a dashboard, you'd be able to select all Facebook pages and report based on the platform. However, if you have a US Facebook, LinkedIn and IG page and similar separate pages for Canada and wanted to report the regions separately, you are unable to do so.   There is also no capability currently to build a similar custom report either.   Would love to see this feature improved especially for larger businesses who want to assess social page performances and KPIs at a regional level versus platform level.   ... Afficher plus

You should allow for dynamic coding in a contact property so that dynamic hyperlinks can be displayed in marketing emails. The ability to send contacts to links that are customized and relevant to them is very useful. Sample:    <a href="https://blog.hubspot.com/sales/ultimate-guide-creating-sales-plan?">Blog Post 1 1</a> <a href="https://blog.hubspot.com/marketing/top-types-of-ai-generated-content-in-marketing">Blog Post 2</a> Would display as :    Blog Post 1 Blog Post 2 ... Afficher plus

Currently, using the "rotate owner" option in a workflow, the workflow chooses randomly from the list of owners. It would be great to be able to exclude previous owners when this action is  used repeatedly within a workflow.   Action 1: rotate between owners Action 2 (after a number of  other actions): rotate between owners but not the one chosen in Action 1 Action 3 (after a number of  other actions): rotate between owners but not the ones chosen in Action 1 or Action 2 ... Afficher plus

When creating an email from a specific company's profile, if you click on the "receivers" field, contacts with the same domain as company are suggested. So far, everything is cool, but if you start to type in that field, the suggestions include contacts that doesn't match the company's domain. In addition, the company's contacts aren't even prioritized in that suggestions list, which may lead to making big mistakes.   Example: You go to Company A profile and create an email. You clic on the receivers field (without typing anything) and the suggestions include "john@companyA.com". If you type "John", the first suggestion may not be "john@companyA.com" but "john.smith@othercompany.com".   The list of suggested contacts should always prioritize contacts of the company, if creating an email from a specific company's profile page. ... Afficher plus

Often our sales reps will send emails / campaigns on behalf of the BDMs or on behalf of each other (over holidays for example). At the moment it looks like the only way to do this is to create a workflow rule - it would be really useful if whilst creating a sequence or whilst a sequence is underway, you can add prospects manually on behalf of other users. Thanks ... Afficher plus

If you use the meetings in HubSpot it is possible to send there some automatic mailings: If a meeting was set or some reminder mails 1 day or 1 hour before the meeting starts. You are able to edit the first mail for confirmation of the meeting. But the Reminder mails are not adaptable. We would love to customize these mails. It is important to show our cutomers the value of our appointments and to show them how happy we are there are only a few hours left until we finally have the opportunity to get in touch.  It would be awesome if some others are in need of this gadget too and you could adapt it.   Best regards Rebecca  ... Afficher plus

I would like all available slots in my team's schedules to be available, and in the case of more than one person being available at a certain time, I would like to be able to select order of priority for team members' diaries to get booked (i.e. if A, B, and C are available at 9am, I would like A to get booked first, then B, then C). ... Afficher plus

As a team we find it difficult to analyse conversations as we can't enforce categorisation. It would be great to be able to male this field mandatory before closing a conversation.    ... Afficher plus