Gute Ideen sollten geteilt werden

The live chat embedded in our product is bringing up the wrong contact record details. This is because our product is often used by different users who use the same computer (e.g. they log in and out of their account but use the same desktop/browser).   There should be a way for us to match the user from chat to their record in a way that does not solely rely on cookies. ... Mehr anzeigen

Hi there,    It would be really beneficial and a great revenue earner for you to for your customers to have the ability for their sales teams to be able to have a plugin within LinkedIn Navigator that allows you to add contacts directly into Hubspot.   Additionally, to be able to bulk upload from LI Nav to Hubspot from the lists created in LI Nav.   Thank you, Lisa  ... Mehr anzeigen

It will be great if we can create Reports on Forms submissions and set a goal line to track the target for wow. ... Mehr anzeigen

Who (what type of role or team) is the feature for?   Customer Service or Sales team that works with conversations. We sell via WhatsApp and spend most our time in the conversations view. Our sales agents need to click into the deal to find recommended playbooks. It would be so much better, if they could access the right playbooks right in the conversations view.   What is their goal?   Quickly know what to do, how to react to certain questions and customer responses.   What value will this add?   It will make sales and customer service agents so much quicker, fewer errors will happen because we can display the right playbooks at the right time, where they are needed ... Mehr anzeigen

We would like to use the ticket system but need to protect our clients privacy. As I understand it we can restrict access to the tickets/ Inbox, but any emails logged against a client are visible via the contact which is a problem for us. We don't want to lock down access to contacts as a workaround.   If there was an option to hide on the contact, and set as default, all tickets from a particular inbox that would be amazing. We don't think we can use the ticking system otherwise. ... Mehr anzeigen

We have several different teams that all have different requirements when it comes to what they see in the Contact and Company index view (and to a wider extent the Contact, Company, Service Ticket, and Deal Cards)     I know we currently have the ability to create a contact or company index view, which is great! However, if we could then go one step further and tie a department contact and company index view to the user permissions that would be amazing!    Just to clarify what I'm after here is the ability to create a new user, assign a permission set, and as a part of that permission set assign a pre-defined contact and company index view.  Bonus points are on offer if you can also include the ability to assign pre-defined Contact, Company, Service Ticket, and Deal card views 🙂     ... Mehr anzeigen

We should be able to use the data from a custom behavioral event in a message. The trigger will be the event coming into Hubspot, and it's the event, tied to a contact, that moves through the workflow. That way we can use both contact and event-specific data in messaging (think a weekly analytics email).    ... Mehr anzeigen

I love the ability to create a report as a digest of new leads, new conversions, new deals, new tickets etc. and email it to users in the portal.  However, depending on your email candence you may not have accumulated new data and thus the automated email is a waste of time for the user.  I would love the ability to surpress any email of a report that hasn't accumulated new data since the previous send.   ... Mehr anzeigen

We would love the ability to have a live character count of the content inside of the blogs. Currently, we have the ability to see the character count in social media posts, titles, meta descriptions, subject lines, and preview text. But no ability to see character count in the overall content in the blog.   More specifically, it would be even better to have the character count for each block in the blog. That way you can count the various sections, as well as, the overall count of the entire blog. ... Mehr anzeigen