Great minds think alike

A token for templates that sets the work day for 1, 2, 3 or x, days into the future. This feature is available in other sales engagement tools such as Outreach.    Use case is that many of our sales reps would like to write something similar to: "do you have time for a meeting on (in 2 workdays from now), or (in 3 workdays from now).    The benefit of this is that for sales we see a higher reply rate when just mentioning days then adding a calendar link for them to book a time. So if we can automate the day of the week that we want to add, then it saves a lot of time for the reps as they need to update the template less.    If this feature would be available in several languages it would be even better.    A workaround is creating a code workflow on the contact page. But this requires the workflow to run once a day for all contacts, which isn't very efficient. ...read more

CC field within an autoresponse email would be great.  This would allow the CC'd individual to reply to their customer using the autoresponse email sent out. ...read more

Hi All,    The MRR Beta is great. However the only issue we have encountered is that it provides a false reading on MRR as it makes the assumption that a deal closed date also equates to the start of that contract. It would be great if we could have a MRR Start Date. ...read more

why is it limited to 5? the all idea about CRM is to measure stuff and processes   I think you should give access to more than 5 from day 1, to create higher stickiness ...read more

OUTDATED METHOD FOR UPLOADING & SAVING DOCUMENTS/FILES Nearly all software platforms nowadays offer ability for users to easily drag and drop files.  Instead of having to find, then select the file, then upload the file from the drive (3-4 steps every time).   The current method is like driving a vehicle and having to turn the vehicle on with a crank shaft, long outdated.     NEW FEATURE REQUEST - DRAG & DROP FILES/DOCUMENTS INTO HUBSPOT It makes so much sense and much easier if users could drag and drop files (1 step) into: a) Deals b) Notes c) Files / Documents / Ssale Documents / Playbook / Snippets / Templates d) Other areas within Hubspot   Benefits are enormous to HubSpot users.  Frees up users, sales teams, and agencies to focus on what they do best, rather than wasting valuable time using the old way of uploading documents.     ...read more

Hi team. Commenting for a customer here. When we call upon personalization token now, it will always give us the "external" value. It would be great if we have the option to use personalization token and have the internal value show instead (option to choose) For example, in a form, I would want to have descriptive options for customers to choose from. However, when copying such values to deal names, i would like to use the internal name instead as it would be more succint. Thank you! ...read more

We offer free trials and have set up sequences for these prospects. The product is not mainstream, it is designed for technical engineers, so we feed them guides and videos over the course of a few days that will assist them in installing and using the software.  We find that by providing information like this, we have a better result than just giving them access to the KB and links to topics/videos.  When we get a response, even a simple 'thank you' they are kicked out of the sequence, and we have to manually put them back in. It would be very helpful to have a preference to keep them in the sequence regardless if they have engaged - and allow us to manually stop the sequence instead of an automatic trigger. I know we can create workflows, but sequences are easier to create and fit better for this engagement.   Also, on this page, it might be better to move the Select idea category to the top of the page. Or move the submit button to the bottom of the page. Thanks ...read more

Hola a todos.   Edición filtros predeterminado Propietario del contacto. Hola, buenas tardes. El motivo de mi mensaje es por que me gustaría cambiar dentro de mi vista de contactos > contactos, el valor que viene en los filtros por default de propietario del contacto, por propietario del contacto Qanai por ejemplo, ya que este primero no lo utilizo y a la vez, esta generando distracciones y filtraciones erróneas de mis asesores de ventas. Me pueden apoyar y muchas gracias. ...read more

Propiedades obligatorias Hola, buenas tardes. El motivo de mi mensaje, es por que me gustaría tener como propiedades obligatorias, todas aquellas que estan dentro del perfil de un contacto, es decir, no las que uso cuando se crea el contacto, si no las que puedo modificar desde el interior de un contacto. Me pueden apoyar porfavor y muchas gracias. Saludos. ...read more