Great minds think alike

Adding new columns to tasks under campaigns in marketing hub. Columns like priority and division. We should be able to add new columns. ...read more

When editing emails in hubspot: When I press Update it pops up with a prompt to Publish but I can close that without losing updates. I didn't realize that because there is a strange quirk where, if you edit the name of the email, if you update and exit, you are forced to leave with unpublished changes, and then the name doesn't update in the list view but it remains changed in the edit view. That's confusing. Thanks for listening. ...read more

This results in way too many dashbaords that everyone can see. Hard to enforce any data governance.    I would like to flip that. WOuld be better whenever a rep goes to create a report it's private to them only unless they update that and make it visible to other teams.    This would help us a ton on the administrative side.  ...read more

I love the meeting scheduling tool @ https://app.hubspot.com/meetings but would love to optimize more of our work by seeing the same capabilities in the "Workflow" portion of Surveys added to Meetings.   More info on exact need: I would like to have it automatically create a task when a meeting is scheduled so that we can have better metrics on the # and outcomes of troubleshooting calls that we are using the link to schedule with users. ...read more

In workflows, lists, and view filters, we need a filter for "is x days from now" and "is x days ago." As of right now, we need to either enter an exact date that isn't rolling, do "is more than 3 days from now" combined with "is less than 3 days from now," or risk including dates that shouldn't be included.  This is complicated and confusing logic, and I think it would be very helpful if we could get rolling date filters for an exact amount of days in the past or future! ...read more

Relatório com base em um Snnipet. Utilizamos um Snnipet para todos os contatos com os clientes e queremos um relatorio que englobe tudo, sem precisar separar por chamada, whatsapp, e-mail... ...read more

Since improvements to the HubSpot-Salesforce duplicate Company issue aren't planned (for shame!!), I'd like to suggest an improvement for better overall Company duplicate management.   Manage Duplicate Companies could be improved to add more capability. Currently, next to a browser tab for Manage Duplicate Companies, I need to open another tab to search the company (since there may be more than two dups), then a tab for each duplicate (to remove/add Associated Contacts/Deals), then another to cross-reference in Salesforce. I have two suggestions for better Company management that would even help those who don't have the Salesforce integration! (Checks are things that can already be done.)   If, on the Manage Duplicate Companies page, we could: ☑️click 'Review'  - see a list of all duplicate Companies (not just two) - see which is syncing to Salesforce (Sync Status property?) - edit columns/properties shown to compare between duplicates - multi-select associated Contacts and Deals (for any duplicate) - click and drag or transfer Contacts and Deals to the correct Company ☑️ bulk delete empty duplicate Company records   And/or on the Companies list view: ☑️search Company name ☑️ show Salesforce Account ID column ( to see which are valid/syncing) ☑️multi-select Companies ☑️ click Edit - option to transfer Associated Contact and/or Deals - option to copy properties to empty properties ☑️ bulk delete empty duplicate Company records   Either or both option would go a LONG way in helping to manage duplicates more efficiently.  ...read more

Long time user of tools like Salesforce, Outreach, and Apollo, first time using Hubspot CRM. Love it as a CRM but I see a couple obvious missing features on the sales sequences.   Ability to set custom hours for specific days for emails to send (right now you have to pick one time block for all days) Setting to automatically pause sequences for federal holidays (as of now, you have to pause every sequence currently scheduled) Ability to reschedule (earlier to later) any scheduled step in a sequence (ex: if I have scheduled emails going out at 5pm on a Friday, I'd like to be able to move them up in the day or push them until the following week)   I'm sure there's more, but these are the ones that stand out to me immediately. I have been a power user of sales sequencing tools for the last 10 years. If anyone at Hubspot on the product side of CRM/sequencing is open to a feedback chat, I'd be happy to schedule some time.  ...read more

Hey there,   I would like to suggest an enhancement to the Sequences feature. It would be highly beneficial if we could select specific days of the week when actions should be executed within a sequence.   This functionality would allow users to better align their outreach with optimal engagement days, improve email deliverability, and ensure that follow-ups are timed appropriately to maximize response rates. For example, being able to exclude weekends or specify certain weekdays for sending emails could make a significant difference in campaign effectiveness. ...read more