Great minds think alike

I would love to see a feature where the customer can leave a very simple and low-threshold feedback in an email communication without clicking on an extra link. Preferably in the form of buttons (e.g. smileys), which are integrated directly in the mail in the binder. This way, the customer can leave the client an overall impression of whether he was satisfied with the customer service at that point in time - preferably with three or five levels or freely configurable.    The current solution that Hubspot offers (customer loyalty surveys), of course, absolutely has a "raison d'être", but is not optimal for this particular use case. It is not about a detailed evaluation of the overall process, but rather an evaluation of whether the customer was satisfied with the initial contact / dispatching. I believe that many customers would rather go this way than click on a link and fill out a survey in this stressful and fast-paced time. 🙂 ...read more

It seems that at the moment, the only links that are able to be tracked are hard coded links in the email. Links that are created via personalization tokens aren't treated the same way and tracking isn't applied.   This is obviously challenging for us as marketers, as we can't understand click-through rate on links that are dynamic by user (for example, links that direct users into their unique dashboard within our application).   Is there anything in the works to enable link tracking there? Have you considered the ability to add an ID or click element within the raw HTML? This is something I know is available within Hubspot's CMS when building web pages.   Thanks, ...read more

Looking for a way to limit who on my team can connect hubspot to a personal email. I need to strictly limit connections to select people. This could be either through permissions or by getting an alert when someone wants to connect - either solution would be fine. Checked with HubSpot customer support and it seems there isn't curently a solution for this.    The concern is that some of our employees may have email with sensitive data and I want to eliminate the possibility of them connecting.   This is a significant hurdle for our adoption of sales hub so if anybody has ideas I'd love to hear them.    Thanks! ...read more

My client has spun out a second company from their original company, and we are partitioning data within two business units under the original portal. All the contacts in the original portal had a contact owner assigned, but a different set of employees are responsible for the new business unit and we would like to assign them respectively as contact owners without writing over the existing data. In essence each contact needs a contact owner per business unit. An example of where this would be useful is in setting up meeting scheduling links. There is already the ability to associate the meeting to a business unit, but when you prioritize the contact's owner for scheduling in a round robin meeting type, it defaults to the native contact owner and there's no way to differentiate the owner per business unit. The workaround of creating a custom HubSpot user property isn't applicable here because there's no way to set the meeting to use that custom property instead of the native contact owner. ...read more

For the Tasks function, it would be helpful if the following were available which would make it easier to create and filter tasks.    Option to clone a task from the Task list and Task Edit popup - currently, no clone feature - all task info has to be re-entered for each new task Ability to assign more than one user to a task - currently, tasks only support one user assignment. For tasks that more than one person should act on or tag team, an additional task must be created. Option to add Watchers to Tasks - for tasks you assign to others, you're unable to track after creation. If there was a Watcher feature, you could be notified on the statuses of those tasks. Ability to tag tasks for easy filtering within the task list ...read more

I need to Label or place headers in the Deal pane or other objects.   The Deal pane is long and completed by different groups.   Currently it looks like one continuous page which is difficult find properties easy.   Also the font is small for users with older eyes so  while the page looks nice the contract does not help.  SEE BELOW  _______________________________________ Deal Pane Before and After ...read more

It would be great to be able to customize the email that gest sent after someone books a meting with me through the booking tool =.   ...read more

Lorsque nous créeons une transaction directement depuis la partie Transaction et que nous associons une entreprise (en bas du formulaire), nous rencontrons des difficultés dans le choix du client (cf capture jointe). Est-il possible d'ajouter des éléments différenciant (ville ou siret) afin de pouvoir distinguer les clients les uns des autres svp et choisir le bon client? ...read more

It would be great if there was a unique Notes sections under Companies that are only for administrative information.  right now all notes regardless of who enters them and where, are located and visible under Companies.  It's becoming very overwhelming on the Admin point of view to be organized with specific notes that I would need to be able to get to faster instead of scrolling through notes associated with projects and/or tickets that are not related to Admin etc. ...read more