Grandes mentes pensam igual

This has been an issue for a while. HubSpot does not currently store copies of meeting reminders and log them to records so we can verify that reminders went out to our Contacts.    I wish for this to be changed. Any email sent to my contacts should be logged, especially if HubSpot originates the email. If my Inbox is connected, I would expect a Meeting Reminder email to be in my Sent items same as if my own calendar was sending the reminders.   Automation is all well and good, but there needs to also be transparency and data logs when the robots are helping us out. Thank you! ... Exibir mais

In the Customer Agent Knowledge Sources, we would like to be able to add categories to short answers (just like we currently can with the knowledge base articles), and thereby filter short answers by category.   Over time, we have naturally created a long list of short answers that are aimed at different customer agents. If we could filter short answers by categories (eg. relevant customer agent) it would be much easier to: a) sort through and proactively transfer short answers to a more comprehensive knowledge base (on a customer agent basis) b) compare short answers created by separate team members (for separate customer agents) to ensure there are no duplicates interfering with each other   Currently, we have to sift through short answers on a page-by-page basis which is unideal.  ... Exibir mais

One of our sales managers had asked if it would be possible to associate an activity with another activity.    Scenario: He had logged a call and would like to schedule a task that is associated to the call for easier/quicker reference to the call notes. Currently, you can only associate tasks to objects, but not to other activities.    I suggested he use the "Copy Link" function and add this to the task he is manually creating. That said, he suggested it would be nice to have a "Create Task" option under the "Actions" drop down on an activity that would automatically associate the newly created task to the already logged activity. ... Exibir mais

I suggest that HubSpot opens the API to the new forms to the public. Currently, this is restriced and any attempt to modify a new form fails with error.   In our non-profit, we need to be able to programmatically create and modify forms. The new forms are much superior to the legacy ones in terms of UX, but the need to automate our workflow leaves us with no option but using the legacy ones.  ... Exibir mais

It would be valuable if Super Admins could adjust the 'manage sharing' settings on saved views, regardless of which user created the view, similar to how Super Admins can edit saved views created by any user. ... Exibir mais

A small but impactful enhancement for the HubSpot Helpdesk would be the ability to display ticket numbers directly in the board view. This feature would allow support agents to quickly reference and track tickets without needing to click into each one. It streamlines communication within the team by making it easier to discuss specific issues and improves efficiency by enabling faster ticket identification and management. By integrating ticket numbers in the board view, HubSpot can help support teams work more cohesively and effectively. ... Exibir mais

When selecting a template including the subject in the Help Desk, the actual subject is not overwritten. Currently, we have to delete the existing subject every time to apply the template correctly. It would be desirable to have an overwrite feature, which would speed up our workflow. ... Exibir mais

Currently, notes and emails in the Help Desk are sorted chronologically, but they cannot be individually selected. For our daily work, it would be much clearer if we could filter the view by "emails" and "notes" — similar to what is possible in the ticket view. Additionally, the ability to pin a note is essential, which is currently not available. ... Exibir mais

Currently it's only possible to create a maximum of 20 SLA goals in the Help Desk.   When you have different SLA  agreements for multiple customers, of which the SLA times also differs based on ticket priority and working hours, the limit of 20 is an issue.   Would be great if this limit can be removed, extended or if the SLA goals can get a smarter set-up so you can have for example 'priority differentation' SLA settings within 1 goal setup.     ... Exibir mais