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It would be great if there were options to auto-set someone away from chat if they didn't' respond after a period of time (on the agent side), or even better, allowed "lack of response" to be included in chatbot workflows.   Additionally, setting limits on how many chats an agent was forced to handle would be great for similar reasons.   Right now once a chat is assigned, if someone forgot to put up "Away" or just gets overwhelmed with volume, there is nothing to keep that client from just waiting forever. ... Afficher plus

I have a list of employees on Hubspot and it's way easier to upload an excel than it is to set a field for all of them. I would like there to be an option to upload a list and have it update a current static list rather than having to make the list active or manually add them through contacts or duplicate the list and delete the old one. ... Afficher plus

We would like to suggest the ability to use CSV files (or any spreadsheet file that can be made compatible) as List filters.   Example:   I have a CSV file of 1,000 surnames.   I want to find every Contact record in my CRM that has one of these 1,000 surnames.   If I were to create a List now, I would need to manually enter all 1,000 surnames as "OR" filters. And I'd probably get cut off at some point!   With this suggested feature, I'd be able to upload my CSV of 1,000 surnames, and HubSpot would check my CRM against that spreadsheet, then return the matching Contacts.   Because this would be a big job that would probably have to run for a while, it could be offered separately from the regular List feature, so that the non-casual nature of such a search would be very clear to the end user.   Thank you for considering the idea! ... Afficher plus

As Hubspot is a place for all team members to work and we all have our zoom account, the zoom app that Hubspot created, wasn't really make for that? We can only connect the meeting link to ONE zoom account, while all team member has their own zoom account and meeting link. Not sure how teamwork on Hubspot with just one zoom account allowed? ... Afficher plus

Often LinkedIn profiles of the contacts are quite important.   Unfortunately, there's no LinkedIn profile field.   There is a website URL field, but the putting the LinkedIn profile URL in the website field makes HubSpot think that the contact works for LinkedIn. i.e. the Website field is really for the company, not for the contact.    (in our workflow, we care absolutely zero about companies, 100% about contacts...it's a B2C model) ... Afficher plus

Often the most important information we want to provide our customers resides in nicely formatted beautiful tables (we usually copy from Excel and paste into Gmail). Unfortunately, Hubspot email templates and snippets do now allow tables. Hence our most common use case for templates and snippets is just wiped away, gone 😞 Hubspot should allow formatted tables in email templates and snippets. ... Afficher plus

Me gustaría que exista la posibilidad de crear un artículo en la sección Base de conocimiento y poder ubicarlo en dos categorías distintas. ... Afficher plus

We're a B2B vendor and give numerous demos to prospects(contacts) belonging to companies. Since our sales cycles are long and complex, we can give demos multiple times during the course of the long sales cycle. These demos are given on an as-needed basis, not on a set date. Contacts usually attend many of these demos. I want the reps to be able to track the contact attendees that attended these demos. So I want to be able to create a Contact property called 'Demo Attended' with the Field Type value being Date Picker, but with the option to have Multiple picks of dates in the calendar. For example, Brooke attended demos on May 22, June 10, June 19, July 4 and July 14. The rep will have the ability to click on dates in the calendar to capture all of those dates she attended the demo and store them in the field showing these dates. Then we can easily follow up with a specific email to all the attendees and track for engagement and scoring. Right now, it seems the only option is to create a Field type of Multi-line text and manually typing in the dates. With this option, I see reps entering all different types of inconsistent date formats and not allowing easy reporting options. ... Afficher plus

When you export a list, there are some columns from the company section that appears everytime, and it's annoying to remove them manually. ... Afficher plus