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When viewing email templates or landing page templates, it would be great to be able to rearrange them into a user or even company-wide preferred order.  When a theme is used you end up with a lot of templates that MAY be useful in the future, but you really want the company approved ones to be first in the list. ... Mostrar más

I would like to be able to send out a form link from a Deal so that when it gets filled out, the information from the form is linked to the Deal rather than manually having to merge the information when it gets filled out. I would like this for tickets too. ... Mostrar más

I have two different internal ticket pipelines, and I need for each of them to have different properties to be filled.   So, in "Pipeline 1" (which is for my CS team to communicate with Ops/Tech) I have 5 custom fields in the ticket creation form, which is exactly what we need to have.   However, I now have "Pipeline 2" which is for CS to communicate with another department, and I just need to have 2 of those 5 fields in it, as the other 3 are Ops/Tech specific and would make no sense in this new internal pipeline, but I have no way to have different ticket creation forms for different pipelines.   This means, if I deactivate a field, it's deactivated for all pipelines.   I've reached to HubSpot support, and although they were as helpful as always, they unfortunately have no way to set this up of find a workaround.   This seems to be a rather "simple" issue and they reccomended that I publish this here to see if i gets upvoted and maybe squeeze this into their roadmap at some point. ... Mostrar más

Hey team, it would be great if we could be notified more clearly on certain losses in functionality when it comes to tools in HubSpot.  ... Mostrar más

When creating an overall new custom object from the settings panel in th Hubspot UI, i tend to use the Primary Property for our personal primary ID (which is often an number) which should be unique and the Secondary Property as more explainatory name or title for this object property which in our case also should be unique for correctness as well, but i can't set the unique value for this Secondary Property.   I understood from your help pages (https://knowledge.hubspot.com/object-settings/create-custom-objects) that i might actually misunderstand these fields in the way that they are used for in standard objects, but it might not be that clear when creating custom objects, so maybe this could be clearer explained or maybe the Secondary Properties should just also have the same initial option for setting uniqueness as the primary 🙂 ... Mostrar más

We are planning to use a short contact form at a trade fair, where only the first name, last name, and email address of a contact are requested. This form will be filled out by our staff at the booth. Submitting the form triggers a workflow that automatically sends an email to the customer. This email includes a link to another form where the customer can provide additional details about their request. In this second form, the first name, last name, and email address should already be pre-filled. Here’s the issue: A contact needs to fill out the data on their own device for it to be pre-filled in another form based on cookies. My idea is to use the email address as a basis for pre-filling the data. This way, the form can be pre-filled with already known data, and it would no longer depend on the device. ... Mostrar más

1. Content Marketing Campaigns Use HubSpot's blogging tool to create a content calendar and schedule blog posts consistently. Add CTAs (Calls to Action) at the end of blog posts to guide readers toward downloadable content or demos. Use the SEO tool to optimize content for higher search rankings. 2. Lead Nurturing Workflows Automate email sequences to nurture leads through the sales funnel. Segment your contact list based on user behavior, interests, or location to deliver personalized email campaigns. Use A/B testing to optimize email performance. 3. Social Media Automation Schedule and post social content directly from HubSpot. Monitor social media interactions in real-time through the social inbox. Generate reports on social media performance to refine strategies. 4. Sales Enablement Use the meeting scheduling tool to let prospects book time with your sales team. Track prospect activity on your website to prioritize outreach efforts. Integrate with Slack to get notifications when a lead takes significant actions, like opening an email or visiting a key page. 5. CRM Optimization Regularly clean your CRM to remove outdated or duplicate data. Create custom properties for better segmentation. Use task automation to streamline follow-ups with leads and clients. 6. Analytics and Reporting Set up dashboards for marketing, sales, and service teams to track key metrics. Generate lifecycle reports to identify bottlenecks in the buyer's journey. Monitor your email and ad campaign performance directly within the platform. 7. Customer Feedback Integration Use surveys or forms to collect customer feedback. Implement the NPS (Net Promoter Score) tool to measure customer satisfaction. Create follow-up workflows based on feedback scores. 8. HubSpot Academy Utilization Enroll your team in free certifications for inbound marketing, sales, and customer service. Stay updated on best practices for leveraging new HubSpot features. Access community forums for troubleshooting and idea sharing. 9. Personalization with Smart Content Use smart CTAs that adapt based on the visitor’s lifecycle stage. Implement personalized website experiences for returning visitors. Send personalized emails based on user preferences or past interactions. 10. Third-Party Integrations Connect HubSpot with tools like Zoom, Zapier, or Salesforce to streamline workflows. Integrate with your eCommerce platform for tracking customer behavior and sales. Use marketing tools like Google Ads or Facebook Ads to create targeted campaigns directly in HubSpot. ... Mostrar más

Sync property is a great feature, but its useless to me until you can use it on restricted view and editing access properties. Almost all my properties have some sort of restriction based on department that manages the information. I probably have hundreds of workflows that could be replaced with this feature...but can't really use it right now. ... Mostrar más

It would be great if HubSpot had platform-level properties that were standard with every environment such as "Previous Month", "Current Month" and "Current Year" that would always show the current/past month and current year when used. This would be helpful as personalization tokens in emails. For example, in my email I want to be able to say "you were qualified for the month of PREVIOUS_MONTH". I know I can create a workflow that sets a custom CURRENT_MONTH property to whatever the current month is and another workflow that sets a custom PREVIOUS_MONTH property to whatever the previous month was, then update both workflows once a month so I can continuously enroll any new contact records, and then create a third workflow to continuously update the current month based on previous month. The issue with this is that it's still very manual to have to update these workflows monthly.  ... Mostrar más