Great minds think alike

I create Workflows for buyers as content comes out from the marketing team and it's not always someting that can be timed. Often, my contacts run through my Workflow before I have the chance to add in new content. I'll add a wait of a specific amount of time but if I don't remember to push it out, the contacts flow through and then end in the workflow.  It would be great if there was a "waiting room" type feature that contacts could sit in a Workflow until the next step was added.  ...read more

I would like to create a rule in HubSpot that all new contacts do not receive any EDMs for X amoutn of weeks. ...read more

It would be great to have an option to send form submissions to a specified address without storing those submissions in the CRM.  ...read more

We have recently onboarded 10 new staff and I am setting up template folders for them. I need to clone several templates into these folders and was wondering if there are any shortcuts (i.e. cloning a template into several folders at once) instead of having to clone each template into each folder one by one. Thank you, Michaela ...read more

I have just recently started using Hubspot and I find the user interface incredibly yanky, to a point where I find it a pretty big distraction.   Some examples 1. Opening the contacts list https://app.hubspot.com/contacts/XXXX/contacts/list/view/all/ there are something like 14 repaints. The early ones are the major yanks, where the layout reflows. Later ones update one part of the UI or another. Contact Owner and Associated Company icons take three paints to get the final version.   2. Opening Deals page The icons/avatars are not shown initially and the repaint causes the whole pipeline board to reflow  - one big yank. One yardstick in this respect is Trello, where the layout is similar. No yankiness there.   3. Opening Deal sidebar Several major reflows, including the sidebar header area initially empty. Clicking another Deal to display in the sidebar flashes briefly a blank sidebar.   4. Opening a Deal page from Deals pipeline view About 10 reflows / panels updating.    This was the best category I could find for my gripe - so the "idea" is to make it less yanky: - cut down on the number of repaints, even at the expense of delaying some updates - example: the deal sidebar header is fixed size, why isn't it sized like that initially     ...read more

I have a few automations set within HubSpot. I notice that the automation isnt set for a specific type, for example, I will spend the morning clearing my tasks to move onto something else, near thr end of the day I will check my tasks and a number will appear. Ideally it would be good if the automation would allocate the tasks in the morning so you're aware of the tasks ahead of the day. - It would also be good if you could stop them automating over the weekend (schedule them for the next working day).   It would also be handy for the 'overdue' tasks to carry over into 'today's' tasks to avoid them being missed ...read more

In the report: Tasks incomplete assigned to me by due date there are several date ranges for the due dates of tasks.    We would like to see the tasks that are either overdue or due today in this report. Preferably, that would mean having a rolling date range of 365 days.   Here's the issue, rolling date ranges won't include today's date.  The alternative is to have this year so far (and have "Show entire year" unchecked) - which works fine now when we are in December - but as soon as we enter 2021, this filter is useless and needs to be manually updated.    The idea is to have Today's date included in the rolling date ranges. Preferably there will be a checkbox for "Include today's date"for rolling date ranges (just like "Show entire year" checbox in the "this year"- date range filter) ...read more

When someone who is an existing contact in HubSpot fills an enquiry form currently the properties of the form ie name, phone number, client number etc make changes to the contact on its own.  this is a big risk as someone who gets access  to a contacts email can then make changes to the profile with us and we would not know and it is rarely that someone checks properties of every contact.    This is a major risk raised by our team as we deal with investors funds and this could impact our 3 point verification and make payouts and could be a reason we decide to exit HubSpot     My recommended solution: when a form is submitted by anyone a ticket is raised without changing the contact properties on its own, the Hubspot user can make the change if needed.    ...read more

1. Add a 4th circle on the contact and company records on the app to log a meeting like you can on desktop that will have the multiple outcome types available or add the outcomes to the "log: meeting" as a second step.   2. Be able to rename the 3 types of activities that can be logged, or to create additional types. ...read more