Great minds think alike

Give the customers the ablity to edit the qauntity and qaulity of there items within their quote in order to suite their needs. This would help so much of the back and forth between the customer and sales trying to reach the perfect price for a quote!   Example: If a price on a quote for a customer is to much for them we have to go back and forth and say we could do this price if we take the qaulity of the item down and then back and forth until they have reached a comfortable price ...read more

We are constantly logging meetings by forwarding the invite link to hubspot, and we take notes in the Team notes or Comments section of the meeting. This information is extremely relevant to our daily work, and we are used to having it accessible at a glance.    Unfortunately, meeting invites today have very little useful text, and a HUGE amount of space is taken up by remote conferencing links for MS Teams or Zoom or Google Meet.   Visually, this hides the meeting notes under large, irrelevant text which makes scanning meeting notes very difficult.   Editing the invite text is impossible, as this resends an "updated" invitation to the client   I would propose the ability to either:  - put the Team Notes and/or Comments ABOVE the meeting description, as well as the meeting type and outcome. - to HIDE the meeting invite / description (or at least only show the first few lines) INDEPENDENTLY of the meeting notes (and other relevant information such as meeting classification, outcome, etc ...)    Basically, separate the part that is SHARED with the client (the invite itselfs, participants etc ...) and the part that is PRIVATE to us (classification, notes, etc ...)    a typical teams invite ...read more

Hi    This feature upgrade would be for the Service Hub and refers to the livechat integration.   Basically at the moment, the live chat only links the the contact in terms  of the activity tracker, I can see the benefit of this from a Sales perspective but for a Service offering, seeing this on the main company activity list is really important.    Currently we are not able to see who has recently on live chat from the company activity page, as we would have to go into each contact individually to see if any Live chats have taken place.    In some cicumstances there be 10's of contacts per company and it is not pratical for each of us to have to check each contact to see if they have recently been in contact with us via live chat.    it is really handy having the activity listed from all emails and calls in the company forum, as it means it is easy to see what my colleagues have spoken to the client about and I do not need to check where they are with them.    However with live chat this is hard to know, as I would have to be aware of them having completed a live chat to go looking for that information.    Ideal solution is for the Live Chat activity to show under the company activty list, the same as the emails and calls do. So they would link to the contact, which in turn links to the company that they are attached to.      so it would appear here     as this is what it shows like on the Contacts page   Thank you in advance.   Kind regards   Matt   ...read more

It would be great if included in the option to schedule report delivery, you could in addition attach an export of the report. This would be especially helpful for list-styple reports we periodically export to excel. Right now you would have to login, click "customize" and then export the report. ...read more

With the new association label feature, we would like to be able to create rules around which companies/deals emails get logged to based on the association labels.   Currently, all emails with a specific contact are being logged to every single company/deal they are associated with, regardless of the association type. This creates uncontrollable clutter within the system and makes the association label feature of little use to us.   This would be immensely helpful if HubSpot users could define what types of associated companies/deals emails get logged to based on the association labels we create. An example would be creating a rule that a contacts emails only get logged to their Primary Associated Company, as opposed to all associated companies, etc. ...read more

Settings for featured image on social media When creating a blogpost it would be fantastic to have a feature that makes it easy to change the featured image for social media. As it is today in the settings for featured image, it also changes the top image of the blogpost.   This is how we want the blogpost to look like This is how we want the blogpost to be And then it would be great to choose a featured image for social media in the settings like this for example As it is today, when I choose the one with text, it also changes the featured image for the whole blogpost But when we do that, the blogpost looks like this.  .....so it looks like this. Her we want just a clear image   So, we want 1 top featured image on the blog, and when we link to the blogpost on any social media platform, we want it to be another one.  So the oppertunity to have another image for the thumbnail on social media platforms. Here is an example of how it would work on LinkedIn from LinkedIn This is how it's today This is how we want it to be Why? Different thumbnails for different platforms are important, and if we can have settings like that directly when creating a blogpost in HubSpot we ensure that we avoid manual errors and mistakes. ...read more

If you work with Hubspot across several business units it would be very helpful to be able to filter duplicates per Business unit.   Why? The experts of each business unit have expertise on their customers and therefore know best how to proceed with duplicates. ...read more

While HubSpot offers a variety of different visualizations in their reporting tools, there is one type of visualization that they still lack. This somewhat surprises me, as it is a fairly common form of visualization within sales departments.    This visualization goes by many names, but the most common is a 'bridge graph' or a 'bridge report'. Essentially, this is a graph where only 1 or 2 vertical bars (typically at the beginning or the end of a report) touch the baseline horizontal axis of the report, while other vertical bars in the proceeding columns are suspended mid-graph, starting at the top height of the full bar. A common scenario for this type of visualization is as follows:    1st full bar: actual revenue at the beginning of the month/quarter proceeding bars: projected/forecasted/potential revenue for the month/quarter.  last full bar: actual revenue at the end of the month/quarter.   I've included some examples of what I am talking about below. I highly recommend that HubSpot work to add this report ASAP. I'm sure others have asked for something similar and it has been a standard report in any and every sales department I have ever been a part of.    ...read more

Hello HS team, I've noticed a somewhat annoying thing when it comes to managing HS emails. If we're having a conversation with multiple participants, and then someone else replies to us (without including others in the loop), like for example an OOO email - then it's no longer possible to "Reply to all" from the previous thread. You can only Forward it, which means having to add all participants manually, and this can be a pretty lengthy process if you had 10+ people in the loop. What slows it down is the fact if I copy-paste the list of all participants, HS doesn't recognize and split the email addresses, but instead suggests creating another super long email address that's of course wrong. So, we need to manually c/p each email address separately. ...read more