Gute Ideen sollten geteilt werden

Msyvrais · ‎Dez 22, 2022

Reporting based on import name is crucial for being able to do source reporting. Import ID's are completely useless with reporting. At the beginning of the year a name system was assigned to external files that get imported, based on the existing filters that appear to allow you to report on this. This would allow us to report on sequential imports related to the same external source at the end of the year. Only to discover this is not the case. The filters currently exist but are pointless. When selecting Original Source Drill Down 2 "contains any of" for example, referencing the numerical ID value serves no purpose here. Now to get accurate reporting, we will have to add over 52 import names to a list with multiple filters PER import list filter. This will consume several hours to achieve something that could be completed in minutes if the filters referenced the label and not the ID of the import. (see below example)

SPriller · ‎Apr 21, 2021

It would be really helpful to be able to filter not only for activities, e-mail, calls and meetings but also comments.

kenjacobs · ‎Jul 31, 2023

I have a customer that needs the ability to natively record voice notes (via the HS Mobile app) on the contact/deal record after an in-person meeting during conferences and onsite visits This will give them the ability to record quick notes, highlights, redflags, action items for managers/BDRs and record next steps efficiently on the go

IMroz · ‎Jun 3, 2021

HubSpot treats imported contacts in a campaign as influenced contacts vs new contacts. Is there anyway to override this to make them new/first touch contacts? A check box on import that says mark as first touch would be an easy fix. It's unfortunate because when we run events that happen outside of HubSpot, like tradeshows, we can't properly attribute the ROI to the campaign leads because the imported contacts are marked as influenced contacts. In my opinion this is a system flaw as lots of marketing activities happen outside of HubSpot and it serously impacts the accuracy of campaign ROI reporting , especially if youre using HubSpot as your CRM, as we are.

Hyde-Smith · ‎Dez 22, 2022

At the moment it is not possible in HubSpot to set a workflow to set a future close date depending on the stage of the deal. Currently, the date can be set to a static option or to a date of step. There is no option to set a value = today + 30 days. This would be a really useful way to automate the qorkflow on expected close dates which can then be used in the forecast tool.

SDrury · ‎Jul 31, 2023

For international businesses conducting calls on a global basis, it would be beneficial to know the timezone of the contact, and be able to sort the call tasks in order to optimise SDRs workflow. i.e. they can focus on Eastern contacts in the morning, Western contacts in the afternoon.

DLopez333 · ‎Jul 31, 2023

Being able to view where a specific meeting link is being used. Being able to see all locations at once, and being able to update in bulk.

YiRui_Chua · ‎Feb 26, 2023

Hi team, It's great that we can set default font size and font for Marketing emails. However, would be nice to have more options such as default line height spacing too. Thank you!

Sjardo · ‎Aug 30, 2021

Hi, Thanks to the new Hubl function {{require_head}}, we can place something in the <head> tag based on certain conditions. This way, we can now preload images! Responsive images are created by Hubspot on the fly when adding a height and width attirbute to your image. This also creates a sourceset for the image. For example: <img src="{{ img.src }}" alt="{{ img.alt }}" width="{{ img.width }}" height="{{ img.height }}"> creates: <img src="https://www.example.nl/image.jpg?width=542&height=639&name=image.jpg" alt="image" width="542" height="639" srcset="https://www.example.nl/image.jpg?width=271&height=320&name=image.jpg 271w,https://www.example.nl/image.jpg?width=542&height=639&name=image.jpg 542w,https://www.example.nl/image.jpg?width=813&height=959&name=image.jpg 813w, https://www.example.nl/image.jpg?width=1626&height=1917&name=image.jpg 1626w" sizes="(max-width: 542px) 100vw, 542px"> This creates a good srcset within the HTML. Yet, there is no controle over your sourceset, as HubSpot does all the job. I can not retrieve the sourceset in any way. The {{img.src}} withing an image tag does not give back the same data if an width and height are available. Thus, {{img.src}} is not a reliable function. Why I want to get the sourceset: With the {{required_head}}, we can now, on the fly, insert a preload with the corrosponding image in the head. When I can not get the sourceset to insert a dynamic preload image or a complete set, the preloaded img URL wil never correspondent to the image that I want to preload. If I can get a grib on the sourceset, i can preload a complete sourceset image and speed up any site. Quick mediocore fix for the people who are interested in this problem: With the required_head, preload an image url that you can insert manually in the module trough a text field. This way, you can load the image, grab the source of the image that most of your visitors will see (for example, the largest image if you have mostly desktop visitors) and insert it into the text field. This way, you atleast preload something for some users.

allieccollins · ‎Sep 25, 2020

I find Hubspot's Campaigns to be garbage compared to Salesforce's. I was hoping to use Custom Objects to create my own Campaign object. But in order to do that, I'd need to be able to create workflows where I associate Contacts with the custom object. That doesn't appear to be a Workflow Action yet. I would imagine adding contacts to an object via workflow would be an extremely common use-case. How else are people associating them?

Gute Ideen sollten geteilt werden

Ability to report on Imported file names

search for comments

Need to add voice notes via Mobile App

Option to make imported contact first touch vs influenced contacts

Future Close Date (workflow)

Timezone allocation for contacts/ tasks

Meeting tracking/location

Line height in Default Marketing email branding settings

Need Hubl function to retrieve the img srcset for Preloading images

Use Workflows to Associate Contacts w/ a Custom Object

Vor Kurzem umgesetzt

Vor Kurzem in der Beta-Version