Las grandes mentes piensan igual

As we've just transitioned away from Acuity to Huspot for our demo scheudling tech we're finding it challening in keeping everyone who needs to be on demos up to date.  It would be helpful if we had a feature that wouuld allow us to add team members to Meetings so they receive meeting invites.  ... Mostrar más

Hi there, I would like to suggest that HubSpot add the ability to customize views and other data within the Conversations inbox. My team and I use this inbox to manage incoming leads and the limitations are challenging. For example, we would like to be able to customize the contact record that appears on the right side bar of the inbox to add the Sales Navigator plug in information to view connections we have with specific contacts. The functionality is there in other sections within HubSpot, just not in the Conversations inbox. It would also be able helpful to be able to flag which companies/contacts that come into the inbox are existing clients/prospects - i.e., for us having the ability to pull in custom fields that display the "account status." ... Mostrar más

It would be great to track the Total Annual Revenue of a Company based on the total dollar amount of closed won deals based on your Portal's Fiscal Year settings.    It takes an incredible amount of finesse to make this work via workflows and seems like a very big miss not to have this.  ... Mostrar más

general info: We have a Customer Service inbox with our email of foo@bar.com linked to it in our Conversations area. This email is a google workspaces account (gmail), which has a feature to allow you to take your email address and add a + to it and create a sort of sudo email address. What this means is, your email of foo@bar.com  is the same as foo+baz@bar.com, foo+bar@bar.com,  foo+barbaz@bar.com,  etc. It will recieve it all the same. Additionally we have a VOIP service sending our Voice Mail emails to the email at foo@bar.com , and we want to create a view to filter out the emails that are sent to foo+spanish@bar.com . This is to make it easier for our Spanish speaking Customer Service Reps to find the communications specifically for them, all while still having access to see the regular communications coming in.  1) This would be applied by an admin user, to allow general users to find specific emails for them. 2) To be able to find emails sent to a specific address easily, while still allowing to see the whole inbox.  3) This will allow a team to manage a general inbox while making it easy for "specialists" to see their communications easier.  In the event of a specialist going away, the rest of the team can do what they can with the specialist communications, while finding them in one spot. In this case, a specialist is a Spanish speaking Customer Service Rep.  4) Gmail. Gmail allows you to create a folder on your inbox, then filter all incoming emails by sent to address. Then it moves all emails into that folder as they come in. Gmail has now switched the naming convention to "Labels" but it's the same idea, and synonymous with HubSpot's Views.  5) Only relevant picture really. We have a view titled "Spanish", where all email into the inbox to foo+spanish@bar.com  are shown in the View titled Spanish.    ... Mostrar más

Hi 👋   First off, we're loving HubSpot. It's making things in our business much easier.    And, we've got an idea for how to make it better.   Our team noticed that we're unable to view personalization tokens in sent emails (more backstory below). We can see the tokens when we draft the email, and the fields all merge correctly—however, after we've sent the email we can no longer see what fields we used in an email.  We're able to use the "send test email" to reconstruct it based on customer info, but it's a lot of work. We're accustomed to Ontraport showing us the merge fields even after we've sent the email. We feel like this should be a feature you offer too.  Here are some screenshots:    Please let me know if there's anything I can do to help move this idea forward.    Thanks, Alex BACKSTORY: We reached out to your support team they confirmed the behavior and suggested that I submit a feature request. They're also submitting one internally. Check Ticket 12386278 for more info.     ... Mostrar más

I would like to be able to filter the Activity Feed by either the 'Contact Full Name' or the Activity Name. Specifically, when someone visits page XYZ, I would like to see results that are related to visits to that page, and I would like to be able to differentiate between visits made by contacts and those made by prospects.     ... Mostrar más

We use HubSpot to track customer success implementation. When a new deal is turned into a ticket, the contacts associated with the deal are automatically added. However, any emails that our team sends to those contacts are not tracked at the ticket level unless we manually enable it in HubSpot. Unfortunately, this is not scalable. It would be great for the system to automatically associate contact email domains in a ticket to track emails. That way, we have an accurate last activity date and can go to one place for all implementation context.  ... Mostrar más

I recently set up service SLAs to measure response time, but it's pretty limited. We route our support queue voicemails into hubspot as emails, which automatically create a ticket. The appropriate way to respond to those is by a phone call, not an email, so all of these tickets miss their SLA deadline and skewing my reports.   I would really like to see one or both of these options for SLAs going forward: Allow SLA status to be updated by other communications in the ticket like logged calls. Allow SLA properties to be updated by workflow triggers. ... Mostrar más

When creating CTAs, we should be able to add dependent fields.  I have a need for being able to add custom data from a user when they submit a CTA form, but I cannot get the custom data from them because dependent fields are not available within CTAs. ... Mostrar más