Great minds think alike

LButterfield · ‎Nov 26, 2021

This is for the sales team - we have just started in Hubspot and some of the sales team have hundreds of deals (historic and current). We use flexible associations, but it is really frustrating in the deal pipeline not to be able to sort by associated company or contact. If you could sort by the primary contact or company that would be a big help.

AGerbosi · ‎May 10, 2023

Say I want to create an event form, and need to capture a specific piece of information in relation to the event (ex: Meal Choice), I would want to create a single-use form field that doesn't associate with EVERY record across the platform, and is only used when viewing the form submissions. This would prevent clogging the records with unnecessary data and fields, but still allow for unique instances of data capture.

SLoo · ‎Nov 26, 2021

Hi team, Raising this on behalf of a customer. Can we create a filter to list ALL deals created by workflow automation? Understand that there is a current workaround to use a custom property associated with the deal creation from the workflow, and then use that property to filter the deals out in a list. But would definitely be nice to have a filter on its own 🙂

JGould · ‎Oct 17, 2022

There is no way to access Files from the mobile Hubspot App. It would be great to have access to this so that we can upload training content for our team and be able to easily share this on the go or in the office when needed.

E2VR · ‎Feb 26, 2021

For instance, when you have a certain price to apply monthly for a specific amount of time which will then change up after that period. For instance I want to charge monthly 50 euros for the first 6 months and after those 6 months charge 25 euros/ month. As it is right now Hubspot would make both charges start at the same time resulting to a 75 euros/month price.

mmoraes · ‎May 10, 2023

Hi, We organize our workflows into folders and sync our data very often with our sandbox account. Problem: When it comes to syncing, there's something very annoying: all workflows are put in the root folder. The folders we originally have in the main account are completely ignored, so we have to create them manually in the sandbox account and organize them all again. Request: When syncing with a sandbox account, I wish it would mirror Workflow folders and their respective workflows inside them.

MrBean · ‎May 10, 2023

Hey HubSpot! you're way too easy to use. It's way to easy for sales reps to spam people using hubspot! It would be great if you guys could help us out by adding a way to limit the number of sales emails. Would be a bonus if we could also limit the number of emails sent with a certain template. Would be great to have that control inside of hubspot to enforce personalization.

vanessahunt · ‎Apr 28, 2022

Currently the only assets you can include in a Campaign are: Campaign assets I'm running an outreach campaign for my client, which includes Sequences. So it would be ideal if Sequences could also be included in the Assets that can be tracked via a Campaign. I appreciate we can review Sequence performance separately, but a combination of targeted sequences form part of our overall campaign.

NBachynski36 · ‎Feb 25, 2021

Our sales team utilizes automated email sequences to prospect to customers. We would like to be able to follow up the original outreach email with a threaded email (which we can do now), but if neither email gets a response, we'd like to have the 3rd communication come as its own thread with a new headline. The goal is to automate the whole process through a certain number of communications, but it allows us to try out multiple headlines without creating multiple sequences.

PKirk · ‎May 10, 2023

I'm trying to create a list of active, engaged contacts on a rolling basis, using the "Recent sales email replied date" as a means of filtering. Unfortunately, individuals with automated responses such as "Out of Offices" are being counted. It would be useful if there was a way to exclude these individuals from these lists. As a quick and dirty solution, I've tried adding additional qualification using the HubSpot Score property, but no joy. Email Response for Spam email still counts towards HubSpot Score seemingly.

Great minds think alike

In Deals be able to sort by Associated Company and Associated Contact

Single Use Form Fields

List all deals created by workflow

Accessing Files on Mobile App

Being able to have a deferred start date for invoicing

Workflow folders should be mirrored in sandbox

Limit sales email sends with same subject line

Include Sequences in Campaign assets

Customized Sequence Threading

Automated Responses being counted in Lists

Recently delivered

Recently in beta