Gute Ideen sollten geteilt werden

Hello Team,   It would be good if the Breeze Copilot could reference and summarize a Meeting Engagement and also pull from Internal Notes which commonly records a Meeting Sentiment with the Attendees (as this is is added/synced from the Sales Workspace). Currently, it is only able to summarize based on Meeting Description. However, this is visible to Meeting Attendees which is not ideal. Attached Screenshots to illustrate the Copilot Output based on Internal Notes and Meeting Description. Thank you! ... Mehr anzeigen

It is not possible to remove a Knowledge Gap in the Knowledge Gaps list in Customer Agent. Whenever I fix a gap, it should be possible to mark  as fixed or close in some way. Right now it is hard for me to have control over what is fixed and not, and I use a lot of time entering the same Knowledge Gaps I have allready fixed rather than just focusing on what needs to be fixed.  Can we get a "Marked as fixed" or "Close Knowledge Gap" function? Regards, Marte ... Mehr anzeigen

Contact (or any object) does not record Marketing Event as an option.   With Marketing Events Object get more and more power, we need attribution to show the original record source was "Marketing Event"   ... Mehr anzeigen

With the new form editor it's currently not possible to set up different subscription types. In the old form editor the Data protection and consent field allowed to set up different subscription types including the option to mark them mandatory or optional.  This feature is highly needed in the new editor as well - especially for clients with a starter license as they can't use any workflows to mitigate this problem.  ... Mehr anzeigen

Currently, the business day scheduling settings in sequences only apply to steps after the first one. This limits flexibility and can disrupt team workflows, especially when sequences begin during off-hours or before weekends. Goal: Provide the option to apply business day rules to the first step of a sequence as well Benefits:  Prevents first-step emails from sending on weekends or outside work hours Aligns initial outreach timing with follow-up steps Enhances user control and recipient experience.   ... Mehr anzeigen

It is EXTREMELY frustrating that changing the Marketing Contact Status to Non-Marketing Contact is only updated once a month.    For one, you cannot tell by looking at a record if you have marked it to be changed the next month. You have to go through several steps to figure this out which is a waste of time.    Second, this appears to be purely a monetary benefit to HubSpot. HubSpot has NO restriction on making a contact a Marketinh Contact and adding more contacts to your monthly bill, however, it restricts being able to control maintaining the same contact level. This is beyond frustrating.    IF YOU CAN IMMEDIATELY CHANGE A CONTACT TO A MARKETING CONTACT, YOU SHOULD BE ABLE TO IMMEDIATELY CHANGE IT TO A NON MARKETING CONTACT!!!!!!!! I cannot think of one case that the benefit would be that this only happen once a month, other than it being that HubSpot can make MORE money off their customers.   Business changes frequetly, contact status changes frequently, we, THE CUSTOMER, should not be punished for doing business.    ... Mehr anzeigen

When Exporting, I always want to tick "Associations included in export" under Customizations.   I would like HubSpot to remember this when I export so I don' have to remember to tick it every time.  ... Mehr anzeigen

Right now I can use negative statements to say a property value "does not have X" "is not X" or is empty. However this falls apart a bit when we start working with associated objects in workflows.    For example, I want to enroll a company into my workflow if they have not had a closed won deal in the past 12 months, off the top of my head I might build a filter like this that says bring me in anyone who has had a deal close in the past 12 months and that deal has not been closed won:      However, if a company in my account had a deal 4 months ago that was closed lost, and a day 2 months ago that was closed won, they would still enroll in this workflow because they are still associated with a deal that is not closed won within the past 12 months.    There are two, very messy workarounds for this:  1. Use association labels for "open" deals, or "won"/"lost" deals, to target these deals specifically in the workflow criteria.  2. Just create a list, I can create a list of all companies who have closed won deals in the last 12 months and just set my enrollment criteria to be "company is not on this list".      2 works perfectly to be honest but introduces another asset to be mantained and considered when trying to keep a CRM clean. Using lists as workflow enrolment criteria is unwieldy and will almost always become an unscalable mess in the long run.    Can we just have an associated object filter for "is NOT associated to an object with this criteria" is seems like a huge oversight that has cause some absolute stresses trying to think through the double negatives and filter criteria tbh.    ... Mehr anzeigen

I’m trying to build more efficient contact lists based on Marketing Event registration and attendance, specifically for our higher education marketing use case.   We run hundreds of Class Visit events each year, and I’d like to create a list of contacts who attended events of a particular event type (e.g., “Class Visit”) and that were hosted by a specific organizer (e.g., our Full-time MBA program team) within a recruitment cycle.   Currently, when building a list with the “Has completed: Attended marketing event” filter, I only see two filterable fields under “Refine by”: Event name Occurred at While helpful, these are not scalable for our needs. Manually entering each of the 200+ Class Visit event names would be time-intensive and prone to error.   Please consider adding the ability to filter by: eventType eventOrganizer These fields are already part of the Marketing Event object schema, so surfacing them in list filtering would allow for much more scalable and accurate segmentation.   List Creation and Refinement for Attended Marketing Events ... Mehr anzeigen