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It would be beneficial to have Date stamp & Time stamp (system time, eg. YYYY-MM-DD & HH:MM) as available properties in Hubspot. So that one can pick date or time stamps to use in snippets or workflows.  ... Afficher plus

It'd be fab if HubSpot had the option for a night/dark mode to improve the UI.    Did my eyes in working in the Chatflow tool all day (with blue-light blocking glasses!)     ... Afficher plus

We have SLAs with customers that we respond during business hours and during weekdays within a certain time period. It would be greate if the Time to Close and the Time to First Reply KPIs could have an option that they are calculated based on business hours.   E.g. If a ticket is opened on Thursday and closed on Monday, then the time to close would be 3 days (since Saturday and Sunday are not counted given they are the Weekend). ... Afficher plus

I was under the impression that when a Deal is attached to a Company, the contacts would automatically be pulled into the "Contacts" box.   I would love the contacts to automatically be added when a company is attached to a deal so that 1. It saves me time but 2. When making calls, I know exactly which people are affiliated with deals from their companies so I don't call them by accident.     ... Afficher plus

Allow a workflow whereby if a deal is associated with a company (and than cmpany has associated contacts), then the contacts are pulled and automatically assigned to the deal.    This would also work the other way where if a deal had an associated contact, the company assocated to that contact would also be assigned to the deal.    This prevent double data entry and would ensure that all deals hve he appropriote associations.  ... Afficher plus

We want to use "Tasks" more intensively to register and measure all marketing and sales activities. But we cannot create a user-defined Property - please make this available. It should also be possible to see "Tasks" on the contact card on the right together with Deals, Tickets and other info. In Calls you are using "Type" and "Outcome"  which is something that could be used but not only on calls but on all activities / tasks ... Afficher plus

It would be amazing to have task-based workflows!   We have various things generating tasks - especially sequences. Task queues don't solve every problem - and many situations are more nuanced. As a result, tasks have become more cumbersome to manage - costing our team time rather than helping us save time when getting things done.   Would be AMAZING to have task-based workflows that: trigger when things happen to tasks to create actions and automation in other areas of HubSpot take action like making edits to tasks that have been created by users or through other means of automation (workflows + sequences)   This would allow us to assign or reassign tasks, edit other task properties, and even delete/complete tasks, all based on numerous conditions across HubSpot. ... Afficher plus

Because activities can't act as re-enrollment trigger, it would be great to have activity based workflows.     An example of an application would be that every time I log a phone call with outcome = left voice mail, it will send an automated email to the contact.  You could create similar workflows depending on the outcome of a call or meeting.   ... Afficher plus

I'm very excited to have the beta of creating associations and labeling them  between records. But it feels incomplete without the ability to associate records via workflows. My use case is something I've been trying to implement with workarounds since my company started using huspot.   Use Case: We're a solar panel manfacturer. We sell to distributors, that sell to solar installers, that sell to homeowners. We generate plenty of homeowner leads that we would like to send to our customer installer companies.   I want to set a workflow that will assoicate the lead's contact record to the installer company record under the assciation label I made for this purpose, then send a new lead notification to the campany' designated lead-getting employee associated contact , all based on the location of the lead.   I want to be able to look at the lead contact record and see which of our installer companies we sent it to. Or look at an installer company and see all the leads we've sent to them. Or create a deal that is between the lead and the installer company for every lead we send to the company. There's just no way to manually associate these records as we get thousands of these leads a quarter, this seems like such a blind spot for B2B users. ... Afficher plus