Grandes mentes pensam igual

As it seems we do not have a way to set these goals without a user/team attached to them. I need to be able to track the goals set for each pipeline. At the moment, if there was one contributor, would be easy. When there are multiple contributors, it requires easch contributor to have a goal, we do not have individual goals, the pipeline has goals. ... Exibir mais

In addition to this idea: Sort snippets in alphabetical order in HubSpot Sales Tool extension for Gmail and Outlook, it would be great if we can arrange snippets based on our usage. For example, the most commonly used snippets could show up first.    Thank you! ... Exibir mais

It would be nice to be able to create Workflows around Tasks.   For example: creating a Workflow to associate Tasks to a Company, Contact, or Deal based on certian enrollment criteria ... Exibir mais

It would be really helpful if HS had and easy report (or way to set up the report yourself) to show you open rates and engagement rates for marketing emails based on day of the week and time of day sent. This is something that any marketing team would surely love to use to plan out their email schedules. For example if I am planning to send out a marketing email to a large portion of our contacts on a Thursday, I would love to be able to look at a report showing the open rate and other engagement rate stats (CTR, or viewed vs skimmed) for previous emails that went out on Thursdays, and be able to see how these rates change based on the time of day the email was sent. This can provide quantitative data to backup observational data on past emails I can think of off the top of my head. ... Exibir mais

Please let us set permission not only to template itself, but alos template folders. We want to hide template folders to other team member. ... Exibir mais

We would like to be able to set a default location for meetings so that when a new team members join HubSpot and connect their calendar, their default meeting link automatically includes a location (in our case Zoom).  ... Exibir mais

I know the DocuSign Integration is available for HubSpot and overall it works well; however, there is no way to add Custom Fields. We have a contract 99% complete; however, one field that is not available is Contact Phone Number, which seems like a miss.   Any update when Custom Fields could be expanded? I know the recommendation is PandaDocs; however, we found their interface to be clunky, and the integration also didn't seem as functional as we needed. ... Exibir mais

We love having the Business Unit option in HubSpot as it allows us to separate a subsidiary unit, however it would be great to be able to assign Users to these. This would allow us to clearly see which account/unit a User is against and possibly restrict access accordingly. Future reporting on specific Business Units would become beneficial especially if there are multiple units.   ... Exibir mais

We occasionally want to share the message/content of a serries of emails with other members of our organization so they can see the exact messaging going out to customers.  Currently there is no way to export an email message to share it.  Sending a test message, linking to the online version, or taking a screen shot are the only options.   It would be helpful if marketing emails included a feature allowing message export.  A PDF or image file would be fine for this specific scenario.   The ability to export the full email content (html, txt version and all graphics) would also be very helpful in other scenarios.   ... Exibir mais