Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we miss having & would make life MUCH smoother for our staff upon creating deals. ... Afficher plus

Hey, We need to be able to attach contacts we upload to a campaign in Hubspot. Let's face it, not many companies are 100% online, we all go to events and attend conferences where we get contacts, or even do hosted paid and are given lists of contacts (who have downloaded our content, not outbound). Salesforce allows us to attach contacts to a campaign with a workflow, could be an idea.   It would also be useful to be able to attach contacts to a campaign for "deal source" purposes > when we send an MQL to an SDR, they get in touch, and the person forwards them to someone else in th company, so we can also attach that person to the source campaign!   Because I don't have this posisbility, I have created a set of altnerate custom sources to track my marketing activities ROI and it is not fun.   Please find a way of doing this! Cheers, Alivia   ... Afficher plus

I have talked to a few users about being able to access social publishing/scheduling tools while on the go.  This could incredibly useful for trade events, in order to centralise all of the social posts, and possibly launch campaigns on the go. ... Afficher plus

I'd really like to get a Microsoft Teams integration with messages, so we can respond to messages within Teams. Basically, I just want the Slack integration outlined in this article (https://knowledge.hubspot.com/articles/kcs_article/conversations/how-do-i-integrate-slack-with-the-messages-tool) for Microsoft Teams. ... Afficher plus

We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is not valid, and actually becomes misleading (or at best unneeded / unusable clutter in your filters).  You then must go to the "Custom Date Range" filtering functionality to obtain the correct date range.   It would be helpful and less misleading to have a Setting to define the organization's Fiscal Year.  Canned "Quarter" filters would fall inline correctly from there.   Thanks! ... Afficher plus

It would be great to have the ability to reset a Hubspot score back to zero either manually or through a workflow. Currently, negative lead scoring is the only way to reduce a contact's score. We have certain contact property scenarios, when met, need to reset a contact's score back to zero. ... Afficher plus

I noticed HubSpot recently introduced Teams. It would be really nice if you could create different default property views based on team membership.    For example when Team A visits a contact profile, they might only need to see HubSpot Owner and Lead Status, where Team B might need to see a totally different set of properties.    It's a pain to tell each person to individually customize their views.  ... Afficher plus

Please upvote this idea! Current Hubspot scoring is severally lacking compared to its competitors. Hubspots scoring issues are so large that I would strongly warn anyone from choosing Hubspot until they fixed how they score Contacts.   1.) Allow the Hubspot Score to be completely be reset. Right now you can only give negative criteria which causes a bunch of different issues.   2.) Make it possible for new scoring rules, or changes to existing scoring rules, only effect Contacts going forward. If you change a lead scoring criteria, it will retroactively update all your records. If you have any sort of automation associated with the Lead Scoring, such as a head off process from Marketing to Sales, this causes a huge nightmare. Scoring changes should occur FREQUENTLY based on feedback from Sales or conversion analytics. Right now its very difficult to make any changes to scoring because of this limitation.   3.) Show scoring for individual line items within the Contact's Detail Screen and within the Hubspot / Salesforce Visualforce component. Having to "Test" a Contact against your scoring rules is time consuming and inefficient. No one wants to scroll through a giant list of criteria to see if a specific Contact meets a criteria.    4.) Change the way scoring occurs so more generic rules can be set. If you have a new Webinar, whitepaper, etc you're basically forced to create an entire new scoring rule for that specific campaign. You could do it based on a "Type" of campaign or some other Salesforce field, but then you face the issue of creating separate rules for every time the Contact meets the criteria. For example say you have a rule that says if Type = Webinar, give the Contact 10 points... well that works for the first time they meet the criteria. If you want them to be scored for each time they watch a new webinar based on a type field, you're forced to duplicate the scoring rule and specify that they've watched a webinar 2 or more times. The same goes for email clicks. If you want a Contact to be scored for every email click, and not just the first time they meet the criteria, you will have to duplicate the rule out several times and specify within the rule that they've clicked a link at least 2+ times.   These are just a few of the major issues I've faced when creating a scoring process within Hubspot. It needs a lot of work. ... Afficher plus

It looks like once you adjust your columns in a list, they update the columns for all lists. It would really be helpful if we could change the columns for each list (or set a default) with the flexibility to change ad hoc. ... Afficher plus