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.
I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM.
I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' trigger sequence 'Y'
Migrated from legacy ideas forum with 146 votes.
I'd love to see 2 way synch to google contacts as an option. Many apps use google contacts. For example, Evernote app has a business card scan function. Take a picture of a business card and it can add the details to your phone contacts. This can then synch to Google contacts. By just having the ability to sync from google contacts to Hubspot you gain this business card scan functionality.
If a contact has a new email or phone number, I need this on my phone, so a change in Hubspot CRM should be synched to google contacts.
I consider this to be fundamental, and this functionality exists in the Insightly free CRM - I am surprised I couldn't find a request for this (apologies if I have missed it).
Hi HubSpot Development Team,
I recommend revisiting the idea to customize log activity in HubSpot Sales. I would like my team to track "Direct Mail," and I've seen others asking about logging texts and in-app messaging.
Thanks for considering!
Sales users should have the ability to customise the deal boards i.e. what information is displayed on the board. Currently it's set by default to show the deal name, close date and an associated contact tag. User should be able to either select from a list or better yet, drag and drop the fields that wish to see on the deal boards.
Hi there, we really need to run filters on dates using relative terms like "today", "yesterday" etc. -- Salesforce has this ability and it's extrememly useful: https://help.salesforce.com/articleView?id=custom_dates.htm
Currently, if we want to run a List around our customers who expire at some point in the future, we have to go in and change the "after date" fitler each time to update the current date. (The rolling dates filter doesn't work in this case, because the dates we're looking for are in the future and not the past.)
Hopefully this is easy to do, thanks!
Migrated from legacy feedback forum with 116 votes. Right now, only forms on landing pages can be assigned to a HubSpot campaign. However, we have forms embedded on our website's pages that are campaign-specific and not HS landing pages. Therefore, leads generated by a non-landing page form will not count towards the total number generated within a campaign. Can you allow forms without landing pages to be associated with campaigns?
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!