Grandes mentes pensam igual

lalexander · ‎nov 14, 2018

Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals could then be automatically updated to have that product associated with them. This would reduce friction for sales teams and allow more seamless Deal creation - the teams wouldn't have to go back and add Products later. Thank you!

Belbel · ‎out 5, 2020

It will be great to add as many tasks types as possible, not only Call, Email or To-Do

NilsK · ‎jan 2, 2020

We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically. Benefits: Saves times Avoid mistakes

Cherisse · ‎abr 19, 2021

We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incentives. Currently our team manually adds a Note to the contact record of the individual who attended and also associates it with the company record of that individual. The note is the same for every individual that attends, but the incentive differs depending on the training. This helps our sales and support teams know exactly what was offered and when the incentive expires. Example 2: Occassionally we use workflows to fix/update/change properties as we improve our internal processes. For these situations, it would be helpful to include a generalized Note on either the Contact or Company record explaining why the record/property was changed. Especially since we typically delete the workflow after the updates have been made.

abowman3d · ‎abr 25, 2017

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.

jwatson · ‎nov 1, 2018

Hello, would be great if you could extend the same email logging/tracking to the mobile platforms. My company uses exclusively Android, and we have an unpredicable break in the the chain when emailing from Mobile. I cannot yet identify which incoming/outgoing emails will be logged. I am aware of the workaround to add the Hubspod address in the BCC field for outgoing messages. All that said, it's an added step for outgoing, and the feature is lacking completely for incoming emails.

kimswiftmedical · ‎dez 18, 2019

Some of my team members use Spark and they really love it. I want them to be able to benefit from the same kind of advantages that the Gmail / Outlook add-ons, but not force them to switch! Please make an integration!

lou_ae · ‎nov 10, 2019

Hi there As many may have noticed, big brands are starting to add in the option to view UI in Dark Mode. When we send out an email, our branding currently uses dark text - as most email clients (up until now) have had a light background. If we were to send out an email with our current logo and the user views it with their UI set to Dark Mode, it will appear like this: We have reached out to find out whether HubSpot can send out the suitable logo version (either light text or dark text) depending on the user's interface preference, but there is currently no support for this. Has anyone else experienced this same issue? We are not interested in changing our branding just to resolve this issue (some suggestions have been to add a stroke around the text or change the shade of the writing...) Can HubSpot please consider support for this? We believe the inclusion of Dark Mode as a UI option will only increase going forward. Thanks Lou

Jacob02 · ‎abr 1, 2021

Hi there, As a HubSpot user, I would like to analyse forms and their submission in the custom report builder. This was already possible in beta, but was unfortunately removed again upon release. Unfortunately, @JoeMayall's solution to this only works to a limited extent for our use case: "The best place to analyze form submissions is in the Form Analytics page (Analytics Tools > Forms)" What we need: Filter submissions (e.g. by lifecyclestage of the contact) Further data on submissions (e.g. on which website took it place). Further options for graphical representation. Currently there are only Area, Column and Line. Drill down from the report to the individual contact. Similar to almost all existing reports, a table should open when the report is interacted with. At present, the report only links to the form. And most importantly: A report that depends on the exact time of the submission. First and recent conversion are too imprecise for this.

VagaeNatus · ‎jun 24, 2019

Idea: Make all Date-filters available everywhere they are relevant. Background: Hubspot is missing date-filters in multiple places and is not consistent (i.e. different date-filters are available at different places) about them. This issue drastically reduces the power of filters, reports, automation and marketing, etc. Fixing that would be high impact, it's a core platform feature, with impact on all products. There has been 15+ ideas on the forum about missing date-filters for filters, reports, lists, workflows, ... everything. Those ideas were at first aimed to request one date-filter in one place. This master idea aims at grouping all smaller ideas, giviing visibility to this "Date-filters" issue and getting it prioritized as one overall review of "Date-filters" across Hubspot. Because the only solution is for Hubspot to fix Date-filters everywhere, by working just on that. Things currently not possible on Hubspot (i.e. use cases): 1/ Filter contacts with last activity is more than 10 days ago 2/ Filter deals with a close date that is in the past 3/ Build Report on Deals with last activity is more than 30 days ago I want to give my sales team a filter of contact not contacted since 14 days. I am expecting to go to contact and to save a filter but the Date-filter required to do that is missing. 4/ Build List of Contacts with customer/deal who expire in the next 30 days 5/ Build List of Contacts with deal created last week. Etc... Research: I've been comparing all Date-filters and noticed there are 11 types of Date-filters currently available on Hubspot (see screenshot below). The issue is that those Date-filters are randomly available on: - Contact WF but not Deal WF - on List but not on Report - on Dashboard but not Contact Table Etc. There seems to be no logic and that this is just the results of features coming one after the other while Date-filters never receiving focus as one topic. This feature request is not about creating new Date-filters but only about making all the ones currently existing available everywhere, it is relevant to have them. In a nutshell, that means turning all Red cells below to Green. Some of the smaller ideas this master idea is grouping under one roof. 2017, Use 'relative' dates for enrolling contacts and companies in workflows by @Daniel1 2017, Allow the use of relative dates in workflow... by @CCasemore (marked delivered but that's not fully the case) 2017, Filter using relative date values ("TODAY" etc.) by @Frank 2017, Lead scoring - Add the option to refine... by @laurao93 2018, Sales workflows deal properties based on dates by @Peter-marketing 2019, More than filter for report timeframe by @krispag ...

Grandes mentes pensam igual

Option to automatically add a product to a deal with workflows

Customize the Task types

Automatic adding of TAX (VAT) when creating quotes

Adding Notes via Workflows

Major Improvements Needed for Hubspot Scoring

Log emails on mobile platforms (android/ios)

Spark email client + HubSpot integration - we need this!

Functionality + support for branding in Dark Mode

Forms in Custom Report Builder

Date-filters: Improve Options Across all of Hubspot [Master Idea]

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