Las grandes mentes piensan igual

Currently, only legacy forms are available to be used in custom modules. In order to add a form created with the new form editor to a page, the only option is to use HubSpot's default 'form' module that's provided in the drag-and-drop editor. It is fundamental that the ability to utilize new forms in a custom module is added ASAP.  ... Mostrar más

Beta: Meetings index page and custom meeting properties   Really excited about being able to use custom meeting properties for reporting, it opens up a lot of new possibilities. But in practice, it’s really hard to use at scale: I wanted to categorize past meetings using custom properties, but we have over 5,000 meetings. There's no way to update them in bulk, so we'd have to update each meeting manually, which makes the feature unusable for historical data. Also, if I want to enforce a custom field (like “custom meeting types” or "custom meeting sources"), there's no way to make those properties visible on the activity card when logging or scheduling a meeting from a contact/company/deal. So users never see it, and it doesn't get filled in. Having bulk editing + visibility on the meeting activity card would make a huge difference and really allow teams to adopt custom meeting properties in their processes ... Mostrar más

Would love to have the ability to understand bot filtering in sales email analytics like we can in marketing email analytics! ... Mostrar más

With personal connected inboxes, you can send from any associated alias.  Right now, with Hubspot you can't send from a shared inbox or help desk email (even with a enterprise account) from any alias.  This means that we need to create a paid inbox for every single alias instead of a single one!  Also, this means there is no way to categorize messages from these aliases.   Lesser solutions like Freshdesk have had this for 8+ years. ... Mostrar más

Currently, HubSpot doesn't have any way to automatically organise and assign leads based on sales territories like by region, team or product type. By Introducing a native process/module in HubSpot , user would be able to Define sales territories using geographic regions, product lines, industries or custom sales criteria Automatically assign leads, contacts, and accounts to appropirate sales member or team based on the territories ... Mostrar más

Submitting on behalf of customer.    In HubSpot, when testing campaign assets, the data from these tests is recorded in the campaign performance metrics. However, if you delete the contacts associated with your tests, the campaign performance metrics remain unchanged, which can skew the overall performance data. The only way to truly reset a campaign's performance is by cloning the campaign and starting anew, which is not always practical.   We would like the ability to delete test leads from the system and completely remove their metrics from the campaign performance. Testing is crucial for creating an effective campaign, and the inability to eliminate these skewed metrics results in a negative experience. ... Mostrar más

Context and motivation: I just finished creating a referrral system on hubspot. It was very difficult and there's no real best practice online. I used a custom object "Referrral" which included both source and target email, but I then had to find and associate with new/existing contacts and companies. Furthermore, I was not able to enjoy the email formatting validation and the non-free-domain validations -> which are critical to avoid referrral spam. Proposed solution: When creating a form, I'd like to be able to simultaneausly create my referrral object, alongside two contact objects with different association labels.   Solution - explicit object instantiation in form builder As part of the form builder, we should be able to explicitly choose the objects instances that will be involved, and their association labels. E.G. A normal form has 1 contact and 1 company. E.G. My special form would have one custom 'referrral object' and two contacts, with appropriate association and labeling.   Only then can we drag the fields in from the specific objects that were selected. Unrelated note: The reason I'm spelling referrral as referrral is because the forum is blocking me from submitting this idea when that word is spelled correctly ... Mostrar más

When I create a Team View, it's very misleading and leaves a lot to be desired to truly customize the views. Apparently, you cannot customize cards in the middle panel, but only in the left panel. My idea is to make all cards and fields truly customizable when you want to create team views. This would build many efficiencies for each team. ... Mostrar más

Hi HubSpot Community, I wanted to share an idea that I believe could really enhance how we use the Health Score in HubSpot Service Hub, and make it more insightful for teams. Currently, the Health Score gives us a total number, but it doesn’t show how much each factor (like NPS, activity, sentiment, etc.) is contributing to that final score. What would be great: The ability to see the breakdown of each group contributing to the overall Health Score (e.g., “NPS Score Contribution,” “Activity Score Contribution”). Being able to click on the score and view the factors that make up that number in an easy-to-read format, automatically updated in real-time. While the data already exists in the backend (as we can see when configuring the score), it’s not currently published in a way that users can easily access. Having this visibility would make it much easier for teams to understand and act on specific areas of improvement, without having to manually track down each factor. It would be a huge timesaver and allow for more actionable insights. Thank you   ... Mostrar más