Gute Ideen sollten geteilt werden

roisinkirby · ‎Aug 29, 2017

Views in HubSpot CRM are your best way to get a quick glance at a set of contacts, companies, or deals. They help you organize and prioritize your process. Today, views are getting an overhaul, with a goal of making them easier to manage and navigate, cleaner to create, and more flexible to share. Here’s the quick rundown: 1. Views on the HubSpot CRM are now called saved filters. 2. Saved filters are now accessed via a full-screen management area, rather than a small sidebar dropdown. 3. You can now pin up to five saved filters as favourties. These will display on the left-hand sidebar. 4. Creating a saved filter is now much more spacious. The fivew peropreties you used tehe most are now surfaced ront-and-center when creating a saved filter. 5. Saved filters can now be shared with a single team. Previously, they could only be privated or shared with all. 6. And finally, for the first time, saved filters are available in HubSpot Marketing, in addition to HubSpot CRM. These improvements to saved filters are now live in all HubSpot Marketing and HubSpot CRM portals. For a detailed breakdown and explantion of the features above please see this Product Update blog post.

jso94 · ‎Aug 25, 2017

We think having a Calendar on the CRM side of HubSpot, that also integrates to your Google calendar, would be very beneficial to surface businesses to travel to multiple appointements per day. The calendar framework lives in the Productivity tab on the Marketing side already. If it were also on the CRM side, we could scheudle appointments for Sales and see the full calendar. This would hopefully also allow for the the addres fields to be pulled into the calendar as well.

Jack_Wiser · ‎Jun 27, 2019

We have a sales cadence that is meant to automate the space between contacting leads. We need the cadence to be based on business days instead of calendar days. Weekends screw up the spacing between calls.

Kanefire · ‎Aug 18, 2017

Having the ability to create email lists and send mail to entire list at once in Sales CRM would help us tremendously. I am aware this is possible in the marketing side, but it creates issues as it forces interdepartment dependencies that complicates the workflow. Our specific purpose would be to send updates to existing clients as handling communications through Hubspot would be an integral solution. It is also worth saying that forcing the use of the marketing CRM for this type of communication becomes more costly given the limited # of contacts per tier allowable in the marketing CRM. I do think the contact pricing for marketing CRM needs to be revamped as it is cost prohibitive for my retail service business that would use it for newsletters to exisitng clients, quite different from the inbound system Hubspot marketing is modeled for. See my other post for that here https://community.hubspot.com/t5/HubSpot-Ideas/Pricing-Structure-for-Contacts-Prohibitive-for-Retail-Business/idi-p/21960 Thank you for your consideration

MarcelK · ‎Mai 9, 2019

Today I found out that Hubspot will automatically disconnect social media accounts every year. With this disconnection, all history on monitoring is gone and reporting is only available for the last 60 days. Since I wasn't aware of this, I did not create back-up reports to save the prior information. Recommendation: Store social media information somewhere as back-up, so it remains available for a longer period of time. And 2nd recommendation: sent a notification prior to the disconnection. This enables the user to save information and let's him know that the disconnection is coming (so that there is no confusion when the account is 'missing'in hubspot).

AustinSzel · ‎Mai 3, 2019

I'll keep this one short and sweet: I see no reason why we shouldn't have the ability to test multiple variations for A/B testing. Limiting to just two prevents me from quickly finding the best variation needed for a specific element I'm testing.

roselabdon · ‎Aug 9, 2017

HubSpot, please enable a feature that automatically pulls images and meta info from Twitter posts that are scheduled in bulk. We spend a lot of time manually going through each post and adding the necessary meta description, title and image. Thanks!!

rtruncale · ‎Mär 7, 2019

When I used Eloqua in previous jobs, we were able to easily view the contacts sitting in each workflow/campaign wait step. In HubSpot, it is nearly impossible to review where the contacts sit. Sometimes my contacts go through 5-10 workflow steps before sitting in a wait step. Then if I want to know where they are and if they are in the right spot you have to look at the history and not the actual workflow. This process is time consuming and hard to track. So if HubSpot can build a way to allow for us to view the contacts in each delay by hovering over this, or by clicking into the delay, this would benefit so many.

petercraigen · ‎Feb 25, 2019

The Hubspot Calling Feature is fantastic but I wanted to point out a very obvious flaw that will hopefully create a bit of efficiency for folks hoping to ramp their call velocity. When you select a phone number to call, the window in the bottom right often pops up with "No associations" and makes you select the contact, company or deal you would like to associate with. When a phone number is connected to a contact, it should automatically associate at least with that contact. This will avoid extra clicks and allow a higher call velocity.

CWBourque · ‎Aug 4, 2017

When editing a web page or email template in Design Manager today, we have two views that toggle back and forth: Edit and Preview. It would be enormously helpful to web developers working to build templates in HubSpot if there were a third option to view the currently generated HTML that the page they are working on will produce. HubSpot modules add HTML to pages that we can all see if we do an Inspect Element in a web browser, but opening another window is not as efficient as it could be if we could toggle that HTML view right inside the design manager along with Edit and Preview. As developers, we constantly flip between Edit and Preview to see progress. It would be nice to have that same kind of real time access to the generated HTML as well. One huge advantage the HTML view could provide is scannability. In the Edit view, we can't see all the custom CSS Classes or IDs we've added at a glance. Best practices teach us to label the modules intelligently with class and ID names so that we aren't forced to click "Edit CSS" to see the classes or IDs we've added. While this is good practice, it's still not the same as debugging CSS and HTML in tandem. In short, we can see our CSS directly within the Design Manager, why not the HTML that the current iteration of the page will generate as well? As an added help, "Open" and "Close" comments surrounding modules would be a huge help. Perhaps the biggest help would be to highlight the Classes, IDs or Inline CSS we've added in the Edit view in some way so that they are easy to spot in this HTML view. That would allow us to quickly scan our HTML and switch to the CSS file for faster coding and debugging. The HTML preview doesn't have to be editable, though it would be wonderful if the things we can edit in the Edit view were also editable here as well. e.g. the CSS classes or IDs we've added in the Edit view were also editable in the HTML view. We realize the auto-generated divs and classes that HubSpot uses to make pages responsive need to be protected, especially with people who aren't well versed in HTML or CSS. Those elements should not be editable, but seeing them and all the rest of the HTML generated right in the Design Manager along side Edit, Preview, and our CSS could greatly help developers accelerate their template coding process.

Gute Ideen sollten geteilt werden

New Features for Filtering in HubSpot CRM are Now Live!

Calendar Tool for HubSpot CRM

Sequence tasks only being created on business days.

Ability to Email to List in Sales CRM

Automatic disconnection social accounts

Create Multiple Variations for A/B Testing

Pull images automatically from Twitter posts scheduled in bulk

View Contacts or Deals in WaitSteps

"No Associations" When Calling on Hubspot

Add Generated HTML Code Preview to Design Manager

Vor Kurzem umgesetzt

Vor Kurzem in der Beta-Version