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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.  ... Afficher plus

In our deal pipeline we often have multiple contacts assigned to a Deal. We want to use workflows to assign automatic task creation based on deal movement. However, the tasks are duplicated across all contacts attached to the deal. We'd like to have the option to assign the tasks to the owner of the deal direction, and associated with the deal (as opposed to associated with a contact that's associated with the deal).   ... Afficher plus

Hi Team, I worked with a customer and I realize it would be quite a good use case here to suggest. Currently on Marketing > Emails we are able to export analytics from the email dashbaord e.g. click maps, email opens and clicks manually but not automatically. For example, if a portal has active workflows and which marketing emails are pushed out (as email campaigns), there will be email open rates and click rates for that specific email in the email dashboard (that's linked to that workflow). It will be nice if we can create automated emails of these data (i.e. internal emails but specifically on how the email performances are) and send it to internal stakeholders. This can help automation and track how the marketing emails are performing in an automated process and stakeholders are able to know how the campaigns are doing. I am aware that an implementation of this might be slightly hard as the workflow is active, but I was wondering if there can be a filter e.g. set to push out these data once a month, is possible :). ... Afficher plus

Whenever any changes made on a lead i.e. creating lead, task, note, mail sent to customer etc, all these activities are tracked on user's timeline only. These activity alerts should be emailed to user and managers so that they can aware what's going on my CRM portal. Zoho CRM sends such alerts. ... Afficher plus

HubSpot Ads needs the following fields/columns from Google Ads in order to determine the effectiveness/impact of the keywords on the account.   This group is called "Competitive Metrics" within Google Ads. They consist of three columns: Search impr. share Search lost IS (rank) Search lost IS (budget) *only available on Campaign Level These three columns tell you how your keyword/campaign is doing from an Impression Share perspective. In other words, number of impressions you've received divided by the estimated number of impressions you were eligible to receive.   #2 tells you the Impression Share you lost due to your rank (aka. Avg. Position). #3 tells you the Impressions Share lost due to your current budget.   At a quick glance, you are able to see how far your account is reaching your audience by the keywords on your campaign and if the ad rank and budget is affecting this in any way, shape, or form.   I consider this a must and would think is quite easy to add to the HubSpot Ads UI. This would benefit anyone managing Google Ads within HubSpot. ... Afficher plus

Hi there,   I'm requesting an improvement to the way paid ad conversions are tracked in HubSpot.   Currently, HubSpot only counts contact and customer conversions if the contact fills out a contact form (e.g. a demo form) immediately after clicking an ad. e.g. if there is a lag they are not counted.    From HubSpot Support: the current functionality is that only Contacts who click the ad and then immediately fill out the Form are included in the analytics.    I am requesting that conversions (contacts, leads, closed customers) are tracked based on the original SOURCE of the contact coming from paid ads. The exact timing should not matter and this is how SalesForce lead source tracking works. This seems like best practice to me, and I'm not sure why things aren't already tracked this way.   Please upvote if you agree or use ad conversion tracking and didn't realize this was the case!   Evelyn ... Afficher plus

It would be great to have the ability to embed the HubSpot chat on a pre-existing chat widget on an external site. This way, when someone clicks the widget they can navigate through the different options available or click to open a chat via the HubSpot chat tool. ... Afficher plus

We need in the new deal-based workflows the same "If/Then branch" we have in contact-based workflows. ... Afficher plus