Great minds think alike

The reporting/goal reporting tool is only able to report on current team data.   When an employee moves teams, I would like to be able to keep the historical team on previous goals.   Alternatively, it would be nice if I can set a start date and end date for each team in the user profile.    For example, Sales Rep X is Team A starting Jan 2023 and ending June 2023. Sales Rep X is Team B starting in Jan 2023 to present. ...read more

Hi team, Currently, each marketing email filter will only apply for that specific email (e.g. Contact has clicked into email A ). Ideally, it would be useful for the customer to group marketing emails, and then check within this email group for clicks. (e.g. Contact has clicked twice into email A,B,C ) This will really enable our customers to increase their marketing email workflow capabilities. Thank you! ...read more

I would love to see if there would be a way to create a report that show the total number of contacts over time? So I can see growth and even drops as we delete contacts. I appreciate we can keep the deleted contacts info, but it's helpful to have a reference point to when we might have removed contacts.  ...read more

We have just upgraded our HubSpot subscription and I start feeling that getting 'marketing contacts' is most crappy decision I have ever made.   As you can read here, then a number of important contact creation points cannot automatically set users to marketing contacts. Personally I see this as a major flaw as I cannot execture my marketing automations on the new contacts before I somehow set them to being marketing contacts... This is like a circular reference as I cannot trigger a workflow on a non marketing contact.   Requirement Contacts created by meeting booking must be possible to create as marketing contacts.   The default option is 'on' if your HubSpot account has marketing contacts.     Additional elements to add as marketing contacts by default: Contacts created by logging one-on-one mails Contacts created through the Outlook plugin (and Chrome and Firefox)   Please refer to this help article on gaps in the ability to set new contacts as marketing contacts by default.   https://knowledge.hubspot.com/contacts/default-marketing-statuses-for-created-contacts ...read more

Checking the box to set future task while on a call or email if you change the future task to anything but the default, the new future task is set to no reminder causing user to manually change reminder form No Reminder to Reminder At task due time.   Please fix this as it is causing unnessary clicks and work. This amounts to a lot of extra wasted time. ...read more

Currently you need to go into each individual records to identify a 'Global Bounce' record.    We should be able to report on these.    I would use that report/filter to highlight these records before an email is sent to that contact.    ...read more

It would be extremely time-saving to be able to either select multiple records and update their associations at once, or move the associations menu to the top of the record for easy access. Currently, when we are dealing with adding/removing multiple email exchanges on a record, we have to scroll all the way through what could be a very long thread to reach the associations menu to update this. For example, in one instance we noticed that a user had been adding the wrong Deal association and all of the correspondence from months needs to be updated. This comes up fairly regularly, so would be a welcome change. ...read more

Hello ! Are you inconvenienced by Snippets dropping in the middle of your email with another police style and size ? It makes it very obvious you didn't bother writting everything down and just copy-pasted something to a customer or a prospect. So instead of having a police for each Snippet, let's add a Merge Formatting option ! No more email abruptly changing police in the middle of it, the Snippet adapts to the format of your email and everything is smooth.  Thank you. ...read more

Hi team, As of now, influenced contacts when added into the campaign, remains within it despite the assets being removed.  For instance, if a customer were to accidentally associate static lists to the campaign and remove them immediately after, the influenced contacts data would not remove those contacts from the static lists.   This makes it difficult for the customer especially if their campaign is already mid-way. thank you! ...read more