Great minds think alike

Dear HubSpot-Support,   This improvement suggestion will add value to any Sales Rep:   Role: Account Executive (AE) and Sales Development Representative (SDR), or similar role. Goal: Adequate written transparency on the quote about agreements between a potential customer and their AE/SDR regarding discounts. Value: An easy way to support a trustful relationship between a potential customer and their AE/SDR.  Examples: Unlike one-time discounts, the unit-discounts are being shown with a percentage-value on the quote. Screenshots:     Thank you for taking this improvement suggestion into consideration!   Best regards, Falk ...read more

We use Intercom for our onboarding process. We use an email sequence, product tours, and banners. Currently, we cannot pass related information to Hubspot and use it for our Hubspot lead scoring.  An example;  A lead opened an email, interacted with two Intercom product tours, and clicked on a banner. It would be extremely valuable if we could have this information to 1. Hubspot Activity feed 2. Hubspot Lead scoring.  Thanks ...read more

Right now there is little to no customizability over how an email constructed in the drag-and-drop editor renders on mobile (aside from the "Show as maximum width on mobile devices" toggle for Images).   One huge improvement would be providing the email creator the ability to specify the mobile sort order of content contained in a multi-column content area. For example, in a 2 column content area, if an image occupies column 1 and text occupies column 2 -- we want the Text to precede the image when the email is rendered on mobile.  This is not currently possible if the email is built in the drag-and-drop editor.   desired functionality   Desktop: Sunglasses Looking for stylish and functional sunglasses? Check out our latest addition! Made with high-quality materials and polarized lenses for UV protection and color clarity, these sunglasses are perfect for any occasion. Order now and elevate your style with our sleek and timeless design!     Mobile: Sunglasses Looking for stylish and functional sunglasses? Check out our latest addition! Made with high-quality materials and polarized lenses for UV protection and color clarity, these sunglasses are perfect for any occasion. Order now and elevate your style with our sleek and timeless design!   ...read more

Posting on behalf of a customer as they noticed that the deal Kanban (Board view) and Deal List view have different ways of selecting saved views.   For board view, it is a dropdown select option whereas for the list view, it is through Tabs. (please see attached screenshots)       Use case: Customer is the CRO and mentioned "We use both types of views (lists view and board view) all the time. One (board view) is to see weighted values and a visual. The other list view to see more data like next steps, last touch, last activity, etc." (continued) "it shouldn't require reselecting or a different UI selection when switching to different reps' pipes as the CRO. We have many pipelines and this UI challenge is relevant in this category - it is a pain to have to toggle or select different things depending on the view. this is counterintuitive and not good UI design." Either - add tabs to the board view, or add a dropdown select to the list view. Hopefully this is something the team can look at revising in the future. Thanks! ...read more

I think it could be beneficial if there was a warning that could pop up before a user deletes any sort of necessary variable in the code of a template.   I made the mistake of going into one of our templates to make edits to our email footer, and deleted what I thought was repetitive text. I'm not well versed in code, so a warning of what I may be doing to my email template before I delete certain code would be super helpful. Not sure if it matters, but this was on a custom template that my company purchased from an outside agency, through hubspot. ...read more

We would love the ability to hide/show columns when looking at the deal board view.    OR even if we added filters to hide all closed/won deals-- would be awesome if the kanban style visualization automatically new how to hide column.    In other words we'd love a way to hide the Lost/won columns and justfocus on the closed one. The other two columns can be sometimes irrelevant and distracting.  ...read more

I've set up some company short names. The long name is now in the main Company Name field. I search for the short name of the company. No company found.. 😞 Wah wah wah... Come on HS, this is brain-dead. Obviously users searching for an object want to be able to use either Long or Short name to find that object. Please fix this, asap.   ...read more

I'm not sure of the 'technical' word to describe it (maybe an array??) but I have a use case where I need to ⚡️ dynamically ⚡️ create more than one custom record with a Workflow, based on a number field set on a Line Item.   For example, if a user sets a number field on a Line Item in a Deal to "15", then I would like 15 x (custom) records to be created, all relating to that specific Line Item.    If the user chose 50, I'd want to create 50!    I have a workaround that will work for 10-15 records, but it's going to become unmanagable once we reach 15+ records.    I am sure there's a technical "developer code" 'way to do this, but my client is keen to do this with point-and-click functionality to allow for maintenance. I suspect you may be able to do so with Operations Hub, but they have already invested in Sales Enterprise so would anticipate this type of functionality being included in an Enterprise-ready CRM.  This type of feature is available with Salesforce Flow, I believe, where you can dynamically create # records based on the input from another related record.    Please feel free to add the correct terms if you know what I'm looking for and I perhaps haven't articulated perfectly 😄    Look forward to your support if you see the value in this Idea too 💡 ...read more

Hubspot playbooks are becoming a central piece of how we use the Hubspot CRM.    You cannot attatch documents to them though....and the file property type when embeded as a question is for some reason not allowing for file uploads. . .    This is a major issue when we want reps to upload agreements and plans through playbooks! (as actual files not just links)   Google drive links are inferior some times for the more formal document types.  ...read more