Great minds think alike

If I set up a web survey and an email survey, it has to be set up as two seperate surveys which gives me two different sets of results.   I would like the same NPS survey to be delivered via email and web, so all responses are considated together.   This is currently an issue because we need one overall NPS score for the company instead of two seperate surveys and two sets of results.  ...read more

Personal Meeting Link Edit Options: setting a limit on daily meetings more control on the automated email reminders more control on how far in advance a meeting can be booked setting a limit on available meetings per customer Meeting Link Management: Automatically generate team meeting links for users and their team Automatically make basic meeting links for new users ...read more

Hi there,   We are looking for the functionality to auto-complete tasks in HubSpot. This isn't available right now but would be a very helpful tool for us.  For example: When a deal has been moved to a new stage the tasks in it are automatically completed or When a task has been completed Customer called or emailed this is automatically completed.      Thanks ...read more

We are working with the Whatsapp Business (beta) Hubspot integration. If we create a ticket from a whatsapp conversation, the conversation is linked but not logged like an email in the ticket (transferring attachments etc.). This would be a helpful feature.  ...read more

It would be really great if you could order tasks alphabetically by contact (or company if preferred) so that you could easily see if there were several tasks relating to the one person and complete them all at once. At the moment this feature is not available although you can sort alphabetically by task name, so in theory this should be possible. ...read more

Who- For B2C businesses where the "Company" object is not very relevant. There should be a feature to rename the "Company" Object, Name & functionality. Goal- With this, the Pro tier (B2C) Companies get at least 1 custom object to work with. Value- This will help HubSpot adaptation for B2C businesses be easier. Example- Industries like B2C Edtech, can rename the Company object as "Family" and use it to have father, mother, and child contact under one object.   ...read more

I recently developed a system within HS to track three separate pipelines with three sets of deal stages. I added product line items. I worked with the sales team to help them track this information within their deals so that we could see the MRR, ARR and TCV within each deal. Each line item allows you to establish how many months are within the billing cycle. All of that data should allow for a report to be created WITHOUT having to even FURTHER complicate the MRR with the recurring revenue system that HS created (Here: https://knowledge.hubspot.com/deals/track-recurring-revenue-with-revenue-analytics). If HS already calculates the MRR of each deal, asks for the billing start date and the number of months billed...why is it not possible to pull that data into a simple report?? Why do I have to create redundant properties to create this report when you already have the data??    Recurring revenue amount: the total amount of recurring revenue associated with a deal. This is a monthly value. (AUTOMATICALLY CALCULATES IN HS - WHY MANUAL??) Recurring revenue deal type: the deal type. The available values for this property are New business, Renewal, Upgrade, and Downgrade. (WE ALREADY HAVE DEAL TYPES IN DEALS) Recurring revenue inactive date: the date when this specific amount of recurring revenue for the deal is no longer collected. (YOU ASK ME HOW MANY BILLING MONTHS AND YOU KNOW THE START DATE....) Recurring revenue inactive reason: the reason why this specific recurring revenue amount is no longer collected. The available values are Churned, Renewal, Upgrade, and Downgrade. (NOT ALL BUSINESSES NEED THIS PROPERTY FOR TRACKING) Why is this so hard? This seems like SUCH a useful tool for many HS users who would like to understand how their MRRs are tracking.    HS, please don't make us completely overcomplicate this process.  ...read more

Workflow that enable New LinkedIn followers (company page) added automatically into HubSpot ...read more

I have a customer who says that it's very frusterating to not be able to edit a note on the iPhone mobile app. They've read the workarounds and keep reiterating that it's annoying because they were once able to edit the note and now they can't. This particular customer is a business owner and says that the notes are how they track and update key elements of their clients. ...read more