Gute Ideen sollten geteilt werden

Hello!  I have multiple workflows where contacts get assigned to users. What's happening is when a user leaves the organization, we need to manually browse all these workflows and make the change with her/his replacement. Wouldn't be nice if workflows allow assigning users based on defined roles? For eg - If I assign contacts based on their region to different users, can there be a method where we store details of each regional manager and refer that in workflows? (Like HubDB types). So in the future if a region manager gets changed, I can make the change in the table that stores these details instead of making change in all workflows which is prone to errors.  ... Mehr anzeigen

HI,   The revenue analytics need to have a couple of features to be able to do the significant job of calculating NRR.   1. customized so we can have a beginning of balance and end of balance. 2. be able to separate churn and downgrade instead of one big block with lost revenue.   3. be able to add it to a dashboard  4. be able to export it    Thanks  ... Mehr anzeigen

Hello hub,   My idea is that the "tasks" can have their status changed to completed according to the movement of the "deal" through the pipelines. When a "deal" passes through a step, it generates a task, so that someone can perform a certain action (call or contact, for example). In some cases, the "deal" ends up advancing to the next stage of the pipeline without the task needing to be executed, meaning that my team always needs to check the status of the deal before knowing what action to take. With the possibility of automating the "task" I could identify that my "deal" advanced in the pipeline stage and preventing my employees from needing to contact that "deal" unnecessarily. This would save my company good hours of service. * when I say deal I mean my customers who decided to continue with my purchase process. Something like a deal for a customer. ... Mehr anzeigen

Occasionally contacts send us images taken with their iOS devices (iPhone, iPad). They send the images via email as .heic attachments, which are then stored in a Ticket.   In order to view these images, we either have to download them and open them in an image viewer or, if we're unable to get the image to open, ask the contact to send the image(s) again using a different file format.   Gmail provies image previews for .heic files, making it easy to view an image in an email without needing to jump through hoops to open it.   It would be great if HubSpot added an option to preview .heic files, similar to preivews for other image files like .png and .jpg. Being able to preview .heic files in Tickets would make it a lot easier for my team to analyze reports from contacts, enabling us to respond faster and provide better support. ... Mehr anzeigen

I've spent far too much time scrolling to look for events in the activity feed. It would be nice to be able to enter a specific date and time as that is often what I'm looking for. What happened at aound 7:34 pm on X date.     ... Mehr anzeigen

We would love to be able to copy values, for example, from a company record UNASSOCIATED to a deal, and paste the value into the deal. Currently we can do so based on an association, but requirements need to be able to do so without connection   Example: A master company record, containing list of values changing frequently, acting as a 'library' for a deal triggered workflow to copy values from and paste into new deals based on further property inputs ... Mehr anzeigen

I've just had a chat with one of the team and he directed me here to make a suggestion for a feature.  I have a sales team who are very lazy and don't tend to look at the contact notes before calling the client as they have a script to read off.   I sometimes get clients ask to be rung at a certain time or day which I write in the notes - however this gets missed and they're called as soon as they're added which makes us look unprofessional. I would like to add a column to leave a quick note, i.e. "Call on Tuesday 5pm" - so it's right there next to the phone number.   Also the ability for the superadmin to edit the main contact table view for the whole team so that I don't have to manually edit each table view.    Many thanks 🙂   ... Mehr anzeigen

Hey,    I have only just started using Hubspot in a new role, used Salesforce Marketing Cloud previously, and I am building out my first Workflow (new customer journey). There really should be an easy 'action' which is a random data split, which would enable users to split out whatever size (x%) from the entry data, update their record with 'control' and exit them from the journey so we could easily report on KPIs for target v control.   I have read several strange workarounds about assigning numbers etc, but that is not a viable solution for all your customers to do, when you could easily create this functionality for them, and it exists in Salesforce.   Hopefully this makes sense, should be a reasonably simple request, and hopefully an easily buildable algorithm.   Thanks! ... Mehr anzeigen

Submitting a request on behalf of a customer:   We should have the ability to modify/include additional contact properties when exporting feedback survey submissions (or even form submissions). This allows the functionality to be custom to each client in terms of what information from the contact they'd like to include in the export of these submissions. Helps with building reports more seamlessly too! ... Mehr anzeigen