Great minds think alike

Within our organization we use Microsoft Teams for all meetings. When people book a meeting through the Meeting tool with someone, we now have to manually send out an additional Microsoft Teams meeting. We would like to these meeting tool invites to already be Microsoft Teams invites. I know this is possible since Hubspot does exactly this within their own organization, except with Zoom.   It would really make a big difference to us if this were possible.   **Moderator Edit** This issue has been merged with Marialll2694's post titled: Automatic Microsoft Teams Invite Link to be sent when meeting is scheduled. All comments and kudos have been combined here.   Marialll2694 When you scheudle a meeting through hubspot it should be integrated with Microsoft Teams in a way that it creates the invite with the conference link. Currently you have to send another invite with the link.   We were considering purchasing HubSpot and this integration threw a wrench in the whole deal. With COVID 19 we are all having to work remote and we use Microsoft Teams (along with 75 million users) because it's part of our corporate suite. Not having this integration is detrimental to a seamless & delightful experience with our clients.   Part of the "magic" with HubSpot is that something like this doesn't happen. I was even more surprised to see that both the Google and Zoom integrations have been done. ...read more

We currently have custom properties for contacts, deals, companies and tickets. We need custom properties for activities too, which means custom properties for task, meetings, calls, etc.   Examples:  - Calls: Aircall has to "print" text into the description for the call output - Meetings: we want to confirm them 2 times. We can record in a structured way whether the meeting has been confirmed. - Tasks: we'd like to have importance and urgency as inputs to define priority. We currently can't.   It's going to all allow finer management of tasks, calls, meetings, basically all activity types which a pre-requisite for activity-based workflows: https://community.hubspot.com/t5/HubSpot-Ideas/Activity-based-Workflows/idi-p/204852   As different activity types (calls vs meetings vs tasks) require different information, Hubspot should allow Admins to select which customer property applies to which activity type. ...read more

Is it possible to create reocurring tasks, such Ticklers?  I like to set-up ticklers to contact  certain customers on a regular basis.  Is this possible in Hubspot?   Barry ...read more

Hi team,   It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals could then be automatically updated to have that product associated with them.   This would reduce friction for sales teams and allow more seamless Deal creation - the teams wouldn't have to go back and add Products later. Thank you! ...read more

I work in a team spread across 4 different time zones. It would be helpful if each of us could have our local time zone associated with our HS profile and that would carry through when I'm scheduling activities or assigning tasks. ...read more

Hi, we get a lot of overseas enquiries, the process to enrol an overseas student is quite complex & labour intensive. We get many many enquiries, the conversion rate is very low. The first email is a response to their enquiry.   I have setup a sequence, the 1st is the email with all the details, the 2nd in the sequence is a follow up a week later, the 3rd is another follow up & the 4th is a final one saying I've sent u a few emails with no reply, so thank you & a link to our website.  I want to CC another colleague in the sequence who will manage the enrolment if it happens. I am now forced to forward the email to them so they can make contact with with the prospective customer as I cannot CC them in the sequence.  Often there is no reply, I send a follow up & often there is no reply. I have found myself getting bogged down with setting up numerous contacts with no result, so.....  Hope this helps? ...read more

It would be great if Hubspot had the ability to track how many replies I got to my marketing newsletters. A lot of our newsletters are designed to get people to reply to them instead of having them click on something, so really the reply rate is what we want to measure over CTR.   Each newsletter is sent from a dynamically populated email address (based on the sales rep who is working with the lead), so it's pretty impossible to track this by just monitoring an inbox.  ...read more

I would like to see the option to unpublish a form and or to set a limit to the submissions. For example I would like to set a limit of 100 submissions due to a webinar subscription.   November 7, 2022 Edit: 931 days and counting. Can someone please make this a meme?   April 6, 2023 Edit: 1081 days and counting. This isn't funny anymore.   January 2, 2024 Edit: Day 1352 – Still no option to unpublish a form or cap webinar sign-ups. We're considering switching to smoke signals for faster results! 😂   Come on, tech wizards, let's make this happen before we're sending messages via carrier pigeons! ...read more

Hi HubSpot Development Team,    I recommend revisiting the idea to customize log activity in HubSpot Sales. I would like my team to track "Direct Mail," and I've seen others asking about logging texts and in-app messaging.    Thanks for considering! Grayson  ...read more