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I would love to have the ability to create a ticket directly from a specific chat. Typically, we can help the customer right in the chat but occasionally we need to create a ticket to follow up and/or if it's a more involved fix. Ideally, under the "more" option there would be an option to create ticket from this chat and it would auto fill some of the info or at least attach to the chat somehow.  ... Exibir mais

One of my biggest fustrations with Hubspot is that when a form is filled out or a meeting booked that the infomration may be changed on a contact or company level. As an example we had someone fill out a meeting request but used their companies info@ email and the person associated with that email information got updated with the person requesting the meeting. This also happens for hubspot forms, and is the primary reason we cannot use the intergration with Eventbrite, as we cannot ensure they will only use their email associated in hubspot. All I want to do is turn off this feature to avoid automatic updating of our contacts information.   ... Exibir mais

It would be amazing if we could say XYZ filter applies to ALL the below filters when creating an extensive list  (20+ filters, this could be reduced to maybe 9) also (I have a video but I can not share here as I can no longer uplode a video to hubspot with a shareable URL). It takes FOREVER. If you miss even one  and statement you have to go back through and add it to a million filters.  Being able to create groups of filters that should have the primary filter applied to would also save time.    example: see screen shot attached.   Please help make lists more efficient and time saving so we can better target our audiences!    ... Exibir mais

Hello,    It would be very helpful if we can enroll members (manually or enrolling them from another workflow) not from the top but from one of the steps.    EG: I have a flow where there's a delay, and I want to enroll a member manually. If I enroll them, they will have to go through the delay, although I don't want them to wait. I could enroll them in the step right after the delay to get them through the rest of the flow straight away.   ... Exibir mais

I am enrolling contacts in sequences through workflows but I need to create an if/then branch for every one of the Sales Reps. I think it'd be much easier if I had the option of selecting the contact owner as sender since I previously assign the contact and deal to a Sales Rep. This option would save me a tone of time and reduce enormously the risk of mistake. ... Exibir mais

In the email that notifies team members of incoming survey responses, it will be useful to include the name and email of the contact who submitted the response. It would be like the email notification of CSAT survey responses where we can see the contact info at a glance.   ... Exibir mais

When using 'create tasks' from the contact page it currently only gives the option to assign to a specific user. It would be great if you could select 'contact owner' rather than a specific user. Currently I need to do a duplicate batch of tasks for each owner, and tasks I create are almost always for the contacts owner rather than a specific person. ... Exibir mais

When viewing a contact or company activity feed, it would be good to be able to click on a PREVIEW of a marketing EDM that has been sent to the contact or company without having to go to the marketing area of the application.   This keeps you on the lead you are actively working on and means you can see at a glance what content they were sent and whether they engaged with it.  ... Exibir mais

The new Customer Report Builder does not include relative date filters like Today, This Week, Past Week, This Month, etc. This is a feature in Single Object reporting, how is it not a feature of the new Custom Report builder.   Using "Is more/less than" or "is between" are not an acceptable workarounds. Is this a feature that is coming soon? Pretty glaring hole in this new reporting feature.     ... Exibir mais