Great minds think alike

It would be fantastic if we could switch/reorganize the additional options within the converstations inbox to have "Move to Another Inbox" towards the top and "Move to Trash" towards the bottom (see image below). We have had many occurances of our agents accidently moving a convo to trash when they are attempting to re-open the convo. We also have many teams working in our CRM and use the "Move to Another Inbox" option much more than the move to trash option. I'm sure other merchants have had this thought as well. I know it's a small thing, but it would certainly help our agents when serving our clients and routing convos to the correct teams. Thanks!     ...read more

We are already using a HubSpot form and based on certain criterias, we are redirecting them to a page with round robin calendar links. We want to priortize owner's calendar if the prospect wants to book a meeting. Now, when the "priortize contact owner" in meetings is set to ON, Hubspot again asks for email which is not required as HubSpot can identify via its cookies it collected from the previous form submission. Can we not ask for email address again when priortize contact owner in meetings is set to ON?  This is to solve for booking assignment plus good user experience. ...read more

Our company currently offers a 30-day free trial to our premium product without requiring a credit card or making a nominal charge. This set up allows potential customers use the platform and get familiar with its capabilities with the lowest possible barrier to entry. We want to enroll these trial users in a nuture campagin via a Sequence, which would be triggered when they click a payment link. However, HubSpot will not allow a product within its library have a nominal value of less than $0.50. If you could allow for free ($0.00) products to be linked to a payment link, that would be really helpful.  ...read more

Currently when scheduling social media posts (specifically for LinkedIn) on Hubspot, there is not an option to segment the audience. The vast majority of posts that I do on linkedin are to an audience segmented in some way. Therefore I can barely schedule anything in via Hubspot. This would not be an issue if it were not for the fact that many of these posts are part of a wider campaign, that we are running on Hubspot. Because I am not scheduling these posts in Hubspot, I am not able to attribute the posts to the campaign.  So there are two options - either update the integration with Linkedn to allow posts to segmented audiences, or allow campaigns tagging retroactively for posts scheduled/posted outside of Hubspot  ...read more

There is currently no ability to customize the report details in your dashboard. This results in tons of columns that may not matter appearing in the "Report details" section. You also cannot view the report details for an entire graph, they must be viewed by section. Another issue that this causes is a duplication of sales activities should multiple contacts be associated with the same activity. This makes the report details clumsy and annoying to navigate.  ...read more

Hi Team,   I see that I can integrate LinkedIn Sales Navigator with HubSpot. But the integration is very limited in terms of functionality. I'd appreciate it if I could send LinkedIn connection request to a contact list within HubSpot as bulk.   My team is doing POC with other tools like Octupus CRM where we could sent connection requests in bulk. My point is, its possible and it would be fair if we could do that with HubSpot itself. ...read more

While the most recent updates to the mobile app were spectacular, there are still a few key features missing that are absolutely crucial to the success of Hubspot users.   1. Tickets For some businesses like ours, viewing tickets on the go is huge. While there is a workaround in the app to see these pages, it should ideally be a tab a the bottom. Arguably this is more vital than the Activity tab (or at the minimum, it should be possible for the user to decide what their tabs on the bottom of the app should be).   2. Commenting & Mentions The comment feature on the app is severely lacking. There are bugs with mentioning/tagging other Hubspot users and creating a new comment on an existing activity is a non-existent option. This is absolutely necessary for many businesses that rely on their app for their in-field/on-the-go staff. Not being able to comment back, mention another party, or add a new comment to an existing activity can cause major delays between teams.  ...read more

Please include a setting that allows me to set preferences for viewing templates. I would like to see just folders and when I open the templates they list all the individual templates and not the folders.  ...read more

We have set up workflows to send notifications to specific Channels via the Teams integration.    It would be great to be able to @mention the channel, or specific contacts.    The HubSpot notifications could be easily missed without the ability to mention channels/people - particularly in organisations that have multiple Teams and Channels.  ...read more