Great minds think alike

Filter in bulk for prospects tab. I have a list of hundreds of target companies that I would like to proactively track in Prospects tab.  There's no way to add all those name into the values field in order to set up proactive alerts for sales reps.   This will be useful to track accounts and send alerts when they visit the site, especially for in-flight deals.   Drift has this feature and you already have all the functionality, so it may not be complicated and can keep you competitive.   ...read more

Hi    This feature upgrade would be for the Service Hub and refers to the livechat integration.   Basically at the moment, the live chat only links the the contact in terms  of the activity tracker, I can see the benefit of this from a Sales perspective but for a Service offering, seeing this on the main company activity list is really important.    Currently we are not able to see who has recently on live chat from the company activity page, as we would have to go into each contact individually to see if any Live chats have taken place.    In some cicumstances there be 10's of contacts per company and it is not pratical for each of us to have to check each contact to see if they have recently been in contact with us via live chat.    it is really handy having the activity listed from all emails and calls in the company forum, as it means it is easy to see what my colleagues have spoken to the client about and I do not need to check where they are with them.    However with live chat this is hard to know, as I would have to be aware of them having completed a live chat to go looking for that information.    Ideal solution is for the Live Chat activity to show under the company activty list, the same as the emails and calls do. So they would link to the contact, which in turn links to the company that they are attached to.      so it would appear here     as this is what it shows like on the Contacts page   Thank you in advance.   Kind regards   Matt   ...read more

A functionality that would be helpful to add to Hubspot is creating a user-based dashboard/homepage. Here individuals would be able to see in a much better view than what is currently available in Hubspot, all the mentions that have been added to different tasks and notes that other team members have added. It's one thing to have the mentions come up as an alert within the notifications button in Hubspot, but for teams that are frequently sending comments to one another through the 'mentions' function within Hubspot, all these messages can get lost in the shuffle. This dashboard would also support individual team members in giving them the freedom to pick which reports matter most to them and having it posted on their homepage dashboard for frequent viewing/accessibility. Another aspect of this dashboard that would be of great benefit is to see all the upcoming calls that have been booked for an individual through their Hubspot meeting. I'm sure I could find a way to create this with what is currently available, but I'm surprised that Hubspot doesn't allow users to create reports with Team:Team messages that have been entered into Hubspot. ...read more

As of now, there is no way to search via ticket ID in the conversation inbox search bar.     Adding this feature would drastically help working and solving tickets in the inbox without having to jump back and forth between Inbox and Tickets. ...read more

I'd love the option to have our latest email newsletter automatically uploaded to a page on our website. It would be best if the newsletter was embedded into the page so you wouldn't have to click a link to access it. But another way would have a link on our website that automatically updates to the latest newsletter so guests could click on the link to access it even if they are not subscribed to our newsletter. For this to work in our context I would need the ability to select which newsletters get uploaded based on the audience it is sent to as some are sent out to different audiences that wouldn't apply. ...read more

I find the idea of an internal email function in workflows to be useful, however I feel the way it's currently implemented is unintuitive. When selecting multiple contacts for an internal email, a copy of that email is sent separately to each attached person.   I can see the logic in doing this for marketing contacts, but when sending an email to your own team you would generally want to CC everyone on the same email; that way those included know who's being informed and can reply with additional questions or information.   I feel this feature would be more useful if it atleast offered the option to use a single email with all users included.   1. This is for anyone creating a workflow. 2. The goal is to improve automated internal communication. 3. This option will allow more flexibility in the usage of this feature. 4. Unknown 5.    ...read more

Currently, it is not possible to configure a Permission Set that restricts users from the ability to create a given Object Type. It would be useful, esspecially on certain custom object types, if you were able to restrict users ability to create certain Object Types.          ...read more

Bonjour à tous, Je souhaite obtenir de l'aide car j'ai créé un lien réunion afin que mes prospects puissent prendre des rendez-vous. Malheureusement, ils proposent des créneaux auxquels je ne suis pas disponible. Par exemple j'ai créé des plages sur mon calendrier de prospection ou je me suis mis en "occupé" mais ils proposent ce créneau sur réunion. Comment faire pour qu'il s'adapte à mon calendrier parfaitement ? Je vous remercie, ...read more

Bonjour à tous, Je souhaite obtenir de l'aide car j'ai créé un lien réunion afin que mes prospects puissent prendre des rendez-vous. Malheureusement, ils proposent des créneaux auxquels je ne suis pas disponible. Par exemple j'ai créé des plages sur mon calendrier de prospection ou je me suis mis en "occupé" mais ils proposent ce créneau sur réunion. Comment faire pour qu'il s'adapte à mon calendrier parfaitement ? Je vous remercie, ...read more