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Please allow sharing management for email template FOLDERS, not just individual email templates. THANK YOU!  ...その他を表示

Hubspot tells me that there is no way to log emails automatically sent from iOS or Android devices.  The only solution is to manually enter the BCC email address each time you send an email or use the Hubspot app (which isn't quite up to snuff to Gmail and other mobile email apps).  I have a simple solution that will work perfectly, at least for Google Workspaces.   SOLUTION: Allow us to customize the logging behavior for the Hubspot BCC emails.     It's already possible to create additional BCC emails but the default behavior of Hubspot is to create a new contact for someone you email that isn't already in your CRM.  For some, this may be ok but for me, I don't want random people I email on a daily basis in my CRM.  So by allowing us to customize the logging behavior just as you did for the Chrome Gmail plugin to only log and track for existing contacts only, this solves the problem.   Once you have a BCC email that logs/tracks only existing contacts, then you can update your Google Workspaces account to automatically BCC this new email address to all outgoing emails.  Takes just a few minutes to configure and it can be done domain-wide for all users.     This way, every email sent from your email domain will automatically have the Hubspot BCC email added and it will only track existing contacts, preventing your database from swelling with irrelivant contacts. ...その他を表示

Insightly CRM had a built-in tab on the dashboard that we can press to review the latest media news on that client. Can Hubspot offer this feature in its software? ...その他を表示

We are creating a Shipment Object that will contain FedEx Shipment information like tracking numbers. We will then need to collect and store shipment updates as they progress and we get them from Fedex. For instance... "10:05AM - Shipment Out for Delivery", "11:00 AM - Shipment Delivered"   It would be great to show that timeline. I thought about capturing each update in an Object Note, but Timeline and Events seem like the better fit and solution. ...その他を表示

The Never Log feature is an essential tool for preventing sensitive comms from being logged in our client's databases. It would be nice to automate contacts being added to this list given certain behaviors, lifecycle stage or other properties.   ...その他を表示

It would be great to see social media activity in the customer profile activity feed. If they liked a post or sent a message from Facebook vs Linkedin, etc...   There is a community thread here. https://community.hubspot.com/t5/CRM/Can-we-link-social-media-to-contact-activity/m-p/473340 ...その他を表示

At the moment, if an email conversation begins with a team email, but someone goes to respond with their personal email address (even if that email address is connected to HubSpot), the replies will not be tracked under the contacts information.    An example:  A lot of our leads come into a shared inbox and then one sales person will pick it up and respond. When they do this, their response isn't logged on HubSpot so it looks like no one has gone back to the lead.    If we could have a fix for this it would make the whole conversation process more seamless.  ...その他を表示

This feature is for Hubspot users who use the social media features. I am a social media specialist for our ad agency and we manage over 45 Facebook pages.    Our goal is to create a feature within the dashboard page that allows for Hubspot users to filter beyond just social platforms (Facebook, Instagram, etc) and have a drop down with all of the individual Facebook, Instagram and LinkedIn accounts that are already connected to Hubspot and using features such as scheduling tools.   The value this will add is immense. It will allow for live dashboard reporting on how each specific Facebook account is performing at that moment. This will give live updates on how content is performing throughout the month.   Google data studio / looker provides this live reporting for other digital marketing avenues.    This is currently where it stops, there needs to be another level further than just the platform, accounts need to be added here:       ...その他を表示

i have the need to create a new property field called referred by   i need this referred by property field to allow me to link to my other hubspot contacts    currently it doesn't give me this option... I get single line text, multiple line etc etc    the closest I get is it say link to hubspot user, but that's not what I want, I'm looking for link to you hubspot contacts    the end aim is I want to be able to see which of my contacts has reffered the most users to my membership    hope this makes sense, mail me for more info:   andrew@golfplayed.com  cheers  ...その他を表示