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Role: Sales, BDR's and role that is sending emails to contacts Goal: To automate the tracking, logging and reporting of emails sent via Sales Navigator Value: Many sales folks are using Sales Navigator to interact initially with contacts and these emails are not logged as sales activities on the reports.   Example of an email that was sent, however is not logged and thus not tracked on any Sales Analytic reports.     ... Exibir mais

Hi, Hubspot needs a mechanisum of separating out live/public interactions; form submissions, cta clicks, page views etc. from those performed during development, by marketing and sales teams or even by users with a specific email domain. LinkedIn campaign manager has a field in it's campagin reports for leads and test leads. I think Huspot users would benefit from being able to distingush between a live and test/dev contact audiences, especially when it come to reporting. This could be scoped in a number of ways: Any registered hubspot user is flagged as a test/dev contact And / Or a contacts email domain has ever matched one or more of a defined number of email domains An internal / staff / partners/ development cookie set against a user indicating they are that hubspot can track ... Exibir mais

One of our teams has a conversations inbox set up (they need to send from a central email not individual ones) and, when they are in the inbox and are going to pick up an email, they will assign that conversation to themselves so other team members know it's being dealt with. Once they have responded, they unassign the conversation and then close it. This works for emails where the contact has emailed in first as, when the contact then responds, the conversation is reopened and is still unassigned. However, when one of the team are working on a different record, such as Contacts, Companies or Deals, and they create a new email to a contact, that then sits in the sent folder assigned to the user that sent the email. That means, when the contact responds, the conversation is automatically associated to the person that sent the original email. This is not suitable for this team as they do not have assigned work, everyone deals with everything which, at the moment, can mean that people assume someone else is dealing with an email as they are the owner when in fact they are not so the email gets ignored, especially if someone is off sick or on holiday. I need to somehow make sure that when an email is sent from another record and there is no contact response yet, the conversation owner is removed. Does anyone have any ideas how I could do this as I'm happy to create a workflow or something to get this done but I can't work out how to drill down into the Sent folder to do this. ... Exibir mais

When looking through contacts in a view, there is no option to filter by "All Of", only by Any of/None of/Known/Unknown. Ideally there could be an option to multi-select in one property and have contacts only show up if they meet all of the selected criteria, not just any of the selected criteria.  Thanks!      ... Exibir mais

If a category in your knowledge base only has 1 article, and you are using the "tiles" template - then clicking on the respective category / tile should open the article directly - rather than take you to a list with only one poor looking article - and user has to then click on the article again.  ... Exibir mais

As a leader, manager, business owner, etc. with multiple employees, it would be very helpful to see an agregated activity feed from all users. Navigating to a clients profile to see if an email was sent or a task was completed for people on my team is time consuming and manual. The activity feed is perfect, except I can only see activity from my own user account/profile. ... Exibir mais

First, the change to the help button should be reverted, or at minimum, provide users with the capability to revert back. Two bugs;   1) You click anywhere else in HS, it closes your chat and you need to re-open from the beginning to get to your message. 2) You minimize chat, but the help button is fake, it doesn't actually open the chat.  As for the Lifecycle Stage 1) The incapability of assigned company-based workflow at the deal closed lost pipeline section makes it impossible to prompt a user to make a manual change to the lifecycle stage of the company record. 2) Due to lifecycle stages progressing only forward, you cannot write a workflow that changes those stages back to lead once an opportunity is closed lost. Recommended changes are to leverage poor CRM and data management: 1) To reset the lifecycle stage and wipe completely, losing historical record  2) To create a further lifecycle, when in reality the account should be regressing to the initial stage (See forum responses here: https://community.hubspot.com/t5/Lists-Lead-Scoring-Workflows/Best-Practices-for-Moving-Lifecyles-Ba...) Consider changing, please.  ... Exibir mais

It would be great if there were separate toggles controlling a Users ability to edit Properties and to Cre ... Exibir mais

When scheduling in posts from your social media accounts it would be good to be able to schedule videos as well as the images etc that you can currently. Video is getting so much more traction now it's crazy that this isn't a feature already! ... Exibir mais