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Would be good if you could do essentially what you can do with 'views' in deals pipeline but also with the columns as a preset for certain teams. As we have different teams who need to see different information.  ... Mostrar más

I am the RevOps manager at my company and would like a way to automate the allocation of old / stale leads for re-engagment. I hve all these leads in a list and would like a workflow to run 300 times per day that would rotate the record owner.  At the moment, there is not way to set how many times per day a workflow can run.  It would be nice if there was a setting the would only allow the workflow to cycle x amount of time per day. ... Mostrar más

Hey,   I wanted to import my database but failed. Note that all properties were checked a thousand times and are the same as in Hubspot, but the Next button is not clickable.   Is there anyone that can help me?  ... Mostrar más

Hi,   At the moment for Inbox it is only possible to send an email manually to yourself (which is time-consuming and impratical if there are 50 submissions for example sent into the qualifying leads chat bot), or turn on the function that the chat visitor is automatically sent a transcript of the conversation.   I want to be able to automatically send chat transcripts to myself so I can forward it to members of my team. Is there something in development for this? Or is there a workflow anyone can recommend that also me to send a internal email triggered from a chat event(inbox submission), where it contains all the details from that chat?   I look forward to hearing from someone. ... Mostrar más

Hi!   It would be a great addition to the already-existing deal conditional logic for deal stages and deal creation if there's a custom property conditional logic WITHIN the deal stage conditional logic if the latter is being moved to the next stage.   Context: We have a lot of deal owners that are having trouble filling out service line revenues within the deal because if all of the relevant service line fields are chucked in to the deal form whenever a deal stage is to be moved, it's going to be a LOOOOONG list of fields that the deal owner would be filling out on the deal form alone.   If we then remove all of the service line fields from the deal form and place it only on the left sidebar, chances are the required service line revenue fields will go unfilled when a deal has been closed won (hence, delivery teams will question either sales or AMs as to why revenues are not filled out accordingly during handover. Having a very complicated "gating system" using a combination of workflows and email alerts would not be scalable (and sustainable) too when the company's service portfolio increases.   Impact: Reduced data integrity especially revenue values, which then causes reports to skew and, ultimately, miscommunication between teams as well as clients   Idea: If we could have something like this (this is just an example, but this is the conditional logic setup example from the deal creation part) that's within the deal stage conditional logic, then this would now serve as a convenient way for deal owners to fill in the missing required data under a specific deal stage before moving it to that stage. Let's say I'll set up the deal stage conditional logic with the required fields, and one of them is "Service/s". So if "Service/s" is SEO, then the SEO-related service line fields will pop-up WITHIN the deal stage conditional logic.   By having this functionality within the deal stage, we can ensure: 1. Better data integrity, ensuring all required properties are filled out completely via the deal form 2. Efficient admin on the side of the deal owner (they'll just be doing admin the deal form rather than going back and forth the deal form and the left sidebar) 3. Seamless deal form basically, no more long list of fields.   I hope you find this sensible! ... Mostrar más

The ability to create a joined report with multiple object fields. For example, Company name, deal name, and associated fields in both objects.   Here is an example of what I need: Company Name: XYZ Co.,    Deal Name: XYZ Location 1,   Amount: $50,000    Close Date: 8/3/2022                                                  Deal Name: XYZ Location 2,   Amount: $20,000    Close Date: 10/3/2022                                                                                                        Deal Name: XYZ Location 3,   Amount: $35,000   Close Date: 1/23/2023       ... Mostrar más

The standard Deal Change History report could use some improvement for sales ops / sales analytics users. Specifically, I recommend changing the Close Date filters ("Deals expected to close:") so that "All Data" includes all close dates.  I was informed by a support representative that when we filter for "All Data" we are actually only including deals with close dates up to TODAY.  That's not a very intuitive interpretation of "all data" nor very useful.   Second, I recommend that the filters include an option to remove certain deal change types from the bar chart.  My leadership audience and I don't need to see all of these, and I would like a way to export a report that only shows the deal change types we care about.  ... Mostrar más

I began building multi-touch attribution reports for the organization and I'm disappointed to find that you can't filter the reports by specific deal or company properties.   We want to break reports out into specific regions and company sizes to see if these segments are engaging with our company differently once in the deal stage, but the attribution reporting in HubSpot is extremely limited for filtering and offers no filtering for properties on the deal itself other than the amount, create date, etc.   I would have though this would be standard for report filtering since all of the other reports you can build in HubSpot allow you to filter by object properties (including custom properties for that object).   This feature would ideally be for markering teams but I think sales teams would also be extremely interested to get more insight into what they buyer journey is - especially how customers engaged with us while there was an open opportunity.   Unfortunately for the meantime we will have to find an alternative tool or manual export and excel workaround to report on these more granular segments for Marketing Attribution.  ... Mostrar más

It would be very helpful if the email performance, campaign details, AND the workflow details pages allowed for a selection of different stats to view and save selections on these pages beyond just the default provided by HubSpot.   This would save time when viewing these pages each time, and it would eliminate the need to create a list or a custom report to find these additional stats. ... Mostrar más