Great minds think alike

I'm thrilled about having access to the beta feature for creating associations and labeling them between records. However, it feels incomplete without the capability to associate records via workflows. I've been trying to implement my use case with workarounds since my company began using HubSpot.   Use Case: As a solar panel manufacturer, we sell to distributors who, in turn, sell to solar installers, who then sell to homeowners. We generate numerous homeowner leads that we want to send to our customer installer companies.   I aim to set up a workflow that associates the lead's contact record with the installer company record using the association label I created. Then, I'd like to send a new lead notification to the designated lead acquisition employee at the company, all based on the lead's location.   I want to be able to view the lead contact record and see which installer company we sent it to. Or, view an installer company and see all the leads we've sent to them. Alternatively, create a deal between the lead and the installer company for every lead we send to them.   Manually associating these records isn't feasible as we receive thousands of leads each quarter. This seems like a significant blind spot for B2B users. ...read more

I heavily rely on HubSpot's workflows, and having a dashboard to easily track their success or failures would be incredibly beneficial. I manage both MQL and SQL workflows that run consistently, along with creating them for major events we participate in. Having a clearer view of their outcomes would help me identify areas for optimization, especially in terms of workflows and emails that require the most attention. A centralized way to monitor these results would streamline my workflow and enable more effective decision-making for enhancing our marketing efforts. ...read more

It would be great to have the ability to set guardrails on an email workflow (marketing) that you could set and get alerted if they hit a certain level. E.g. if the unsubscribe rate hits a cerain number. Then you get notified by email or Slack depending on your integration that there is an issue/warning with that email. That way you can action/remedy promtly without having to go in reguarly and keep checking the performance of your workflow. ...read more

Request Summary: Implement a feature where HubSpot remembers a user's last chosen settings across sessions to streamline repetitive tasks. Feature Overview: The idea is simple yet impactful. For actions requiring checkboxes or settings adjustments, such as associating contact/company records to a deal or auto-assigning tasks for disqualified leads, HubSpot would remember a user's last selections.   Benefits: Efficiency: Eliminating the need to repeatedly make the same selections speeds up workflow, saving valuable time. Enhanced User Experience: This feature would make HubSpot more intuitive and user-friendly, reducing friction in daily operations. Adaptability: Allows for a personalized workflow, adapting to consistent user preferences. Customization for Diverse Use Cases: HubSpot caters to a wide range of industries and professionals, each with unique workflows. By remembering individual settings, HubSpot can adapt to each user's needs more effectively. Whether the default should be a checked or unchecked box depends on the task and the user's habitual requirements. This feature would ensure that HubSpot is more accommodating for everyone, alleviating the one-size-fits-all approach and fostering a more personalized experience. I believe this feature would not only streamline operations and save users time - but also significantly personalize the tool to meet the diverse needs of its users. ...read more

I created Contact listing view and filtered who downloaded the PDF. However, it is not possible to add the "Contact-associated Asset" in the Column View in order to see Overview who download what, than manually check each contacts activity just to see download asset.     ...read more

Please add a feature to the Email Marketing tool where users can "find and replace" a word or phrase anywhere in their marketing emails.   Naturally, this can't work for single-sends but would be huge for automated emails. Especially for companies with hundreds of automated emails needing bulk changes to them.   It should allow users to search and replace content in the email body, subject line, or preview text.   Additionally, the ability to swap out the From Name and From Email across multiple emails would be beneficial.   ...read more

It would be interesting if the custom views in the central column could also be customized at the record of each deal.    Thank you! ...read more

I’m reaching out to suggest an enhancement to the 'Manage duplicates' company tool. This tool currently does not allow the merging of companies when Salesforce is installed.   It would however be great to still have the capability to reject those merges   Proposed Solution: Implement a feature that allows users to selectively reject a merge suggestion for companies, even when Salesofrce is installed. ...read more

Service Hub is lacking visibility on agents available/offline status (reporting, notifications).  Would be very interesting to add Availability Status to user based properties in HubSpot.    This would open some possibilities for team activity reporting. ...read more