HubSpot Community - HubSpot Ideas

davidadato

In a perfect world, you have the ability to create global property fields that you are able to add to any module. These would update accordingly as you update them throughout the system. This would effectively do the following: - reduce workflows related to updated information across modules (ie companies, contacts, etc) - reduce the amount of fields/data entered into Hubspot (ie creating Lead Source if you want it to appear in Companies, Deals, etc). - create more unity in reporting/data and analytics. - allow Staff to correctly update information and have the most up to date information anywhere and anytime. I find myself having to create way too many fields and properties. You can't clone Lead Source (for example) from the Contact module, to the Company module, and to the Deal module so imagine how cumbersome the task gets recreating all modules in each one when the Lead Source may have 30+ sources.

ryker

It'd be great to be able to get Workflows visualized outside of HubSpot in a flow tool like Lucid or Google Draw. Here are a few reasons: Workflow documentation. This a workflow can be visualized and commented on. This would be especially useful for more complex workflows. Especially if you are handing them off to another person when you hire or leave a company. This way, the visual could also be piped/integrated into platforms like Confluence. Proposing updates. This could feasibly be done by just cloning a workflow and making proposed updates without ever making it active. But you wouldn't be able to comment on any of the proposed updates inline. Exporting Workflows as visuals. You can export workflows as a CSV from within the portal, but this gives limited information about it. You could also take a screenshot, but this doesn't work great if you have a large workflow (you can only zoom out so far and take a good resolution screenshot). Having the ability to load workflows into Lucid makes them more portable. The HubAPI already has the ability to dump the JSON structure of a Workflow. I'm sure the JSON structure could be used to easily visualize a workflow outside of HubSpot. Someone would just need to put in the time to map it out and generate the visual.

hannahdavidian

It seems like something that would be a standard feature, but our company thinks it is essential to be able to embed HubSpot dashboards in external sites. For example, we have a centralized reporting system which we use a published link to embed external dashboards via iframe. This seems to be available and standard in other platforms, but not HubSpot. :(

Nat_Higgins

Right now, Hubspot Meetings can only check calendars that are within my Google account because that is the email that my account is integrated with. However, I also have an Outlook account that has its own calendar that sometimes has meetings scheduled on it. With Calendly, you are able to sync up to 6 calendars from different providers (Google, Outlook, iCal, etc) making it so you never get double booked if you have an event on 1 calendar but not the other. The new meeting only gets scheduled on the calendar that you have set as your primary in Calendly but it at least allows you to not be double booked, which is super helpful if you need to manage multiple calendars on different platforms. Adding this functionality would be greatly appreciated and will help HS Meetings stay competitive.

alst

To further email marketing efforts, it would be great if you allowed Brand Indicators for Message Identification (BIMI).

CindyB

Looking to work leads more effectively without having to go back to contacts to see next record. It would be helpful if there was a next record click so I can speed through

dylantlederer

Hi, It would be great to allow a maximum number of meetings to be booked per day. That way there isn't one day with an incredible number of meetings and another day with none. Say the maximum is five per day, then after five meetings through HubSpot are booked, the day would become unavailable. There could also be a choice of whether this affects already scheduled events (non-HubSpot meetings) so say either five HubSpot meetings or five meetings total.

brittanyCP1

It would save so much time if we had the ability to make a marketing email ALSO into a template. Especially because we'll f/up with contacts on an email sent, and they ask for it to be resent. There's no easy way to do that, unless you go into the marketing email, copy everything, then send it as an email, then make it as a template. It is a huge waste of time. Please make this feature available! Thank you! :)

LCarry

It would be nice to be able to manually send NPS survey's to individual recipients. For example, a client got our survey and opened it, accidentally clicked zero and then deleted the email. This recipient is in a high powered position and thought the email was spam. She wanted to correct her rating and I was not able to send a survey just to her.

RachelL11

Hi, I wanted to create a report with all user updates to contacts/companies. For example if a user in my team adds an email to a company I would want to create a notificational report to be updated on our dashboard. Currently there is an option to create reports to see notes, or new contacts added or even phone calls logs. However, there is no option to see complete activity specifically email adds to companies or contacts. This would be very helpful and benefical to our team to receive these types of updates. If a sales person is on the field and updates a contact on Hubspot currently there is no way to be notified unless it was a property change.

2Shey

It would be great to have more options to stylize the Knowledge Base pages like in the Design Manager with a stylesheet and drag & drop.

CallumSmith

It would be great if we could filter our tasks the same as you can filter contacts (more precise filtering) our service team works from tasks - if they were able to filter by multiple users (or teams) overdue tasks it would save a lot of time and neaten up the process - also our automation means some tasks will be set as unasigned, if you could filter by task owner unknown it would assist our service team in allocating these correctly and not missing them

Gokoolrod

For folks that are migrating from another web hosting company to hubspot, we wanted a way to omit the "hubfs" from the file name. For example, currently after you upload an image into a folder, you get the following file URL: https://yoursite.com/hubfs/yourfilename.png We would like it to actually be "https://yoursite.com/yourfilename.png". This way, we can simply upload our files from our current hosting company into hubspot and not have to modify any of our current links. In addition, people who are ocd like me can have a more clean and easier way to find files. Thanks!

Nebcallahan

Here's the scenario... I create a task titled "Call Customer A". The AI automatically changes it to a Call task. When I use the task queue (which is always from my laptop) and this task comes up, it has a pop-up window prompting me to enter my phone number as it will "Automatically log calls with HubSpot, Record calls straight to your CRM so you can keep all your conversations in one place." I make calls on my mobile and do not want to call through my laptop. I need to close this reminder with every call task. Or I when I create the task titled "Call Customer A" and it automatically changes it to a call task I need to click the drop-down and change it back to a task. But then I need to manually add the call when I run through the queue. Now taking 2 clicks extra for each call task. Plus when I come to the task, I need to manually open the "Log Call" I registered my cell number to see if that would help. And now a pop up comes up wanting to call through my laptop. I can not log any data about the call and need to close the window and add it manually again. This requires 3 mouse clicks for each call task. I know I can add my number, I see this pop-up hundreds of times per week. Give me a checkbox to opt-out from seeing this message!!!

MrsMaverick

Overview We are currently trying to use HubSpot for support and CS teams. We added the intercom and HubSpot integration so now CSR's can see conversations on a contact which is a great first step knowing but it's not very actionable. Request The hope is to report on how many conversations a company/ contact has in a given period. This way we can see which companies are taking more time and energy. Maybe flag it to get the CSR to reach out and help. Bonus This would be even better if we could flag the unhappy customers from Intercom in Hubspot via a report that could go on a CSR dashboard. Ideal CSR Dashboard: *# of companies per CSR, MRR, Last logged in (from Intercom), Happiness (from Intercom), Paid/ next payment (via Chargebee integration), last contacted(being able to exclude or include intercom interactions), *Stage of onboarding, *Missing data needing to be filled out. *means we can currently do it Thank you so much for listening! I really hope we can make HubSpot our CS tool as we scale but if you are not planning on working to be that let me know so I can find another tool.

anelgarzar

It would be great if I could select the maximum number of characters hen selecting a Mult-line text or single-line-text property.

RSi

I need the date range in my dashboard to be dynamic and show the last 7 days but i need this on a non-standard date range. For me I need to obtain data on a Thursday for the 7 days previous i.e. Friday to the Thursday I'm getting the data. A few times I've forgotten to go in and change the date range and save it and my figures have been wrong.

SBenfield

Looking for the ability to create a custom field where once data is populated for a contact, account, or deal it becomes locked for future editing. Field would function the same as Original Source Drill Down 1 and Drill Down 2. Once known, the field cannot be edited.

RachelL11

Hi, for my company we wanted to be able to upload specific customer information as attachments and have these documents password protected. Also, if possible not have these attachments to be printable. Most of our critical documents for customers are stored at our physical location. However, when sales people are in the field this information would be helpful to have if it was protected since the material is very sensitive. Currently our sales team will just call our location which can tie up the phones. The ability to upload this information securely (password protected) onto hubspot would be very beneficial to our team.

IAMCloudLeon

Subject says it all. It's great being able to automate the creation of Tasks from Workflows - but it's a hassle going in manually sorting through a big jumble of Tasks just to assign them to a specific Queue. It would be great if you could set the Queue the Task gets assigned to from within Workflows. I have 8 different Queues set-up for different processes I undertake at different intervals of my week. But every day I have to go in and pick up hundreds of newly created Open Tasks and assign each of them to one of the 8 dedicated Queues, which probably takes me 5-10 mins of very low skill work to do every day. It would be a piece of cake if it could just automate straight into the right Queue.

jcarina

We would like to see a feature that counts the unique number of people who were sent an email (any email) between two dates.

JohnPolish

A number of other CRMs are configured so that the system will suggest an address (including street, city, state, and zip) from Google Maps (or another database) as the user is entering location data. It's easy to implement, it saves time, and reduces errors.

Shak

Hey Hubspot Team & Community, I really like the courses that are provided on the academy and feel there is a lot of value in the academy to the wider business. However, not all course are relevant to different functions (as expected) and I think it would be a great idea to implement the following: Creating a curated set of lessons outside of the accredited courses. Assigning these curated lists to different reps in various functions. Using the platform as a way of tracking and enforcing learning and development. As a the HubSpot lead in my organisation, training reps on using HubSpot is a key part of my mandate. These features would allow me to hold people accountable, assist me in onboarding new starters and help me to evidence learning and development progress to business heads, direct line manager and the wider leadership team. It would also help in identifying where and why we need to upskill our employees and work on adapting to L&D needs.

pappah

Hello, I am looking for a way to set user permissions for logged emails. The client wants senior management to be able to see logged emails but not junior team members. Any workarounds or suggestions? Thanks, Prince

Selliott

It would be really useful to include an integration for custom fields between Hubspot and GoToWebinar. For example, I have created a landing page for registrations to a webinar hosted on GoToWebinar and have included a custom field for "contract number". We need to be able to check the contract number when someone registers for our webinar to check they are eligible to attend. Currently there is no way to include custom fields on a GoToWebinar registration and it would be really useful if there was!

Latha

Hi, It would be a good idea to automatically update visitors status ( whether hes still on the page or not ) while engaging in a chat. We would not have to wait for the response if the visitor left the page after initiating a chat.

Ivan_Karp

Here: For example, like on this service Let`s take this topic for example When you click Share, it will give you a link directly to the particular comment So, when you go by this link, you end up on the relevant comment. In HS it would work in the following way: when you go by the similar link - eg. Contact with the note record ID, it will open a Contact and let you find the note in the activity feed of the Contact. Thanks a lot! Best

Axelle

It is not yet possible to associate a given contact's and/or company's timeline events - more specifically past emails - to a deal via the API upon deal creation. This is something that you can do when manually creating a deal in the HubSpot interface, but I would like to be able to do this with a request, whether it be included in the Zapier integration or through a specific API endpoint . I am thinking of something along the lines of: - method: POST or PUT - request url: 'https://api.hubapi.com/engagements/v1/{object_type}/{object_type_id}/associations/{object_type_to_receive_engagements}/{object_type_to_receive_engagements_id}?hapikey={hapikey}' Of course it does not look great like this - but something along those lines.

hectorm

Create a tool that allows a quick search of email and links in Hubspot that is missing campaign problems. We had a few emails that were missing it and it caused a (not set) error in Google Analytics.

fstjohn

We would like to unlock the lists feature for our sales team, however we do not wish to have one salesperson see the lists of the others. List partitioning seemed to solve this, but another problem popped up. As a super admins we frequently send marketing pieces on behalf of members of our sales team - to their lists, as them. But once the list is partitioned, the contacts owned by our individual sales members are now hidden from our view. As a super admin as well as the marketing team I feel we should have unfettered access to any and all contacts and lists since we often send on the user's behalf

peterand

We want to use Hubspot to incorporate fb messenger into our CRM & Sales process. But we use Manychat for chatflows (much better solution), so we want to turn off all chatflows from Hubspot so that they don't cross signals and mess up our flows / chatbot. But this isn't possible for some reason. Please just let us not have any chatflows.

LucasM

I am looking for the ability to copy template changes from one portal to another portal. We consistently buy the same template pack from the market place to use for our clients. overtime we have developed a large library of modification to the template pack. Our current process to moves these changes is to manually change the new template pack. this is becoming time-consuming and tedious when onboarding a new client. I would like the ability to migrate the changes from one portal to the other. I see this working in a fashion similar to this. Base portal, either a developer portal of the portal with the purchased template pack, the user makes changes to the modules and other resources. In the new portal, the user buys the same template pack that was purchased in the other portal. After both the base portal and the new portal have a license to the same template pack they now have the ability to move changes to the template pack from one portal to the other portal. This would be a massive reduction in time spent by the team not adding value to the bottom line.

LucasM

Looking for the ability to protect templates, modules, and other files when copied from one portal to another portal. The functionality is similar to when a template or module pack is purchased from the market place. I see it working like this. You have a developer portal for the CMS and you create a template pack for your agency. You then have a customer that you onboard and when you redesign their website you have the ability to copy the module to their portal but during the copy phase you have the option to protect the module. This would allow the customer to use the pack in their portal but they would not be able to export the content out of their portal.

azalaquett

Hi HubSpot Community! Win Probability % on Deal Stages is currently manually set by the user. It would be valuable to our organization if there was the option to go from Manual to Automated for setting these values -- these % could automatically update based on real deal close data gathered overtime in the HubSpot platform. Of course there would need to be logic in place to ensure a bad quarter, etc. didn't skew overall % for most accurate forecasting, but overall would be helpful for this % to update automatically based on HubSpot Data. Thanks for your consideration! If anyone else would see this as valuable feel free to weigh in.

LCapello

There should be the possibility to set busy times on the HubSpot Calendar from within HubSpot without the need of doing it on the connected Google Calendar. This way i don't have to move from application to the other.

ashhoffman

We have developed a branded Vidyard page for the sales team to use when sending videos to prospects either through Outlook or directly through HubSpot's email mechanism. However, when uploading straight from HubSpot, it's not pulling up the branded page - it's instead linking to the HubSpot branded version. For a better user experience, it would be great if it linked to the developed branded Vidyard page we created to make sure the contact we're emailing has a consistent experience all around.

kjaudi

Some contacts can be reached using a singular e-mail, a way to tether a single e-mail to multiple contacts would resolve issues for some specific cases, such as spouses or families using a single e-mail. Even if the prectical e-mail is only active for one account,their should be a way to see other people who will be affected by sending that one e-mail.

sgagliano

It would be valuable to be able to create proprties that are lookup values of records from other entities. As an example, On "Companies" I would like to be able to lookup a "Contact" where I could have the contact be a property on the company. The Contact, serving as a property for Compnies could indicate a "Referring Contact" or "Principal Owner". This would allow referrals to be tracked for credit and reporting, among other uses.

TheoB

Please make it possible to set the owner of a contact generated in a chatflow. If you have more than one sales agent fielding chats, it's a real issue if the prospect has a conversation with one agent and then ends up being owned by another because they've been rotated in a workflow. This would be solved if it was possible to add a checkbox when sending a contact to an agent - or more than 1 checkbox - in order to: - Set the person the chat is assigned to as the owner - Set the person the chat is assigned to as the owner *if the contact doesn't already have an owner*

kristusv

It happens frequenly enough for us where we have two different deals for a single deal. Either because we're working through a partner or a deal has gone stale enough where it makes sense to create a new deal for them (from a commission perspect for our SDRs). It would be really helpful to be able to merge deals. Additionally, there could be a drop down form when merging deals to indicate which parts of the deals you want to keep when there is overlap.

pascalgeusen

We use Birst as our BI tool. I would really like to create a dashboard that shows a Birst visual for the contact/company I am working on.

edmclough

I recently noticed that it is possible to search for keywords within the note body by filtering with 'contains any of', but the search results only return notes associated with contacts. We have notes on deals that are only associated with the deals, so those notes do not show up in this search. Can you expand this functionality to include notes associated with deals only? Or add a filter to do so? Thanks!

basil

It is great that we can count or sum over objects using calculated properties. However, we often have cases where we want to put not just one but multiple conditions. So if we could have filter functionality similar to the normal list filters or workflow filters where we can combine multiple conditions with AND / OR that would make calculated fields much more powerful for us.

Msyvrais

Totally small in the grand scheme of things, but when clicking on a drop down (for example bulk editing contacts or adding new contacts) it would be great if when we click on the property the drop down appears versus clicking on the drop down then having to click the text box to start typing. A great example is selecting a country you cant just click on country and start typing you have to click, then click then type. It just makes the process slow if you are adding multiple contacts at once.

DonnaL

For the ability to have a sort of "sub-properties" that will be filled out dependent on the answers to the first property. As an example (and to make it easy to understand) If a contact type was selected as a Specialist, could then a sub-property come up which can be ticked such as: - Ankles - Feet - Hands - Heart I hope that makes it easier to understand :-)

SatjaSivcev

It would be great if one could filter tickets by associated contact. Here is an example: A new ticket gets generated in a pipeline from a new email. We check if the contact (email) associated with that ticket exists in another pipline e.g. Sales Deals. Then we check who is the property such as 'point of contact' for that deal and assign that person to be the ticket owner.

larsorhoj3

We really need a way to set availability for chat teams to avoid chats being routed to somebody who sleeps on one side of the globe, when somebody is ready to take the chat on the other side of the globe.

meghamathews

It would be great if landing pages had a listing page just like blogs.

SteveArmitage

I want to be able to set the role of a contact associated with an opportunity, i.e. owner, decision-maker.

SteveArmitage

Today, we can associate multiple contacts with an opportunity in HubSpot (Salesforce Opportinity Contact Roles). In Salesforce, we can associate multiple employees against an opportunity as part of the opportunity team. This is implemented in an identical way in Salesforce as the Contact Roles. I'd like to be able to add members to the opportunity team from HubSpot. I'd also like to be able to set the role of the employee - Inside sales / Sales / Pre-sales / Services / etc

Rbanga

Currently clicking 'View Task' in task related emails takes you to the task dashboard. The feature requested is to click on the 'View Task' button in the email which will take you to the HubSpot record where the task engagement exists, instead of the dashboard.

LBound

Problem: Only one company can be asssigned to a singular contact Soltuion: Allow multiple entities to be assigned to a singluar contact

christinajohnso

We are finding contacts open our emails more than once, and would like to see this information in a list or report or workflow (to ping the sales rep) but cannot seem to get this to work

CRE8R

It would be nice to have a workflow that will register contacts who have responded to a sequence with an automated "im out of the office until..." to a list where it will recognize the date they specify and sset a task to follow up with them on that day.

Msyvrais

Ideally we would want to control this globally or be able to select the default - currently it is set to yes which we would never want a merged contact to enroll as it is likely that one of the contacts has already enrolled!

vdecker

Allow for more flexibility for smart rules in emails. For example, I want to create a smart rule for a property on a contact record but don't want to have to keep creating new lists for all of the different values/properties. It would be nice to have that flexibility in the smart rule.

Philip_Marsh

Maybe I have missed this (?) but I think that the Website Analytics section needs to include a break down of the source of the traffic to either the Blog, Landing Pages or Website Pages. For instances, for myself, it would be ideal to see the source of traffic for our blog. While I am able to see the source under Traffic Analytics, it can't be broken down to either our blog, landing page or standard pages. This forces me to do a filter search through analytics, whilst it would be convenient just to view this through the Website Analytics tab.

MarkdeLange

We create separate spreadsheets to document assets like landing pages, CTA's and events for our enterprise accounts. The spreadsheet help create naming conventions which later can be used for reporting and help locating assets and housekeeping in the portal. It would be useful if Hubspot created a tool which replaces these spreadsheets, so all this information is in one place in the portal. Below are examples of the type of information which could be stored in the asset register:

Cococool

Hello, The % Tax system works fine, we understood how to link Hubspot et Stripe for recurring payments quotes. However on a recurring quote, the VAT line gets lost because it is not comprised in the "Recurring sub-total", hence bad bad issues when integrating with Stripe. Can we do something to cope? Thanks!

kjaudi

When you create a ticket we've discovered that it does NOT update the 'Last Activity Date' property. Support has advised that the only way to do this would be to create a workflow that generates an email to the ticket creator, which is not an ideal solution. As a service hub user, we use tickets daily.

nrich

I work for a real estate firm, in a team capacity. Our team of four people would like to be able to see each other's task list as a way to track how each of us is doing since much of the time we work in tandem. We really would like to see this feature on the mobile app.

rbrown216

Right now, we can view a customers name, number and email address in the right pane on deals pages. My request is to add the ability to also see a customers mailing address. I'm constantly sending my customers shipping labels and as a result have to bounce back and forth between deal and contact records so I have the info needed to create mailing labels.

gfalcon

I have an email alias configured in Hubspot, so that when sending messages to prospects & customers I can select between the aliases in a way consistent with the brand that we are talking about. I'd like to be able to use a similar approach with scheduled meetings, but at present the From address for meeting confirmations can only be the primary address from the associated calendar. Instead, I'd like to be able set up distinct meeting links where I can designate one alias or the other, so prospects are receiving messages from a brand consistent with what they expect.

MichaelThelle1

Our customers are struggling with forms the include the file upload function. We want them to send us videos in order to give them an offer on a project, but uploading a large file to the form is not intuitive. There is no progress bar to the upload or when trying to send the form. This is causing many customers to drop out of the process and report back to us that the form is broken and this is a tiresome process. We then have to inform them of other services they can use to send us a video (e.g. FB Messenger, WeTransfer or the like). Can you add something visual to show that upload/sending is in progress making it natural to see out the waiting time and have customers send us their files?

Sense

Company owners may own/work for more than one company. It would be helpful to be able to report on roles at multiple firms.

VagaeNatus

There is currently a file property type in Hubspot, but it is only available on the contact. We need this property type on all objects. For example on deals, we need to save specs before quote, contract, invoice, etc.

Gozde

Regarding conversation sessions, reports available are very limited to make a detailed analysis on performance. Some questions I cannot answer with current reporting options are; How many custom bot conversations are assigned to teams vs how many has attempted to assign but ended up with no assignment since no one was online? - currently whenever a conversation is assigned to someone, in reports we see two activities for that conversation, one session with bot till the assignment, one session with agent after the assignment and it is not a reliable data to work on. In which times we got most of the engagement to custom bots? - we need a report showing most active times of the day, week etc. What was the average reply time to conversations assigned? - current reporting calculation takes conversations not answered yet into account so it is not a reliable data to work on.

amcinturff

It would be helpful to have an option to automatically expand comments in a record's activity. We often overlook the attached comments because they are hard to catch. The indication that there's a comment is not very obvious & the comments are collapsed by default. It'd at least help if they were expanded by default, or at least given the option to

vdecker

I send a test email to the same group of people every time. It would be nice to either save those settings or to pick a test list to send to instead of entering 8 emails every single time.

FlyingKiwi

I would love it if lists (active) could be created with columns of properties that do not change even if the user makes a new list with other properties. We run courses and I need to have multiple active lists that capture different information, eg arrival times, emergency contacts, results from a survey, food restrictions etc. With the idea that I then can export those lists and give them to who needs them. But we cannot create template lists - so every time I need a list I have to remake it (except for the filters) with the appropriate columns - which can take time (eg the survey list has 15 columns!). Also when I would ask others to use these lists on hubspot - I think they only see it with THEIR latest list columns - so there is no in point in sharing them. Ideas?

ramatoG2

While currently we can view the locations (what page(s) a CTA is located) for a single CTA, we would love to be able to export this data for multiple CTAs. Essentially, we want to know the URLs a CTA is embedded in for 100-200 CTAs. This would be immensely convenient for spring cleaning/maintenance.

julieclarkebush

Hello HubSpot Hive, My client can only serve customers in Northern California. We're receiving a ton of leads from outside the country, from places we could never serve. I'm glad that the content is helping them, but it's tedious to clean them out of the CRM. I'd like to block the website from going to specific countries? We don't need leads from outside the US. Please let me know if this is possible. Thank you!

ThoughtWire

I would like to suggest that the campaign analytics toll be able to report on all data associated with a particular campaign, not just the first and last touch analytics. Being able to see the campaign performance overall with all data points provides a lot more valuable insight. It also means that users do not have to click through to each landing page associated with a campaign to get accurate form submission data.

PamelaBraga

Gostaria de poder restringir a edição de propriedades específicas no Hubspot. Ou seja, um usuário que tem a permissão de editar poderá ser restringido a editar a propriedade "e-mail" por exemplo.

MichelleGVCA

When using the Chat Box feature on our website, we would love to be able to save the chats in specific folders so that we can quickly find what we are looking for. For example, If someone is looking to book an education course, we have an education folder that can save that chat. If someone is having an issue logging into their account, we have a "Account Login Errors" folder. We want to be able to organize it similar to how you can organize your email.

ChandlerHooton

Currently when a user clicks on an email addresss on a contact, company, deal, etc. it bring up a window for the user to email the contact from within Hubspot using the email integration. For those not wanting to use the email integration, it would be nice for a user to be able to click on an email address and it not bring up the Hubspot email option, but instead bring up an external email client, like a "mail to:" link that is common elsewhere.

arvind

HubSpot feature needed to include the link URL in the Salesforce task clicked thru integration after a user clicks on any of the links included in an email campaign. It's very helpful for the task owner in Salesforce to understand which link has been clicked by the user. Currently, it just shows the email subject line which is common for all email clicks and doesn't help to identify which particular link inside the email was clicked which created the Salesforce task.

danslb

For support purposes, we would like to be able to track and report on first response times for email. There is currently a report in Hubspot for tracking chat response times, but we get a high volume of support requests through emails. We really need the abilitz to track email response times, and filter them by source (target email address) or target inbox they go into.

tmerridew

Hi, I can see that I can create a custom property that is the type of Hubspot user, but I would really like to be able to use that field when using the automatic assignment of messages on the converstaion inbox. Reading other posts on here I think a number of use have a similar setup, whereas we have a primary 'field' sales rep who is the account/contact owner and then we have internal team who are office bound who really should be the first contact on incoming messages. Hope this gets seen and can be developed. Regards Timothy Merridew

Hybrice1

Hi guys, Can you please make comment notifications also contain the message to which they relate? Example: If somebody tags you in a note using @ you get an email notification including the message. If somebody then replies to that note, using a "Comment" all you get is an email saying "X has tagged you in a comment", with no context.

OliverMUK

Hi all I'd like to suggest that the Windows Hubspot client, that sits in the systray, honours the Priority mode of Windows 10. This allows you to turn off notifications in order to focus on work. Particularly useful when doing presentations and you don't want to be disturbed. However, in Priority mode (or the more strict Alarms mode) the Hubspot notifications still appear. We have 120+ people and even during our testing, my hubspot notification is almost always on the screen. Olly

rakonjac032

Hi everybody, this is a mail I sent to support and was advised to post here. Please check, I think this is good way to add final touch in email personalization. -------------- Hi guys, I apreciate all you did, I am amazed. I am new in sales, so that makes my experience more crazy! I just have a little suggestion for you to think about. We are talking here about personalization, to make the mail as personal as possible. Agree 100%. What I am missing about it is scheduling mail time. I didn't find option to schedule time that I want, I can do it only on :00 :15 :30 :45, right? I was contacted by some sales rep some time ago and I checked his mail after couple of days. The mail was sent at 7:00. By the way, this is something I wanted to buy, so I was closed already, but still seeing a mail that is sent on such specific time, made me some kind of wrong feeling. It is hard to explain, but no matter how much personalized mail was it was still not 100% preronal. I believe that this wouldn't take you too much to adjust, so that I can schedule a mail to be sent at 9:23, for example. That eliminates one more negative feeling with the prospect. I mean, who is scheduling anything for 9:23? You know what I mean? I hope you find my idea usefull and that you will at least think about it. Even if you don't make this kind of change, I will still be your satisfied user and I will still recomend you to others, as I already did. So, no need to worry about that. This is just friendly suggestion. Good luck to you all and keep up the good work. Best regards Bojan Rakonjac

chaddiller

Currently, chat flows only allow URL links. It would be great if we could insert other types of links such as telephone number links, SMS links, and email links. My use case for this is to create a chatbot that allows the user to choose their preferred contact method. They may not want to stick around on the website to have a whole chat conversation during their busy day. Why not allow them to just jump right into an SMS conversation if that's their preference? Come on! Customize the user experience!

MaggieSaling

I'd like to be able to specify seeing submissions when I go to Form Reporting. I'm tracking a process and seeing the form fields is more important than how many people filled out the form (Performance). Thanks.

nmantegani

We've noticed that when "@mention"ing users in notes on records, if you return to the note later and edit it with a second "@mention" of the same user, a second notification email is not generated. Use case: we are mentioning users on notes on ticket records, which is generating a notification email for the first mention. In a few days, we are editing that same note, and adding a new mention for the same user. However, a second notification email is not generated, so the mention can go unnoticed unless you happen to check the record yourself or if someone tells you they mentioned you. The workaround for now is to create a second note for the second mention, but being able to generate notifications for each time a new mention is added in a single note would avoid these issues in the future. Thank you!

basil

We have SLAs with customers that we respond during business hours and during weekdays within a certain time period. It would be greate if the Time to Close and the Time to First Reply KPIs could have an option that they are calculated based on business hours. E.g. If a ticket is opened on Thursday and closed on Monday, then the time to close would be 3 days (since Saturday and Sunday are not counted given they are the Weekend).

ashleyyoung

Hey guys! I do a lot of traveling. I'd love to be able to incorpate driving time into my calendar so when people book meetings with me through my meetings link.... time is already blocked out for driving!

davidj

I would like to have a Contact be associated with more than one company. Just like they can be associated with more than one Deal.

MFrankJohnson

In a nutshell, required deal STAGE properties work great when moving EXISTING deals through deal stages. However, these required deal stage properties are ignored at deal creation time. The separate functionality -- required deal CREATION properties -- work great at deal creation time. However these two separate features do not cooperate. In other words, users can circumvent required deal STAGE properties by creating a deal and setting its stage beyond where required deal stage properties may occur. Example Deal creation requires: Deal Amount* Stage-1 requires: Deal Amount* and Deal Name* Stage-2 requires: Deal Amount*, Deal Name*, and Deal Description* Based on the current functionality, we can create a deal and set its stage to 'Stage-2' with only the Deal Amount being required -- because it's the only property required at deal creation time. (not good) Use Case: We create deals for prospects who meet with us after showing interest in our products/services. In stage-1 (Exploratory Meeting), we name and value the deal by requiring a Deal Name and Deal Amount. In stage-2 (Pre-Quote), we additionally require a Deal Description. In stage-3 (Quote Sent), we additionally require a Quote Number. Based on the current functionality, we can create a deal and set its stage to 'Stage-2' OR 'Stage-3' with only the Deal Amount being required -- because it's the only property required at deal creation time. This issue was originally raised here (with screenshots), and only worsens as deal stages progressively require more engagement data. Please vote for this functionality.

AdamSavage

We have multiple trials that have 30 day expiring keys and we are unable to have a form pass over the expiration date. It would be bennificial if we were able to create a date centric custom calculated field that could be increased by 30 days. This could be done via workflows, similar to the "Increase Contact Property" or possibly an alteration of the date stamp action, "Stamp date: (a) Static Date (b) Date of Action (c) # days/weeks after date of action"

SteveG

We want to look at all the contacts who filled out a certain form, and see what pages were visited prior to the form submission (going back multiple pages, if possible, not just the previous page) I know you can look in an individual contact record, and see the pages viewed prior to a form submission. However, we'd like to look at this for all contacts who filled out a form, not look at them one by one. Is there any way we can do this with Analytics?

KarthikC

We really need the ability to take any report HubSpot has and add it to a DB. If not, then we should be able to replicate it as a custom report, but even this isn't possible for a lot of the marketing email & campaign performance stats.

jjking

I typically add new contacts via the business card scanner on mobile. It automatically associates a company based on the email domain. That's great but it does not actually input a company name for the contact. The reason this is important is for a Zapier integration to pull the information, the company field is blank. So I have 2 questions: Is there a way (without upgrading to sales pro) to sync the contact's company property with the associated property? Support said it was possible through workflows but I'd like to stay on sales starter for now. Or is there a way to manually specify the contact's company name when creating the contact?

melindagreen

Hi, We have a few large, enterprise sites that have many localized pages and different content teams for different regions of the world. We need to be able to partition the localizations (multi-language variations) separately from their parent page, so, for instance, the Mexico team would have sole access to the Mexico variation, the Middle East team would have sole access to the Arabic variation, the US team would have access to the "parent", etc. and they could not edit each other's localizations. At the present time, the partition can only be set on the parent page, which doesn't mitigate the risk of editors working with the wrong variant.

vpryan

I have noticed recently that I will go back into profiles and some of them have the NOTES section cleared out. I initially thought i hadn't saved correctly but it happened too often. Anyone know why this has happened?

crodgers

It would be great to see which version of a smart content email was sent to a contact on their contact record or atleast in the email performance tab!!

HubLove

Allow admins to set a default report view for the new attribution model/graph that is available in deals. Different pipelines may need to use different reporting and as an admin we want to standardize how comparisons are being made.

Mmccarthy

I would like to use ZoomPhone to call nativly from within Hubspot.

ernopyykko

Add an association property to events visible on the timeline which allows Hubspot admins to create connections between timeline events and the sales process. Offer these properties and their values as filtering options for the timeline. The timeline is very handy for understanding what has happened with a contact, but in any of the larger implementations it can get cluttered and thus demotivates marketing and sales people to take proper use of it. This would allow business dev, sales, success and support teams to tag notes, emails, calls and other timeline events under a 'key moment' within the sales process. eg. A new contact is created into Hubspot from marketing sources and a rep sends an email towards them and receives one back. Based on the rep action or template identification these two emails can grouped under 'Lead - Discovery'. In this example Lead would be a contact which has shown some interest (Lifecycle Stage) and Discovery (Lead Status) is the organisations initial internal step to start understanding the clients circumstances and reason for interest. Fast forward some months, that Lead was converted to a customer and now another rep would like to take a peek at 'highlighted' events in the sales process. They can now filter the timeline with the level of their interest.

DanFromCF

Who: content marketers; especially those working on the blog Goal: be able to measure success and visualize how the number of subscribers to the blog has grown over time Example: a previous version of HubSpot There used to be a report that showed how the number of subscribers to the blog has grown over time as shown in a previous post to the community. Now, it's no longer possible to view the data that way in the blog analytics, nor is it possible to create an equivalent custom graph. When I couldn’t find the default report referred to in the community post, I tried making my own custom report, but all the combinations of filters and properties I’ve tried don’t show exactly what I’m looking for: how the total number of subscribers has grown over time. It seems like two key properties from the old graphs are no longer available: blog subscription date and number of blog subscribers. The closest I could get was creating a list of all contacts filtering for "blog subscription is known" and creating a report that just shows the count of contacts in that list, but that loses the context of seeing in what month/week the number went up and it seems like I can’t set the date range I want to compare without another issue coming up. There's an option to view “this year” vs “last year” but I assume that’s the calendar year and our company’s fiscal year starts on Oct 1 and ends on Sept 30. When I set a custom date range to compare, it no longer shows the total number of subscribers, but the amount of new subscribers from within that timeframe. Can you bring back the old subscriber count report shown in the thread linked above or at least make it possible to choose "blog subscription date" or "date of first submission" for a specific form as properties in the custom reports tool?