As a marketer I want to be able to report on the quality of the MQLs I'm generating as well as the quantity. Yet HubSpot's standard reporting tool doesn't include SQL as one of the default properties in the Lifecycle Stage Funnel/Pipeline reports . In my mind, this is basic 101 reporting needs and shouldn't be a £165pm upgrade cost to the reporting ad-on. Come on HubSpot - play fair! ... View more

The step to manually type in an email address in order to log in via SSO is irritating to users. Using techniques to reduce the need to manually enter an email address after clicking "log in via SSO" via https://app.hubspot.com/login/ would improve the UX when integrating SSO providers. I understand that the email address is the simplest way to identify what SAML provider to use when logging users in, but there are multiple options available to reduce the need for manual interaction for this purpose. A few examples:   1> Let organizations set source address lists to associate an office IP range with their accounts, thus allowing HubSpot to identify what SAML provider/profile to use without any user interaction.   2> After a user enters their email address via https://app.hubspot.com/login/sso. Set a cookie, or use another source fingerprinting method, to associate that system+browser to the user so that subsiquent logins can skip the manual interaction.   3> Include more providers in the SSO list. You aready provide a dedicated link for logging in via Google. But you could easily provide links to the top half dozen SSO providers and simplify logging in for a great majority of your SSO users.     ... View more

SSO providers such as Azure and Oracle provide portals with "one click" access to integrated services. When using SAML integration with these providers automatically provide the users email address in the form of a claim attribute, eliminating the need for clients to manually enter their email addresses during the login process.    For example Azure SAML provides the users email in two places by default: <NameID Format="urn:oasis:names:tc:SAML:1.1:nameid-format:emailAddress">user.name@domain.com</NameID> or <Attribute Name="http://schemas.xmlsoap.org/ws/2005/05/identity/claims/name"> <AttributeValue>user.name@domain.com</AttributeValue> Please use the attributes provided by providers to automate the email aquisition during the SSO process, skipping https://app.hubspot.com/login/sso step when logging in from an external portal.  ... View more

Because of all the legalities surrounding call recording, I would prefer all calls I make default to NOT being recorded.    As I understand it, the only way that can be done now is to turn off call recording for everyone (you can't have it default at just the user level).   I would like to see a feature added that allows a user to set the default to "Do NOT record" without it impacting the organization.       ... View more

When organizing workflow in the new folder option, it's not clear on the overview page how many workflows are already in a folder. This could easily be achieved by putting the number in parenthesis at the end of the folder name, similar to the header with the total number (see screenshot below). Would be the better UX.      Similarly HubSpot is missing the folder information in search results. It's not clear that a certain workflow shown in the result list is organized in folder. Can be confusing. This information could also be displayed in parenthesis at the end of a workflow name (see screenshot below). In case of long folder names, such names may be trunkated.    ... View more

It would be very useful to be able to view the workflow work area in a full-screen view without the top navigation bar, and title. This takes up a large proportion of the screen with options that you do not need whilst you are working on creating/editing the workflow.   This way you could see more of the workflow as you are working on it and not have to zoom out. Zooming out make the text much smaller and harder to read.   This would make it much easier to see the progression of the workflow and how the process flows down and branches off. Also it would make it much easier to explain/show the workflow to others without the constant need to zoom out and endless scrolling! ... View more

I can set multiples NPS and CSAT surveys and send them to different type of customers in different languages. I need to do it with CES surveys ASAP. Pleeeeeeease! ... View more

Right now the only way to search emails in the conversations inbox in hubspot is using filters like open/closed, basic temporary ranges, and title of the email.   It will be really useful to have the filter option of email adress and/or customer name, it make easier to check spam or search for "lost" customer emails with other email adresses not added in hubspot previously.   Let's do it! ... View more

*Submitting on behalf of one of our users*    When using the follow up email feature built into the forms editor, I would like to be able to add personalization tokens to emails within the User Interface. This can be done manually by using curly brackets and pasting in - example: {{contact.firstname}}    However, many of our other email rich text fields support the option to click on the little "person icon" to select personalization tokens to add to emails. I would like the this added to the Form Follow up email builder.    Thank you!  ... View more