HubSpot Community - HubSpot Ideas

MarketingRob

It would be really nice to be able to filter tasks more granularly and create smart lists or workflow enrollments from this data. For example: If we wanted to create a list of contacts that have specific tasks completed. This will allow us to either enroll them in additional sequences or workflows etc. It would be ideal if we can: Filter & create list of contacts by last task being complete Filter & create list of contacts by first task being complete

SusanaBranum

Our Marketing Associates and BDRs use the view in salesforce link for every single new HubSpot submission. This was recently removed and clearly shows that HubSpot isn't supportive of their clients using SFDC. We now have to read the form, go into SFC and type in the name to access the SFDC record. This is really inefficient. One click used to get what we needed. Please bring it back!

Jon_McLaren

The link for this should be at the top and the bottom of the pane.(both) to ensure quick and easy jumping back to the previous screen. I will make an effort to atleast move the link to the bottom of the pane via the Dev chrome extension, for users using that. I cannot easily add a duplicate link however due to the way the pane works. Would appreciate HS making this change themselves and I know a lot of the community has voiced this in the past. Ian McIlwain suggested this on the HS Slack, I just want to make sure it gets seen as I agree with this.

dstruckman

Please replace the Chrome Extension with a Gmail Add-on in order to conform with Gmail UI best practices. I love the Add-on sidebar and do not like the way the Chrome Extension lives outside of it. As noted in this post the screen gets cluttered when an Add-on is open and the HubSpot extension is also open. The current HubSpot implimentation also makes the email unreadable in this same scenario: Bad Design I would really love to see a proper Gmail Add-on. Thank you!

Jon_McLaren

This feature will help developers sanity and help marketers not mess things up when in HubDB. We want the ability to mark HubDB Columns as required. When we're doing advanced stuff it becomes really difficult to accomodate for some scenarios where users leave fields empty. requiring the field to have a value solves this issue

brianjlowry

Hi, Our use case is that we want to return the all-time count of all engagement types for all contacts, but the metadata for emails (the body, specifically) is exploding the size of our calls and completely unnecessary for what we are trying to accomplish. We were thinking that either adding the ability to include properties on the engagements API calls would be one way to solve the problem - though we would need those detailed out to know what we could include/exclude. The other idea was to leverage "includeMetadata=boolean" or something similar to completely remove all metadata. I was asked to post this generically as it might work for other scenarios outside of our use case. Thanks!

traviswatsonMG

I would like to visually see a deals priority level in the board view of the sales pipeline similar to the way the ticket board view looks in the service pipeline when you select the priority field.

EmilJepsen

Hi there, We're really fond of the HubSpot feature Prospects tool, but it requires too many resources for us to manually check this site every day. Therefore it would be awesome if we could enroll Prospects into a Workflow, so it after some certain criteria automatically creates the company and automatically assign that company to a contact owner. A workflow could be: 1. Enroll Prospect where "Number of page views is greater than 5" 2. Add Company to HubSpot database 3. Set Property "Company Owner" 4. Create task This workflow would save us a lot of time since we don't have to manually add companies and handpick the ones that we need to contact or look further into. Kind regards, Emil Jepsen helphouse.io

SylMeireles

We would like access to secure document features. Things like requiring a password for File manager linked documents or offering temporary URLs which expire. We find ourselves using third party tools for this type of functionality and believe it would better our experience.

CarlaCCA

Hi There! My suggestion for a feature addition to workflows would be to Have the ability to "Enroll Contacts" at any point within the workflow itself (not just at the beginning). Add contacts to a workflow mid-way through via lists, other workflow statuses, and/or contact fields themselves. (Or even manually.) The reason I'm interested in this, is the following use-case scenario (which I can see applying to multiple different other scenarios also)... We have a few different "leads" workflows, and have recently identified a need to separate these contacts based on the source they are coming in from, specifically FOR the first initial email we want to send out. After this initial email and workflow we would create for the source specific leads, we want to funnel these leads into a general workflow we've created for most leads. HOWEVER we do not want these "source-specific" leads coming to receive the first email in our "general" leads workflow. We would want to funnel these source-specific leads into the general leads workflow AFTER the first email. I think the above functionality would be of great benefit to other scenarios also, and would simplify and make our workflows more efficient! Thank you for your consideration! Carla

More Granular Task Filtering

Bring back the view in salesforce link on form submission notifications

Add a second "Back to module" link in the page editor for repeater groups and repeater fields.

Gmail Add-on, please

Feature Request: ability to make fields required in HubDB to prevent clients breaking our stuff

Ability to exclude metadata for any object API call

Show priority level on deals in sales pipeline board view

Enroll Prospects from Prospect tool in a Workflow

More and new document features

Ability To Add Contacts Mid-Way Through a Workflow....