Gute Ideen sollten geteilt werden

I wanted to provide feedback on the Help Desk function. Though first, I want to say that it's a great addition to the platform! For efficiency purposes, I think it would be great to create a ticket, have the ability to compose the message right then and send it out to the client/customer. Currently, you would have to create a ticket first, then go back into the ticket to compose a message and then send it out to the client/customer.     It would just be great to have the option of composing a message while creating the ticket!    Thank you! ... Mehr anzeigen

Hello everyone, I have the problem that I cannot restrict folders for the e-mail templates for individual teams. I can only restrict the individual emails. This means that the teams can see all folders, but not all emails. Maybe some of you have the same problem. It would be good if you could share folders with certain e-mail templates with certain teams and not with others. Best regards Julian Niebuhr ______ Hallo zusammen, ich habe das Problem, dass ich Ordner für die E-Mail Vorlagen nicht für einzelne Teams beschränken kann. Nur die einzelnen E-Mails kann ich beschränken. Das bedeutet, die Teams sehen zwar alle Ordner, aber nicht alle E-Mails. Vielleicht, haben ja manche von euch auch das Problem. Es wäre gut wenn man Ordner mit bestimmten E-Mail Vorlagen an bestimmte Teams freigeben kann und manche eben nicht. Viele Grüße Julian Niebuhr ... Mehr anzeigen

1. This would be mainly for marketing (lead generation) but would have a direct impact on the sales and service department, which uses a CRM adapted to the automobile sector. 2. The aim is to synchronize leads (those generated with hubspot tools) with CRMs designed for the automobile industry. This synchronization can be done easily, simply by making it possible to send an automated e-mail following the submission of a form filled in by a lead in Auto-lead data format to a specific ADF address. (see point 5) 3. The value this would add is not measurable, it would enable automation and connectivity between sales and marketing tools for automobile companies using similar systems. 4. ADFs are practically standard in the automobile industry when it comes to lead and customer data management. Activix is the CRM I use. 5. Here's an example of a situation where this would be useful. In preparation for an event or promotion, a landing page is created with a CTA directing to a form to generate a lead. Once the form is filled in, the information is sent to an ADF email (example: xxxxx@leadactivix.ca) in the following format: The information in yellow is the information that would be filled in on the form. Once the information has been automatically sent by ADF, the lead is created in a CRM adapted to the automotive industry and the sales team can follow up with the lead. ... Mehr anzeigen

I am not sure if this has been brought up ever, but I am getting a lot of complaints from sales reps saying that finding a part number when adding a line item is extremely difficult with a large product library like ours. It seems that when you search for the SKU when adding a line item, the search results only show the item name with no clear indication of what SKU that item name is paired with.    My suggestion is that the SKU should be the main text from the search results and the item name would be in grey text underneath so that the rep can tell which product is which. Does this sound like something that could be achieved? In the product library you are able to search much more extensively so I am curious as to why the same functionality does not apply to line item search. ... Mehr anzeigen

According to HubSpot's Support team, whether a HubDB created Page appears in the XML Sitemap or not can only be controlled at subfolder level.    We have a scenario where a parent page should be indexed by search engines, but the many pages within the subfolder should not. Unfortunately, this means the entire subfolder of content has to be included in the sitemap so that the parent page is easily indexed.    We've added a noidex code to the subpages, but at scale this is a huge number of pages we're telling search engines to crawl via the XML sitemap, only to then say "don't index".   And the result is that we have thousands of these noindex pages clogging up Google's crawls of the site, and significantly delaying the indexation of new content.    A solution like a Yes/No column in the HubDB table that says "Include XML Sitemap" would be ideal. We've tried developing one, but it is not being recognised by HubSpot and is being overridden by the Subfolder rule mentioned above. ... Mehr anzeigen

It would be great if we could filter the recycling bin like we could the object index page. There are cases where we need to restore records based off of certain properties. Currently, we can only restore contacts individually or in bulk with no additional filtering.  ... Mehr anzeigen

I would like the ability to create a shortcut to be placed in the top area of the new UI.   The new beta UI leaves a bit of empty space in the header and for me, who jump around to different departments/customers/tickets multiple times almost every minute, it would be grand if you were able to pin objects (ticket view/deals/dashboards) to the space right of the search bar for easy and fast access. Preferably you'd be able to pin a shortcut to a specific view, for example "My open tickets".   I work in customer support and I check older tickets, company information etc. all the time, and I work closely with our project coordinators and other teams in their own tickets. Anything to save a click or two would make me more effective in my area.   ... Mehr anzeigen

We have a need to require that deals do not enter certain stages without being in others.    ie. A deal needs to be in the Demo stage before it can be moved to closed-lost.    the skipping stage rules don't fully accomplish this for us ... Mehr anzeigen

It would be great if Hubspot had an in-built AI tool to adjust the english language on emails, landing pages etc. for different markets, such as, UK, Canada and US, who all use different variants of ENG words!  If this tool could use the country of the contact to alter the spelling, even better!  ... Mehr anzeigen