Grandes mentes pensam igual

I want to add a personal email, a email-template, to a workflow so it automatically sends these emails to contacts who triggers the workflow. The reason for this is to automatically send emails which look very personal. At the moment, it is only possible to add automated marketing emails to workflows, which look more automated to the receiver.  ... Exibir mais

Migrated from legacy feedback forum with 246 votes   When two different people convert from the same browser (tracking cookie), HubSpot overwrites the contact each time with the new email address and form data. This is the last thing we would ever want to happen. There is a setting to disable cookie tracking on a form, but we don't want to lose valuable analytics data either.   The use case for when someone will come back to our site with the same tracking cookie, and want to update their email address to a new one, is very very rare. On the other hand, the use case for multiple people filling out forms from the same computer/device is much more broad. It happens all the time and when we least expect it. It has happened to many of our clients who get frustrated and upset when they see valid leads getting overwritten in HubSpot because of some cookie technology they don't understand.   Can we please have a setting, either Contacts-wide or per-form, that will enforce unique email addresses for a tracking cookie? If a different email address converts on a form with an existing contact associated, HubSpot should create a new contact. That new contact would then have no cookie associated until the person identified themselves from a unique cookie.   Please HubSpot, we know you can find a solution for this! ... Exibir mais

Currently, we are only limited to the follow font choices for sending out emails from the CRM, in both the email composer (from object record itself) and from the default settings (Settings > Integrations > Email integrations > Configurations) : Sans serif Serif Monospace Georgia Tahoma Trebuchet MS Verdana It would be great if more standard fonts can be included in the choices, such as Arial, or if users can upload custom fonts to the options. ... Exibir mais

Our online platform will be feeding data back to the Hubspot CRM via the API to populate certain custom fields.  It would be ideal if we could mark these fields as 'read-only' so that they cannot be modified using the Hubspot UI.   Another possible solution to this is intorducing permissions by field, which would allow us to restrict the editing of certain fields to admins only (who know not to edit certain fields). ... Exibir mais

Love the new customer portal, we launched it already to a beta group of clients for feedback! I'm sure more features are coming, but it would be really helpful to be able to edit the login page navigation and copy for the external users. Hubspot customers will have all types of applications for the portal, so the message here would be able to be specific. As an example:   "Sign in to view this page" for us would be Sign Into the Client Support Portal "This page is only available to people who have been given access." is awkward, and has a widow regardless of screen size(?). For us would be: The portal is available to clients, if you would like to receive an invitation, contact xxxx@xxxx.com The ability to edit the header navigation would be great too, so we could direct users to other resources, SaaS application log in, or even a link to request access to the portal through a form!   ... Exibir mais

It would be great if we could have HubSpot Users as a selection on a form so that we could assign and keep track of forms submitted. ... Exibir mais

    FROM HUBSPOT SUPPORT TICKET:   Thanks for reaching out to HubSpot Support! Just to confirm that we're on the same page, you're looking for a way to get a list of contacts that have bounced from sales email sends?   Because sales emails are sent using your email provider's servers, which looks to be Office365 in your use case, we don't have the information stored in the portal on a contact property of which has bounced. The information in the knowledge base about sorting contacts based on email bounces relates to our marketing email sends as they do leave from servers that HubSpot employs.   The best way to see which contacts have and haven't bounced is to check on their contact record individually. I have already gone ahead and submitted internal feedback that there should be a way to sort based on these bounces since they are visible on the contact record, but if you'd like to get your specific use case and any other feedback or requests in front of the Product Team sooner, I would recommend posting in the Ideas Forum here. Once you post in the forum, if you send back the link I'll be happy to give it a thumbs up as I think it would be a great addition to the functionality of the product.   Please let me know if you have any other questions or concerns on this issue or if there's anything else I can do to assist on this one.   Thanks again, Maddy ... Exibir mais

What doesn't exist now: Ability to filter for "Enrolled by X User" (or use as a workflow trigger)   Use Case: Specifically in this use cause, set ownership and other properties through a workflow based on when a particular user or team enrolls a contact into a sequence.   Value: Admin time for BDR/AE when enrolling contacts into sequences. If I could just build a workflow that does certain things for them in the background, they will be more efficient with their time. ... Exibir mais

It would be fantastic if we could setup a recurring email for a specific report. I'd love to receive the information as either an image or a PDF. ... Exibir mais