Great minds think alike

I'm experiencing an issue with Hubspot initiated calls being rejected. Calls made directly to the same contact number do go through so this must be an issue with the recipient's phone provider marking calls from the bridge system or preventing them from going through.   I was told there is a 3rd party application that can be downloaded locally to the computer Hubspot is used on, but this is not an ideal solution. Can an internal Hubspot solution be found for this? Or a direct call be initiated via Hubspot without the bridge or 3rd party service?   Thanks- ...read more

Tools exist to test the deliverability of emails before they are sent, such as https://www.mail-tester.com (which does not seem to be usable with the HubSpot platform). This could be an idea to develop to avoid spamming as much as possible, and more globally for the optimization of KPIs.   It would be great to have a deliverability testing feature in HubSpot for marketing emails. ...read more

(posting on behalf of customer)   We (management) must be able to create a list of calls with all details including call length, outcome and directly listen to the call.   We can't manage the prospecting process without this functionality. ...read more

It would be good to be able to have set permissions for property groups. For instance any properties that are for workflow purposes only and not required by users can be put into a 'Workflow' group which would automatically assign as 'private to super admin's only' for permissions so there is no need to remember to go and change it.    Helps keep things tidy and easy to see which ones are user required and which ones are super admin only.  ...read more

It would be a huge time saver if HubSpot could further intergrate with Zoom Webinars to track which attendees actually attend the webinar vs. who just registered. This could be done with a simple "Yes" "No" as a filter or field that could be added to reports. It would greatly help sales and marketing teams to further understand who was their live. Right now I am having to pull this infomration from Zoom and manually add it with the HubSpot reports.  The goal is to have a more in depth look into new and existing contacts and assist with proper follow up.  ...read more

It would be great if there is a new feature where it allows HubSpot Mobile App user to attach sales document to their outgoing sales email. Use Case: Sales Persons are always on the go, they don't work from desktop As they are following up their leads via email, they are using HubSpot Mobile App and they would want to send them Sales Document So they know if their leads/ prospect have clicked or opened the Sales Document and follow up depending on their prospects behaviour ~ Submitting on behalf of Rebekah ...read more

Currently, the HubSpot default association labels cannot be customized at all. It would be great if we could add filters to them. For example, only include all incomplete tasks within the Deal -> Tasks association label. ...read more

Hey I would love to be able to go back into a call once I have saved it and create a task connected to that call.  Sometimes I really need to reflect and think about what is the next step before creating a task.  Either that or be able to create a task and have it assocaite with a call or email within that contact.  This would be a time saver as well because currently and create the task and have to put in notes to check back and review this communication (call or email) in my notes on the task if the first option was available the reference would be there and I would save time not having to make the reference and be able to view the reference when I go to complete the task.  I will say that HubSpot has made me a very task oriented worker bee.   ...read more

Our support teams are making daily use of the Conversation Inbox through multiple inboxes and while they can see relevant contact, deals and ticket information on the right hand side.  Many of the categories / cards are irrelevant for them and we are missing some data for them with custom objects.   To help simplify, have moved the irrelevant cards to the bottom of the list (some, such as payment links and payments are not available features in Canada, and we do not use them).  Like to have the ability to remove these altogether.   Also like to have the ability to bring in other associated objects (custom objects) that have relevant information for the conversation without having many more clicks/tabs to go through.  i.e. keep the team working in the inbox for as much as possible.   ...read more