Great minds think alike

Is there a way to track changes in ownership for a deal or contact (lead) in a report?   For example - we have some leads that get nurtured by one user before being turned over to another.   Or as posted previously: "...when a sales team member leaves, we reassign those contacts to another team member. I would like to create a report that shows how many contacts/deals have changed ownership recently and which contacts/deals they are."   If there's no perfect way to do this, could we at least create a custom property and do some rudimentary tracking? ...read more

Currently, the only way to create lists or filters based on a chatflow submission is to create tickets within the chatflow and then create a filter based off of the ticket.   It would be great if there were Chatflow-specific properties available from which we can segment an audience and introduce more visibility on Chatflow success. Essentially the same kind of property functionality we have with forms.   e.g. If Dave completes a Chatflow, it adds to a contact property called 'Number of Chatflow submissions' so I can then create a list of contacts where the value is known. ...read more

We have many behavioral events (legacy) that we have created over the years. Recently (in the past 4 months), we have added new events to the behavioral events (legacy). We have recently discovered that HubSpot added the custom behavioral events to the custom report builder, but you cannot use the custom report builder to report on the legacy behavioral events - you can only build reports out from the legacy behavioral events section. It is also our understanding in talking with HubSpot support that the legacy events will not be moved/transitioned over to the new custom behavioral events. Thus, if we want to use the custom reports builder to report on our bahavioral events, we need to recreate ALL of our legacy bahavioral events and start over completely with the data we have.  HubSpot should be working to migrate the legacy behavioral events over to the new version. The concept of needing to recreate all of the events just to use them in the custom reports builder is a very poor solution for companies with a lot of data in the legacy behavioral events version, not to mention the existing workflows that trigger based off the legacy behavioral events.  ...read more

In our marketing team we would like to improve our social engagement on IG and LinkedIn.   Nowadays their algorithm is pushing hard this kind of post, with various images or with a .PDF in Linkedin Thanks! ...read more

I've created a prospects filter with all companies that came to our clients website using specific campaign utm tags.   Having the ability to add this filtered report to a dashboard would give them a perfect startpoint for their prospecting activities.   ...read more

As of now we can see a lot of assets in the used in tabs but we can't see bots.   This can break chatflows if we archive a property that is used in a bot. ...read more

Would be nice to be able to obscure our agents' last names during live chat some way other than removing their last names in their global user preferences. (They still want their last name to be visible internally) ...read more

If both the contacts have different Member Birthday/ date of birth, it clearly means they are different people. It should be rejected. Can you change the parameters for duplicate detection. Thank you. ...read more

You should be able to switch a manual email to a automatic one in a sequence without having to delete and reupload. Now I lose all the analytics I had on the sequence........ ...read more