Gute Ideen sollten geteilt werden

The Problem HubSpot allows admins to mark custom email properties as "required" via the email create form editor (Marketing > Email > Setup > Edit Form > Make Required). This is a great feature in concept. At GreenHouse Agency, we use it to enforce operational data hygiene across our clients' emails, things like campaign type, audience segment, or in this case a "Sent to Unengaged" classification property. However, the enforcement is inconsistent and misleading. When a user attempts to publish or send an email without filling in a required property, HubSpot surfaces the message "Sent to Unengaged is required.", but then categorizes it under Warnings, not Required Fields, and still allows the send to proceed.   This means the word "required" appears in the warning text itself, but the system does not actually require it. Users can easily overlook that warning and publish or send anyway.   The Ask Required custom email properties should behave like the existing hard-required fields (Recipients, Subject Line); they should block publishing and sending until resolved, not surface as ignoreable warnings. Specifically: Required properties marked in the form editor should appear under the "Required fields" section, not "Warnings," when the pre-send checklist runs. The Send / Publish button should remain disabled until all required properties have a value, consistent with how Recipients and Subject Line already behave and how custom properties on the workflow create form behave. Optionally, surface the create form to complete required properties after template selection but before redirecting to the editor. Why It Matters For teams using custom email properties for reporting, segmentation hygiene, or compliance tracking, a "soft" required field provides no real governance. The current behavior creates false confidence in the admin who configured the requirement, while giving senders an easy path to bypass it. If HubSpot exposes the concept of a required field in its UI and labels it as such in the warning copy, the system should enforce it accordingly.   This is especially important for Marketing Hub customers at scale: agencies, enterprise teams, and regulated industries (like financial services) where email metadata accuracy is tied to reporting integrity or audit requirements.   Workaround (and why it's insufficient) Currently, there's no reliable workaround. Admins can document the requirement in SOPs, but there's no way to programmatically enforce it at the platform level. ... Mehr anzeigen

HubSpot has made strong progress in centralising communication, but email organisation still lags behind. Many teams continue to rely on tools like Front because HubSpot lacks the structure needed to properly manage shared inboxes and historical communication at scale.   Key gaps: No native folder structure for organising important emails Limited filtering and view creation for email records Difficult to track emails by sender, tags, or CRM properties Heavy reliance on external inbox tools for proper management Proposed solution(s): Introduce Inbox folders for categorising emails (internal, partners, escalations, etc.) Expand filters to include; Sender / domain Tags Associated object properties (contacts, companies, deals, tickets) Enable shared, saveable views for team collaboration This is about unlocking the value of email data. High-quality CRM data needs to be accessible and usable across the platform, and while HubSpot is improving centralised email management, this is the next logical step. It also sets the foundation for AI to automatically categorise and prioritise conversations .   If HubSpot can match what dedicated inbox tools already do well, it would reduce tool sprawl and strengthen its position as a truly unified CRM. ... Mehr anzeigen

TL;DR: Add a team member (host) filter to the meeting schedulers index page so I can find every scheduler a specific user is a host on, without clicking into each one individually.   Use case: user offboarding and role changes When a teammate leaves, changes roles, or moves off the sales team, I need to remove them from every meeting scheduler they're a host on (round robin, group, one-on-one). Today, the meeting schedulers index only lets me filter by: Scheduler owner Scheduler type (round robin, group, etc.) Neither tells me who the hosts are inside the scheduler. The owner of a scheduler is often not the same person as the hosts in the rotation, so filtering by owner doesn't surface the schedulers I actually need to edit.   What I have to do today: Click into each scheduler one at a time Open the team members section Check whether the offboarded user is in there Click back, repeat for every scheduler in the org For any team with more than a handful of schedulers, this turns offboarding into a 30+ minute manual audit. It's also error-prone. If I miss one, the offboarded user stays in the round robin and causes additional issues in the future.   What I'm asking for: A team member / host filter on the meeting schedulers index. Let me filter for "all schedulers where User X is a host," regardless of who owns the scheduler. Secondary: a bulk action to remove a selected user from all schedulers they're a host on. This would turn offboarding into a single workflow instead of a multi-hour click-fest. Who this helps: sales ops, RevOps, HubSpot admins, and anyone managing offboarding, role changes, territory reorgs, or team restructures. Anyone who has run a deactivation playbook and worried they missed a meeting link knows this gap. ... Mehr anzeigen

TL;DR: When I set filters on the meeting schedulers list, click into a scheduler, and click back, my filters should still be applied. Right now everything resets to "owner = me" on every single click.   The problem: Any filter I set on the meeting schedulers index (scheduler type, owner, etc.) gets wiped the moment I click into a scheduler and click back out. The index resets to "owner = me" by default, no matter what I had set.   Why it matters: This makes it impossible to work through a filtered list sequentially. If I'm auditing every round-robin scheduler, every group meeting link, or every scheduler tied to a specific owner, I have to re-apply my filters on every single round trip. For an audit covering dozens of schedulers, that's hundreds of extra clicks. This is especially painful during user offboarding, ownership transfers, and routing reorgs, when I need to touch a lot of schedulers in one sitting.   What I'm asking for: Filters on the meeting schedulers index should persist across navigation, the same way they do on the contacts, companies, and deals index pages. If I set a filter, click into a record, and click back, my filter state should still be applied. ... Mehr anzeigen

1. Year-Based Discounting for Multi-Year Contracts Our standard sales motion includes multi-year agreements (typically 36 months) with different pricing or discounts applied by year (e.g., discounted Year 1, standard Years 2–3). Currently, HubSpot does not support applying discounts by year within a single subscription. Attempting to model this with multiple line items breaks ACV calculations and causes ACV to match TCV, which impacts reporting and forecasting. What we need: Ability to define pricing or discounts by year within a single multi-year subscription Maintain accurate ACV vs. TCV calculations regardless of structure ⸻ 2. Flexible Contract Terms We occasionally have non-standard contract terms (e.g., 40-month agreements), but HubSpot only supports clean 12/24/36 month structures in a way that ties correctly to reporting. What we need: Support for flexible term lengths beyond standard yearly increments Accurate prorating and reporting across custom term durations ⸻ 3. Minimum/Base Fee Logic within Tiered Pricing Our pricing model includes a minimum annual fee below a certain threshold, which cannot be natively enforced within HubSpot’s tiered pricing model. Current workaround requires separate products, which introduces complexity and inconsistency. What we need: Ability to define a base/minimum fee within tiered pricing logic Conditional pricing rules (e.g., “if below X, apply minimum fee”) ... Mehr anzeigen

Use case: I need to monitor and report on meetings booked as a result of enrolling contacts into sequences. We use sequences as part of our 1:1 sales outreach program and we need to determine ROI, as well as individual sequence performance. I combine meetings booked with opportunity created and closed data for high-level metrics.   Reconciling sales results can be a manual process between HubSpot and other CRMs and I need an easy to work with and sharable table of data that includes contacts' information, not just aggregated stats. I would also like to easily use this contact data in campaigns. While I can generate graphic reports and view stats and some contact details on sequence Performance and Analyze tabs, these have critical limitations that would be solved by also being able to replicate and generate this data in text-based segments and contact views. Challenge: In sequences and contact views, I'm unable to replicate the list of contacts that have booked a meeting through a sequence link, and/or booked a meeting through another means (ex., manually in the HubSpot CRM or synced from a connected calendar) within 7 days of being enrolled in a sequence. Currently, this aggregate information in a text-based format is only available via Sequences --> Analyze tab --> Meeting Rate. Clicking on the hyperlinked percentage pops up a list named 'Scheduled meeting' that includes: Contact enrolled Company Sequence Status (enrollment status, not lead status) Latest Meeting Booked Date (if available; this is specifically related to meetings booked via the HubSpot scheduling link) There is no way to add additional properties to the pop-up 'Scheduled meeting' list, filter the data, export it, or add it to a segment or contact view. There's also no way to save the settings used to generate the 'Scheduled meetings' pop-up, so if I've selected specific sequences, enrollment dates, folder, etc. I have to re-select those settings every time I want to view the 'Scheduled meetings' data or save the URL somewhere handy.    The best attempt at replicating the results in a segment generates contacts that have been enrolled in a sequence at some point and booked a meeting at some point. These two activities could be unrelated or related to each other. I can add date filters, but there is no way to guarantee causuality or association between the sequence enrollment and the meeting booked.   The ask: In segments, I want to view contacts that have booked a meeting through sequences. I want the ability to choose whether to show the results for all sequences overall, or specific sequences.   Having this information in a segment format would allow me to add and filter by properties such as company type, industry, country, lead status, lead stage, deal details, and other data not currently available in the default 'Sheduled meetings' pop-up. This would expand my understanding of the results and impact, and greatly improve stakeholder reporting. I could also use these segments in saved contact and company views to share with my sales team for targeted follow-ups and coordination. These views would also provide the ability to add and filter by more properities if I didn't apply those at the segment level. This would enable me to create contact views that are specific to each sales person so that they have a clear view of their booked meetings and the related contact details across the sequences they've enrolled in. It would also allow me to send marketing campaigns to people who had booked a meeting through or associated with a sequence (some people book and cancel and may need marketing nurturing) by adding the segment name to the recipient list. Thank you! ... Mehr anzeigen

Tasks within the record activities previously appeared in order of the soonest due date at the top, which made it easy for users to prioritise their work. However, a recent change has caused tasks to now be listed with the furthest due date at the top, which is counter‑intuitive and not helpful.   This change is causing frustration for the majority of our users. They need to see upcoming tasks first, not tasks that are due years in the future. As shown in the screenshot below, tasks due in March 2027 appear at the top of the list, while tasks due this month (April 2026) require users to scroll down to find them.   Because of this, introducing a custom sort dropdown would be extremely beneficial. This would allow users to choose the task order that best supports their workflow. The most valuable option for us would be a sort that displays tasks due the soonest at the top. ... Mehr anzeigen

From the user: Our sales team uses Prospecting Agent across many reps, and right now we have to rebuild the same custom instructions and guardrails for each selling profile and agent. We’d love a way to set up one default Prospecting Agent profile that holds our shared ‘brand voice,’ rules, and guardrails, and then reuse it when we create additional profiles. The ideal flow would be: we make one profile the default, and when we add a new selling profile there’s a simple checkbox like ‘keep rules and guardrails from default profile’ (similar to ‘billing same as shipping’ on checkout forms). This would save a lot of setup time, keep messaging consistent across all sales reps, and make future edits easier, because we could update the default once instead of updating every profile by hand ... Mehr anzeigen

When you have a Zoom or Google Meet meeting and your HubSpot AI notetaker is present, HS creates both a meeting and a call activity in the CRM. This creates duplicate data if you then want to report on total sales activities for a period.   Suggestion: don't create a call activity for video meetings. Keep calls to just phones (either calls made in the HS UI or logged manually). ... Mehr anzeigen