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esephton
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Member since ‎Aug 6, 2019
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esephton on July 02, 2021
When you're B2B and want to trigger workflows based on the deal but send specific actions based on the contact, it's a real hindrance that you can't combine Deal enrollment and Contact actions. I thought I might be able to move them between workflow read more
1 upvote
1 Reply
Member
January 28, 2022
This would be incredibly helpful. As an example, I need to be able to trigger a workflow off of new deals in a specific pipeline to then copy a prope...read more
cduffy on January 02, 2020
When a rep is using a playbook, we would love to be able to drop personalization tokens into that playbook that show form submission answers right in the playbook itself. Right now they have to look through the contact record to the form submi read more
35 upvotes
13 Replies
Participant | Platinum Partner
June 14, 2022
Over 2 years since this was pitched, and yet it seems like basic functionality? Come on HubSpot 🙁
DevinRZC_DM on December 18, 2019
I tried looking for other submissions like this but didn't find one... We need the ability to move questions/fields around inside playbooks we're building. Ex. We'd like to move the 1st question in a playbook to the end of the playbook read more
133 upvotes
29 Replies
Participant
August 18, 2022
absolute need... huge productivity killer having to retype EVERYTHING versus drop and drag reorder or something similar.. costly for customers that o...read more
esephton on January 15, 2021
Currently when logging a call for example and then use search to find the contact by name, it searches ALL contacts, this makes it unusable. I would expect searching for a contact when logging a call on a deal or company record would only search aga read more
JohnRogers on December 22, 2020
Prior to using Hubspot, our team used Calendly, a service that also allowed for round robin meetings. However, one feature that is not in Hubspot that I'd love to see is the ability to weight which user the meeting goes to. In the screenshot below, read more
12 upvotes
6 Replies
Member
April 04, 2022
This would really help as we have team members with different targets and therefore need different percentage of leads.
esephton on July 10, 2020
I'm using Hubspot as a Customer Success Manager and my biggest pain point is that once a deal is "won" then there is no longer an automatic association of engagements with the contact e.g. emails, marketing emails, intercom or zendesk interactions, read more
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