JennaW

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Jenna Wesenberg

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JennaW on September 14, 2021

Ability to Rename Marketing Email Templates

There is currently no way to rename email templates that have been create in Marketing Hub. Names that seem like a good idea at the time of creation sometimes need to be updated to better identify them for our team. Currently the only way to achei read more

Reply Idea Marketing Emails

0 upvote

0 Reply

adamcowperthwai on July 24, 2020

Email Tracking: 1-to-1 Emails vs. Sequenced Emails

It's a very different story if a person on your Sales Team is sending out 936 emails in a month that are sequenced emails vs. taking the time to send a personal email to a client via Hubspot or your email client. This should be trackable in A read more

Reply Idea Analytics Tools

13 upvotes

2 Replies

JennaW

Participant

February 25, 2021

Agree with the above. We'd love to be able to differentiate between the two types of emails. Email sequences are a great feature, but really only t...read more

C-Note on December 12, 2018

OR Filters for Reports

I really need the ability to create reports using OR filters instead of just AND filters. For example, we use fields like AC1 and AC2 when a contact has multiple accounts. When I create a report, I want to be able to see if there are customers wit read more

Reply Idea Contacts & Companies

257 upvotes

121 Replies

JennaW

Participant

October 22, 2019

Agreed. We have many use cases for this, but one example is that we have Primary and Secondary Account Managers on our accounts and would love to ha...read more

Chris_Strom on December 06, 2017

Make HubSpot capable of being HIPAA-compliant

Many other CRMs and marketing platforms include HIPAA compliance capabilities, including: Salesforce Dynamics Infusionsoft Constant Contact (!) CallRail HubSpot is vulnerable to missing out on vast amounts of the healthcare space if they don read more

Reply Idea Account Settings

46 upvotes

24 Replies

JennaW

Participant

August 30, 2019

Yes! We want to use HubSpot ticketing on our service hub, marketing, and CRM features!

mitchellkp on February 08, 2018

Add Hubspot Contact as field type for custom property

As a user, I need to know the specific Contacts at our customers without creating lists. My customer success team will be looking at Company records, so this needs to be visible on the Company object. I want to create a set of roles-based field read more

Reply Idea Contacts & Companies

48 upvotes

13 Replies

JennaW

Participant

July 08, 2019

This would be amazing for our sales and service teams to determine billing contacts and other specific roles for the client, both at the company or t...read more

clboudreau on February 14, 2017

Can we make lead flows "smart"?

I'd love to be able to make a lead flow smart. For example, if you set up a blog subscribe lead flow that asks visitors to subscribe to your blog, it'd be fantastic if that lead flow wasn't served up to those folks that are already on the blog subs read more

Reply Idea Forms

48 upvotes

22 Replies

JennaW

Participant

October 05, 2018

I would love to be able to target the leadflows based on list membership, lifecycle stage, or even industry. We have a variety of contact types in o...read more

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