AStrong5

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solutions
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llegault on June 10, 2021

Use a Quote-based workflow to send reminders for signing a quote

In a Quote-based workflow , you can enroll quotes when they are created, use actions to send emails to contacts, and include delays between sends. Plus, the quote can auto unenroll once the quote has been signed so the emails stop sending. It read more

Reply Discussion Workflows

6 upvotes

9 Replies

AStrong5

Participant

November 15, 2024

I realize this is an old conversation, but commenting for anyone that comes across this. We've acheived this by linking a button to a URL with the fo...read more

YiRui_Chua on November 03, 2021

Edit contact right side bar within Conversation Inbox

Hey team, Raising this for a customer here. It would be great if we can hide some of HubSpot's default section in the contact right sidebar within the Conversation Inbox (and possibly in contact records too) Currently, we are not able to hide or read more

Reply Idea Conversations

197 upvotes

50 Replies

AStrong5

Participant

October 29, 2024

I was just searching for a solution to this and see it's not yet available. Would love to customize the conversations inbox, right sidebar contact re...read more

TeemuLahti on January 31, 2022

Anonymous Feedback Survey

Our customer would like to create a survey for their own customers. The survey would work like this: - Customer returns the rented lifting device to the office - Customer then can submit a small feedback on the office computer/tablet which he/sh read more

Reply Idea Feedback Surveys

76 upvotes

25 Replies

AStrong5

Participant

September 27, 2024

I was searching for anonymous custom feedback and found this thread. After playing around with it, it looks like you can create an anonymous custom f...read more

GBcutler on February 16, 2021

Better reporting for Playbooks

We are starting to use Playbooks for sales and customer success purposes. It would be great to be able to create reports for the number of times they are used, and also by play book. Currently Playbook activity is not identifiable as a reportabl read more

Reply Idea Playbooks

244 upvotes

64 Replies

AStrong5

Participant

August 26, 2024

Another vote for playbook reporting. We just launched NPS/customer surveys. We have a playbook created for our CX team to log detractor follow-up ca...read more

Pkalil on January 16, 2024

List filter to include marketing email read, glanced, and skimmed.

The issue is that open rates are no longer reliable as a point of measurement because they aren't all tracked with privacy now. Read rates are based on a different piece of tracking...and may be a more reliable way to track all read more

Reply Idea Lists

4 upvotes

2 Replies

AStrong5

Participant

August 13, 2024

We were just discussing this yesterday as it was requested for a campaign - I see we have the insights in each email sent, but need a way to create a...read more

JKlebanow on March 03, 2022

Add "Number of Contacts with a Value" to Properties View as a Column

I can see how many contacts have a value for a property, but only by individually clicking on each property. Just like HubSpot has a "Used In" column for properties, you should add a column that has "Number of Contacts with a Value." With this read more

Reply Idea Properties

2 upvotes

2 Replies

AStrong5

Participant

August 08, 2024

In search of this feature as well. I would like it to keep our custom properties cleaned up. Specifically, we have a SalesForce integration with over...read more

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