Workflows is arguably the most powerful feature in HubSpot. Regardless of skill level in HubSpot, users create workflows to automate valuable work.
However, without good documentation, workflows quickly become a black hole of confusion and was read more
Fully with you @Juliaaa , after experimenting with documenting in Miro, ClickUp, Google Docs and so on the only methodology that has proven to be ro...read more
The 'insert proposed times' meeting function is great but at the moment is limited to a maximum of 1 hour duration. This means that it can't be used to schedule longer sessions for things like workshops or detailed reviews.
Impact: longer meeti read more
Workflows is arguably the most powerful feature in HubSpot. Regardless of skill level in HubSpot, users create workflows to automate valuable work.
However, without good documentation, workflows quickly become a black hole of confusion and was read more
Fully with you @Juliaaa , after experimenting with documenting in Miro, ClickUp, Google Docs and so on the only methodology that has proven to be ro...read more
Workflows is arguably the most powerful feature in HubSpot. Regardless of skill level in HubSpot, users create workflows to automate valuable work.
However, without good documentation, workflows quickly become a black hole of confusion and was read more
Fully with you @Juliaaa , after experimenting with documenting in Miro, ClickUp, Google Docs and so on the only methodology that has proven to be ro...read more
The snippets feature for quickly adding often used phrases and short-form copy within emails would really benefit from supporting rich media like images. This would mean regularly used screenshots, diagrams, or graphics could be added with accompany read more
To help show the benefit and usage of snippets it would be beneficial for admins to see the usage of snippets within the portal. This would help to show who is using what snippets and overall if there's any snippets which aren't been used to then al read more
I'd go even further and say that adoption reports right across the HubSpot ecosystem would be really helpful for identifying areas for further traini...read more
The snippets feature for quickly adding often used phrases and short-form copy within emails would really benefit from supporting rich media like images. This would mean regularly used screenshots, diagrams, or graphics could be added with accompany read more
The 'insert proposed times' meeting function is great but at the moment is limited to a maximum of 1 hour duration. This means that it can't be used to schedule longer sessions for things like workshops or detailed reviews.
Impact: longer meeti read more
Issue: Quote signed email notifications don't have details of the Deal or Quote that the email relates to in the email subject or body and this has to be accessed via the links in the email body. For any user with a high number of quotes this can read more
Tool: Feedback surveys, primarily NPS Subscription: Service Hub Pro / Enterprise Suggestion: allow NPS survey to be embedded into a web page where contact data capture can take place before completing the survey. Use case: for any business read more
As an agency we have built a good repository of sales/conversations email templates that it would be great to be able to quickly share with clients accounts. At the moment we can move marketing email, blog, and pages templates between portals but s read more