Great minds think alike

In order to offer useful properties and objects to Salesforce users, it would be interesting to be able to personalize the widget by having the possibility: - hide certain tabs - change the order of objects on the right column of the widget - hide certain objects on the right column of the widget ...read more

It would be great if HubSpot had a calendar for Marketing which showed all content going out - currently there are separate ones for Social, Email, and Campaigns. Please can one be made that combines all of the above calendars?  ...read more

Role/team:            For Sales Teams Goal and value:     Work cold and warm leads effectively   Queue Containing Tasks & Leads   Previously, we used CRM > Tasks > Start Tasks for warmer leads and Workspaces > Prospecting for cold leads, due to the Prospecting workspace’s limited task editing and inability to view task due times. This required keeping two tabs open: one for the Tasks Queue and another for Prospecting.   With the recent upgrade, the Sales Workspace now allows users to view and edit task due dates and times, streamlining task management. However, managing tasks and leads from a single screen remains challenging, so the use of two tabs continues.   The remaining need is a unified queue that integrates tasks and leads without associated tasks. Salespeople should be able to complete their tasks and, if the next task isn’t due for an hour, seamlessly work on new or cold leads from the same screen, eliminating the need to switch between tabs.   Leads' Queue Can Take Filters When applying advanced filters (e.g., Last Activity or Time Zone) from the Leads tab in the Sales Workspace and clicking "Start Queue," the filters reset and are not applied.   Our team has reported this issue, and HubSpot support confirmed that the filters are not retained when starting the queue.   It is essential for the filters to persist, whether applied before or within the queue, as the product update is nearly ineffective if users cannot see the desired filter options. ...read more

We have updated our pipelines for Deals and Leads to better fit with our processes.  We have created workflows to move the pipeline and stage from one to another when certain conditions are met, but it will only change the stage, not the pipeline.  It is greyed out as an option when building the workflow.  Is there any reason why pipelines can't be changed through the workflow?  Our current work around is to assign a task to someone to do it manually, but that seems like a waste of time when the workflow is already changing the pipeline stage. ...read more

Key Elements: A/B Test Type Selection: Prompt for Test Type Selection: When users set up an A/B test for an email, they are prompted to choose the test type from a list (e.g., Subject Line, Preview Text, Content, Sender Name, Email Template, CTA, Personalization, Other). Customizable Option: An "Other" field is available for users to add their own category if it's not listed in the default options. Preview Page for A/B Test Review: Side-by-Side View: After selecting the A/B test type, users should be able to preview both versions (A & B) of the email on the same page. Test Confirmation: The page should clearly show the differences between the A & B versions, allowing users to verify that the test setup (e.g., subject lines, CTAs, content) is correctly configured before launching. A/B Testing Dashboard: Test History Tab: A dedicated A/B Testing tab is added to the user's dashboard, where they can view all previously conducted tests. Filters by Test Type: Users can filter past tests by the selected test type, enabling them to track and analyze their experiments in specific categories. Test Results & Analytics: Include the ability to view performance metrics for each test type, helping users evaluate their A/B testing efforts over time. Potential User Benefits: Better Organization: Users can categorize and manage tests more effectively, making it easier to track and optimize specific aspects of their emails (e.g., subject lines or CTAs). Test Confirmation: The side-by-side preview ensures that the test setup is correct before sending, reducing the likelihood of errors. Detailed Analytics: By categorizing tests and viewing past results in a structured way, users can better analyze which test types (e.g., subject lines vs. CTAs) contribute most to their email performance. Why It’s Valuable: Improved User Experience: Streamlining the A/B testing setup process with category selection and preview features would save users time and prevent mistakes. Data-Driven Decision Making: Filtering tests by category gives users a deeper understanding of which elements of their emails are most impactful, allowing for more targeted optimizations in future campaigns. Comprehensive Reporting: With the ability to track and filter test results by type, marketers can gain more actionable insights, making it easier to iterate and improve their email marketing strategies. Next Steps (for implementation): User Feedback & Validation: Conduct surveys or user interviews to validate that this feature aligns with customer needs and expectations. Feature Development: Collaborate with product teams to design the interface for selecting test types and previewing email variations. Testing & Optimization: Roll out the feature in stages to gather feedback and make adjustments to ensure it’s as user-friendly and functional as possible. ...read more

It would be great to be able to notify teammates when property has changed from one known value to known another.   For example, we have a link property that tracks our website links that we build for clients. Sometimes we have to update the website link after it has been sent to the client. If we could have a way to trigger a workflow to when a known property has changed to a new known property that would be very helpful and save my team a lot of time. ...read more

Currently View Only seats limit access to view reports from key tools like Sequences and Surveys. As View Only seats are going to be used by managers and executives who don't need to do anything on HubSpot but want to see reporting, it makes sense to allow them to view reporting for ALL tools used on the Platform.  ...read more

Currently in the association card you can only search on your primary property of your custom object, but it would be useful if you could also search on the secondary property (or another property of your own choosing).    Example (Logistic industry): Some associates know a SAP ID by heart, others are more likely to search on name or location. ...read more

I'd like to be able to report on whether an email from the same user was a sales email or a service email (for existing clients).  Users can be emailing leads and customers at any given point, but we cannot split the activity type for reporting purposes.   The same users are making all activities, and as activity can't have custom properties there's no way to distinguish how many sales or service emails are being sent per user/team   We tried using the lifecycle stage for reporting, but once the record became a customer the activity all goes against a customer record, not a lead We also tried calculating the amount of sales activities on a record before it becomes a customer, but reporting that didn't work either. ...read more