General HubSpot Ideas

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  1. Export Call log history records.

    I would like to know if there is a chance to export the call Log history records to able to analyse deeply the performance of the business development representatives and reproduce KPIs that can help me understand the pitch rate %, The best time to call a specific buyer persona, How many companies and contacts were we able to connect with during the day. All of these things can be done of course with internal standard processes. I just need access to the data of the call log sheet

    55 votes
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      1 comment  ·  CRM  ·  Flag idea as inappropriate…  ·  Admin →
    • Support outlook on Mac

      Would REALLY love to be able to connect my outlook to HubSpot. I'm on a Mac and unfortunately HubSpot doesn't allows this integration other than for windows users. My entire office is on outlook so I'm not in a position switch to a different email client. Would be great if HubSpot could support outlook on mac in the near future. Thanks!

      56 votes
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        1 comment  ·  Integrations & APIs  ·  Flag idea as inappropriate…  ·  Admin →
      • Allow revision history in HubDB

        Allow revision history in HubDB

        It would be very helpful if you allowed revision history to be seen in HubDB. Right now, I can see revisions on pages, files, emails, etc, but not HubDB. This means a change can be done in the DB without anyway to show who made the change, or when it was made.

        14 votes
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          0 comments  ·  Content Optimization System (COS)  ·  Flag idea as inappropriate…  ·  Admin →
        • Auto-Trigger Lead Status Transitions based on User/Customer Actions

          Currently, when the Deal Stage is set to “Closed/Won,” the Lifecycle Stage is automatically set to Customer. This is very helpful, and it would be wonderful if a similar functionality could be replicated for Lead Status. Particularly, would it be possible to have actions such as Booking A Meeting/Sending An Email or Sequence/Making A Call trigger a Lead Status transition, for instance from “Attempted to Contact” to “Connected (Not Opportunity)”, or from “New” to “Attempted To Contact"? This would help ease our customers’ day-to-day experiences in the CRM, making it easier for them to prioritize their outreach.

          Examples: When a…

          35 votes
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            2 comments  ·  CRM  ·  Flag idea as inappropriate…  ·  Admin →
          • Create safeguards to prevent overwriting contacts

            Currently there are instances when a contact record can be overwritten due to cookie or email identity tracking. There are three main issues when this happens:

            1. There is no way to know when this happens other than by chance.
            2. While it's possible to re-import overwritten contacts, historical data for new contacts does not transfer over.
            3. Historical data remains on overwritten record, causing issues with list segmentation, workflows etc.

            There needs to be a way to prevent this from happening and undo the damage when it does happen.

            One prevention method could be an option to alert contacts…

            18 votes
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              3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
            • Hubspot Get-All-Deals API Endpoint - Filter by View

              Currently Hubspot's deal API is really limited. It only allows you to pull recent deals or all deals. With over 5000 deals(and adding 1000 a month) in our system and a Hubspot limit of 250 deals per API call, it means that we have to paginate 20 times just to get the data we need.

              I would like to suggest that Hubspot adds a filter to the get-all-deals api, which allows us to filter by 'View ID'. This allows us to create the Views/filter in Hubspot and only get the deals we need. This is something we had in pipedrive…

              18 votes
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                0 comments  ·  Integrations & APIs  ·  Flag idea as inappropriate…  ·  Admin →
              • Customer request: Multiple owners for a contact, company, or deal

                Allow multiple HubSpot owners so a contact/company or deal can be owned by different sales people in different business units or related companies. Example, sister companies work the same lead in different countries.

                26 votes
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                  1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                • Tag email notification on the contact timeline with associated workflow

                  When a contact receives an email that was send by a workflow, that email is present on the contact timeline. It does not display however from which workflow the email got send.

                  For example:

                  Joe.B@joeb.com was sent the marketing email “Want to go to the beach?” as part of the workflow XXXXX.

                  13 votes
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                    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                  • Enable Smart Content on Rich Text in Custom Modules

                    Since the addition of custom modules into the Design Manager Tool, templates are being built using these custom modules.
                    But these modules does not support smart content what makes its use limited of specific.
                    ie: Best custom module idea is a Banner module, but a banner is the first place where smart content needs or can be applied.
                    I understand the coding complexity for making the custom module entirely smart but It will be more than enough if we can add Smart Content tool into rich text modules in custom modules.

                    44 votes
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                      1 comment  ·  Content Optimization System (COS)  ·  Flag idea as inappropriate…  ·  Admin →
                    • Create "Hour" sorting on projects

                      If you could further develope the Projects tool it would be amazing! In this particular case it would help tons being able to sort the daily tasks a member of the team has to do by "hour". Right now we're just able to look a day's tasks but we can't really tell which task is a priority, so adding the option to set a deadline hour would greatly help the team at having an easier way of reading a day's schedule.

                      Hope the resource is upgraded, we love having it integrated on Hubspot!

                      16 votes
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                        0 comments  ·  Documentation & Resources  ·  Flag idea as inappropriate…  ·  Admin →
                      • Report contacts that were deleted

                        Have a report or dashboard widget that shows deleted contacts, when they were deleted and who deleted them. Alternatively add the deleted contact event to the recent activity dashboard widget.

                        15 votes
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                          0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                        • outlook meetings

                          We would like to see a way to log meetings to CRM from your Outlook calendar. Our sales team heavily uses Outlook and rather than track meetings in HubSpot manually by entering them individually, it would be awesome to have a log meeting to CRM button that would do it automatically!

                          81 votes
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                            4 comments  ·  CRM  ·  Flag idea as inappropriate…  ·  Admin →
                          • Is there any way to have a phone number and ability to call from a deal? It would be great to do so since this would both save time for the

                            Add a phone number and ability to call from a deal in the CRM. It would be great to do so since this would both save time for the sales guys as well as keep all notes in the same place (now the phone call notes end up in contact instead of for the deal).

                            75 votes
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                              3 comments  ·  CRM  ·  Flag idea as inappropriate…  ·  Admin →

                              This is defintely something on the roadmap. We would like to allow emailing and calling from both deals and companies. We think it will be a big win for efficiency.

                            • Lead Flow Call Out Customization

                              Add the ability to use custom HTML and CSS on Lead Flow call outs to match the call outs to our brand / site design.

                              22 votes
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                                4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • track reply rate

                                Would love to have the ability to track "reply rates"...

                                49 votes
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                                  6 comments  ·  Analytics & Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                • Lead Flow Page Selection

                                  As well as having the option to include the form on one or a number of web pages, we should be able to EXCLUDE one or a number of web pages, i.e.:

                                  Show form on all pages except www.xxx, www.yyy and www.zzz OR only show form on pages www.xxx, www.yyy and www.zzz

                                  28 votes
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                                    3 comments  ·  Landing Pages & Forms  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Different default values for personalization token, per domain - Enterprise

                                    We have clients with several domains. The fallback for personalization tokens are the same for all domains. It would be great if it was possible to set different default values for the separate domains.

                                    13 votes
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                                      8 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Email Performance Data: Allow segmenting of data between various lists in one email blast

                                      While the ability to send one email blast to multiple lists is available, there should also be an option to see how each list performs for that one email blast. This will give marketers a better idea of which lists are more engaged and which lists are less engaged.

                                      This is an easier option than creating multiple emails for each list or creating custom reports. Both of which takes valuable time away from other tasks.

                                      12 votes
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                                        0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                                      • tag in linkedin posts

                                        I would liket o be able to tag people or companies in my LinkedIn posts scheduled and posted via Hubspot. When I post directly through LinkedIn I can do it but it doesn't work through Hubspot.
                                        Thank you!

                                        35 votes
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                                          0 comments  ·  Social Media  ·  Flag idea as inappropriate…  ·  Admin →
                                        • IP filter labeling

                                          Under IP filtering, there should be a way to assign labels to IP addresses. That way, when an IP changes, you can easily clean up the old one. This will also provide a clear way to identify, at a glance, any possible holes in the filtering, such as noticing that a certain employee's home office or a contractor who works from another location is not blocked. Now I just see a sea of numbers. Cross referencing to see which are still valid seems daunting.

                                          Hotjar is an excellent example of how to do this well.

                                          14 votes
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                                            0 comments  ·  Analytics & Reports  ·  Flag idea as inappropriate…  ·  Admin →
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