General HubSpot Ideas

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  1. Colored Tagging of Milestones on Activity Timeline

    With so many entries on the CRM timeline for many contacts, it can be tough to quickly find key milestones or to highlight important events.

    With the addition of a tagging feature so the user can create their own color coded custom tags, a user could easily highlight specific entries on the timeline.

    For those familiar with Github, this would work much the same way as labels on tickets work.

    It might even be nice to allow the user to pin a tagged item to the top of the timeline. i.e.: OUTSTANDING BALANCE DUE ... to make that note move…

    9 votes
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      1 comment  ·  CRM  ·  Flag idea as inappropriate…  ·  Admin →
    • Please add running date ranges for filters

      Please add the ability to make date ranges using word strings like:
      - Last Week
      - Last Month
      - Last Year
      - Last N Days Ago
      - Last Fiscal Year
      So on and so fourth. FYI, Salesforce.com already has this and it greatly simplifies automation.

      Regards,

      Josh @ Server Technology

      4 votes
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        0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
      • Export all User and Roles

        As the new technical support person I need to manage all users and roles. I would like to export a list of all user and their roles to see where we can restrict users.

        4 votes
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Assign a single contact to multiple companies

          We often work with brokers who act as the contact person for multiple companies. HubSpot currently only allows a contact to be assigned to a single company. This limits our ability to effectively make use of the email timeline feature in the deal tracking interface. It would be great if there was a way to configure it so that a broker could be assigned as the contact for multiple companies. Emails could be filtered to the appropriate company/deal timeline by way of keywords or tags.

          73 votes
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            4 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Better Search Function

            Please make it possible to search through notes being taken within contacts (such as notes on calls, emails, and meetings, etc.)

            42 votes
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              5 comments  ·  Search Engine Optimization  ·  Flag idea as inappropriate…  ·  Admin →
            • Prevent plugins like Ghostery from preventing HubSpot Form Submissions

              According to an article from November 2015 from Rainforest, HubSpot forms do not work when plugins like Ghostery are turned on. Rainforest says that HubSpot reps are working on getting whitelisted with Ghostery. Has this been completed?

              https://www.rainforestqa.com/blog/2015-11-11-hubspot-and-adblock/

              35 votes
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                4 comments  ·  Landing Pages & Forms  ·  Flag idea as inappropriate…  ·  Admin →

                Hi all, wanted to share an update with you on our progress to mitigating impact of blockers like Ghostery.

                First off I wanted to share an explanation of the current impact vs what happened back in Nov 2015. In November of 2015, Ghostery mistakenly marked HubSpot Forms as a web analytics tracking provider (specifically what they blocked at the time) and automatically blocked HubSpot Forms for all their users. After reaching out to them and explaining that this was an incorrect definition of what HubSpot Forms does, they correctly reversed the block for all their users.

                To compare, the current blocking by Ghostery is down to a shift in what they set out to block, going beyond just website analytics trackers. After speaking with members of their team, they shared the following with us: “We define a tracker as any javascript tag that makes a call to a third-party server.…

              • Bring back ability to edit names, urls, and types without adding a property field

                With your latest update, you killed the functionality to edit a name by just clicking on it at the top of the page. This was a great feature and now we have to add "First Name" and "Last Name" as property fields for contacts in order to do this. This takes up more room on the left sidebar and is unnecessary. Here is what we used to be able to edit without adding a property field:

                Contacts - Name & Title
                Companies - Name & URL

                16 votes
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                  0 comments  ·  CRM  ·  Flag idea as inappropriate…  ·  Admin →
                • Add more fields to Lead Flow

                  The limitation of a maximum of 4 fields on Lead Flow forms is unnecessarily restrictive (and feels arbitrary). Why not let us choose how many fields we want to ask for?

                  Also - it would be very helpful to flag fields as required OR optional.

                  9 votes
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                    4 comments  ·  Landing Pages & Forms  ·  Flag idea as inappropriate…  ·  Admin →
                  • Update the Forms API Single Checkbox to accept "yes", "true", "no", and "false"

                    Currently the Forms API handling of single checkboxes is unclear. There's no real documentation around its specific value expectations and the only official documentation concerning single checkboxes is for CSV imports - and its wrong when applied to the API.

                    The CSV importer will accept both "true" and "yes" as valid truthy values for a single checkbox contact property. Conversely it will accept "false" and "no" as valid falsey values. However, when sending data using the Forms API only "true" and "false" are acceptable values.

                    The extremely confusing thing about this is that if you do send "yes" using the…

                    3 votes
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                      1 comment  ·  Integrations & APIs  ·  Flag idea as inappropriate…  ·  Admin →
                    • stop multiplying script source domains without notice and simplify our CSP management

                      Our website implements content-security-policy.

                      Periodically, our CSP blocks hubspot scripts from running because hubspot adds script source domains.

                      This week only, 3 source domains have been added by Hubspot without notice:
                      - https://forms.hubspot.com
                      - https://js.hscollectedforms.net
                      - https://js.hsleadflowsqa.net

                      1 vote
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                        1 comment  ·  Integrations & APIs  ·  Flag idea as inappropriate…  ·  Admin →
                      • Add option to disable automatic image compression

                        As more and more users access content on retina screens (iPhones, hi-res monitors, Macbooks, etc.), having retina-quality images is becoming increasingly important. Rather than requiring ?noresize to be added to every image URL in order to achieve decent image quality, there should be a system-wide option to disable Hubspot's automatic file compression. This would be especially useful for images generated via HubL which generate the entire <img> tag (for instance, {{post.featured_image}}) and render the URL inaccessible.

                        25 votes
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                          5 comments  ·  Content Optimization System (COS)  ·  Flag idea as inappropriate…  ·  Admin →
                        • emoji

                          It would be great if we could add a customized emoji, like our logo, to an email subject line!

                          6 votes
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                            0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                          • Hidden fields for Lead Flow forms

                            I would like to have hidden fields in Lead Flow forms, and be able to add a hidden lifecycle stage field and value.

                            7 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Outlook to Hubspot Contact Converter

                              Outlook to Hubspot Contact Converter: Have a hubpot addin that lets you simply take a contact in outlook, and export it to hubspot, which automatically populates the correct info.

                              6 votes
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                                0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                              • Add more phone number fields in contact properties

                                When a customer makes an inbound call, it is good practice to quickly search the phone number from the caller ID so the sales team can pull up their record, view their timeline, and leave notes on the call. The recent addition of the capability to search by phone number is great for this, but unfortunately there are only 2 fields to enter a phone number, "Phone Number" and "Mobile Phone Number", while many sales organizations have contacts with 3,4, or 5 phone numbers associated with a contact record.

                                There are two apparent workarounds, but there are flaws with each:…

                                10 votes
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                                  2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                • Lead Scoring Improvements

                                  There are some basic functions I was surprised to find don't exist in HubSpot's Lead Scoring Tool:

                                  1. The ability to degrade a score based on inactivity. For example, if a HubSpot score has remained unchanged for 30 days, I'd like to consider them cold and reduce their score by 10 points.

                                  2. The ability to give a score based on someone visiting a specific page 3 times in a single day. You can currently score if they've visited 3 time but there is no time frame available.

                                  3. The ability to score someone if they've visited or downloaded a…

                                  10 votes
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                                    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Smart Leadflows

                                    The leadflows that exist were great however it would be fantastic if certain people could see certain leadflows from the same page i.e. a marketing qualifed lead would see a "Download this guide" pop up lead flow while a sales qualified lead would get a "Try our free trial" pop up lead flow

                                    8 votes
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                                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                    • sequences

                                      There should be a way to re-enroll someone into a previous personalized sequence.

                                      When I enter a person into a sequence I usually personalize each email a tad. If someone sends an "out of the office email" it automatically un-enrolls them from the sequence and there is no way to get those personalized emails back and just re-enroll them in the old sequence.

                                      I would love to be able to re-enroll that contact into the original sequence they were in or be able to look at each step in detail/

                                      3 votes
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                                        1 comment  ·  Ads Add-on  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Put company name in meeting title

                                        One of our sales reps brought up a good point about the title of the meeting when booked by a rep. The title when added to your calendar is just the title of the link itself.

                                        So if it says "30 minute meeting" that's what it says in your calendar which is not useful.

                                        Ideally, we would like to see the calendar invite contain the company name or persons name in the meeting link. This could be populated by using a token just like in emails and landing pages when they use merge fields / tokens {{ contact.firstname }} or…

                                        9 votes
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                                          0 comments  ·  CRM  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Send Calendar Invite through workflow

                                          It would be more convenient if we could send a calendar invite to a prospect/lead in a workflow. Currently it has to be done manually after opening up a contact.

                                          A calendar invite is read before an email.

                                          Even better would be if it was sent from the lead owner.

                                          e.g. Lead registers for a webinar or other event. A workflow is triggers to automatically send an invite from the lead owners inviting lead to the event with all the details.

                                          6 votes
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                                            0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
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