General HubSpot Ideas

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  1. Prospect Preview, I need to know the recently viewed pages as priority 1 the company name is priority 2 and related companies priority 3.

    Every time I preview the visitor on the prospect page I have to scroll down the About company then Related companies, which is not useful at all in most cases then reach the recent activity. For a sales person already knowing about the company is more important to exactly know what the customer is looking for to make a connection and start finding or offering the right solution, please move the Recent Activity to the top before about company, since we can not move on our account.

    1 vote
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      0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
    • Meetings with GoToMeeting Link

      Ability to generate GTM link and access code within meetings invite, rather than having to manually add in after they book the meeting.

      12 votes
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        1 comment  ·  CRM  ·  Flag idea as inappropriate…  ·  Admin →
      • Be able to see who opened and clicked on a CRM Sales Email Template

        Please add the ability to see a list of people who opened/clicked an Email Sales Template, similar to what we can access on the Marketing side of email campaigns. When you create a new email in the CRM and choose a template, it shows you how many people have opened and clicked that particular template, but the numbers are not clickable to see who actually opened and clicked on that template. Knowing who opened and clicked the template would be very helpful.

        32 votes
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          1 comment  ·  CRM  ·  Flag idea as inappropriate…  ·  Admin →
        • Task Types

          It would be great if we could create custom task types and create more than just email, call and to do. This could help us as well to do a better reporting (e.g. number of cold calls, number of refresh presentation etc.).

          12 votes
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Track Adwords conversion with form thank you message

            It would be nice to trigger an adwords conversion on dom inserted thank you message. So that the user does not have to leave the page.

            9 votes
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              1 comment  ·  Landing Pages & Forms  ·  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.)

              27 votes
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                5 comments  ·  Search Engine Optimization  ·  Flag idea as inappropriate…  ·  Admin →
              • Integrate with Slack

                Each user could customize their own Hubspot channels. You could send notifications for new form submissions, new sales activity, etc.

                Using Zapier to accomplish this is too cumbersome and not all Hubspot fields are available.

                9 votes
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                  0 comments  ·  Integrations & APIs  ·  Flag idea as inappropriate…  ·  Admin →
                • meetings

                  The most common workflow for scheduling a meeting with a prospect is to offer times/dates for a specific time period (e.g., I'll be in your city in 3 weeks). But the current Meetings functionality only allows you to offer your calendar as of the time you send the invite through the next 3 weeks in the above example - so the prospect could choose a date for tomorrow or next week when it is only week 3 that is an option. Meetings needs to be able to specify a time frame and not just from TODAY through N weeks for…

                  21 votes
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                    2 comments  ·  CRM  ·  Flag idea as inappropriate…  ·  Admin →
                  • add filters to GoToWebinar Attendance & Registration

                    At the minute, the only thing you can pull through from GoToWebinar is whether they attended or registered for the webinar. We can't see when! It would be incredibly useful to be able to add an additional filter (such as rolling date) to attendance or registration so we can see who has been actively engaged with webinars over time.

                    Webinars are becoming increasingly important tools for marketers and having half-baked integrations like your current set up with GoToWebinar doesn't help empower your customer base.

                    4 votes
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                      0 comments  ·  Integrations & APIs  ·  Flag idea as inappropriate…  ·  Admin →
                    • Hubspot Sales Tools

                      Most people that use our links to documents documents in HubSpot do now understand how to download and print the documents. Most of the time they print the page from their web browser and fill out that version. Unfortunately it looks terrible. See attached.

                      Is there a way to either: a) make the download option much more visible; or b) have a very visible print button?

                      Thanks. Dan

                      1 vote
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                        1 comment  ·  CRM  ·  Flag idea as inappropriate…  ·  Admin →
                      • Filter calendar by different Social Media - Warn me when I post the same thing twice within a pre-set time-span.

                        When sharing blogposts through social media and attaching a blogpost, you might want to do that several months in advance like me. However, when having many blogposts to choose from, it can be extremely hard to keep track of when it's already being shared or if a co-worker wanted to share it the next day.

                        There's currently no way for me to see if the same blogpost is being shared the same day or the day before/after. This also connects with a lack of filters in the calendar where it's currently letting me see just one social media at the…

                        7 votes
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                          0 comments  ·  Social Media  ·  Flag idea as inappropriate…  ·  Admin →
                        • Bulk sequence launch

                          I know this goes against the entire mantra of HubSpot's philosophy of personalising emails for every decision maker because it increases response rates by 20%.

                          But if anyone read Aron Ross' book called "Predictable Revenue" (I also read Mark Roberge's) if you want to achieve scale with limited resources some shortcuts need to be made initially. For a startup that has one resource for 5 offices I agree with this.

                          There needs to be a bulk import function in Sequences. I understand Workflows exist for that reason but Workflows unfortunately forces you to pick a template instead of put a…

                          20 votes
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                            4 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                          • Default Text for Disabled Comments

                            It would be great to add in either default text for the user when comments are closed (explaining that they are closed) and/or being able to have a title field in the blog comments module.

                            Because comments float in space all by their lonesome at the bottom of a blogpost without any prompt or indication for what the user should do, we commonly add a rich text field above the comments module. But, when comments expire, the comments module disappears leaving the rich text prompt to stand alone. The blog then appears to be broken.

                            Having the ability to add…

                            16 votes
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                              1 comment  ·  Blog  ·  Flag idea as inappropriate…  ·  Admin →
                            • SEE NEXT Activity in Timeline: Email Sneak Peak

                              In the timeline, it would be nice to have an additional filtered item you can turn on to show you what is the next scheduled email coming up for a person.

                              Example Use Case: When a contact is already enrolled in a workflow, it can be really tough for a sales person who is composing an email to be aware that the person is already about to get a marketing email that same day or in the near future.

                              15 votes
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                                0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                              • page export state field

                                When exporting Page info, the State field appears to say "Draft", even on "Archived" pages. If the State is "Archived", it would be helpful to see it this way.

                                1 vote
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                                  1 comment  ·  Landing Pages & Forms  ·  Flag idea as inappropriate…  ·  Admin →
                                • Deal Properties as Personalization Tokens

                                  Some properties are meant to be with the deals we create.

                                  Some companies might find it useful to have email information about a deal when it is closed and won.

                                  It would be great if deal properties were selectable personalization tokens. But they are not.

                                  Currently, you have contact properties and company properties, but that's all you have.

                                  31 votes
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                                    5 comments  ·  CRM  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Workflow triggered by high engagement in a timeframe

                                    We're trying to create a lead nurturing workflow that targets leads based on how they respond to our emails. It would be great if there was a way to start workflows based on engagement over a period of time.

                                    Ex: A person who has clicked on 5 emails within the last 6 months would be enrolled in a special workflow to convert them into customers.

                                    4 votes
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                                      0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
                                    • meetings

                                      I would like to recommend that the Hubspot development team recognize that the reasons why many folks subscribe to the service is due to having a CRM system as well. One of the functions I do like is meetings. However; the platform only allows me to book dates up to 11 weeks out. It seems like it wouldn't be hard to open that up to schedule any date in the future if we want to use the meetings tool to book outside the 11 week into the future timeframe. Because of this restriction, I now have to seek another solution…

                                      20 votes
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                                        1 comment  ·  CRM  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Set up an option to synch the change of hubspot owner for deals also

                                        It would be really helpful, when we change the owner of a contact, company or deal, to automatically update the associated content.
                                        This for now is active only when we update the owner of a company. When the update is on a contact or deal, it is not synched.

                                        Thank you!

                                        3 votes
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                                          0 comments  ·  Contacts  ·  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.

                                          5 votes
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                                            0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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