クリエイティブな才能を開花させよう

Sblas

It would be very useful to have conditional logic within the Deals pipeline stages. For example: If a Deal property such as Revenue Type has value X or Y, then in later pipeline stages HubSpot should: Require different properties depending on that value, or Show / hide specific fields based on that condition. Today, required fields in pipeline stages are static and apply to all deals, regardless of other property values. This limits flexibility for teams that manage different deal types within the same pipeline. Adding conditional required fields based on deal properties would allow more accurate data collection and better alignment with real sales processes.

CMiller38

HubSpot currently does not persist sales email template metadata (template ID or template name) on individual email engagement records. As a result, it is impossible to report on sales email performance split by both template and sales rep using native reports, custom report builder, exports, or the HubSpot API. Sales Content Analytics can show performance by template or by user, but these dimensions cannot be combined. Once a sales email is sent, the resulting engagement record contains no reference to the originating template, preventing downstream analysis in HubSpot, BI tools, or data warehouses.

Shiran · ‎8 4, 2025

Currently when you close a deal the Amount in Company Currency property stops updating, so if you move a deal to closed won and the exchange rate is updated the next day, the conversion to company currency on that deal doesn't update which means your reporting is incorrect. This is a big challenge for any business who needs to reporting acorss currencies.

WJoseph5

If a feedback survey is published and someone starts filling out the survey but never submits it, there is currently no way to see who the person is that started filling that survey out. There IS a way to see how many views the survey got, but not who viewed it. I am submitting this request because my company uses Hubspot feedback surveys for our annual customer feedback survey and to increase the number of responses, we would love to email those who started but didn't finish to encourage them to submit their response! Kind of like when you put items in your cart but then don't check out for an online order and you get a "Don't forget these items!" email.

Jacob02 · ‎4 1, 2021

Hi there, As a HubSpot user, I would like to analyse forms and their submission in the custom report builder. This was already possible in beta, but was unfortunately removed again upon release. Unfortunately, @JoeMayall's solution to this only works to a limited extent for our use case: "The best place to analyze form submissions is in the Form Analytics page (Analytics Tools > Forms)" What we need: Filter submissions (e.g. by lifecyclestage of the contact) Further data on submissions (e.g. on which website took it place). Further options for graphical representation. Currently there are only Area, Column and Line. Drill down from the report to the individual contact. Similar to almost all existing reports, a table should open when the report is interacted with. At present, the report only links to the form. And most importantly: A report that depends on the exact time of the submission. First and recent conversion are too imprecise for this.

karstenkoehler · ‎3 14, 2022

Hi there! At the moment, there isn't any option to exclude employee activity from counting towards forms analytics, marketing email analytics or campaign analytics. For the general web analytics this can be done by excluding IP addresses, however not for other tools in HubSpot. Why is this important? There needs to be a way to test conversion paths (click marketing email, submit form on page) without skewing the conversion rates before even launching a campaign. (Deleting contacts after testing doesn't do the trick, they still remain part of the email and form analytics.) Especially in larger companies with a lot of employees testing assets, this makes forms and email analytics unreliable. Thank you for looking into this.

YE82 · ‎12 10, 2024

It's necessary to be able to add contacts to marketing events through other means than only importing them; form, lists or workflow functionality. Crucial to be able to calculate marketing events in revenue attribution.

YeshaMehta · ‎5 2, 2025

I want to be able to use Snapshot Date as a field in the Custom Report Builder. Currently, it’s only available in a few pre-built Sales Analytics reports (like Historical Snapshots), and those reports can’t be customised, severely limiting our ability to analyse how key metrics change over time. We aim to track things like the sum of weighted Amounts in company currency for open deals by snapshot date to understand how our pipeline evolves. Right now, this isn’t possible with custom reporting tools, and the workaround of combining two separate reports or exporting data externally is inefficient. Adding Snapshot Date as a usable dimension in Custom Reports would unlock much more flexible and powerful time-based reporting. This would be a huge value-add for revenue teams doing pipeline forecasting and historical analysis.

Josh_C · ‎4 19, 2022

Tracking clicks on a landing page is not currently available. This should be a default feature. You can track clicks on an email, but not a landing page? I know we can track CTAs and form submissions, but if there are other clickable events on a landing page, HubSpot should have no problem tracking and reporting on them. Seems like the most obvious thing to include on a page builder. Shocked it's not default.

karstenkoehler · ‎6 22, 2022

Dear product team, This request is about a feature that allows the download of all data stored about a contact easily – without the help of a developer. According to article 15 of the GDPR, when requested by a contact, a HubSpot customer "shall provide a copy of the personal data undergoing processing" (see here for reference: https://gdpr-info.eu/art-15-gdpr/). As of now, it's not possible to export this information easily, as HubSpot stores personal data in a variety of places: Contact property values (can be exported, this is the easiest part) Historical contact property values (these would have to be exported one by one for each property, potentially hundreds of exports!) Values and history of all associated objects (see above) Activities and engagements like sales emails, notes, meetings etc (cannot be exported without third-party software or custom developed solution based on API) Interaction with other tools that are not considered engagements (interactions with marketing emails, marketing forms, surveys etc) In other words, the preparation of this export is time-consuming and requires a developer. This should be a native feature in HubSpot. Ideally, this is not just a feature in the HubSpot app but something that can be offered as a customer-facing tool, too, as requested here: give contacts a link so they can download their data Thanks in advance!

クリエイティブな才能を開花させよう

Conditional required fields in Deals pipeline based on another property

More robust Sales Content Analytics Template reporting

Update to exchange rate should be applied to closed deals

Ability to see contact information for abandoned feedback surveys

Forms in Custom Report Builder

Exclude internal contacts from marketing email analytics and form submissions reports

Adding contacts to marketing events

Allow Use of Snapshot Date in Custom Report Builder

Track clicks on landing pages

GDPR right to information: Export of all personal data when requested by a contact

実装済み

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