クリエイティブな才能を開花させよう

Currently, we cannot easily use reporting and Workflows for manually sent 1-to-1 emails since emails sent via Sequences are technically 1-to-1 emails and there is no way to separate the two easily.   It would be great if there were some property that we could filter on to separate the Sequence emails and manual 1-to-1 emails.    We use sequences for our automated marketing emails. Our sales reps have quotas for manually sending 1-to-1 emails and some deal stages require manually sending custom 1-to-1 email. ...その他を表示

Just like there is a native property "Number of Associated Deals" or "Number of Associated Contacts" on the Company object, I am in dire need of expanding this to all objects and have an 'Associated' Property on all objects. Beginning with "number of associated Leads" on Company, Contact, and Deal. And on Leads: "number of associated Companies, Contacts, Deals, etc" But it should be everywhere: Any Ticket should have a Number of Associated "Fill in Object" for each object. Any Deal, any Lead, any Service, any... you name it. I have been building for several customers, and have to find all kinds of weird workarounds to be able to reference the fact that there is a related/associated record on a different object, when it should be there out of the box. It affects everything, from Workflows to Reporting to anything you want to build or do or connect. Associations are incredibly powerful in Hubspot, but if I can't use them, they are not useful. ...その他を表示

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.   ...その他を表示

Contact (or any object) does not record Marketing Event as an option.   With Marketing Events Object get more and more power, we need attribution to show the original record source was "Marketing Event"   ...その他を表示

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. ...その他を表示

Requested Feature: Introduce the capability to exclude public holidays from SLA calculations, so that SLA timers for response times and ticket closures automatically pause on designated public holidays. Value: This enhancement would provide more accurate SLA tracking by aligning response and closure metrics with actual business hours, thereby reducing the risk of unfairly impacted performance metrics. Beneficiaries: Customer support teams and account managers would greatly benefit, as it ensures SLA compliance is measured only during standard working hours, enhancing reporting accuracy and customer satisfaction. Competitor Offerings: Platforms such as Zendesk and Freshdesk currently offer similar functionality, allowing businesses to exclude public holidays and non-business hours from SLA calculations, helping teams maintain consistent, reliable metrics. ...その他を表示

I want to create reports based on form submissions. Currently, I can see subscriptions, views, and interactions in the analytics section of each form. But I can't generate a report that includes all forms and allows me to compare their analytics. Forms are not available as a property in the report builder. I believe this would be a valuable addition to the reports section. ...その他を表示

Idea: Make all Date-filters available everywhere they are relevant.   Background:  Hubspot is missing date-filters in multiple places and is not consistent (i.e. different date-filters are available at different places) about them. This issue drastically reduces the power of filters, reports, automation and marketing, etc. Fixing that would be high impact, it's a core platform feature, with impact on all products.   There has been 15+ ideas on the forum about missing date-filters for filters, reports, lists, workflows, ... everything. Those ideas were at first aimed to request one date-filter in one place. This master idea aims at grouping all smaller ideas, giviing visibility to this "Date-filters" issue and getting it prioritized as one overall review of "Date-filters" across Hubspot. Because the only solution is for Hubspot to fix Date-filters everywhere, by working just on that.   Things currently not possible on Hubspot (i.e. use cases): 1/ Filter contacts with last activity is more than 10 days ago 2/ Filter deals with a close date that is in the past 3/ Build Report on Deals with last activity is more than 30 days ago I want to give my sales team a filter of contact not contacted since 14 days. I am expecting to go to contact and to save a filter but the Date-filter required to do that is missing. 4/ Build List of Contacts with customer/deal who expire in the next 30 days 5/ Build List of Contacts with deal created last week. Etc...   Research: I've been comparing all Date-filters and noticed there are 11 types of Date-filters currently available on Hubspot (see screenshot below). The issue is that those Date-filters are randomly available on: - Contact WF but not Deal WF - on List but not on Report - on Dashboard but not Contact Table Etc. There seems to be no logic and that this is just the results of features coming one after the other while Date-filters never receiving focus as one topic.   This feature request is not about creating new Date-filters but only about making all the ones currently existing available everywhere, it is relevant to have them. In a nutshell, that means turning all Red cells below to Green.     Some of the smaller ideas this master idea is grouping under one roof. 2017, Use 'relative' dates for enrolling contacts and companies in workflows by @Daniel1  2017, Allow the use of relative dates in workflow... by @CCasemore (marked delivered but that's not fully the case) 2017, Filter using relative date values ("TODAY" etc.) by @Frank  2017, Lead scoring - Add the option to refine... by @laurao93  2018, Sales workflows deal properties based on dates by @Peter-marketing  2019, More than filter for report timeframe by @Anonymous  ... ...その他を表示

How does this not exist?  There are folders to organize workflows, but not reports or dashboards.  This is a major oversight.   I have found numerous discussions here and elswhere with many other folx interested in this feature.   Can we please get this on the table for review?  It should be a pretty straightforward architectural change.  Would love to hear from someone in product management on this, perhaps there is a reason that is does not yet exist?     ...その他を表示