クリエイティブな才能を開花させよう

In a new update, the Outlook extension lost the ability to edit which team members automatically log emails to deals and other objects at the user level.   Previously, we had things set up so that only sales rep activities logged to deals so it didn't get cluttered with other communication. Now our deal activity is a mess of all activity from every department getting logged to open deals.    There are ways to manually choose which deals activity gets logged to, but it's not realistic or sustainable to expect people to remember to manually check on every single email where it needs to be logged. ...その他を表示

Currently there is no option to automatically have emails that are logged on a contact record automatically log onto the associated lead objects. Currently if an email is sent from a Contact record or inbox, the email will not be logged to the lead object. While the only way to get the email automatically associated, is to send from the sales workspace or lead view. This creates a problem for users who wish to use the 'Email count' property on the lead object to accurately show the number of emails sent to a lead. Especially since some users may be using the sales workspace, but some are not, or are sending from the contact record. Ideally, we would have the options in the Activities settings associations tab to add association rules to log to 'open leads' for emails logged on a Contact. Picture of the current settings, where a 'Associated Leads' option could go. ...その他を表示

 We have a number of MAC users. It would be nice to have HubSpot integrate with Outlook for MAC users. Is this a feature that will be available soon? ...その他を表示

When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact. ...その他を表示

Hi! I have read that there is currently no function to open the Hubspot plug-in in an Outlook e-mail applictaion on your phone. This would be a great feature! 1. All who use Hubspot through Outlook or Gmail on their phones. 2. In an easy way get access to templates och contact info in their email application.  3. Better accessibilty to Hubspot and in using other features in their selected email application.  4. Unsure   ...その他を表示

Currently, HubSpot email open tracking does not work in the New Outlook for Mac. The error shown on the add-in is "Unable to add tracking to your email".    According to your help documentation, this happens because Outlook attaches the HubSpot tracking pixel via CID instead of inserting it into the email body. This prevents tracking from working. The recommended workaround is to revert to Legacy Outlook for Mac, but this is not ideal as many users prefer the features and interface of the new version.   Why this matters: Many Mac users rely on the New Outlook for daily work Open tracking is a key HubSpot feature for sales and marketing The current workaround reduces productivity and disrupts workflows Request: Please work with Microsoft to ensure the HubSpot tracking pixel functions correctly in New Outlook for Mac so that open tracking is supported without reverting to the legacy version. ...その他を表示

By default, emails sent on Gmail can only be logged to Contacts, Companies, Deals, and Tickets. It would be nice to have this ability updated so emails can also be logged to the new "Service" object.   ...その他を表示

Sales people use Outlook, period. And because that's what they use, that's where the information should be at. Best way to achieve this would be via Exchange integration so that people would have access to the same information even on their mobile and wouldn't just be dependent on a single plugin. ...その他を表示

Currently Outlook users can only log emails to primary object records like contact or company records in HubSpot when using the desktop or 365 add-ins.  It would be very beneficial to HubSpot users if they could also log emails directly to custom object records when emailing from Outlook.  Custom objects are becoming more popular, and this feature would be helpful for HubSpot users who rely heavily on custom objects.  Thank you! ...その他を表示