クリエイティブな才能を開花させよう

Description: Our team works heavily from the Tasks screen and task queues, especially on contacts who were originally enrolled via a sequence. A common workflow is: Enroll a group of contacts into a sequence. The sequence creates follow-up tasks (calls / to-dos). From the Tasks view or a queue, we want to select multiple tasks and enroll their associated contacts into a new “Follow Up Sequence” (e.g., post-campaign follow-up, re‑engagement, or a different channel mix). Right now, bulk sequence enrollment is only available from Sequences, Contacts, or Lists, not from Tasks. That means that even though the Tasks view is the most natural working screen for reps, we have to: Rebuild the same segment in Contacts/Lists, or Click through to contact records one by one to enroll in another sequence. Requested enhancement: Add “Enroll in sequence” as a bulk action on the Tasks screen and in task queues. When multiple tasks are selected, use the associated contact on each task as the enrollment target (respecting the existing sequence limits and “only one active sequence per contact” rule). Value: Mirrors how reps actually work (from their task queue). Saves a lot of time for follow-up and recycle sequences. Reduces the risk of missing contacts that should have been moved into a new “Follow Up Sequence.” You can submit this: In your portal: Help > Provide feedback, then paste it in. Or via the HubSpot Ideas forum if your team uses that. ...その他を表示

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

I'm a Customer Success Manager that sends out many outbound emails to customers that need specific tailoring for each one. I love Sequences because it gives me a template that I can adjust, set delays and schedule messages, and let me see everyone I've emailed, all in one place.    However my only problem is that responses go to my personal inbox and I don't get alerted in Hubspot. I get hundreds of emails a day to my personal email and my customer responses sometimes get lost.   I'd love if replies could automatically get turned into Help Desk tickets, or if there was an option to send from a Help Desk email instead of only my personal email. I understand the idea that sequences should be personalized, but my customers don't care about what email it comes from.  ...その他を表示

  Description: Today, when we bulk enroll contacts into a sequence, we can only efficiently adjust timing and settings. If we want to change the email content itself for that bulk send, we have to click into each contact in the left-hand panel and edit the email one by one. This is extremely time-consuming and doesn’t scale for teams doing high-volume, personalized outreach. Problem: There is no single “edit once for all” email composer in the bulk enroll flow. Any content change (subject line tweak, new sentence, updated link, event blurb, etc.) requires per-contact edits in the left panel. For large lists (e.g., 30–50 contacts at a time, multiple reps), this becomes a major productivity drain and introduces inconsistency and human error. Impact: Our sales team spends a lot of time manually repeating the same edit for each contact in a bulk enroll. It discourages us from making small but important improvements to messaging (e.g., time-sensitive updates), because the cost in editing time is too high. It reduces adoption of Sequences for larger outreach because it’s easier to send a regular email to a list where we can edit once. Proposed solution: Please add a way to edit the email content for all selected contacts at once in the bulk enroll experience, for example: A central email editor in the bulk enroll screen where we can adjust subject/body once and have it apply to all selected contacts by default. Optionally still allow per-contact overrides in the left panel for true one-off personalization. Ideally, this should work for the first email and (if possible) for later email steps as well. Typical use cases: Updating messaging for a time-bound campaign (webinar date, conference, promotion) right before bulk enrolling a segment. Slightly tailoring a standard sequence email to a specific vertical or account list without having to create a separate permanent template. Making quick copy updates across a batch of contacts when something changes (pricing, availability, announcement). Why this matters: This feature would make Sequences much more efficient for real-world sales use: we could keep using a small set of core templates, then adjust copy centrally per cohort, and only use individual edits for truly unique cases. It would significantly reduce manual work and increase consistency of messaging across the team. ...その他を表示

Our team is looking to create a reply sequence. In order to do so we need to be able to follow up within a thread of an existing cold outreach sequence, once replied to, with this reply sequence.   Being unable to do this is preventing our team from automating outreach.   https://app.hubspot.com/sequences/43674306 ...その他を表示

I frequently put together resources that I want to send out and make sure that our clients receive it. I also use sequences to send emails to our team internally so that I can track opens & engagement within the team.  I think it would be helpful to be able to turn off the 'automatic unenrollment' once someone replies, because I'd still like the contact to receive all subsequent communications.  ...その他を表示

Hello product team,   For HubSpot admins, one of the biggest challenges is keeping a portal organized, cleaned up and prevent overall chaos. Especially in Enterprise portals with sometimes hundreds of users, it's almost impossible to get users to follow a naming convention for email names, landing page names, workflow names. Quickly this becomes a cat and mouse game where HubSpot have to constantly chase and remind users to name their assets correctly.   Why is this currently a bad user experience for users?   Naming conventions are usually documented outside of HubSpot, in a wiki, stored as a Google Doc or something similar along the same lines. Forcing them to interrupt what they're currently doing, look up a naming convention and then come back means that they're losing time. They also have to leave HubSpot momentarily. Even then, they might misunderstand the naming convention and type in an incorrect name.   Why is this currently a bad user experience for admins?   Incorrect naming means that list or workflow filters for Recent conversion might not work. It can also mean that reports become a mess, if these reports are pulling in asset names.   If admins have to look into this on a permanent basis, in portals where there are new assets every day, this takes time away from developing the HubSpot portal and generating more value for all users.   Here's what a solution could look like   To solve this, it would be great if there were tools to enforce a naming convention. Ideally, admins would specify what constitutes a correctly named asset and similar to the forms editor, arrange fields to their liking.   Here's a quick mockup of what this could look like when creating a new page.     The user could select from dropdowns which team they belong to, the language of the assets, the asset type, include a title and date. The system would then generate a title from this that cannot be further edited.   Admins should be able to specify the options for each dropdown, separators, order and field validation (e.g. max length for a title).   (In case this is eventually introduced, please consider to make this a feature that is at least included in all Professional and Enterprise subscriptions.)   I would love to see this for all assets in HubSpot: emails, workflows, lists, campaigns, imports, properties, files etc.   Thanks in advance for reviewing! ...その他を表示

In my sales process, whenever I create a company, HubSpot automatically creates a lead (deal) associated with it. After that, I add the contact (or multiple contacts) inside that same company — so company, contact (via automation), and lead are all correctly associated from the start. Since I work with outbound prospecting, the lead pipeline is where I track progress, priority, and the overall rhythm of pre-sales. The problem is: When I enroll the contact into a sequence, their activities are not natively associated with the company object. So when that contact opens an email, replies, clicks, or when a call is connected, those activities are not associated with the lead. Because of that, the native HubSpot automations that should move the lead through the pipeline do not work, even though everything is properly associated. I end up having to move the lead manually. In practice, the contact progresses, but the lead (the object I actually track) does not move, which completely breaks my prospecting workflow. What I need is simple: All contact and company activities should be automatically associated with the lead they are linked to, so the pipeline reflects the real journey of the prospect. Thanks! ...その他を表示

I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM.   I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' trigger sequence 'Y' ...その他を表示