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

It will be great to add as many tasks types as possible, not only Call, Email or To-Do ...その他を表示

I’d like to submit a feature request regarding daily task reminders. At present, setting up a daily reminder creates a new task each day, which quickly leads to unnecessary task duplication and clutters the workspace.   For data management and environmental concerns, it would be much more efficient if the daily reminder simply re-notified the same task until it is completed, rather than generating duplicates. ...その他を表示

We currently have custom properties for contacts, deals, companies and tickets. We need custom properties for activities too, which means custom properties for task, meetings, calls, etc.   Examples:  - Calls: Aircall has to "print" text into the description for the call output - Meetings: we want to confirm them 2 times. We can record in a structured way whether the meeting has been confirmed. - Tasks: we'd like to have importance and urgency as inputs to define priority. We currently can't.   It's going to all allow finer management of tasks, calls, meetings, basically all activity types which a pre-requisite for activity-based workflows: https://community.hubspot.com/t5/HubSpot-Ideas/Activity-based-Workflows/idi-p/204852   As different activity types (calls vs meetings vs tasks) require different information, Hubspot should allow Admins to select which customer property applies to which activity type. ...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

It would be amazing to have task-based workflows!   We have various things generating tasks - especially sequences. Task queues don't solve every problem - and many situations are more nuanced. As a result, tasks have become more cumbersome to manage - costing our team time rather than helping us save time when getting things done.   Would be AMAZING to have task-based workflows that: trigger when things happen to tasks to create actions and automation in other areas of HubSpot take action like making edits to tasks that have been created by users or through other means of automation (workflows + sequences)   This would allow us to assign or reassign tasks, edit other task properties, and even delete/complete tasks, all based on numerous conditions across HubSpot. ...その他を表示

Currently, when viewing my TASKS in the task list, I click on the TASK and it will allow me to complete TASKS consecutively - great idea! The problem is that the default page that opens is the CONTACT whereas most salespeople should, by default, be operating in the DEAL page.    The current order of priority is associated CONTACT > associated COMPANY > associated DEAL. It is more logical that the priority should be associated DEAL > associated CONTACT > associated COMPANY.   The current workaround is to navigate to the DEAL page after moving to the next TASK but this is extra clicks and not intuitive.  ...その他を表示

We have teams working across multiple regions (e.g., UK and Australia) and use separate workflows by country. Currently, all workflow actions such as task creation use the portal’s global default time zone setting, which does not reflect the correct local time for regional teams. This results in confusion and workflow inefficiencies.   Request: Please add the ability to set the time zone individually for each workflow, so tasks, reminders, and other time-based actions are aligned with the specific team or region’s local time. This would greatly benefit international organizations and reduce manual adjustments and communication workarounds.   Business Impact: Aligns task due dates/times with local working hours Reduces confusion and missed deadlines Improves usability for global teams operating in different time zones Thank you for considering this improvement! ...その他を表示

We want to use "Tasks" more intensively to register and measure all marketing and sales activities. But we cannot create a user-defined Property - please make this available. It should also be possible to see "Tasks" on the contact card on the right together with Deals, Tickets and other info. In Calls you are using "Type" and "Outcome"  which is something that could be used but not only on calls but on all activities / tasks ...その他を表示