General HubSpot Ideas

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  1. Account Overview Information

    Right now, there does not appear to be a good way for us to log an overview of our history with an account.

    We have many in-depth interactions with customers over the course of years. It's important for our sales team to be able to get a summary of those interactions or be able to review a description of our history of an account in CRM.

    Currently, if we log notes on an account, those notes quickly get lost in the fray of other activities and updates that show up in the account timeline. It becomes very difficult to find…

    126 votes
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      pending  ·  5 comments  ·  CRM  ·  Flag idea as inappropriate…  ·  Admin →
    • Embed landing pages as apps in Facebook

      Some other landing page tools have the ability to create an app in Facebook and embed the entire landing page there. This enables leads to be captured directly on FB.

      For example, here's how LeadPages does this: https://www.youtube.com/watch?v=5ttuFxJlE6Y

      It would be great if HubSpot had a similar function where landing pages could be embedded as a Facebook app so people could be converted into leads directly via FB, without having to visit your external landing page.

      63 votes
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        11 comments  ·  Landing Pages & Forms  ·  Flag idea as inappropriate…  ·  Admin →
      • Get Email Notifications when someone sends you a task as well as when it's modified or completed

        Right now I have no idea when someone sends me a task unless I frequently check my tasks. Also if I send someone a task I have no idea if they've edited it or completed it unless i check it or they personally text me to let me know.

        All of the above scenarios should have a notification assigned with it so I know when someone assigns me a task as well as when someone modify's or completes a task i sent them

        61 votes
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          4 comments  ·  CRM  ·  Flag idea as inappropriate…  ·  Admin →
        • Import list of leads without email addresses

          We have lead lists that our sales people will call to get their email addresses but we don't want them to manage the list outside of Hubspot and then enter them once we get the email. We also don't want them to manually input thousands of contacts so they can use the sales CRM dialer. This would be great for both contacts and companies.

          101 votes
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            12 comments  ·  CRM  ·  Flag idea as inappropriate…  ·  Admin →

            We currently have a version of this in beta. We plan to roll this out to all customers shortly. For the time being, if you’d like to join the no-email import beta, please submit a request by clicking the “?” icon that appears in the bottom right-hand corner of your CRM and we can get you access.

          • Date field in text format for better UX

            The only way to introduce dates is by a date picker right now. This is useful for dates not too far away, for example scheduling a webinar, but not for asking a birthdate for example.

            From a UX point of view, the date picker is not the best option to ask for birthdates as the user has to click many times.

            A good option would be to provide a text field to ask for the date (similar to the Google Accounts registration form) and then internally convert it to a date picker.

            42 votes
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              0 comments  ·  Landing Pages & Forms  ·  Flag idea as inappropriate…  ·  Admin →
            • Merge Companies like you do with contacts

              The feature exists to merge two contacts (where they are really the same person and just a duplicate), and I think it would be great to have that same ability with companies.

              258 votes
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                14 comments  ·  CRM  ·  Flag idea as inappropriate…  ·  Admin →
              • Add CC and BCC capabilities to emails from HubSpot

                We have a need for the option to add CC and BCC to emails that are sent from HubSpot. We have two important use cases for this.

                Use case 1:
                We have a registration form set up on our website. When someone registers, they receive an automated email from us through HubSpot saying "Thank you for registering!". Since we have a lot of different people signing up, it's very important for us to follow up on that email.

                If we could add CC to me on the email that is sent out, I could pick up the conversation with the…

                128 votes
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                  4 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                • Subscribe to Contact Views within CRM

                  Current my sales reps get the daily prospect digest report - http://screencast.com/t/mqcTcnm9w which is great and shows every company that is visiting our site but hasn't identified themselves just yet.

                  However, we were using Pardot for years prior to to the switch and a great report they would send my reps was a Daily Prospect Report - http://screencast.com/t/mzAWKLlGlP which would show prospects I/rep owned that completed an action the day before.

                  So I'd for a feature where I can build a view within HubSpot CRM set my search criteria then save the view then subscribe and email myself each day…

                  20 votes
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                    0 comments  ·  CRM  ·  Flag idea as inappropriate…  ·  Admin →
                  • european law

                    In the Netherlands and most of the other European countries a confirmed opt-in is required for consumers and companies.

                    The law here also describes that if you don't show all your email types on your subscribe form, you are not allowed to show the different email types on your unsubscribe form. Also when you show all email types on your subscribe form, you have to show them all on your unsubscribe form.

                    The options above aren't options in HubSpot at this moment and we don't want to set-up double opt-in because it's a way that costs a lot of subscribers…

                    48 votes
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                      0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                    • Switching Between Sales and Marketing Side - Contact specific

                      If you are on a particular contact profile (either on the sales side or marketing side), it would be very advantageous to switch directly to the contact back and forth rather than 'passing through the dashboard'. I find myself in the CRM quite often looking at a specific contact and want to see the campaigns and email engagements by that same contact and I have to switch to the marketing side. When I do that, I have to pass through the dashboard and then search for the contact. Too many steps. The same is in reverse if I want to…

                      48 votes
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                        5 comments  ·  CRM  ·  Flag idea as inappropriate…  ·  Admin →
                      • Forms "Where Used" Indicator

                        When using a Form it would be great to know where it is used i.e. workflows. It would be great to be able to click on a Form, CTA, or a specific email and find out what workflow it is currently in. This would help eliminate duplicate workflows and would make it very easy to see which specific workflow it is currently in. As for CTAs it would be great to see what blogs/emails it is located in as well.

                        Major benefit when you have multiple users working in HubSpot and when new individuals come on board.

                        18 votes
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                          2 comments  ·  Content Management System  ·  Flag idea as inappropriate…  ·  Admin →
                        • Path to Conversion Report

                          I would be great to be able to run a report that looked at the steps a contact took along the path towards a specific conversion point. For example, I'd like to see the sources, pages viewed, events done, average of number of visits and forms completed before completing a free trial form.

                          We completed this type of analysis by manually entering a contact's timeline into a spreadsheet, and the information was eye opening in terms of what actual marketing activities are contributing to free trial sign ups.

                          29 votes
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                            0 comments  ·  Analytics & Reports  ·  Flag idea as inappropriate…  ·  Admin →
                          • Add a "Tweet Later" Option to Retweets

                            Under Social Media Monitoring, after clicking on Retweet, whether I choose to do a Retweet or a Quoted Retweet, "Retweet Now" is the only option that currently exists. I'd like the option to Schedule the retweet at a later time. Instead of retweeting it right away. This option would add the retweet to my calendar at a date/time of my choosing.

                            If you're looking for another tool to provide an example of this functionality, you'll find it in Buffer... When you click on retweet, you can retweet it immediately or "Add to Buffer".

                            Thank you,

                            Doyle Slayton
                            xoombi.com

                            104 votes
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                              0 comments  ·  Social Media  ·  Flag idea as inappropriate…  ·  Admin →
                            • Edit / Rename Campaigns

                              I would like to be able to rename campaigns after they have been created. Would make it much easier to track old campaigns and set up a campaign naming convention.

                              104 votes
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                                3 comments  ·  Content Management System  ·  Flag idea as inappropriate…  ·  Admin →
                              • Workflow Calendar Option

                                When you are creating a workflow, instead of having to manually count out how many days to delay the next action, we need a calendar option instead. A pop up calendar that we could select the date in the month we want to set. That would be so much more efficient and accurate.

                                53 votes
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                                  2 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
                                • Hipaa Compliant version of Hubspot

                                  Vote for this, if you ever plan on having a medical client and part of a 2.8 trillion dollar industry.

                                  The US Health Care Market is currently a 2.8 trillion dollar industry and HIPAA compliance is a very large issue. Unfortunately, Hubspot is not HIPAA compliant, and therefore partners can not aggregate information to Hubspot as trivial first and last name in combination with a birth date.

                                  There is a great opportunity for Hubspot partners to target this 2.8 trillion dollar industry which is digitizing rapidly and growing exponentially.

                                  66 votes
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                                    3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Twitter author incorrectly generated

                                    When scanning the content for a Twitter handle to atribute as "author", HubSpot should NOT assign author status to that handle, but instead either provide a drop-down selection box in the composer or a similar interface, so the person entering content can manually select the author of the blogpost. Or maybe have HS allocate author status to the blog byline where author is listed anyways.

                                    19 votes
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                                      0 comments  ·  Content Optimization System (COS)  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Improve the metrics in Dashboard

                                      We really need more consistency in the dashboard metrics. We don't have reports, so those metrics should be more accurate.

                                      In my opinion this Productivity area should bring these numbers:

                                      - Calls Placed: measures how many calls I placed in a period. Counts all the Logged Calls

                                      - Emails Sent: measures how many emails I sent in a period. Counts all the emails I sent.

                                      - Meetings Placed: measures how many meetings I placed in a period. Counts all the Logged Meetings

                                      - Tasks Completed: measures how many tasks I completed in a period. Counts all my done tasks (the…

                                      73 votes
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                                        3 comments  ·  CRM  ·  Flag idea as inappropriate…  ·  Admin →
                                      • CRM Ability to make fields mandatory

                                        There are fields that we would like to be mandatory, fields that the Sales Team can't skip when creating Deals. Would love to have the ability to make fields mandatory where Sales can't move forward without them, holds them accountable and allows us to gather the information we want and need to see.

                                        47 votes
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                                          3 comments  ·  CRM  ·  Flag idea as inappropriate…  ·  Admin →
                                        • content calendar

                                          We would like to be able to assign custom tasks in the content calendar to more than one person!

                                          Also we use this for internal blog and email reviews before they are posted or sent, it would be great to have a review option in tasks to assign people to approve a pending bog or email.

                                          11 votes
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                                            0 comments  ·  Blog  ·  Flag idea as inappropriate…  ·  Admin →
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