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HubSpot Trainer, Co-Host of the Hubcast, IMPACT+ Instructor, INBOUND Speaker, Retains 12 HubSpot Certifications
April 27th, 2021
This episode of the Hubcast is brought to you by IMPACT's Virtual Selling Summit, online, May 4th. Save cash with the promo code HUBCAST.
Welcome to the Hubcast first annual HubSpot WishFest 2021!
We’ll be breaking down all of our favorite wishlist items, from submitted ideas to ones recently delivered.
If you don’t know where these are coming from, you’re missing a HUGE opportunity to grow your HubSpot knowledge. Head to community.hubspot.com to the Ideas forum to check out all of the posts we’re talking about.
And don’t worry, we’ll throw some product updates at ya, too.
Top submitted ideas
Okay, let’s be real, in this case, “top” just means our top ones.
Exporting conversation logs
Since we can’t do much reporting on conversations right now, it would be great to be able to export logs and look for things like keywords in chat convos.
Popup form triggered by clicking a call-to-action (CTA) button
“I have a form, the CTA button, and the gated content all in HS but no way for the form to pop up when someone clicks the CTA. Why do they need to be sent through to a different landing page to access the form?”
From the product team on October 14, 2020: “We are now in development of updates to the CRM that will make adding multiple companies to a single contact possible. Not making timeline promises in this forum, but as soon as the beta is available, I'll notify this thread.
To those wondering about using Custom Objects for associations - I would recommend against it. Custom Objects are great for the "nouns" of your business (think inventory, shipments, appointments, real estate) but not as good for describing the relationships between things.”
From the product team on May 21, 2020: “The ability to edit lifecycle stages is something we have been investigating on the HubSpot Product team. However, a pretty significant technical migration stands in our way.
Knowing this is absolutely something we want to do, but will take a while, I'm moving this idea to "in planning" to acknowledge that it is something we really want to do! We'll continue to update this post as we make progress.”
Require specific deal properties based on pipeline
From the product team on October 20, 2020: “As of right now, we do not have an ETA for delivering this functionality. We have a good understanding of the pain you all experience by not having this functionality and absolutely plan to address this idea. In fact, it's been something we've had several lengthy discussions about internally.
The solution we're considering at this time is rooted in a significant change to our platform - allowing all properties (in this case, deal pipeline) to have other properties that are required depending on the original property chosen. It is certainly possible we take a more short-term approach to solve this specific problem, but at this stage our efforts are focused on higher impact updates to the HubSpot CRM overall.”
This is a new (to us) way to use the “delay until event” action of HubSpot - you can delay until a task that was completed earlier in the workflow has been completed! (think: move deal stage once rep completes the “send proposal” task)
[Now Live] Add text, images, and videos to your dashboard
“Navigate to the Actions button on the dashboard and select Insert images, text, or video.”
[Now Live] See where all objects are in a workflow
“You can view exactly where objects are in a workflow, including any objects waiting at a delay, giving you more visibility into the customer journey and making it easier to edit, delete, and update your workflows to align with your strategy.
Just like when reviewing objects waiting in a delay, click on the Objects in Action tab of any action, to see the objects waiting there, and for what reason.”
[Now Live] Conversation-based workflows
“This new functionality will enable triggers for conversation-based workflows on:
Ticket Properties (coming soon!)
Some of the use cases that this will unlock:
Set up reminders based on conversations
Trigger a custom in-app notification, slack notification, or email based on specific criteria, like a bot starting.
Send a follow-up or closing email to a customer
Alert another team member of a conversation started with a particular contact or company.
Generate tasks or update a contact property based on a conversation
Create a ticket for specific channels, chatflows, or inboxes.
If you’re listening on iTunes - head on over and leave us a review! We love hearing your feedback, so feel free to leave some in the comments, or shoot me an email at firstname.lastname@example.org!
Until next time. This is Carina Duffy, Jess Palmeri, and Stephanie Baiocchi saying to you, get out there and get after it!
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