When a request comes in from a known content it would be nice to extract the notes from a contact and paste them into the conversation as a comment so all context stored in a Contact is immediately viewable by the agent. It would save time clickin...
Due to an increase in phishing emails lately and a possible influx of more capable attempts with the advancements in AI tech it's important to make sure there are processes in place to catch them before they can cause issues. The idea is a new rul...
From Admin Settings, I cannot view the full workspace name. I'd like the ability to either re-size p1 in Admin Settings or be able to view the full workspace name.
Ability to filter specific contacts from several different lists to send an email to
For example if I had list A and list B and I wanted to quickly send an email to only the contacts that were on both lists, that would be extremely helpful to our team.
Option to see shareable "message link" in the URL bar as Standard. I would appreciate it, because I often create backlinks between conversations. I often use the "save to notion" extension and it uses the URL, that is shown in the Browser
At the moment, emails are only added as Notes within HubSpot - not as actual copies of the emails received from contacts - which can be altered after the fact & easily skew reporting.