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Four ways for Sales teams to track feature requests captured in Hubspot CRM That said, here are four ways we've found that you can track feature requests that are put into Hubspot. It's also limited in other ways that you might track feature requests. For example, one way you might track a feature request is by creating a Deal Note:īut Hubspot doesn't have a great way of exporting Deal Notes via an API, so you can't use Zapier or other tools that can slurp those requests from Hubspot automatically. Their API doesn't have ways to get certain data out of the tool that you might like. The good news is that the four solutions below all involve lightly structuring your requests so they're useful to your product and CX teams! Tracking track Feature Requests from Hubspot is tricky (but there are several solutions)
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Go read the full note in Hubspot for more context.See all the requests a customer (or account) has asked for.With this small amount of effort your product and voice of customer teams will be able to do things like: That means you'll need to separate some basic information into different fields (like customer name, email address, customer words, URL, etc). To be useful, requests need to have some structure around them. But a quick note first: for feature requests to be useful to your CX and product teams, the feature requests need to be structured. We've identified four ways to track feature requests from Hubspot CRM which we share below.
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There's no doubt your customer experience and product teams would love to get ahold of those requests to incorporate into their product planning sessions. Requests might be captured in deal notes, win/loss data, emails exchanged with prospects, or other places. If your sales team uses Hubspot CRM, the odds are high that you have valuable voice of customer feature requests locked up there. It's tightly integrated with marketing and support workflows, which provides for a nice solution for SaaS teams. Hubspot CRM is a great tool for fast and lean sales teams that don't want the overhead of a huge, complex CRM that they need to heavily customize.