Great minds think alike

We upgraded to Sales Pro so that we could gain access to the product library feature. But now that we have access we really need a way to either of the following:   1. Disable the product library from the end of the list of properties when creating a new deal. Because price is required we cannot use this feature. We sell the same products in multiple currencies around the world and they carry different pricing based on the region. By requiring a single price but only supporting the single account wide defined currency (which is a big problem in and of itself) it makes the tool unusable and then adds confusion as our users have a product dropdown they can't use when putting in a deal. For now, we are creating a manually populated product multichoice dropdown so we really need to hide the Product Library version that we can't use.   2. Improve the Product Library to support multiple currencies and prices per product. If this is not possible please make the price field not required and just fill with a N/A value when a price is not set. If this is possible then we would prefer to use the product library tool.   Thank you.       ...read more

I want to auto generate tasks immediately instead of after one business day. Followup currently only allows 1 business day between steps.   When a task is complete, move to the next step in the sequence. ...read more

Custom object records should support the ability to be merged ...read more

I would like to have the ability to sort task by title. I'm aware that I can search a task by name and it will only show those names, but there are cases when I may not remember the name of a task would just like to view all my tasks grouped in alphabetical order. ...read more

When HubSpot decided to allow automatic integration with ads, without the ads add on that was awesome!     But when we started using this new feature (located under Content menu), it pulled into our HubSpot portal automaticaly all the pages we have linked to our Facebook profile or Business Facebook.     That's a bit of a problem for agencies given that we administer several client's pages. If I want to sync my account I found two problems: 1. It pulls into my portal all the historic campaigns data which is not neccesary given that most of that history is being managed on another plataform. 2. It syncs automaticaly your whole administered pages.  As a consequence, if you have any client running a lead ads campaign, those leads are pulled into the HubSpot portal.   That makes this new feature impossible to use for an agency and that sucks 😞   What I'd like to propose is to add a couple of small steps into the syncing process: 1. As it asks which adds account do you want to sync, it should ask too if you want to sync all your past campaigns data, as Adespresso does later in the settings. 2. The same for pages, it should ask wich page or pages do you want to sync. Given that some companies have more than one page, it would be great to pull into HubSpot your lead ads from your various pages. Don't you think so?  It would be great if it would do that as the social media settings do when you connect your profile.  It allows you to check on every page and profile associated to your account.   I hope this idea helps a lot of agency HubSpotters as much as it would help us to get the most out of HubSpot new features. ...read more

The CRM task and deal creation as part of the marketing workflows is a huge help! But I would love to be able to include personalization tokens as part of the body of the task. Sales people don't have time to dig through mounds of properties to find information. Being able to include just a few tidbits of info in the task would be a HUGE time saver for everyone involved. Currently I am having tasks created through web-hooks, but being able to do this natively would make the workflow task creation feature 1000 times more useful. http://ideas.hubspot.com/forums/76407-general-hubspot-ideas/suggestions/13382196-featured-to-include-personalization-tokens-in-task ...read more

There have been occasions where we found the original source data (which is fixed) to be inaccurate - namely, someone comes through as "direct traffic" but based on the data we can see that's not possible, and when we ask our clients how they found us, they tell us something different than is listed in hubspot. It would be great to be able to edit this data, when we find glitches like this. In case anyone else has run into this issue - Hubspot support did recommend creating a custom contact properly, perhaps called Original Source 2, and update original source this way. This is a good work around, but adjusting the Original Source field would help more with reporting.   ...read more

I would like HubSpot to be able to conduct simple calculations on the back end between two properties that fill in a new property with the answer. For example, I would like to quickly see how many days a deal has been open. This can easily be calculated by subtracting create date from today's date. And for deals that are already closed, by subtracting create date from close date. ...read more