CRM

jesposito
Member

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Auto Save option for data updates under contacts and companies on the left column would save a plethora of time on a daily basis. 

1 Accepted solution
SkeeStylus
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

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Great News everyone this is actually now in BETA.  Check it out. 

What is it?

HubSpot now automatically saves property edits made on the CRM index page.

 

Why does it matter?

This feature streamlines data entry by reducing clicks and automatically saving information, increasing efficiency and minimizing data loss for CRM users.

 

How does it work?

When users edit properties on the index page, they no longer need to click ‘Save’. Instead, they’ll see a ‘Save’ status notification at the bottom-left of the screen, indicating when changes are saved.

If you need to undo a property edit, you can click ‘undo’ within the save status component. You can undo your most recent change.

Who gets it?

All Hubs and Editions





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85 Replies 85
AaronMcCausland
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I haven't read any ideas on how to work around this triggering workflows when it shouldn't, other than delaying the workflow.

I haven't tried this, but would it work to add a step to each workflow where a new checkbox "trigger workflows" has to be ticked in order to proceed, and when the workflow does proceed, it unticks the box before doing the main thing it was triggered for? IDK just brainstorming; maybe that only complicates things.

0 Upvotes
RFransway
Contributor

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Turning this off has been submitted as an Idea by another user - PLEASE go in and upvote this!  https://community.hubspot.com/t5/HubSpot-Ideas/Create-a-setting-to-turn-off-autosave-feature/idi-p/1...

SealaB
HubSpot Employee
HubSpot Employee

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Posting for customer need/visibility - they have requested this to be rolled back several times, but so far have only been given a temporary solution. 
The "undo" button is pointless if it cannot stop other triggers/actions from taking place as a result, most notably workflow actions and notifications.

RFransway
Contributor

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I just want OP to come back and tell us if they regret suggesting this yet.

SFHS77
Participant

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Another +1 to disable this feature. We require certain properties to be text heavy and this feature is autosaving them before the rep has finished typing which triggers automations to fire early and incorrectly.

 

Incredibly frustrating to see another half-baked feature released which causes us a big headache. 

RFransway
Contributor

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Same with us, or if you fat-finger something it messes up a whole SLEW of stuff. Not to mention possibly losing the record from a filtered view if you make a mistake... 

RKirch
Participant

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I think it just rolled out yesterday for us (in Denmark) 10/04-25. 

Horrorible feature in its current state. Make it possible to deactive as soon as possible!.

It's slowing down creation of contacts and companies especially for me in sales. 

RFransway
Contributor

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Dear GOD please turn this off or at least make it an option.  We update information from views, and have to scroll ALL the way back down after every single update. There HAS to be a way to turn this off. Make a toggle, so people can have it if they want it, but at least make it so we can turn it off. This is SO aggravating.

morganmcgee
Contributor

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Please allow the option to disable auto-save on the account level. It saves before we are ready and triggers workflows that we don't want triggered.

JL62
Participant

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New auto save feature is slow and laggy and taking up more time to fill out information - this is not ideal for companies working with information heavy processes. It also is refreshing deal lists and contact lists when saving causing you to lose your place which is also making tasks take more time. This feature needs to either be massively improved or needs to give users the option to turn it on or off independently

kaleemmolani
Contributor | Diamond Partner
Contributor | Diamond Partner

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We urgently need the ability to disable this feature, as our clients are currently experiencing significant issues. The automation is not functioning as intended due to this limitation, and it’s impacting the overall workflow execution.

A prompt resolution or temporary workaround would be greatly appreciated to prevent further disruption.

AdamSand
Participant | Diamond Partner
Participant | Diamond Partner

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Yes we just got the same notification today as well!! We urgently need the ability to turn this off, at least at an individual property level, or a workflow enrollment criteria. Currently thinking of an intermediate solution... right at this moment. 

MLukic
Participant

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We don't need auto-save. It doesn't save time and leads to many mistakes. We need the option to disable it.

Support_K
Participant

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Auto save as an option is a great feature to add to Hubspot CRM, however Super Admin should have the choice to enable or disable this option depending on the department's needs, I hope you will consider giving us this option as soon as possible.

DBurmaz
Participant

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We need to disable this functionality, we do not find it useful. It is slowing us down!!

MJankovic
Participant

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We need the option to disable this feature. While this is an interesting idea in itself, it can lead to numerous problems.

 

For example, we have a lot of dropdown select properties, and many of them are triggering various automations.

 

All it takes is one misclick to trigger wrong automation and mess things up.

 

And no, the undo feature won't do anything since the object is already enrolled in the workflow...

 

Please, at least give us the option to disable this feature.

baobab14
Participant

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+1 to all the other comments requesting the ability to disable this feature. Workflows trigger on the change of one property before you have a chance to update another which leads records to enroll in incorrect workflows and\or go down undesired workflow branches before you have the chance to update dependant properties.

NDjurickovic
Participant

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+1 on this, we have a lot of automations set up that trigger based on property changes. When dealing with downgrades for example some features have multiple properties to edit for a single feature and it takes ages to edit if there are more than 2. 

KMust
Participant

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This feature needs to have the ability to disable. There are too many implications with auto-save, potential improper data entry, workflow triggering because of this, removal from a view when you are making edits, etc. The effort to "reduce clicks" is absurd...you are reducing 1 click at the end of the day if you update all necessary properties you want updated before hitting save. Please add functionality to disable on accounts as we don't want this. 

Gabry
Participant

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I also need the ability to turn off autosave. Records are being removed from a view before all the properties are edited, and this is inconvenient when our president is updating properties from his phone.