Something that would be SUPER helpful is auto-refreshing any pages that you have open and are working within. Our company moves fast and if I am working on a customer situation and get distracted and move on to another customer, leaving the page open to remind me to come back and do something, someone else may have already reached out to our customer and I won't know until I refresh my page manually which I never do and wham, someone else has talked with them and I sent a 'stale' email. I also seem to lose information/notes when I don't refresh if I have left a screen open.
I also would love to have a way to tell HubSpot how often to push changes to my browser. Sounds like a pretty simple job for an AJAX request and comparing the timestamps of your page and the pageview in the system. If they don't match, tell the page to update!
It would also be REALLY helpful to be able to programmaticaly trigger a page refresh in workflows! So, for example, if I update a custom property value when the deal stage changes, I can also tell the page to now "refresh" to be able to see any new property changes.
It should alert the user that the contents of the page has changed by another user or an integration, the can click OK to reload the page or CANCEL to refresh the page themselves manually later.
The views seem to auto-refesh on me when I don't want them to. If I'm working through a TAsk view to select some to mass edit the due date, tec. and I take too long, it refreshes and my carefully sselected recirds get vun-selected! Very annoyting. This should be an option, not auomatic.
Fair point @DocWatson. The goal is to somehow alert users that changes have been made, so however that is accomplished would be great. An alert with a refresh/cancel would work for me.
Our company would find this automatic reloading process in the background very useful without the need to refresh the page. At this moment we are testing the new functionalities of the UI extensions and when we send data through the API the changes are not instantly shown in the value of the modified property, be it a deal, a contact, etc.
Since they have enabled such cool features with UI extensions, it would be great if they could also enable this automatic update.
I like the banners I see on contact or deal pages, for example, saying something has changed while I was gone - prompting me to refresh. BUT... I came here to beg for an auto refresh or faster refresh of inboxes. A deleted email leaves a footprint and banners of this message doesn't match anymore, rather than just going away like it would in my Outlook or Gmail inboxes.
Oh Yes ! That should be so fine ! Like in my case, I have a select dropdown that launches a workflow to calculate the price of the order I'm working on. I can see that the value has changed in the detail of the property that I want to display the new price (changed by my workflow). But the display in the vue has not been updated until I refresh all the page.
This feature is almost necessary at this point. Otherwise, HubSpot seems to punish quick and efficient workers. I constantly have to push F5 to refresh the status, or switch between the KanBan board and the row view to force a refresh. Upvoting this 1000 times as it would really help out with efficiency!
This idea/suggestion is going on 3 years old and just wondering what progress, if any, has taken place or what the future might hold? Our company utilizes many of the Hubs but my personal purview is predominantly that of the Service Hub and we have configured workflows/automation in the Tickets that in theory can be very advantageous if updates were dynamic and not manual/static. E.g. having Ticket cards that do no reflect the changes to a Ticket without refreshing or having to load the List view and then reload the Kanban board view to reflect said changes. This in addition to the fact that Tickets seem unable to capture the last Owner/user changes (e.g. adding a Note or sending an email) before changing the Ticket status in the Ticket screen or dragging Tickets between statuses in the Kanban board view -- what results is Tickets bouncing back from a desired/selected status into a prior status with no actual catalyst for doing so. Seems as though the system is unable to register the email/notes etc. as occurring before the status change possibly but regardless you have to imagine automatic/recurring server side refreshes would resolve so many inefficiencies.
This is a much-needed feature, especially if HubSpot is meant to modernize. We moved away from a Freshdesk CRM that has these features and it will be missed to lose these kinds of functionality:
Auto-refresh when a new ticket or changes have been made on a page:
A Live indicator that the same ticket/page is being viewed by another user:
A Live indicator that the same ticket/page is being responded to by another user:
I am convinced that HubSpot does not listen to feedback from it's users. So many of these suggestions from their user community have sat without being addressed for years. So I would not get our hopes up that they will do anything about this, despite how incredibly frustrating it is.
I would agree with this. pages should auto-refresh with new data. The same with Contact/Company views. We use this to manage leads. If I assign leads to one salesperson but another has not refreshed their page, we sometimes end up with 2 salespeople chasing the same lead. If the pages auto-updated this would eliminate a lot of problems.
I also agree with RDemont.... I sometimes wonder if HubSpot actually looks at this feedback. I have seen some ideas with hundreds of upvotes but the idea is still not implemented and there is no update from HubSpot on the idea. It makes it hard to want to submit the idea here when you contact support and they say "That is currently not an option but you should submit it as feedback", because it takes time out of the day to do this, and it feels like it falls on deaf ears.
Oh yes, please. We're fighting extremly with that issue 😞
Got tons of workflows triggert by a pipeline stage for e.g. and if the user has opened the object actually he gets very confused that nothing happend, but behind the WF triggert a lot and also moved the object into i different pipeline where something more happens. but the user doesnt recognized it becuase the UI is outdated 😕
I wish there would be a trigger I can use withi the WFs. Or, if there is a property I can use/chage/edit/trigger which forces the UI to load the object data again
I assumed this is a BUG and I heavily discussed it with the support team as well. they said its a normal behaviour of such tools.
But sorry it isnt. to see the changed dataset automatically is a normal behaviour in 2024 and this is a fact since 2022 for almost every SaaS solution we are using. jira, trello, miro and many more are updating their UI if a user changed some data behind.
I assume its technical impossible to do this in the way they had build the architecture of HS. because you find many points at every page where you really see how many data gets cached if you load a single page. E.g. if youre within a deal, in a second tab you'll change the name of the related company. if you click on the company within the deal (tab 1) you'll get the preview of it and it contains the old name as well (but as the user I thought the data gets loaded from the db and shows the new name in the preview, but it seems to be cached before and now displays the cached data)
This would be a very nice feature to have and would help my team; something like half of their daily issues stem from usage issues relating to refreshing.
@wilbertwalruswrote, "It should alert the user that the contents of the page has changed by another user or an integration, they can click OK to reload the page or CANCEL to refresh the page themselves manually later."
This is the best method to implement it short of live updating the entirety of the page like Google Docs or Word via Sharepoint (both of which have consistent issues with that technology, so it currently falls short). The popup should be large and eyegrabbing, warn you about losing any entered data if you refresh, and be easy to dismiss.
Another implementation method would be a setting allowing fields to intermittently refresh (could even put a cap on the number of times it is allowed), particularly sync fields that tend not to populate immediately after a record is created.
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