Hello,   after several issues concerning the double opt in process via HubSpot I was told to put this in this idea-forum. We are working for customers like OTTO or FC St. Pauli who consider these issues as highly problematic for their processes.   These are our issues: A) If the double-opt-in-process is enabled every contact needs to have a DOI-confirmation first (regardless whether we marked the contact as confirmed or the contact did click the opt-in-link) to receive any kind of mailings by the newsletter tool This is an issue for HS-customers who use the newsletter-tool not just for marketing-mailings that needs approval first. Our customers for example send internal newsletters to their employees or send „newsletters“ to their customers that contains important information. Some of our customers have contracts with their customers that require newsletters (so no DOI-process is needed here). For now we are marking those contacts as confirmed which leads us to issue B.   B) HubSpot is sending the double-opt-in mail only once AND JUST if the contact wasn’t marked as confirmed before   B1) On one hand this means if we marked a contact as confirmed because he is a customer or employee he cannot receive the doi-mail. The problems begins when the same contact decides to receive marketing newsletters too. For this kind of marketing mailings we need to get his clear approval by law. When he is not receiving the doi-mail and cannot click the link by himself we do not get the clear approval.   B2) On the other hand we have contacts that requested a doi-mail once, do not the link, forget about it and request it later again. In this case the contacts do not get another doi-mail and cannot receive any of our mailings. this clearly leads to losing potential customers.     A Solution for issue A and B would be: to decouple the double-opt-in-process from sending mails at all. There should be differentiation between marketing mails that need approval and mailings that does not need approval. Both kinds of mailings need to be send from the newsletter-tool so they can get automized in workflows etc. An additional subscription-type like „no need for approval“-mail would mark which mailings do not require the doi-confirmation first. So we would not have to mark customers as confirmed. to allow multiple sending of the doi-mail. So contacts can receive the mail and can confirm the link even if their first request is months old.   C) HubSpot is only having ONE single real DOI-Mail (even with a Marketing Enterprise-License AND a brand Domain we must use the same DOI-Mail) This is a huge issue for companies with: different types of brands and therefore CIs different subsidiary companies that have other CIs, Adresses, Imprints and languages   D) The preferences page shows every single active subscription type to the visitor regardless whether he is using them or not This is an issue for companies that have internal subscriptions or different subscriptions for b2b and b2c. In the last case b2c should not see the b2b or international subscriptions-types   A Solution for D would be that the visitor of the preferences page just sees the subscription-types he registered for.   Please give me feedback to this issues. We do not perceive them as ideas, we actually see those issues as bugs. We as a HubSpot-partner and our customers consider this functions as basic.   ... View more

We plan to move our blogs from Wix to HubSpot. The benefit would be a better integration with our inbound marketing, our existing contacts, retargeting etc.   However, there is not simple 'embed' feature for blogs. The requirement is an iframe code element which displays e.g. the five newest items or all items in list form or as cards.   The element would be similar to what we have from our webinar platform, Livestorm: <iframe width="100%" height="400" frameborder="0" src="https://app.livestorm.co/uqualio-the-video-elearning-platform/upcoming?limit=3" title="uQualio - the video eLearning platform begivenheder | Livestorm"></iframe>   Simple and can be used everywhere. ... View more

In forms, upgrade reCaptcha component to v3   - Improves conversion - Less friction and intrusiveness.   Docs: https://developers.google.com/recaptcha/docs/v3   Could be an option (choose v2 or v3) or directly upgrading to v3. ... View more

a) General: We are having a lot of communication and tasks with our partners and enterprise customers that is logged in Hubspot so that a longer history (can be months or years) is created. With the current - not really space saving - way of displaying the content, only a few interactions can be seen without scrolling. E.g. look up an email from 2019 takes ages and a lot of scrolling.   Please change / offer as an option: - 1 line per interaction (email, task, call etc.) only with information about date, time, subject and involved contact   Benefit:  With that an email can be looked up much faster whithout a long scrolling journey, reloads etc. which slows down everything.   b) Upcoming Tasks Having tons of future tasks with a partner or an enterprise customers, occupies the entire screen easily if one is working in the activities view.   Solution: It will be great to e.g. set "show only upcoming tasks of the next week, month, 3 months"   Benefit: Better navigation, less clutter, less scrolling ... View more

As a HubSpot Partner, we're often charged with building out email templates, snippets, chat flows, deal pipelines, service pipelines, etc. as part of a client engagement.   Yet, unless, as a Partner Employee, we do not have proper "Seat" access to one of the paid plans, we are unable to execute these tasks on behalf of our clients.   This hinders our ability to deliver solid service and creates inefficiencies in our processes.   Please create a way for Partner Employees to bypass the "Seat" requirements to access certain features of paid Sales Hub and Service Hub plans. We're not the ones actually using these tools, but end up not being able to help our clients use them better because we don't have access without a paid seat.   Thanks!   EDIT: I know there's a form we can fill out to request access, but that's an unnecessary step. As Partners, it should come with the territory and be default for all partner employees on a client portal: paid seats are not required. ... View more

When you use a box to check a record when viewing a list of records, it would be great if the row selected changed colors like it does when you hover to preview. It would make it much easier following the table when you have lots of columns.  It is easy to get lost on a long table on who was selected and sometimes there is a bit of back and forth to confirm you are selecting the right row. For those who do a lot of bulk edits  it would be a big help!        ... View more

Situation: Our client has a 20-years old database of Contacst and Companies, that is maintained via stringent quality control and verified from time to time. Our client runs regular events that are managed va eventbrite.   Issue: When existing contacts (with correct email id) register for events, they could enter information in Eventbrite that may be insufficient or incomplete (e.g. just the first name and no last name, missing phone numbers) interchanged (e.g. First Name and Last Name swapped) abbreviated (e.g. abbreviated job titles e.g. M.D. or MD for Managing Director ) The default Eventbrite <--> HubSpot integration syncs the registrants data in HubSpot from Eventbrite forms for both existing contacts and new contacts. Existing contacts data is updated in HubSpot by overriding existing properties in HubSpot. Consequences of unresolved issue: Poor data quality updates forced for existing verified and valuable contacts impacting other online  / offline interactions with contacts as inaccurate or  embarrassing  Solution for Issue resolution: Need a way to suppress updates of some properties (at least First Name, Last Name, Job Title) of existing contacts when synced via Eventbrite integration.     ... View more

Posting for a user   Currently a workflow needs to be created to copy property values between different kinds of records like deals, companies, contacts etc. . This can be very manual especially when the properties don't update on specific records at the same time (e.g. at creation) and also makes it hard to keep workflow dashboard up to date.   Suggested feature: Allow properties to be created/set in a way that they automatically pull the value from the properties on an associated record, e.g. a company property automatically pulls a value from an associated deal. There is the obstacle, of course, that there can be multiple associations like contact <-> companies, deal <-> companies etc. Therefore ideally this should allow a choice to be set to the newest value (similar to the most recent value being synched in the Salesforce-HubSpot integration), the largest value, the oldest value etc.     Example use cases:  - show the largest deal amount associated with a company on the company record - show the status of the most recent associated deal on the contact record  - copy custom property values that are relevant to each record between different objects  ... View more

Hi All!    I would love to be able to customize the form when scheduling a  meeting. having the same features as in the form editor. For example, Adding labels, dependent fields, conditionals, organizing fields one next to another,  adding text boxes, etc. ... View more