Great minds think alike

We have set up deal pipeline rules to prevent users from altering closed deals. However, we cannot prevent users from altering existing line items of that deal after it was closed. This way, the deal amount - a crucial property - can be altered.    I suggest deal pipeline rules to extend to line items (or any comparable solution) so we can REALLY prevent users from altering closed deals. ...read more

Previously we were able to set up views in the inbox using filters to give a view for open conversations they were tagged on in the mentions. This was so helpful to be able to recall it, and keep a conversation thread moving. I really hope this is brought back!   ...read more

With various AI platforms continuing to gain momentum, it would be super beneficial to have the ability to parse out leads from ChatGPT, Claude, Perplexity, etc. from into their own, new Original Source category: AI Search.   This way, HubSpot CRM users can more easily see data in their dashboards at a high level and can pinpoint which popular AI platforms are producing leads. This is especially important since, currently, the Original Source they get lumped into just covers any website that isn't their own (outside of search engines).   This new option allows marketers to make more informed decisions on their strategies and what channels to pay attention to more. ...read more

LinkedIn recently introduced a new ad format called Thought Leader Ads, which allows companies to promote content via personal profiles of their employees (so-called “thought leaders”), using the company’s ad account. However, it seems that contact-level tracking for these types of ads is currently not supported in HubSpot. Since these ads technically come from a personal account, they may not be handled like regular sponsored company content. I’d like to suggest native support for tracking interactions and conversions from Thought Leader Ads in HubSpot. This would help ensure continuity in reporting and lead attribution, especially as more and more B2B engagement on LinkedIn shifts to personal profiles rather than company pages. I believe this ad format will become increasingly important in the near future, and it would be great if HubSpot could evolve its LinkedIn integration accordingly. ...read more

Currently when we add any existing properties as a dashboard quick filters, the only available operators are  "contains any of, Is Known, Is Unknown and Doesnt contain any of" Its missing "has ever been equal to, has ever contained" This is crucial to track historical data! ...read more

Per this thread, I am requesting that you provide us a setting to turn off this feature. It would be ideal if we could turn this off at either at the individual user level or at the admin level. This autosave feature is extremely disruptive to our workflow. ...read more

Currently, you cannot reset fit or combined scores back to 0.   The closest you can get is adding a negative amount to the score to try and reset it back to 0.   In a case where a lead is disqualified, their score could be 10 or it could be 300. Dependent on how long they've been a contact etc.  This means that instead of having a clear reset; you have to subtract the highest possible lead score a lead could have. This could result in some contacts ending up with a score of 0 and others ending up with a score of -290.    This is messy and confusing for reporting and automation purposes and not feasible long term as you constantly have to update that negative to account for the highest possible scores.   It would be good to have an option to reset the fit or combined scores back to 0.  ...read more

Have you had a social post drafted within HubSpot and it's suddenly not there? Was it deleted but you don't know who deleted it, nor can you recover the lost content? There is currently no functionality within HubSpot that offers a recycle bin for deleted social drafts or an audit log, to determine who has deleted the content.  This is extremely high risk if you don't have a backup of the content internally and have multiple users who have access to the social tool. I'd like to propose a recycle bin that stores - for 30 days - deleted drafts or deleted scheduled posts. And an audit log will show which user deleted the content.  Then that content can be restored should it have been deleted by accident.  ...read more

When you select a task from sales workspace it takes you to the playlist screen, where on the left there is your tasks, in the middle the abilitity to take notes and on the right the information panel of the contact.    I talked with the support and it is true that you cannot fully modify the panel on the right. For example breeze intelligence is there to stay, and so are many other things.   I would like that I could remove all the things that I don't need in the contact information panel and just be left with the stuff I need.   tldr: removing things from contact information panel is not possible for this specific view. ...read more