Great minds think alike

I would like to Format the data of some properties (regardless of the object and type), by cutting any special characters or emojis.   Today, to achieve this, the special characters and/or emojis need to be inputed individually which is time consuming and not efficient.   Ideally, it would be nice to have a call or options for special characters and/or emojis that can be inputed directly, instead of doing them one by one.. ...read more

We would like to add a feature that prevents that emails can be send out to recipients that are outside the responsible area of a user or team that sends out the email. For example, we want to ensure that an email originating from Spain cannot be sent out by mistake to another country like the Netherlands without proper permission. Background of the idea Currently, there is a possibility of sending out such emails by mistake, leading to people receiving unwanted emails. We know these mistakes can be prevented manually, but relying solely on manual actions to prevent this, is prone to human errors. Therefore, we propose to prevent this within HubSpot's basic configuration too. Moreover, in many countries, legal requirements such as GDPR emphasize the importance of taking all necessary measures to prevent the send out of unwanted emails. Our specific request to HubSpot is to add a checkbox in the settings that restricts email send-outs to the user's responsible area. In cases where someone needs to send emails to multiple areas for which they have no permissions, they can be designated as super admins. However, a warning message should be displayed to indicate the associated risks. Let's help eachother to prevent these mistakes by all means possible. ...read more

Thank you, HubSpot, for adding the functionality to convert a given active list to static. It's very helpful!   But can you also add the ability to bulk edit and convert active lists to static ones? So we don't have to go in and do it individually. It will greatly help with productivity.  ...read more

A user can download a report, edit the spreadsheet, upload back to hubspot and thus update those updated records. Why go through that middle part with spreadsheet download and upload? Why not allow direct edits in the reports themselves? This is a big gap in your product, please update. ...read more

There has been a number of updates to help Hubspot users know when calendars or email inboxes have been disconnected. All are helpful improvements yet one critical piece seems to be missing. Request that would help solve the problem. Notify the Super Admins on an account when any user's calendar OR email is disconnected.   There are other Super Admin notifications (like when social accounts are disconnected). The user is notified when their email is disconnected (though if they miss that notice, it could be a while before anyone notices) AND there is no mention of the calendar on this notification making that 2nd action easy to overlook by a user.  Other recent tickets around this work This one is about a sales rep being notified, that is all fine and should happen BUT Super Admins should also be looped in to ensure the action is handled in a timely manner - it's a backup for support. This 'Delivered' idea has a number of improvements that are helpful but still fall short of being manageable in day-to-day. For an Admin to have to refer back to these daily to ensure all is operational is silly. Helpful to have the ability to see, but without a notification doesn't feel feasible to manage. ...read more

It would be fantastic to automatically generate invoices in HubSpot whether it be via API or in the workflow.   It would help take out the manual work from having to do this one at a time for companies that generate dozens of invoices at a time. We can already do it with quotes. ...read more

I need the ability to edit the labels on the lead object, currently they are Hot, Warm, Cold. I need the ability to designate them as existing customer or new customer. This means that I either need the ability to select muiliple labels or make customs labels. ...read more

Weekly/Monthly/Quarterly/Annually Reports   A Report on how how much contacts are getting the weekly emails delivered, bounce back/no engagement, unsubscribe, subscribe, etc.  ...read more

It would be great to have the ability to manage responses in the conversation tool with WhatsApp integration. We observe a need to collect and categorize responses received via WhatsApp to then trigger specific actions based on these responses.   For example, the ability to send a message offering response options such as "yes" or "no" and then create logical branches in HubSpot based on these responses. This would enable increased personalization of interactions and finer automation of processes.   Anticipated Benefits: Enhanced Customer Engagement: The ability to customize responses based on customer choices would strengthen engagement and satisfaction. Process Optimization: By automating actions based on responses, we anticipate significant optimization of processes, leading to greater operational efficiency. Impact on our Operations: This functionality would be essential for our overall strategy of automation and continuous improvement in customer interactions. Its current absence represents a hurdle to implementing a more nuanced and responsive approach. ...read more