We have setup a Sales dashboard with different metrics like Productivity, assigned leads, leads status by user, top Hubspot superstars, etc. Our users are organized in teams and our sales reps only see leads and activity for their team. The dashboard filters automatically and when viewing online they can only see stats for their own team. We would like that the recurring email that is sent is also personalized for each person.  ... View more

Would like to have the ability to be able to turn off the ability to create multiple email addresses per contact for many of the reasons posted in this article: https://community.hubspot.com/t5/HubSpot-Ideas/Find-Contacts-with-Multiple-Email-Addresses/idi-p/194773   We're finding this to be extremely problematic, especially in cases where an agency is working on a client's behalf.   B/c of this, we're being forced to not use HubSpot for critical customer communications, as the data has gotten extremely messy and unreliable. And, we don't want to have to NOT use HubSpot!  ... View more

We have LOTS of emails that are used on-going in workflows. Many link to different landing pages, blog posts, 3rd party sites, etc. We don't check these emails often enough to always catch broken links that can occur for a variety of reasons.   It would be amazing if HubSpot could automatically check links in emails and provide alerts or a report with which HubSpot emails should be updated. ... View more

Imagine you have a sales team of 6 people and leads coming in from various sources throughout a week (call, email, website form fill...). Currently, you can rotate contact owner allocation and it evenly distributes based on the number going through the workflow, which is great. But what about the fact that leads are coming from other places and some are turning into Deals at different rates. We could end up with one sales person having 10 deals and others with 1, but all being allocated evenly still - not quite fair on anyone.   It would be great to rotate leads, taking into account the number of Deals they have associated. That way, the Sales Team will get allocated a number of leads in fair proportion.   The same logic could work looking at lead allocation based on the number of contacts at a certain lifecycle stage (SQL?) an owner has to avoid someone being overloaded with the number of prospects they're pursuing.   All with the same aim - managing workload and distribution.   Any chances of making this a reality?  ... View more

Maybe I need to come up with a better strategy (I'll take suggestions), but the technical process of creating a webinar registration form in HubSpot that pushes to Zoom is very difficult.   Our company calls then webcasts, and we do one every week.  Each webcast has it's own page and it's own form.  The amount of work that goes into each form on the website takes moderate-level skill and takes about 25 minutes.  Even then it's not exactly what I want and it's only one-way.  Zoom doesn't push back attendance information.   I just chatted with Haille, she's a great assett for your firm and suggested I create this post.   Here's our live chat conversation:   Hallie What about the zoom integration specifically isn't what you had hoped for?   Steve The entire process is complex. It takes 25 minutes for me to do all of the steps to put a zoom webcast with registration form on our website. Let me explain a bit.   Once we have the date/title/description set (for the webcast), I have to make a simple page on our website. This is wordpress. It's easy. But I can't start here, this is the last stage because I have to create a working registration form.   To make a registration form, I have to make a set of unique property options in the backend of the HS. This was totally unexpected. I'd like to be able to just type it on the form and have HS automatically make a property for me.    I have to duplicate this again as I'll have to make the same exact property option for the  "webcasts registered" and "webcasts attended" fields so we know who actually went to the webcast when it's over (a manual upload).   Then I have to create the form and include in it the properties that I just created, which is not very feature rich.  For example, the registration form after it's published to the website will continue to grow with new property options being added.  However, that's another problem that's more general to HubSpot forms.   Then I have to create a workflow to look for people who submitted a specific form submission and then run a workflow to push over to zoom and then we follow up with adding a contact property for "events registered" (which also has to be created up front) Then and only then can I take the form and put it on the website to test it out.   25 minutes.   AND THEN ... the integration is one-way. It does not gather information from zoom (like did they actually attend the webcast?) Do they have questions?   So now I have to figure out a way to import webcast information back into HuBSpot from those who actually attended the webcast.   So ... other systems that do this ... 25 minutes is probably 5.   that's the problem.   a GUID on the form would save me at least 1/2 of the time.   Hallie Thanks for explaining all of that to me! I can see where that would be time consuming for sure   Steve I might cut and paste this into the idea forum   Hallie That could be another piece of feedback for the ideas forum - the zoom integration is a connect partner integration so I know the two platforms would be interested in feedback from customers who use both to improve it   Steve Yeah that's what I was just thinking as well! ... View more

I recently talked to support about creating cross-object reports, since i'm getting this message: " You‘ve reached the limit of reports you can create across data sets. Manage your reports from the reports list." I do have the reporting add-on, that has a limit of 200 dashboards and 2000 custom reports. But no one has ever told me that there is a limit of cross-object reports.   And then support got back to me and told me that this is currently a technical limitation on the platform, of 200 cross-object reports. Support also told me that this info can be confirmed in Frequently Asked Questions / Other Technical Limits. They also told me that they can't give me any estimate on when this is going to be resolved, and suggested me to post it in here. Also, there is no easy way to filter cross-object reports on the Reports tool. I currently have 417 custom reports, and i'll have to look all of them manualy to see which are cross-object so i can delete a few.  ... View more

Right now, if you want to add multiple criteria from an Excel doc into a HubSpot smart list, you have to copy and paste them each separately. I would love the functionality to be able to copy and paste multiple cells from Excel into a smart list at once for easy updating. ... View more

Admins need the ability to globally control which notifications all users (especially Sales users) receive.   Use Case: We have 100+ sellers and are going through a massive Company re-assignment project.   Currently, every time a Company is reassigned in SFDC, and email alert automatically goes out to the new Owner (unless they have individually adjusted their notification settings).   This creates confusion and unnecessary work for our sellers who need to be focused on selling, not cleaning out their inbox.   ... View more

Adding an option to add/remove send frequency cap on workflows will allow the contact to receive requested information if they exceed cap (this is inbound, not outbound).    Send frequency cap should only be for outbound marketing emails and not for emails that the contact is asking for!    Please create an option to add/remove send frequency cap on workflows :) ... View more