Great minds think alike

Right now, if you have two calculated fields, and one is using the other to generate it's sum. If the first field does not have a value (IE: a rolllup of associated deal values to a company, before any deals are created for that company), then the dependant field will be null as well, even if the first field is being subtract from some other value. For example, what we are experiencing is similar to: x = first_calc_field 1000 - x = null <-- This is what happens 1000 - x = 1000 <-- This would be preferable If it's not the default, than just a boolean that we can select for if we want the value to default to 0 instead of null would be great, so that we can build additional calculations off of it. ...read more

User Story: As a creator from the reports i want to have filters where a flexible date is possible. That means, that it always take the active day, month, quarter etc. so that i can have reports from the ongoing month, day, year etc. example: i want to show all customers where the last day from theyr contract is in the future. Right now i can only chose a fix date.   extra: the filter is already available in the field "is".    acceptance criteria: Same fuction for all the filter options as in the field "is".   ...read more

When all your deals must start in Phase 1, adding the choice in the creation form creates confusion, and may lead to mistakes.   ...read more

Hey HubSpot,  We love the use of conditional functionality now within the HubSpot CRM. However, we do struggle with it only being limited to show "If Field A's value is X, then show Field B"  What we're looking to achieve is, "If Field A's Value is this, then show Field B with only options X, Y and Z".  Essentially, we're finding it quite difficult for both reporting and data management purposes to create separate properties to consolidate certain values i.e.  Example If Location is "Newcastle" then show "Buildings" with only "Newcastle Building A" / "Newcastle Building B" as options despite hosting other locations in the same field as values.  A lot of other systems support this so would love to see it implemented - this also applies to both CRM sidebars and forms Thank you Sam ...read more

The email send cap is a great safeguard tool for the database as a whole, but it would be event better if we could set a limit for each Business Unit.    Who: Orgs that are using the Business Units functionality   Goal: Set email send cap per Business Unit instead of one for the full database   Value: A contact can be a member of more than one Business Unit. If a send cap is set for each Business Unit, then they are less likely to miss out on content if they've already recieved an email in a specified time period.  ...read more

 Currently the only way is to check the "used in" list and then open each workflow. At scale, this can be time consuming. It'd be great if the "Used in" list indicated if the workflow is On or Off. This allows teams to easily identify if a bulk update or backfill or a change in how a property defined and used internally may have unintended consequences. For example, when importing a list of existing customers (eg users in our own software platform that we now need in HubSpot to send newsletters and product update too) it'd be helpful to know all workflows being triggered by the property lifecycle stage so we could temporarily turn off anything designed to notify customer success or trigger automation when an actual "net new" customer is created.  ...read more

It would be great to:   1.) Have an 'add/remove' association action in a workflow 2.) Be able to add or remove associations in a contact/company list view ...read more

Hi all,   I'm posting this idea that was brought to me by a customer.   At present, a revenue goal can only be updated for a team manually. And there is no change to the goal when a user leaves the team - only the progress to goal is updated. The use-case would be that my customer has many segments their sales team works, and would like a way to set the revenue goal automatically/have it update dynamically when a user leaves. They might leave the specific team due to promotion, leaving the company etc. The expectation would be that the individual revenue goals for each user do not change when someone leaves the team, but the revenue goal for the team will reduce to account for the user that leaves. ...read more

Please update the microsoft teams integration so that meetings can be scheduled using meeting links in the Hubspot meetings tool.  ...read more