Great minds think alike

Hello. I want to tweak an email template that we use to follow up after a sales call. I'd like to be included as a cc on thise emails whenever one of my colleagues send it out but I can't see how that would be possible ...read more

Currently the shortest recuring payment frequency is monthly.    There are many businesses that process payments at weekly intervals. This would allow customers to pay via a weekly subscription.    This would avoid the issues with having to use costly third party integrations and allow for greater flexibility.      ...read more

Hi there,    It would be useful to be able to customize the ordering of categories on the contact record preview panel. My specific use case is that I use sales navigator very often, but have to scroll all the way to the bottom. Ideally it'd be the second category, just under the "About" section    ...read more

Our agents receive several ticketes daily that contain attachments (i.e. Excel workbooks, Word documents, etc.) and some of the time the sender will not include any specific details in the ticket name nor description.  Before using HubSpot to work through the requests that come in, we used Outlook, and they had the option to search by attachment contents, which served very useful when the sender would not include any specific details in their subject/body of the email.  It would be very helpful if HubSpot allowed this as an option to search/filter by attachment contents.   ...read more

When a lead comes in through a form submission, we try to always capture a postal/zip code. I would like to be able to use that zip code within a workflow to assign leads to sales reps automatically (since most of our sales reps have their own territories based on zip codes.)  I have all of the zip codes in an Excel sheet, but currently there is no way to copy and paste them into hubspot so that each zip code is a unique value.    Here is a Vidyard of exactly what I'm talking about    Hubspot! PLEASE add copy/paste functionality of multiple values on properties! 🙏🙏🙏 ...read more

Hi everybody,    We would really love to have a feature to create custom fields with the field property "direct link to an existing contact, company, deal or ticket" and have the ability to create a relationship between to objects through this direct link.   Example: Multi-Step Sales Process (Software Company sells software to system partners and they sell it to the end customers) -> I would like to add a custom field at the end customer object which is callend "Primary Partner Contact" and add the the primary contact person from the system partner to the end customer object.   THX & BR Mario     ...read more

We're a B2B vendor and give numerous demos to prospects(contacts) belonging to companies. Since our sales cycles are long and complex, we can give demos multiple times during the course of the long sales cycle. These demos are given on an as-needed basis, not on a set date. Contacts usually attend many of these demos. I want the reps to be able to track the contact attendees that attended these demos. So I want to be able to create a Contact property called 'Demo Attended' with the Field Type value being Date Picker, but with the option to have Multiple picks of dates in the calendar. For example, Brooke attended demos on May 22, June 10, June 19, July 4 and July 14. The rep will have the ability to click on dates in the calendar to capture all of those dates she attended the demo and store them in the field showing these dates. Then we can easily follow up with a specific email to all the attendees and track for engagement and scoring. Right now, it seems the only option is to create a Field type of Multi-line text and manually typing in the dates. With this option, I see reps entering all different types of inconsistent date formats and not allowing easy reporting options. ...read more

It is not possible to make an import which makes new records and updates existing records at the same time; it would be much better if both types can be present in the same import file. When importing you have to either select the checkbox to update existing records using object IDs, or otherwise, you can only create new objects, and cannot update existing objects. This is annoyting when you have a file which contains some existing records combined with some new records.   Right now you get this error:   INVALID_OBJECT_ID '' is not a valid PRODUCT ID (details: Invalid object ID)   It would be better, when a blank object ID is input, if it would just create the object, instead of erroring out, and if a non-blank object ID is input, if it would just update the object. This would be a lot simpler and less annoying for users. ...read more

Looking for a way to easily put together two strings as a property output, examples: Pre-populated string (i.e. a URL) + referring to another property on the same record (i.e. backend account ID) = full URL  String property + string property etc This is an inherent feature in systems like Salesforce and Gainsight. I need this in order to allow my reps to click into a prospect or customer's trial back end profile.  ...read more