Great minds think alike

💡 Idea Title Allow Conditional Properties to Be Automatically Expanded in Record View for Read-Only Users 📝 Idea Description Currently, when properties are shown based on conditional logic (for example, properties that appear depending on a Ticket Type or another controlling field), those properties only become visible after a triggering interaction or edit event. However, there is no way to force these conditional properties to automatically appear expanded in the record view for users with read-only permissions. 🎯 The Use Case In many organizations: Certain ticket properties are populated via forms. These properties are shown conditionally depending on a selected value (e.g., Ticket Type, Category, etc.). Some users (such as auditors, supervisors, compliance teams, or operational reviewers) only have view permissions, not edit access. The issue is: If the conditional field was already populated via a form, users with read-only access may not see all related conditional fields clearly displayed unless a change or edit interaction occurs — which they are not allowed to perform. This creates friction in review workflows and visibility processes. 💼 Business Impact Read-only users cannot easily review all relevant data. Supervisors and compliance teams may miss context-specific fields. Forces organizations to either: Grant unnecessary edit permissions, or Duplicate properties into non-conditional groups, reducing form logic efficiency. In regulated or audit-heavy environments, full visibility without edit capability is critical. ✅ Proposed Enhancement Allow administrators to configure conditional properties so that: If the controlling condition is already met, And the property contains a value, The property automatically appears expanded/visible in the record view, Even for users with read-only permissions. This would: Improve transparency Preserve permission boundaries Support enterprise and compliance use cases Enhance usability without compromising security ...read more

it would be great to have an country specific formatting option on Postal Code - just like the Phone Number Formatting ...read more

The company name was once populated by HubSpot Insights, but as that feature is being retired, we've recently discovered that the new data enrichment tool is not populating the most basic data, i.e. the company name. Please bring back the auto-populating of the company name! ...read more

I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event flagged as attendees. so a business knows which are valuable contacts.   It would also be helpful to be able to use a workflow to send different communications to clients based on their association tag. ...read more

We need the ability to append custom single-line and multi-line text values when merging records or in a workflow (where the "append" option is missing).   As an agency, we use a custom text property to house Partner IDs for our brands inside different PRMs, but we often run into the case where major publishers have multiple IDs; since we use it as a unique identifier, this creates duplicates that, when merged, remove the alternative IDs that we need to see.   Some publishers will use a dozen or more Parner IDs and we need to see all of them in their company records.   Currently, the only solution is to review the history of the property and append the values manually (which is too time-consuming to sustain as a practice), or download our duplicate companies every week or two and append the values in a spreadsheet, then import them back into the system and proceed to merge the duplicate records.   Neither of these solutions are what you'd expect from a professional CRM like HubSpot, and we need a better way.   It would also be great if we could retrive and append values from a property's history in a workflow as well. ...read more

The new quick import option for contacts doesn't have the option to set contacts as marketing contacts.   This results in 300% more clicks required. You have to import, then go find the segment (list), select all, and then click more, and then click set as marketing contacts... Please bring this checkbox back on imports.   ...read more

It would be really helpful to see who all is using a specific saved object view. I would like to clean up saved views but don't want to delete them if other users are actively using them.    Ideally, there would a column like the "Dashboards" column in Reports. Perhaps a "Used in" column with a number of how many users are using the view with the ability to click the number and see the list of users. ...read more

You are able to auto associate activities to contacts, companies, deals and more but not LEADS.  It is very time consuming for users to create activities for leads in the leads dashboard, company or contact and then have to open the activity associations and mannually associate the activity with the lead.  This manual handling results in mistakes and missing activities when someone is viewing the lead and it's progress. It also takes longer to find activities when they are not associated to the correct places.  If auto association is available for other objects, it should be available for leads as well! ...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