Gute Ideen sollten geteilt werden

jcj87 · ‎Feb 4, 2020

AS admin in companies with more than 50 users, we should be able to manage permissions to merge contacts since it implies "manipulating" the database by anyone who can edit contacts even if he is not aware of the impact merges could have.

jameswindrow · ‎Feb 2, 2017

I've created a custom source field for Contacts and mirrored it in Deals. The reason for this is because the Hubspot default options were too limiting and could not be edited. Now I want to map the fields so when a new deal is created from a Contact the source information is updated within the Deal. My ultimate goal is to map deals to sources. Is this possible? If not, is there another way to approach this that will give me the same result?

RiccardoPisani · ‎Dez 7, 2022

Dear HubSpotters 🤖, in the past we had the possibility so see all the points in time when a contact list was modified directly on the trend line of the list perfomance within the performance tab. It was so convenient since we could easily spot when the filters were changed and the direct impact those actions had on the list #s. I recall there was a specific marker on the point in time where the chage occurred. Now, if we go on the `details` tab, we can see the `last updated` date but it is not enough and not precise as it was looking at it directly on the trend line. Also, now we can see only the last change, so we are missing what happened in the past. Referencing here an old article from the HS blog with an example. It would be great having those `change markers` back!

mtruss · ‎Mär 16, 2021

Problem: At the moment, Insights does not work for every field properly. (More info here: https://community.hubspot.com/t5/CRM/HubSpot-Insights-Database-enriches-wrong-address-information/m-p/419158#M125703) You already implemented an option to disable it completely. (https://community.hubspot.com/t5/HubSpot-Ideas/Option-to-turn-off-HubSpot-Insights-on-company-records/idi-p/178713/page/2#comments) This is not ideal, as some information is correct and we want to benefit from it. Solution: Provide the option to enable and disable Insight on a field basis instead of as a whole.

RyanneH · ‎Jun 25, 2020

Posting on behalf of HubSpot user: Requesting use of key-commands when navigating CRM records. Finding that mousing around everywhere takes additional, unnecessary time. For example, use of return key to trigger any solid orange buttons on the record. Could also be expanded into the use of hot keys to quickly force commands in the system - navigate to associated contact/company record, create objects, etc.

birdman · ‎Aug 26, 2020

When a Contact or Company has a multi-select property, during a merge the values of the source objects are not "copied" to the destination object. For example, Company has a custom multi-select project named MarTech stack. Company 1 has values "Hubspot", "Google Analytics" and Company 2 has values "Mailchimp" and "Matomo". When these companies are merged, you want to maintain all 4 values. With an import you can choose the bahavior by adding a ';' (to add) or without semicolumn (to replace).

nbazilev · ‎Mär 18, 2020

I wish we had the option to auto-associate objects with each other. For example, let's say a contact has several deals and one ticket. Can we have the option to auto-associate all the contact's deals with their ticket? This would significantly help eliminate manual steps in reporting and data, and improve organization.

micleiden_BE · ‎Mai 20, 2019

Hi Hubspot, For the moment we can create contact, company and deal stage via Zapier. It would be so helpful to be able to add a Note in a contact/enterpise profile via Zapier too. In our case: We use Typeform to get feedback or Support identification We have to copy/paste answer manually from TF to Hubspot Zapier should make this connection. Adding Notes from external sources via Zapier would save tons of time.

EParzek · ‎Sep 29, 2023

Here is another use case that I'd love to use AI for but which ChatSpot doesn't do yet, in case anyone is looking for feature ideas 🙂 Our instance was installed in 2017 so there is a lot of data in there. It would be wonderful if I could summarize or report on an individual easily using chatspot and their email address. Here is an example of what I just tried to do - rather than wading through 7 years of activity to glean if a person has been at all engaged, I thought I'd ask. I hope something like this becomes possible some day. On the low end, I'd hoped for a table summarizing his activities. On the dream side, I was hoping for "Victor has opened 13 emails out of the 36 you've sent since January 5, 2019. He has not engaged in any emails since August 2022." And then to be able to ask more questions. This would be dreamy!!

BradleyE · ‎Jan 31, 2020

Contacts can have 1 "Associated Company" and several "Related Companies". Workflows and Lists can be generated based on properties of "Associated Company" BUT not "Related Companies" - as I've been told Related Companies is still a BETA feature. Expanding the Lists and Workflows to included segmentating based on the properties of Related Companies would be immensely helpful and prevent the necessity of creating duplicate Contacts in order to trigger Workflows and generate correct Lists. Example of Issue: We have "Owner A" who is the owner of "Company A", "Company B", and "Company C" that are in the states of Arizona, Nevada, and California, respectively. Company A is the Primary Associated Company while B and C are merely "Related Companies". We need to send an email to all of our customers who have a company in California. If we create a List where it filters/segments Companies where "State" = California, Owner A will not be included because their California office is only a "Related Company". This is just one example where having "Related Companies" is almost pointless, aside from making UI a bit simpler for customers who have multiple locations/businesses. I wasn't even away of the issue until it was tested in the specific scenario given above.

Gute Ideen sollten geteilt werden

Merge contacts permissions

Copy contact properties to Deal?

List performance trend line - updates/changes markers

Disable/Enable HubSpot Insights for each field seperately

Program hot keys for quick navigation

Multi-select property when merging

Auto associations between ALL objects

Adding Notes from other sources via Zapier would save tons of time.

Summarizing contact activity

Related Companies -- Included in List Segmenting and Work Flows

Vor Kurzem umgesetzt

Vor Kurzem in der Beta-Version