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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. ... Exibir mais

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? ... Exibir mais

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! ... Exibir mais

Is there a way to create a New Note or Log an Activity for a Contact in a workflow? It would seem this should be easy but I could find an anwser anywhere.    Thanks for any guidance. ... Exibir mais

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.       ... Exibir mais

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!! ... Exibir mais

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. ... Exibir mais

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.  ... Exibir mais

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). ... Exibir mais