Great minds think alike

Currently in the text snippets and email templates tool, it's only possible to use tokens from standard objects such as contact, company and deals. It cannot pull any custom object fields which is a huge bummer.   It'd be really useful if HubSpot can implement this feature for enterprise accounts who have data spread out across multiple standard and custom objects. This is possible in marketing emails, so implementing this in custom objects just makes sense.   Please upvote this idea if you feel the same or have had similar painpoints! Thank you. ...read more

It would be incredibly valuable to have HubSpot automatically generate Stage Calculated properties—Date entered [stage ID], Date exited [stage ID], Latest time in [stage ID], and Cumulative time in [stage ID]—for ALL standard and custom object pipelines, not just Deals, Leads, and Tickets.   For instance, the Service object is an excellent tool for SaaS companies to track implementation or activation milestones. However, while a "Service Stage Properties" group is created by default upon activation, users must manually create the stage calculated properties, which is time-consuming and inconsistent with the functionality already provided for other objects. Since this capability exists for Deals, Leads, and Tickets, extending it to all pipelines (e.g., Service, custom objects) would streamline setup, improve reporting consistency, and enhance automation workflows across the platform.   Why not make this a universal feature for all object pipelines? ...read more

Goal: Enable personalization using Course object properties in marketing emails and workflows.   Reason: Personalizing emails with course-specific information (e.g., course name, start date, instructor) will enhance customer engagement and communication efficiency. This feature will bring consistency in using standard CRM objects like Course for dynamic email content. ...read more

Hi HubSpot Community! I recently chatted with HubSpot support about an idea related to conditional cards. Currently, when creating conditional display logic for cards, we can only set one condition at a time. However, my team often encounters scenarios where multiple conditions would significantly enhance the user experience and streamline our processes. For instance, we would like to: Display a deal card specifically when Client Type = Carrier AND Deal Type = New Deal. Or perhaps when Client Type = Customer AND Deal Type = Renewal. Even when Client Type = Vendor AND Deal Stage = Proposal Sent. Allowing multiple conditions would enable us to create far more targeted and relevant deal cards tailored to the specific needs of various internal teams, including support, customer success management (CSM), onboarding, and even sales operations. This would not only improve efficiency but also enhance our team’s overall productivity and accuracy in managing client interactions. Additionally, implementing this capability would assist our team significantly as we are currently considering migrating several of our teams from other platforms onto HubSpot. Being able to tailor deal cards based on multiple criteria would considerably ease our transition and adoption phase, improving overall satisfaction with the platform. The HubSpot support team indicated that, although this particular functionality is not currently available, it is on their development radar for potential implementation later this year. They recommended that I post here to highlight this need and gather additional feedback and support from the broader community. @community; if you also find value in this idea or have similar needs, please consider upvoting and sharing your use cases or additional ideas below. Thank you!   ...read more

Il y a la notion de propriétaire d'entreprise, de contact etc mais par exemple il se peut très bien qu'un utilisateur Hubspot ait ajouté un numéro de téléphone sur une fiche prospect sans pour autant en être le propriétaire. De ce fait, il est difficile de monitorer une équipe commerciale lorsqu'elle est objectivée sur le fait d'ajouter des n° de téléphone. ça serait chouette d'avoir cette info 🙂 "Action effectuée par l'utilisateur ID etc" ...read more

Currently, when using the Global Search Function, we cannot amend the default Global Search Results Settings to display properties in the Global Search Results View columns that are relevant to the specific business, and customise views to different teams/ team members in the business.    i.e. Global Search Results for Contacts only show default columns for Name, Email, Phone number, Primary company, and job title.  Global Search Results for Companies only show default columns for Company Name, Domain, City, Region, Phone and Company Owner.  Similarly, we are locked to default properties with Deals, and all other objects.    Goal  We are able to tailor the Global Search Results settings to meet the needs of different teams/users, much like the way we already can edit the object-specific search result views with the Contact/Company/Deal search tabs. This will enable us to:  - Choose properties to display in the Global Search Results view  - Choose order of columns that display  - Change length of column.   Different teams have different needs:    Use cases Different properties/columns to display for different teams  - Service teams may find it more useful to see a customer code property/column in the Global Search Results View; while they can use the Global Search to find the correct company, they can't see on the screen they are clicking on the correct company, because we cannot bring in the <CUSTOMER CODE> company property to the results view.  - If searching companies, would be great for sales teams to see the primary contact in a column, and click directly onto this, rather than needing to click on the company record, to then search for the primary contact  - If searching tasks, would be great to see the internal task owner in a column, so you can easily see accountability.    Ability to edit length of columns  There may be several entities e.g. deals, companies, with nearly identical names, but a small variation right at the end of the deal/company name. So we can correctly read the name, we need to be able to edit the length of 1 particular column in the display screen. This means we don't have to click into the record/hover over each record, to read it. e.g. COMPANY NAME is likely to be longer than other properties, so we want the ability to make this column longer than others.    ...read more

The introduction of Prospecting to manage leads is a welcome addition to HubSpot.  We have adopted it and over all it works really well.   However, some of the standard functionality in how you manage other record types (companies, deals and contacts) aren't available for Lead records.  This includes: exporting leads to a spreadhseet, and the ability to make wholesale changes to that export and re-import it back into HubSpot.  The ease of use of HubSpot doesn't seem to apply to Lead records which is frustracting and hard to understand.  Can this be fixed to make data management of lead data easier and encourage the adoption of the Lead feature in HubSpot?   ...read more

I have a custom object built out with Contacts associated with each "object." When I select the email button, it doesn't auto-populate the associated contact's email address, and we have to type it in. This runs the risk that we could email the wrong person as we are sending sensitive information to more than one person. ...read more

Currently part of the deal tag creation process includes applying filters. I'd like to create a tag labeled On Hold that team members can apply when they are on top of a deal but the conversation is on hold awaiting something on the client side. Because we work with school districts, often times initial conversations might sit for a month or more waiting for budget updates. It's helpful to know that the deal isn't necessarily stale, but intentionally on hold. Currently there is no way to bypass the filter stage.  ...read more