クリエイティブな才能を開花させよう

Es wäre toll, wenn man Dateien, die einem Kontakt zugeordnet sind und auch unter "Anhänge" sichtbar sind, direkt an eine Mail anhängen könnte. Bspw. auch per drag&drop.   Es ist nämlich unglaublich umständlich, dafür erst auf den eigenen Server, bzw. die Dokumentenablage zuzugreifen und nochmal hochladen zu müssen.  ...その他を表示

Currently you cannot search/filter custom objects by any of their associations like you can with other objects in the HubSpot tenant. Our use case would be allowing our CS team to easily search for special prices that are active in the system by searching the company the price is attached to. ...その他を表示

Hi,    Is there a way to map HubSpot Drop down feilds to D365 Look Up fields?   If not are you aiming to map, any release in Pipeline.   The reason is - Country in HubSPot is drop down but in D365 Country is Look Up field - we can't able to map - this is blocking our Integration.   regards Srinivas   ...その他を表示

Hello HubSpot Community,   I'm excited to propose a feature that could significantly enhance our customer engagement: CRM Voice Memo Integration. Here's the vision: Customers often have complex feedback that's hard to convey in writing. With a simple click, they record a voice memo on our support page, which then automatically attaches to their CRM profile. Our support team can listen to these memos, gaining a richer understanding of the customer's needs and emotions, leading to more empathetic and effective responses. This isn't just a voicemail; it's a CRM revolution: Direct CRM Linkage: Voice memos are automatically cataloged within customer records, streamlining support workflows. Transcription Feature: Voice to text capabilities ensure that every word can be analyzed and acted upon. Emotional Insight: Analyzing tone and inflection offers a new layer of customer understanding. Multi-use Functionality: These memos can be repurposed for marketing, testimonials, or training, with customer consent. Why this matters: In a world where digital communication often lacks personal touch, voice memos bring us closer to our customers, allowing us to hear their true voice and connect on a deeper level.   Idea Categories: Service Hub: Enhancing customer service tools with innovative features. CRM Features: Integrating new functionalities into the CRM for better data management and customer interaction. Customer Feedback & Insights: Tools for gathering and utilizing customer feedback more effectively. If you're as passionate as I am about enriching our CRM with the depth of voice, please upvote this feature. Let's bring the customer's voice to the forefront of our CRM strategy. ...その他を表示

When sending one to many marketing emails through either a scheduled send or a workflow it would be beneficial to be able to use any custom objects or marketing events properties. This would enable further customization of marketing communications to contact stored within HubSpot, allowing users to program emails with specific information relating to assets that the customer may have interest in.   An example of this would be with marketing events a user would be able to program an email that could be used based on the recipients attendance and status for that marketing event. This could be as simple as including the name of a film festival that you were hosting, and the person registered for and attended or didn't attend, another example would be sending a notification reminder to a client to get their oil changed on their car and includes specific information about their car in that email.   These changes would allow HubSpot users to generate more engaging and relevant emails to their contacts. As stated, in several other similar posts within the ideas for them, or questions in the HubSpot community, many other marketing platforms, such as Marko, Salesforce, and others, provide this functionality out of the box or with limited effort to add. ...その他を表示

Have the ability to remove a Custom Behavioral Event Record from an object w/out deleteing the entire Custom Behavioral Event. So when you are testing an API call, you can delete test records. ...その他を表示

Properties such as pets, family members, beneficiaries, assets, working experience, etc. which have their own set of properties are very troublesome to collect.   Currently, there is no way that we can collect info via a form that would allow the contact to add more if they have more than 1 of the required items.   I know that this can be done using custom objects but we cannot do this on forms while collecting the main contact info right now. I think this could be done separately with multiple submissions which is not very efficient for both us and our contacts.   That being said, we are forced to collect this info on the contact level where we need to duplicate the same properties again and again only to accommodate if a contact has more. We are sometimes forced to limit it to 2 only since the method is very inefficient.   Hopefully, soon we'll get that custom object support or at least a "sub-array" property for contacts/deals that can hold multiple objects.   Also, the Hubspot I asked wasn't clear about this. I hope that HubSpot won't create a contact whenever I communicate with the contact's associated custom object, in this case, a family member or a relative. ...その他を表示

It is difficult to differentiate records when associating them with Deals or really any Objects. A few of our standard objects and many of our custom objects have the same name and we are looking for an easy way to filter the association window to pick the right one.   Example of a Company: - St Johns (in California) - St Johns (in Colorado)   Example of Custom Objects (Inventory) - Inventory with Same Name (Year Version: 2023, Status: Active) - Inventory with Same Name (Year Version: 2022, Status: Inactive) ...その他を表示

Hi, I am trying to create an association within a form between Tickets and another custom object. For example I want to connect a "Live System" (custom object) to a ticket generated through a form whenever this specific form is filled (customer specific form).   It looks like forms are based on the object "contact". therefore only associations from the contact submitting a form are carried over to the ticket. If I add the value from my custom object to the form as hidden field, it still will not carry over the connection.   Therefore I request to select which object will be the base of a form, in order to be able to target service forms to specific customers. ...その他を表示