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Tracking Contracts in hubspot is challenging. To solve this I created a custom object that relates to companies and deals. Unfortunatly my newly created contract cannot associate with Products, Line Items, quotes, invoices, payments and subscriptsion.  I'd love it if hubspot would enable the ability to build associations between custom objects and quotes to track payment milestones and eventaully payments. ... Mostrar más

Native objects and custom objects are in the mobile app. This should be the same for on-demand object  (appointments, Projects, Services, Listings and Courses). ... Mostrar más

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At the moment, when we create reports, some of the fields are not fully visible in the report (too many words). At the moment, the only workaround is to hover over the text, but this is not great.   It would be very helpful if we could create a report that ensures all words are visible in the report.  ... Mostrar más

Currently, option-based properties (dropdown, checkbox, radio) in HubSpot must have separate option lists, even if they contain the same values. This creates extra work and risks inconsistent data. Proposal: Add a global option library that can be linked to multiple properties across different objects. Updating the option set once would automatically update all linked properties. Benefits: Ensure consistent data across objects Reduce time and effort in managing options Improve reporting accuracy ... Mostrar más

We use the Service object to manage and track our professional development and service offerings, and the Appointment Object to track our Success Team's Partner Engagements.    These are date dependent but there is not the ability to view these pipelines as a calendar.  Strange since the calendar view option is available for Contacts, Companies, and Deals.   When will the calendar view option be available for the Service and Appointment Objects?   And - you need to update your "select idea category" options ... Mostrar más

Equipo, considero necesario poder administrar la propiedad nativa Apellidos, dado a que hay industrias que requieren guardar el apellido Paterno y Materno en propiedades independientes. Quizá la opción de ocultarla. Muchas gracias. ... Mostrar más

The Problem: Currently, HubSpot Marketing Events must be created one by one in the app, which is a time-consuming and inefficient process. While the ability to associate contacts with events is powerful, the manual creation process prevents a user from easily and retroactively logging a large number of past events. This makes it challenging to: Attribute contacts to past events: Without the events logged, you can't associate the contacts you've met with a specific historical marketing activity. Get a full picture of historical ROI: You can't report on the full impact of your past marketing events, making it difficult to demonstrate their value. Scale your marketing operations: As you attend more events, the manual data entry becomes an insurmountable administrative burden, taking time away from more strategic work. Who This Is For: This feature is for any HubSpot user who wants to track the ROI of their marketing event attendance, but it is especially critical for: Marketing teams that regularly attend industry conferences, trade shows, and webinars. RevOps specialists who are responsible for data cleanliness and providing a full picture of marketing attribution. Sales teams who need to see the full context of how and where a contact was met. Proposed Solution: A "Bulk Import Marketing Events" Tool I propose a new feature within the HubSpot Marketing Events tool that allows users to bulk import a list of marketing events via a CSV file. This would function similarly to the existing bulk contact, company, or deal import tool. The import CSV file would include key event properties, such as: Event Name: (e.g., "Consensus 2024," "Fintech_Devcon_2023") Event Type: (e.g., "Conference," "Webinar," "Trade Show") Start Date / End Date: (Required for accurate historical tracking) Organizer: (e.g., "CoinDesk," "Fintech_Solutions_LLC") Location: (e.g., "Austin, TX") Marketing Channel: (e.g., "Trade Show," "Webinar") Campaign Association: (To link events to broader campaigns) Examples of How This Would Work: Preparation: A user would export a list of all historical events from a spreadsheet or internal database. Import Process: Navigate to the Marketing Events tool in HubSpot. Click on a new "Import" button. Upload the CSV file and map the columns to the corresponding HubSpot Marketing Event properties. Run the import. Contact Association: Once the events are created, you can then import the contact list for each event and, during the import process, select the associated marketing event. HubSpot would automatically link the contacts to the correct historical event. Business Impact for Utila.io: For Utila.io, this feature would be a game-changer. Imagine attending a major crypto conference like "Consensus" or a fintech summit like "Money20/20." With this feature, a team member could: Import all of your past events from the last two years in one go. Retroactively associate thousands of contacts with the correct event and campaign. Run a report showing the exact number of qualified leads and deals sourced from each historical event. Finally, have a clear, data-driven answer to the question: "Was our presence at that 2023 conference worth the investment?" This feature would save countless hours of manual data entry and unlock the ability to accurately measure the long-term ROI of marketing events, which is critical for making smart business decisions. ... Mostrar más

The new Beta feature for Calendar View in Deals is great, but I would like to have a Calendar view in my Custom Objects. I know there is an App in the Marketplace that does this, but I wonder why it exists for Deals and not Custom Objects.    ... Mostrar más