Great minds think alike

It would be great to be able to integrate apps with more than one business units. Currently it is just Zoom. ...read more

When you create a Deal from inside a Contact or Company you can choose which properties to include on that form. Line Items is also there which is great, but you can not choose which fields to include on the quick create form. It is very frustrating for the user to have to choose the line item and click save, then have to go back into it on the Deal record and find the Line Item to add QTY, Price etc. Can we please add this functionality?? ...read more

Sequences are surprisingly limited in the control they allow over delays.    For example, there is currently no way to add a delay at the beginning of a sequence. We want sales people to be able to send a quote, then enrol the person in the sequence immediately, wait X time and if there has been no response to the quote, send the first email in the sequence that says "following up on the quote":.    The problem is that the way sequences are now, the email that's the first step can only send immediately.    I know you can customise this when enrolling people manually, but we want to use a Workflow to enrol people, and there is no way to set a delay in the sequence when using a workflow. Yes we could add a delay in the workflow, but this will then not remove anyone who does reply to the quote in the first place (hence not needing the sequence to send).    The second problem is that the minimum delay between sequences is 1 day. There is no way to trigger something immedialy, or 1 hour/minute later. Only one day. This makes no sense when you're trying to do something like "Task to call contact - completed --> send email immediately about the phone call".    Please allow more control over sequences in the same way most other tools allow, and in the same way you allow more control over regular workflows.  ...read more

Wenn wir neue Mitarbeiter:innen als Benutzer in Hubspot anlegen, möchte ich diese systemseitig dazu verpflichten ihr Gmail-Konto und ihren Kalender mit Hubspot zu synchronisieren.    Dies tun wir, da wir 100 % transparent arbeiten wollen mit unseren Kunden. Alle Mail-Domains mit potenziell datenschutzrelevanten Mailverkehr haben wir bereits über die blocklist von der Hubspot Protokollierung gesperrt.  ...read more

Hello, I would like to suggest the possibilty in Hubspot that custom survey can be also linked to a ticket (or more objects, not only a contact as it is right now) so that we can then produce tickets related reports with feedacks : Show only feedbacks with the Source Ticket = Phone, or with a specific Ticket Category etc...   At the moment :  - Only feedbacks with CES survey are linked with ticket but this survey allow to filter only on the pipeline property to identify the recipients of a survey, which is too light - Custom survey allow to choose from any property of a ticket related to a contact ... but the feedbacks will be linked only to the contact ...read more

OPPORTUNITIES for round robin meeting links today:   1) My team is looking to assign a true round robin where each member receives evenly distributed leads. It has been noted in another thread this is not how the round robin function works today and that they are distributed based upon first availibility today. Is that correct?   2) Time Zone would ideally be set in user profile settings and assigned to each meeting link based on that setting. Thus, round robin would ideally be following each person's user profile setting to understand their availibility. Seems the workaround for this is the new "Consider working hours" setting? 3) Would love an ability to have our sales@ email take the place of Organizer when round robin is in place OR the Organizer is the individual chosen for the round robin.    WHY this matters to us - Calendly can do ALL of this today, but Hubspot cannot. I want to use the native meetings tool to garner greater functionality within workflows and reporting, but cannot if round robin opportunites stated above are real gaps and don't have a reasonable workaround.  ...read more

Hey HubSpot Community,   We are considering buildling out the Customer Portal in the Service Hub, but are concerned the portal does not have MFA. Any thoughts on if and when Hubspot will be adding MFA to the customer portal?   Happy Thanksgiving! ...read more

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.       ...read more

Some people in our company create lists of contacts and then enroll them in workflows.    To allow that, we have to give them access to all workflows so they can edit them. This is a high-security risk of them being able to actually change workflows.   We need a more precise distinction here so that we can grant access only to those who should make changes to the current workflow. ...read more