Las grandes mentes piensan igual

Hi Everyone, I'm rather new to HubSpot overall and have been tasked by my CEO to import our CRM system from Excel into HubSpot. However he has some extra requirements for me and the integration with HubSpot that i need to get done.  I really need the help as i'm new to this and my boss is expecting results of this asap: 1. He wants to import the CRM to HubSpot 2. He wants to be able to see "Status" on individual M&A cases/projects that we're working on - To see the current status of the company we're trying to sell and where each contacted investor is in their process of evaluating whether or not to make the investment 3. He wants to also at the same time be able to see an overview on all the different M&A Cases/Projects active at once. 4. He wants an overarching integrated To-Do list that will prioritise his immediate To-Do in regards to the different cases and their needs in priority of each task. I now this overall description is rather vague and in some way confusing, however if anyone out there would be able to assist me in the next steps of making this a reality or pointing me in the right direction, this would be greatly appreciated! Best Regards, // Mathias  ... Mostrar más

According to Woo documentation, From WooCommerce 8.2, released in October 2023, High-Performance Order Storage (HPOS) is officially stable and enabled by default for new installations. It's surprising that MWB has decided to release an add-on for HPOS compatibility at an additional cost of $200/year, rather than incorporating it into their standard plugin.   This feature should be a part of the default offering, especially considering the growing importance of WooCommerce within the ecommerce ecosystem. Currently, WooCommerce powers around 40% of all online stores, and it plays a major role in enabling businesses worldwide.   Forcing users to pay extra for a fundamental update like HPOS compatibility undermines the trust of the community and creates unnecessary friction.   This issue doesn't just impact MWB users but also HubSpot, given that MWB is the primary integration partner for many ecommerce businesses using HubSpot. We kindly encourage HubSpot to work with MWB to ensure that HPOS compatibility becomes part of the core offering, providing your users with the optimal experience expected from modern e-commerce platforms. ... Mostrar más

HubSpot has removed the ability for company users with Account Access permission to see all company tickets in the Support Inbox.   This is a terrible decision on HubSpot's part. We have 20 people at our agency and any one or small group of them could be communicating with HubSpot support across any of the 60+ accounts we service. It's not practical to forward messages to the whole company on such matters. Furthermore, we have now irrevocably lost access to the ticket history for any team members who have left the company.   HubSpot support team, imagine trying to do this for your own ticketing system and if you couldn't see prior ticket history coming in cold to service an account. Please fix this! (It's fine if it's just for Super Admins, we just need to be able to see the history somehow.)   ... Mostrar más

It would be very helpful to receive notifications whenever HubSpot adds/changes additional IP blocks. Many times, my team runs into issues where we clear the servers that HubSpot says they use to send out emails, but whenever these are changed or added, we don't know unless we manually check, and by then multiple people have not received our emails. ... Mostrar más

When collaborating with team members, especially in a remote environment or even in an office setting, efficiency is key. A common scenario is needing to quickly share a ticket with a colleague. The easiest and most intuitive way is to say, “Take a look at ticket 1456.” However, without partial match search functionality for ticket IDs, this process becomes unnecessarily cumbersome.   Currently, I would need to either: 1. Write down or copy-paste the full ticket number. 2. Read out or type out the exact, sometimes lengthy, number. 3. Direct them to search by an alternative, often arbitrary, value. In contrast, tools like Jira Service Desk, Zoho Desk, and Zendesk support partial match searches for ticket IDs. This feature allows users to quickly locate tickets with just a portion of the ID, significantly speeding up workflows and reducing friction in communication.   By implementing partial match search for ticket IDs in HubSpot, users could: • Share and locate tickets faster, improving efficiency. • Reduce errors associated with copying or reading out long ticket numbers. • Enhance the overall user experience, especially for teams accustomed to this feature in other platforms. This would not only align HubSpot with industry standards but also make it more user-friendly and practical for everyday ticket management. Looking forward to feedback from the team and the community! ... Mostrar más

When adding a filter in a Help Desk view, the numbers in the column on the left are not taking the filter into account. For example, if it shows Unassigned (8) because we have multiple pipelines, but actually zero tickets are unassigned for the filter that we have set. I want the numbers in the column to match what I am filtering by. ... Mostrar más

Been expericing wonky formatting when the form is filled to hubspot and then relayed to slack. Would be great if we could have an easier/nicer formatting for us to see the data coming in from slack. Thank you very much! (Image not included as it might infringe customer's data) ... Mostrar más

Hi HubSpot Support, I’m working on a landing page and would like to create a button that directs users to a specific section on the same page when clicked. Could you please guide me on how to: Add an anchor link to a section? Link a button to that specific section using the anchor link? Thank you so much for your assistance! Best regards, ... Mostrar más

I enjoy using Hubspot for the analytics, tracking capabilities and relative ease of use.  One area of opportunity is allowing other email providers, besides Gmail and Outlook, to sync with Hubspot to allow emails being sent from companies, like Zoho email, to be tracked without the need of emailing directly through Hubspot.  There are a number of up-and-coming email providers that are now in use, like Zoho, and Hubspot needs to look at how to  accomodate users of those services. Streamlining the process seems to be a goal of Hubspot but I am unable to use Hubspot's tracking features unless I email a contact through Hubspot's CRM.    I am hoping Hubspot can come up with a solution for this soon,as I am sure that I am not alone hoping for an answer! ... Mostrar más