Great minds think alike

Cuando cargo un valor numerico a una propiedad de Numero hubspot interpreta la separacion decimal ("Coma" o "punto") como un 0 (Cero).    Por ejemplo, si de un archivo excel cargo el numero 11111,11 HubSpot lo interpreta como 11.111.011.-   Necesito solucionar este error porque dentro de mis comunicaciones a cliente debo informar numeros en formato Españo (111.111,111)   Si alguien me puede ayudar, gracias!   ...read more

Per HubSpot: At this time in Hubspot we do not have a way to log PO mailings without going to each individual contact record and making a note on that record. It would be extremely beneficial if this could be changed so a PO mailing list could be imported into HubSpot with a corresponding note on each relevant contact.  ...read more

The title may be confusing, but the premise isn't.   When viewing the Imports page, we typically get data such as: Name of the Import New Records Updated Records New Associations Error Count File User Create/Import date   This is helpful information for teams that are in charge of maintaining contact cleanliness, associating objects to one another, or creating lead lists, but it is also a helpful record for when we want to review what was imported and when.   Some of our new metrics include tracking the number of new, updated, and associated objects to one another, and we wanted to try and backfill to the best of our ability, but without being able to search on that page, export all records, or filter based on import date it makes it difficult.   I think this could be a handy source as well for others because if they're looking to include additional reporting similar to this and be able to use it to cross compare to other reports and conduct an audit this would be very handy. ...read more

It would be helpful to be able to export the property history for a specific contact. This feature would be helpful for auditing activity/history on a specific contact. With the other export options available, it seems this should be a straightforward addition.    Just an export button on this screen:  ...read more

Having worked across a number of Hubspot instances, particularly ones that are established, field cleanup is a common task to help with revops and efficiency. The properties export is helpful in terms of looking at the total fields and making decisions but it would be great if it could include the information around the number of objects with that field and last date when that field was updated. Total objects with the field are viewable on each property, but I have to manually take that information and add it to the export file in order to quickly filter by that. ...read more

Please allow admins to create their own Record ID that is unique, out side of domain URL or Record ID. I have my own Unique Identifiers per record, and I do not have Domain URLs for 90% of my prospects/clients. If i want to do a mass upload to update info, i have to export all of my currrent Record IDs then marry them up with my unique identifier OUTSIDE of hubspot. Once done i have to import back in.  1. Admins or users that import leads in bulk 2. Goal is to update records in bulk INSIDE of hubspot 3. This will save time and keep me dependent on your product. The more work i do outside of hubspot, the less likely i am to stay 4. Yes, your competitors have it 5. I would be welcome to provide example outside of a public forum.    thank you! ...read more

Hello all,  unfortunately we dont have an integration between Hubspot Marketing and SAP C4C (CRM) at the moment.  We are exporting contacts, that are changed in the last week, from Hubspot manually. In the third party system information of CRM (opportunities, leads, contact persons) are automatically exported and a macro in Excel puts them together (identifier: email address of contact) in order to provide the Sales Team information about current website activities of the contact person, they creating a quotation for / processing an offer.    The Hubspot contact export should include the form names of the form submissions (not only number of form submissions). I only know the standard option to export contact properties. Therefore, we created a custom property with multiple checkbox type and set the values for every form submission via workflow. (for every form one separate workflow) Is there a possible other workaround for this?    We face the limit of workflows and with the simple automation workflows in forms it does not work (no option to update a contact property). The option to make it a hidden field in the form, does not work either. For re-conversion it overwrites the value and does not add it to the list in the custom contact property.  Thanks for feedback. Really appreciated! Best regards, Deborah ...read more

My firm has a number of travelling delegates, and their days are jam-packed with meetings. They sometimes add their notes directly after the meeting, but like to check and supplement their notes and any other missing data at the end of the day. It is much easier to do this with all data listed together, in an Excel worksheet.   I would like to be able to export contact info along with the notes they've added, so that they can edit the contact data and if necessary edit or supplement the notes. I would then reimport the data and notes so that the original note is overwritten (or created if no note yet exists).    There is an Engagement ID associated with the note, so I guess it should be possible to overwrite the note body, but currently this cannot be done. Apparently HubSpot is planning to roll out this feature, but does not yet have a timeline for this. See the original community query here. ...read more

Reporting on Conversation feedback is very limited if you can't view which Agent the feedback applies to. Agent is presented within the UI but there's no filtering or controls to use there. If it's available in the UI, I'd expect the export to at least mirror the in-site report.   Export includes: Contact Name, Email, Survey Type, Survey Name, Rating, Sentiment, Response Content, Submission Date   In-site UI includes: User (response content in subheading), Rating, Agent, Chatflow, Submission URL, Submission Date ...read more