Las grandes mentes piensan igual

Actualmente en HS cuando requerimos exportar la data historica de una propiedad, se descarga la BD completa, lo cual en muchos casos no es necesario teniendo en cuenta la cantidad de registros que se puedan tener para la propiedad. No es muy conveniente exportar data de una propiedad que tal vez pudo tiene o pudo tener 30 registros y que para esto tengamos que descargar una BD completa que tal vez pueda superar el 1.000.000 de contactos.   Veo muy apropiado se pudiera exportar la data historica real de la propiedad y no la BD completa, por temas de seguridad, practicidad y peso del archivo, ademas de las alertas que genera exceder el tope de exportación sin que sea necesario. ... Mostrar más

The need to download and analyze data from Sequences, I can export everywhere else on the website except for Sequences.    I can cobble something together using the 'Sales Contact Analytics' tool and filtering 'Contact' data but downloading from the specific sequence page and getting data like Open Rates and what step is the contact in the sequence.    This idea has been kicking around since 2018: https://community.hubspot.com/t5/APIs-Integrations/Sequences-Data-Export/m-p/248477 ... Mostrar más

1) Please have an option to include further details when exporting workflows as images. For example, the details of which specific contact owners are rotated amongst would be helpful to export.   2) Alternatively, or in addition, please add an option to export the entire workflow (including all details) as CSV files (instead of images).   Both of the above can assist with repairing or reverting a workflow after any unwanted edits, and are likely easier and quicker to use than attempting to see what happened via the cumbersome revision history.   ... Mostrar más

Hey HubSpot,    We could really use help with setting up an approvals system/process for imports where an admin can just review imports that people submit before they are run.    That would help us utilize the tool a lot more than we crrently do ... Mostrar más

Some users are located outside the USA and may not have access to the HubSpot payments tool or the built-in Stripe payment processing. To cater to their needs, it would be helpful to have the option of importing payment records for reporting purposes. This would ensure that everyone can effectively track and manage their payments ... Mostrar más

We use workflows to automate our outreach to companies and would like to contact only one person from each company at a time. Presently, there is no way to set this up in a workflow nor is there a way to see just one contact from a company in a list or report.   Because of this, not only do multiple people in a company get contacted when we don't prefer it, but follow-up tasks get made for each contact based on one reply/company property change.   This also makes it difficult to manage productivity in reports because information is duplicated for each contact at a company. ... Mostrar más

Recently, our team upgraded to an enterprise level of HubSpot, so we are conducting an overhaul of some of the properties to determine what we could improve use of via calculations. One of the things I wanted to look at to help determine this, and help clean up our back end a little bit, was to look at our data quality and see what is currently not being used and help determine if we need it or if we can delete it.  Unfortunately though, I am unable to export this information, which means having to go and search one by one each property.  I think that this would be helpful for other users as well to help clean up and improve the quality of data in each CRM so as to best optimize with the creation and use of contact and company personas. ... Mostrar más

Hi, Would it be possible to find a way to export the Tickets, in a type of PDF? This would allow me to export our ticket for product issue in our Company Drive where everyone will be able to learn from problems we have at the Service Department.  The ticket could also be use as learning tools for some department and new employees.  ... Mostrar más

Currently property history has the ability to see which contacts have been updated in a span of time. Can you please add source in which the Property has been changed in export property history? ... Mostrar más