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HubSpot email feature does not allow adding a property file (e.g: a pdf) as a personalized token when emailing a list of users with different files. To solve this, I have been using a rich text property to be used in the email. You can import the list with the different links to the files but you should not forget to format the spreadsheet with an HTML string <a href="link to be used ">Link name </a> so that it shows as a link in the rich text property ... Exibir mais

Connecting my Hubspot data to Excel or a data visualization tool like PowerBI or Tableau should be so easy!   I need to create real-time dashboards or reports that are sharable with customers without any need for manual updating. I don't have time to manually export data and format it each week on our outreach for so many customers.    How does this not exist yet?  This should be supported out of the box just like Hubspot's add-ins for Outlook or Gmail.  Please don't send us hunting for 3rd party patches!   Thank you          ... Exibir mais

With a big databse of both companies and contacts, inevitably there will be cases of duplicate records. Especially when HubSpot can only alert through very specific data hooks (domain, email - both of which are not always guaranteed to be present).   The current way to de-duplicate and merge is very tedious. It either requires a lot of manual work. Even using the de-duplicating tool is a slow process as it still needs to be done one by one, and in cases double check to see which is the "main" entry.    What we need instead is the option to mass merge through import! By simply adding in a sheet two columns with the object IDs, first column having the "main" entry ID then having the "to be merged" entry ID.   This would save us a lot of time! ... Exibir mais

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? ... Exibir mais

Just like there is a native property "Number of Associated Deals" or "Number of Associated Contacts" on the Company object, I am in dire need of expanding this to all objects and have an 'Associated' Property on all objects. Beginning with "number of associated Leads" on Company, Contact, and Deal. And on Leads: "number of associated Companies, Contacts, Deals, etc" But it should be everywhere: Any Ticket should have a Number of Associated "Fill in Object" for each object. Any Deal, any Lead, any Service, any... you name it. I have been building for several customers, and have to find all kinds of weird workarounds to be able to reference the fact that there is a related/associated record on a different object, when it should be there out of the box. It affects everything, from Workflows to Reporting to anything you want to build or do or connect. Associations are incredibly powerful in Hubspot, but if I can't use them, they are not useful. ... Exibir mais

Unfortunately, HubSpot does not export social posts from external sources, even though it displays them on the screen, nor does it export data according to the selected filter. I don't see how efficient it is to be able to see the data on the screen and not be able to export it. Reports with performance indicators are still manual, considering that we need to copy the information from HubSpot to Excel. ... Exibir mais

For many people who import data into Hubspot frequently, it can be frustrating to re-map properties and set the appropriate 'do not overwrite' values against each property every time. If we could create a template for frequent imports of the same sort/data, this would save time and streamline the process further. This would mean as well as Hubspot trying to remember which columns were mapped to which property (which works about 50% for us currently) it would remember all of them and their 'do not overwrite' tickbox selected as yes/no as well. We have many workflows that are reliant on the imported data being accurate and overridden/not overridden and this would save potential issues that come up now and again due to human error. ... Exibir mais

Currently, when a new company record is created, HubSpot automatically associates an image—typically the company's logo—with the company card. This visual element is very helpful within the CRM interface. Feature Request: API Access to Company Images: Provide a way to programmatically access the images automatically associated with company records. Allow these images to be retrieved and downloaded via the HubSpot API. Use Case: Our team wants to integrate these company images into our external database and internal systems. Having access to these images would enable us to: Enhance our external databases with visual identifiers. Streamline internal workflows that utilize company branding. Maintain consistency across multiple platforms by using the same images. Benefits: Data Integration: Facilitates better synchronization between HubSpot and external systems. Improved Workflows: Enhances processes that rely on company visuals. ... Exibir mais

I receive a daily spreadsheet report from an off-platform distributor of our samples. The format lists every sample SKU pulled on the previous day, and so Company, Contact, and Project info is  duplicated in the spreadsheet if a client pulls multiple samples for the same Project.   I would like to be able to import this spreadsheet on a daily basis into our list of Leads. I hope and assume that HubSpot would identify the duplicate Companies/Contacts, while preserving the metrics about individual SKUs and quantities sampled, as these metrics are important for our market intelligence.   When a sampled SKU progresses into a request for an estimate, the Lead will convert into a Deal. Should that Deal be approved, it will convert into a sale.     I took the time to create dedicated Leads properties that match each of the columns in my daily spreadsheet, but HubSpot is not able to perform a bulk import on Leads. Can this functionality be added to the site?  ... Exibir mais