Great minds think alike

ElinRisberg · ‎Sep 22, 2022

When we export the close dates on deals in a workflow that update a googlesheet with a new row everytime it is a new or a changed deal, the close date is just in milliseconds. I now we can use a formula to get the rigt date.. But we use til workflow to Googlesheet in an integration with an other system that automaticly pick up the new row an create og edit an item in the other system.. and the formula doesn't work in this sheet, and the other system doesn't understand milliseconds. I really like to export dates in a normal shape and not milliseconds. Thank's

JTBuys

It would be very helpful to be able to import postal mail activities through the import tool. Currently the only options are manually on each record or through the api. We work with financial services companies and they send a lot of direct mail through various banking platform providers. The mail sent through those platforms cannot be sent through HubSpot. They also don't always need to import direct mail from all platforms. So, when they do need to know which of their customers has been sent direct mail they often have to use over-complicated methods to get a one-time import into the CRM.

JFirestone · ‎Feb 5, 2024

I send emails on behalf of sales reps with personalized token links which include email and calendars. Because these emails are deployed from up to 40 or so reps at a time, it is very cumbersome to manually review one by one which users have their email and calendar status active. These are data points which are available as a column view, but the export does not include any of this information. My idea is as simple as including the following data points, which already exist, on the user export: Calendar Status Email Status Invite Status Thank you.

KPruett · ‎Dec 11, 2023

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.

AHaskett · ‎Aug 25, 2023

I would like to request the availability to export/print customer notes. There are a variety of roles that could benefit from this feature. For my example, we are a financial institution subject to intense audits of customer information. We are legally required to keep files with dated customer communications when related to specific products. Our team loves using Hubspot, but saving the information in a secondary location becomes tedious. Simply having the ability to filter a customer's activity and notes and then print to pdf or export would be extremely helpful.

Anonymous · ‎Feb 28, 2023

Hi HubSpot - I signed us up for the Beta feature allowing for rollback of import and I noticed and was confirmed by HubSpot Tech that this feature is currently available to HubSpot Support. I would like to suggest to make it available to HubSpot Admins/users too. That feature saved me hours of time in the past and is extremely helpful.

BSong · ‎Jan 6, 2023

HubSpot has several export functions for Records (such as deals) and Reports, however the data that comes out for it isn't always in an ideal format. For example, when exporting a report with number field it shows it in a decimal. It's hard to use it to calculate/sum an amount. Having a feature to format our fields before exporting them would solve this

ihojl · ‎Jul 26, 2022

Submitting on behalf of a customer: SKUs are commonly used as a product's identification code elsewhere. It would be great to allow SKU's to be used as a unique identifier (such as with email for Contacts) when importing or updating products.

KPak · ‎Jan 18, 2024

It would be great to have the ability to filter exports by export name/date range/user etc. When you are in a portal with hundreds of users and exports are frequent, being able to filter to your exact export would be REALLY helpful.

James8888 · ‎Jan 18, 2024

The Smart Copy import is woeful and need improvements (perhaps other importing methods too, but this idea post will feature on Smart Copy). Firstly, How does "Smart Copy" importing work? I hid everything on my source site except 200 blog posts. Nothing else is published, yet the import "Smart Copy" found 726 posts, which is not useful. So it doesn't use the links I give it, it ignores the sitemap (which would be the obvious data for it to use?). So how does it work? And can it be improved? Can we have options like "use a sitemap" or "do not follow links past X page"? Now after seeing the mess of posts to import, can we please improve how they are displayed on the screen "Review your blog posts for import" - More pagination - not enough posts are shown at once and no options to change it - Ability to hide posts from this import / move them to "other pages" so we can be clearer on what we want without having to click through 20-50 pages of posts. - Ability to filter by the tags you literally just found. - Ability to destroy the found pages and start again (Re-scanning does not seem to achieve this) - Ability to filter on only posts that have 8/8 mapped elements (this would seperate wheat from chaff) - Ability to change the final import URL i.e. if importing /blog/category/post-title, offer ability to import to /blog/post-title or rename it, or something - Make "multiple selecting holding shift" work - i.e hold shift and click a box, scroll to another and click another box and all between should be selected. See Gmail. Exporting - If exporting to a CSV file, the escaping does not always work if the posts contain HTML/code. - When exporting to a CSV file, some characters are improperly escaped leading to poor looking posts - it's becomes it‚Äôs and lines end with ‚Äù - And once I have selected all the posts I want and then export them/do an action - please keep the seletion afterwards (!).

Great minds think alike

Export Close date - not as milliseconds

Ability to import postal mail activities through the import tool

Export User Status: Calendar, Email, and Invite

Expand upon workflow export features

Export Notes

Customer-facing Rollback Import

Format Export files

Allow SKU to be used as Unique Identifier for Updating Products

Filter Exports

Improved Smart Copy importing

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