Las grandes mentes piensan igual

The April '22 rollout of association labels was great and we all love the new super useful labels! However there was an unintended side effect that some of us that work a lot with imports and data management have noticed.  Whereas before if you imported contacts (multi-object import) and included a Company ID column - the contact would simply associate to that company as the Primary company (it would replace any existing association) via the import process... Now however, if the contact is already associated to a different Primary Company in HS then it doesn't replace this association. You end up with 2 companies associated to the contact.  It adds a new company association leaving the previous association in place. This can cause a lot of mess and confusion - particularly in larger databases. Whilst you can change the label to Primary for the new company via the import by including an association label column you cannot remove the old association. This used to be such a simple process via native imports. Example scenario: - you have a list of contacts who have left their company - you research their new company details - via an import you create the new company and you associate the existing contact to their new company (or you associate the contact to the new company if it already exists in HubSpot) Before Labels rollout - you would have contact associated to their new company and old company removed ✅ After Labels rollout - you now have the contact associated to 2 companies 😫 HubSpot tech support have advised that solutions are possible by using 3rd party tools like Associ8 or Import2 or by custom API work - however to my mind this should not require additional expense or 3rd party tools. This should be part of our HubSpot package - after all we are not asking for new functionality - we are asking for functionality that used to exist but has now been lost. PS. more detail in this post ... 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

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

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

It would be great if we had the option to create new properties through importing. For example, we select the property type, field type, and then have the options all within the import file.  ... Mostrar más

For auditing and organizational purposes, it would be extremely helpful if HubSpot would allow users to export a list of the report names from their report library.   ... Mostrar más

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          ... Mostrar más

Currently there is no way as a HubSpot client, or by HubSpot themselves (via Support) to do a user export which includes the two filters that are on the User & Teams settings screen: Permission Set & Status. These two fields are there as filters in settings, because they are the most useful filters to have, so it equally makes sense that they'd be needed for export too. Super Admins should be able to export this list with these two extra columns in it. The current available data for user export includes: User ID First name Last name Email address Last login date Assigned teams Assigned role Permissions My use case, is I want to take the full list of users and conduct an audit of them, going out to teams to clarify who does/doesn't need access and what level of access everyone needs - I'll also do some general clean up with first/last names, and team & role updates. These two fields I'm requesting would make the former task far eaiser, but can't be exported. So, I'll have to manually note down hundreds of times from HubSpot to excel to record it. To pre-empt the suggestion I could use Permissions, the Permissions (not Permission Set) is a very long string of permissions text and not user friendly to work with teams to determine permissions. Thanks Ryan ... 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