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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

When selecting properties to export or include in columns, you have an endless list of properties. In most cases, there are a bunch of empty properties that are almost never used. It would be incredibly helpful when picking these properties to have a short preview of the values you might find in it. If there are very few, or add little to no info, it could also say "99% of contacts have this empty".  This would make it a lot faster to set up reports, lists, columns for exporting and so on.  ... Exibir mais

We are migrating from Salesforce Marketing Cloud to HubSpot, and we have many automations that export email marketing data to our data repository via sFTP. This helps us create Power BI Reports and do other data analytics for email sends, form submissions, social lead ad submissions, etc. We would like to be able to continue using our custom reports and need an sFTP option out of HubSpot. I know we can set up a workflow with a Custom Code Action, but it would make a lot of sense to have this be a built in feature. We also have a daily Abandon Donation csv that we send from Fundraise Up to our Data Repository and then to Salesforce Marketing Cloud, so that we can send the supporters follow-up emails in addition to the automated emails that Fundraise Up already sends. This is another automation that we'd like to replicate in HubSpot. Being able to easily post csv files to a HubSpot sFTP for import would be extremely helpful. This is a built-in feature in Salesforce Marketing Cloud. ... Exibir mais

To use the Hubspot Chatbot and Helpdesk features, we need to able able to export conversations into a CSV or similar, similarly to how other objects can be exported. This is necessary as we sometimes need to analyse those conversations, incl. the content, using external methods to Hubspot.    Alternatively, it would also work if we could export the conversation content, associated to certain tickets.  ... Exibir mais

Currently, HubSpot exports use a default date format that does not always reflect the regional settings. There is no existing option within HubSpot to automatically export data in the Australian date format, and the only available method is post-export reformatting.   Can HubSpot please look at this so we don't have to reformat exported data every time to the required date format? ... Exibir mais

At the moment, it is not possible to import leads. However, this would fit our funnel strategy more than importing deals.  Our data provider offers API endpoint solutions only at tripple the cost, and due to data volume (only around 30 sets per week) it would help a lot to become able importing them. ... Exibir mais

It would be crucial to add campaign activity or filters about campaign engagement as an event group for the combined lead scoring.  It measures the engagement of a contact but it's not possible at the moment to use as a lead scoring option. Being able to add points based on campaings name should be super logic.  ... Exibir mais

Currently when you import into HubSpot, if it is contact properties and you dont choose to append, the data is overwritten. However if importing association labels between two objects, there is no option to append/overwrite, it always appends as default.   I am proposing the option to choose to overwrite the existing association labels on import.   We need this in our processes as we dont want two association labels. When we import, it is the most up to date association but it just appends and makes it unclear and harder for reporting. You also cant remove specific associations via workflow either, so the only way to do it at the moment is manual. ... Exibir mais

It would be very useful to have the ability to automate the export of a contact list, company list, etc., via a workflow. This would allow users to schedule recurring exports (weekly, monthly, etc.) without needing to do it manually each time.   This kind of automation would save time and reduce the risk of forgetting important recurring tasks. ... Exibir mais