Gute Ideen sollten geteilt werden

It would be interesting to be able to download all the PDFs (invoices) created during one specific year or period.  For example for accounting matters ! ... Mehr anzeigen

My reps spend twice as much time logging their SMS messages as actually sending them. This is a resourcing challenge, as it is eating into their active outreach time.    If there were a way to simply upload a log to text messages via CSV at the end of each day, that associates with the contact and ideally company and deal records, it would be amazing.    I suspect associating with the company and deal would require an ID, given there isn't a unique identifier for them to use that would never be duplicated in the objects, so if we could at least start with contacts, we can do the rest of the associations after the fact.    This would save our reps hours per week, which could go toward more product sales activities.  ... Mehr anzeigen

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. ... Mehr anzeigen

Why why why is this not a feature?    Picture this: we just built an entire integration with a partner for a client, that depends largely on shooting in custom event completions. So we did all our work scoping out event definitions, integration workflows, building on sandbox, testing completions and everything works swimmingly.  New scope item appears: importing historical event completions. Yeah, sure we can import those... oh wait, I can only import if I also create a new event along with it.    So now we have to either: Delete the event definition, recreate it with the import of hundreds of thousands of events and just pray that the event gets the same name, basically importing all the historic event data before even testing the event completion API endpoint, potentially breaking all the event references. Whichever way I spin this, my workflow will always be: import all your legacy data first, thén start working with test/dev setups before you even know if you've finalized your event. That's the world upside down. OR shove those same hundreds of thousands of event completions through the broker (again) so they can be pushed to HubSpot as event completions, which is the only other way to retroactively complete these events. Depending on the broker and volume of events, this can be quite resource intensive and costly. Whatever I do, it's a lot of extra work that wasn't accounted for. Ugh I know we should've discovered this limitation beforehand, but HubSpot has a lot of these little "why doesn't it just work like that" drawbacks like this... honestly.   So: Please please please give us the option to first define an event and then import completions to that event independently!  ... Mehr anzeigen

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 ... Mehr anzeigen

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 ... Mehr anzeigen

It is a good that HubSpot has now a backup tool, but it is kind of useless if it doesn't contain associations and activities.  We can get more data by exporting objects one by one with their associations + some api calls to retrieve what's missing https://knowledge.hubspot.com/object-settings/back-up-crm-data ... Mehr anzeigen

Currently, you can only download files in bulk from the Files tool if you are a Super Admin. However, you can download files individually if you have the permissions.    I'm suggesting a change to the permissions options to allow for bulk downloading of files to anyone with that permission set. ... Mehr anzeigen

It would be cool if tickets could be exported as PDFs, both in the helpdesk and in the CRM. This helps to pass on some information internally. Unfortunately, it is not always possible to forward emails. ... Mehr anzeigen