Las grandes mentes piensan igual

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. ... Mostrar más

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. ... 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, when merging contacts with different phone numbers, the phone number from the merged record overwrites the phone number from the retained record. I would prefer that both phone numbers are saved in the contact record, ideally within the "Phone Number" property.   I am aware that there have been several discussions in the forum about handling multiple phone numbers and that the best practice is to create custom properties of the "Phone Number" type.   However, this approach requires a lot of manual effort. For example, we frequently import lists of numerous contacts, each with multiple phone numbers because they are points of contact for different locations. Creating a separate property for each phone number is extremely labor-intensive.   It would be much simpler if these phone numbers could be stored within the contact record when merging contacts, similar to how multiple email addresses are already handled. ... Mostrar más

Got the scheduled backups beta set up.  But it only does weekly and monthly scheduled backups.  Please add daily backups. ... Mostrar más

I'm not entirely certain how such functionality doesn't exist, but when uploading email activities and associating them to a deal, there is actually no way to log the email of the sender of that email, NOR the recipient.   Practically this means in use cases where the imported email body texts don't contain an email signature which at least contains the email of the recipient, you're stuck with an email activity where you know the activity date, email subject, & email body. You'll have no idea who the email went to, nor who sent it.    HubSpot this is in direct response to my support ticket: #15532964 ... Mostrar más

Infelizmente, o HubSpot não exporta postagens sociais de fontes externas, por mais que mostre em tela, nem exporta dados de acordo com o filtro selecionado. Não vejo ser eficiente conseguir ver os dados na tela e não poder exportar. Os relatórios com indicadores de desempenho continuam manuais, considerando que precisamos copiar as informações do HubSpot para o Excel. Seria interessante poder exportar tudo. ... Mostrar más

One of the main frustrations we've been facing with using Marketing events object in HubSpot is that we can't export data from this object. It's great that we can easily sort and filter the info, but it’s disappointing how tough it is to pull that data out of HubSpot for other uses.   It would also be really helpful if we could link contacts or companies to these events.    At the moment, the only option seems to be upgrading to Enterprise to build a custom object that handles all this. While that might work out well for HubSpot, it’s not the most practical solution for smaller businesses like ours. ... Mostrar más

Hi!   The export API is a nice feature, but in case of huge exports, it's inconvenient to check whether the process is ready or not.    Adding the option to receive a webhook event when the export is ready would solve this problem. I imagine this being implemented on the API side by adding a new optional parameter to the /crm/v3/exports/export/async endpoint, where the user can specify a webhook URL and the export ID would be attached as a query parameter.   Request body example: { "exportName": "<string>", "exportType": "VIEW", ... "exportReadyWebhook": "<user provided url>" }   Thank you for considering, Hunor ... Mostrar más