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Just like there is a native property "Number of Associated Deals" or "Number of Associated Contacts" on the Company object, I am in dire need of expanding this to all objects and have an 'Associated' Property on all objects. Beginning with "number of associated Leads" on Company, Contact, and Deal. And on Leads: "number of associated Companies, Contacts, Deals, etc" But it should be everywhere: Any Ticket should have a Number of Associated "Fill in Object" for each object. Any Deal, any Lead, any Service, any... you name it. I have been building for several customers, and have to find all kinds of weird workarounds to be able to reference the fact that there is a related/associated record on a different object, when it should be there out of the box. It affects everything, from Workflows to Reporting to anything you want to build or do or connect. Associations are incredibly powerful in Hubspot, but if I can't use them, they are not useful. ... Afficher plus

The introduction of Prospecting to manage leads is a welcome addition to HubSpot.  We have adopted it and over all it works really well.   However, some of the standard functionality in how you manage other record types (companies, deals and contacts) aren't available for Lead records.  This includes: exporting leads to a spreadhseet, and the ability to make wholesale changes to that export and re-import it back into HubSpot.  The ease of use of HubSpot doesn't seem to apply to Lead records which is frustracting and hard to understand.  Can this be fixed to make data management of lead data easier and encourage the adoption of the Lead feature in HubSpot?   ... Afficher plus

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. ... Afficher plus

We have several blogs with posts in multiple languages. We would love to import all the posts and associate them together with an ID so they can automatically be added to a multi-language group. This includes the importing of tags and authors in the correct multi-language groups. We have 5 blogs and 3500 posts between them all. Manually associating posts to a multi-language group is impossible and now we are forced to build an API-based application to create the posts.  ... Afficher plus

We currently use Google sheets to create and send invoices. We plan to start using Hubspot. It would be great if there was a functionality to bulk import old invoices into the invoice object that we can then connect to deals, so we have all historical and present invoicing data in one place. ... Afficher plus

When Exporting, I always want to tick "Associations included in export" under Customizations.   I would like HubSpot to remember this when I export so I don' have to remember to tick it every time.  ... Afficher plus

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 ... Afficher plus

Currently, HubSpot allows for bulk user creation via CSV import by uploading email addresses. However, assigning permission sets and teams still requires manual work after the users are created.   For companies with global teams, this process becomes even more time-consuming. We have teams across Europe, North America, Asia, and Latin America, each requiring different permission sets and team structures. Manually assigning these settings after every new hire or organizational change is inefficient and prone to human error.   Proposed Solution: Expand the current CSV import functionality to include columns for Permission Set and Team. HubSpot would then automatically assign these attributes during the import process. If a permission set or team name doesn’t match an existing one, an error message could prompt users to adjust their CSV. ... Afficher plus

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. ... Afficher plus