Les grands esprits se rencontrent

Hello, I underastand that currently I am not able to import invoices into HubSpot from QBO. At this time, invoices can only be synced via the HubSpot-built QuickBooks integration.   In the future, will there be a process to import QBO invoice into Hubspot? The import can manually associate invoices in Hubspot with Companies, Deals, etc.    Please let me know if you have any questions.  Thank you.    ... Afficher plus

Need an efficient way to import budget, forecast, and goals by customer. In a bind not being able to import such data and see it live in Sales Dashboards. BIG pain point and almost considering other CRM's to combat this issue. Would love any feedback in ways to combat this issue. ... Afficher plus

Hi Community,   There should be filters in the import view if in case we want to check the imports done by a particular user or on date filter to view the latest import done by any user. It would be great if HubSpot this functionality.   Thanks! ... Afficher plus

Would be great to have the option to automatically email a report daily, weekly or monthly of an Active list export as a CSV file. Currently there is only the option to email a link that goes to my report dashboard, but from there you can only download a pdf. I have a vendor that requires a CSV file.  ... Afficher plus

Currently, all contacts used in list creation/marketing email send are automatically added to your CRM in your total contact count by default. It would be great if we had the option to import lists of contacts without those contacts being added to the 'all contacts' section. ... Afficher plus

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.  ... Afficher plus

Subject says it all. This would be for any member of the sales team  that wants to reduce time it takes to update contacts from spreadsheets upload to hubspot, specifically the "lead" object attached to each contact. ... Afficher plus

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 ... Afficher plus

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.   ... Afficher plus