クリエイティブな才能を開花させよう

The April '22 rollout of association labels was great and we all love the new super useful labels! However there was an unintended side effect that some of us that work a lot with imports and data management have noticed.  Whereas before if you imported contacts (multi-object import) and included a Company ID column - the contact would simply associate to that company as the Primary company (it would replace any existing association) via the import process... Now however, if the contact is already associated to a different Primary Company in HS then it doesn't replace this association. You end up with 2 companies associated to the contact.  It adds a new company association leaving the previous association in place. This can cause a lot of mess and confusion - particularly in larger databases. Whilst you can change the label to Primary for the new company via the import by including an association label column you cannot remove the old association. This used to be such a simple process via native imports. Example scenario: - you have a list of contacts who have left their company - you research their new company details - via an import you create the new company and you associate the existing contact to their new company (or you associate the contact to the new company if it already exists in HubSpot) Before Labels rollout - you would have contact associated to their new company and old company removed ✅ After Labels rollout - you now have the contact associated to 2 companies 😫 HubSpot tech support have advised that solutions are possible by using 3rd party tools like Associ8 or Import2 or by custom API work - however to my mind this should not require additional expense or 3rd party tools. This should be part of our HubSpot package - after all we are not asking for new functionality - we are asking for functionality that used to exist but has now been lost. PS. more detail in this post ...その他を表示

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 ...その他を表示

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. ...その他を表示

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?   ...その他を表示

Hey,  I converted one of my clients to hubspot.  He is rather old school and his memory is face-based.  If a contact calls him the name does not always help him, the face does.  To help him we would like to add photos for contacts.  Adding a photo for each contact by hand is quite time consuming.  We would like the option to mass import conctact photos. The options to import via API would also help for now.  Greetings from germany.  ...その他を表示

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.  ...その他を表示

Recently, our team upgraded to an enterprise level of HubSpot, so we are conducting an overhaul of some of the properties to determine what we could improve use of via calculations. One of the things I wanted to look at to help determine this, and help clean up our back end a little bit, was to look at our data quality and see what is currently not being used and help determine if we need it or if we can delete it.  Unfortunately though, I am unable to export this information, which means having to go and search one by one each property.  I think that this would be helpful for other users as well to help clean up and improve the quality of data in each CRM so as to best optimize with the creation and use of contact and company personas. ...その他を表示

Hi, Would it be possible to find a way to export the Tickets, in a type of PDF? This would allow me to export our ticket for product issue in our Company Drive where everyone will be able to learn from problems we have at the Service Department.  The ticket could also be use as learning tools for some department and new employees.  ...その他を表示

It would be useful if HubSpot allowed form submissions to be downloaded as a PDF. Currently, to convert form submissions to PDF, users have to use a minimum of two other platforms to find a workaround; This is unnecessarily complicated and could be simplified by HubSpot adding a "Download as PDF" option.  Hope to see this change implemented soon. ...その他を表示