クリエイティブな才能を開花させよう

We trigger many workflows from our Saas video learning platform uQualio. This means that most workflows do not have a trigger based on criteria in HubSpot. Additionally we use a workflow to trigger other workflows to run in parallel during th contact's trial period.   When we merge contacts, then the active workflows are NOT retriggered on the merged contact as there is no trigger for internal start of the workflow. This means that merged contacts are unenrolled in these workflow and our inbound marketing automation fails.   We want to have the option to enroll merged contacts when they are merged. This way you can select the workflows which must continue in their current state on the merged contact.   Requested process: - contacts are displayed for merge - the merged contact is selected - when there are workflows in progress for either contact I am presented with the lists of active workflows - I can select which active workflows must continue with the merged contact - It must be possible to enroll all, enroll none and remove duplicate workflows before saving the workflows to continue on the merged contact     ...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

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

Currently property history has the ability to see which contacts have been updated in a span of time. Can you please add source in which the Property has been changed in export property history? ...その他を表示

Our Operations team wishes to review the property-level audit history for multiple/all properties related to an object in the CRM in one export. This includes historical values, timestamps, and the source of the change for multiple properties. ...その他を表示

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.  ...その他を表示

Hi HubSpot - I signed us up for the Beta feature allowing for rollback of import and I noticed and was confirmed by HubSpot Tech that this feature is currently available to HubSpot Support. I would like to suggest to make it available to HubSpot Admins/users too. That feature saved me hours of time in the past and is extremely helpful. ...その他を表示

It's a real pain if you need to merge two sites and one, or both of them have multiple parent or child associations. You have to manually remove them, one by one, from each record before you complete the merge and then you have to add them back in again manually via an import.   It would be really cool if you could do an import with the record ID and then a null value or something else in the parent/child field, which would disassociate the record from all linked sites.   ...その他を表示

Bonjour,    J'ai eu un soucis avec un workflow , une erreur de paraméttrage et je me suis rendu compte que vous ne proposer pas d'annuler l'action faite par un workflow ce qui est quand même dommage dans la mesure où l'erreur est possible.    Par ailleurs si il n'est pas possible de créer la fonction de annulation du workflow est ce possible de nous permettre de faire des exports / import d'historique par rapport à une date ? Parce que par rapport à ses erreurs j'avais 200 lignes de transaction prises dans l'erreur du workflow à reprendre à la main.    ...その他を表示