クリエイティブな才能を開花させよう

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. ...その他を表示

Currently, there isn't a way for us to see the user status "deactivated" or "invite pending" etc when we export the user list from HubSpot because this column is not added to the report.    Since the deactivated user list will get longer over time, it becomes very cumbersome in trying to manage data of users who are no longer with the company. Hence please consider including the "user status" column in the Export User Report. ...その他を表示

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. ...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

People try to import old address books and contact information including emails that have already hardbounced from our system. This is reverting the record information to the old email address that was listed as secondary for record history or re-establishing a new contact profile with an address that the importer assumes is current or contactable.   Instead of updating/creating these records, it would be great if the import created an error message instead. ...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

I send emails on behalf of sales reps with personalized token links which include email and calendars. Because these emails are deployed from up to 40 or so reps at a time, it is very cumbersome to manually review one by one which users have their email and calendar status active. These are data points which are available as a column view, but the export does not include any of this information. My idea is as simple as including the following data points, which already exist, on the user export: Calendar Status Email Status  Invite Status    Thank you. ...その他を表示

Connecting my Hubspot data to Excel or a data visualization tool like PowerBI or Tableau should be so easy!   I need to create real-time dashboards or reports that are sharable with customers without any need for manual updating. I don't have time to manually export data and format it each week on our outreach for so many customers.    How does this not exist yet?  This should be supported out of the box just like Hubspot's add-ins for Outlook or Gmail.  Please don't send us hunting for 3rd party patches!   Thank you          ...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