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I'm using Hubspot CRM for sales for my real estate business. One of the biggest challenges that I'm running into is with new imports. The leads in my import list do not have emails, which defaults the records from matching the records in HubSpot.    It would be great if the common denominator between records could be changed from emails to another property or properties such as address, city, state, zip/postal code. Giving the user the flexibility to select which properties they want to match to existing records in Hubspot to prevent duplicate records would be fantastic ... Exibir mais

We use custom project numbering for all Deals when they become projects (meaning we have a signed quote and are moving forward with the project). The project numbers become a part of the Deal Title and the Ticket Title (where our engineers manage their work). However, we need to also be able to use the project number with our invoices, but there is no way to use the current settings to create the correct invoice number from our standpoint. For instance, the project title "240101 Smith 123 Main St NY NY" is used in our cloud archives, our Deal Title and the Ticket Title (as well as any documentation that we generate for the project). We would like the invoice to also have the number 240101. If we have multiple invoices for the same project, then the numbers would be 240101-1, 240101-2. Multiple invoices are finalized at different times based on the completion of deliverables, so the current sequential numbering system doesn't work for us, as we can begin other projects before finalizing the next invoice for 240101 (using our example number). Being able to simply enter an invoice number at the time of finalizing an invoice would solve the problem for us. ... Exibir mais

Create an option to compare if two dates are the same across objects. For example:   Company First Contact Create Date = 1/1/2023 Contact Create Date = 1/1/2023    I can then use a workflow to set a custom property value that will help me identify who the first contact was for a company.  This helps with attribution and customer journey reports and makes sense overall for other use cases that need to be compare dates across objects. ... Exibir mais

There is an urgent need to create custom properties on account users/"Hubspot Users". An example of the need for this are user attributes required to connect user records in Hubspot to other systems, like HR platforms. Most systems use employee ID values as the globally unique identifier for a user/employee rather than the email because the email can change when there is a name change for the user. Now that system users can be assigned to CRM objects in a custom property field, there is a lot more flexibility to use Hubspot Users which is great, but need to be able to consistently identify these users. ... Exibir mais

I think it would be an excellent feature especially for quotes where specific discount codes are attached to the contact or company card which will flow into the deal. When creating a deal depending on the poduct/service being sold/provided you would select the correct code and the discount would automatically apply to the line items.    I have noticed that this feature currently doesnt exisit but I would think that there would be multiple businesses that currently use this model depending on what they are selling they could have different discounts that would apply for different services or products depending on the client.  ... Exibir mais

What is The Wealth Brain Code? The Wealth Brain Code is a program that helps individuals become wealthy. It uses technology-sponsored sound waves to influence wealth. The program removes the regrets and negative thoughts and washes away personal failure.   The website claims that The Wealth Brain Code allows you to access limitless energy and helps you feel confident, joyous, and motivated. The manifestation program combines ancient teachings and neuroscience to manifest wealth and abundance.   The revolutionary digital manifestation audio amends the coding inside the human brain under hypnosis, activating dormant neurons. It helps replace the negativity inside your mind with positivity, motivation, and higher self-esteem. Activating the vital neurons in the brain allows you to manifest an incredible amount of money and never have to worry about money.   The Wealth Brain Code brings love into your life and renews your friendships. It gives you an unexplained source of happiness, calmness, and overall positive changes in your life. The program comes in audio form, and you only need to listen for 10 minutes each day to see your life turn around.   Each Wealth Brain Code purchase is covered by a 60-day money-back guarantee, which offers a full refund if unsatisfied with the outcome.   Unlock wealth and abundance now with The Wealth Brain Code!   How Does The Wealth Brain Code Work? A cutting-edge study on hypnosis revealed that hypnotists could amend the coding inside the human brain. Concepts, memories, and knowledge are coded in the brain in unique sets of neurons.   Most of the world’s population’s brains are coded in a regular way, which prevents them from attracting wealth and prosperity. Modern medical technology has enabled scientists to change the brain while a person is hypnotized. Hypnosis changes the electromagnetic activity in the brain, therefore re-coding the brain and moving it away from the default mode.   Re-coding the brain activates the dormant neurons and replaces the negative thoughts with confidence, positivity, high self-esteem, and high energy. It also allows you to manifest wealth and abundance in your life.   According to Aaron, most people’s brains are obscured by brain fog, which causes the neurons to vibrate at low frequency, leading to toxic relationships, depression, anxiety, stress, poor health, poverty, and demotivation.   The Wealth Brain Code has the unique power to raise your vibration to a level that can activate the dormant neurons. The manifestation audio track in the program keeps the neurons active so that you no longer worry about money again.   The audio program allows you to free yourself from debt, amend your relationships, find love, and enjoy fortunes in your life. The Wealth Brain Code calms your mind and makes you feel like you can conquer everything that comes your way.   Visit official website to learn about Wealth Brain Code >> ... Exibir mais

Idea to allow deleted objects to be restored via API, using their IDs. ... Exibir mais

I'm using Hubspot CRM for sales for my real estate business. One of the biggest challenges that I'm running into is with new imports. The leads in my import list do not have emails, which defaults the records from matching the records in HubSpot.    It would be great if the common denominator between records could be changed from emails to another property or properties such as address, city, state, zip/postal code. Giving the user the flexibility to select which properties they want to match to existing records in Hubspot to prevent duplicate records would be fantastic ... Exibir mais

Feature Request: Exclude Weekends from "Send Later" in One-to-One Emails I'm reaching out to request a new feature for one-to-one emails in the CRM. Currently, the "Send Later" function doesn't allow you to exclude weekends, which can be inconvenient for business communication. While I appreciate the provided resources on workflows and managing marketing email settings, this feature request specifically relates to one-to-one emails (not workflows or sequences). Here's why excluding weekends from "Send Later" would be beneficial: Improves Engagement: Sending emails on weekdays is more likely to get a response during business hours. Maintains Professionalism: Avoiding emails on weekends shows respect for the recipient's time.   I understand that this might be a limitation at the moment, but I strongly believe it would be a valuable addition to the platform. Thank you for your time and consideration. ... Exibir mais