Las grandes mentes piensan igual

PeterHelionB2B · ‎sep 11, 2025

Just like there is a native property "Number of Associated Deals" or "Number of Associated Contacts" on the Company object, I am in dire need of expanding this to all objects and have an 'Associated' Property on all objects. Beginning with "number of associated Leads" on Company, Contact, and Deal. And on Leads: "number of associated Companies, Contacts, Deals, etc" But it should be everywhere: Any Ticket should have a Number of Associated "Fill in Object" for each object. Any Deal, any Lead, any Service, any... you name it. I have been building for several customers, and have to find all kinds of weird workarounds to be able to reference the fact that there is a related/associated record on a different object, when it should be there out of the box. It affects everything, from Workflows to Reporting to anything you want to build or do or connect. Associations are incredibly powerful in Hubspot, but if I can't use them, they are not useful.

MJimenez4 · ‎sep 18, 2025

It would be so helpful if we could filter by 'has ever been any of' for ANY property. Currently we can only use this type of filter on a select few properties. There are so many use cases for this, for example yesterday I was trying to find out how many meetings which were originally scheduled for Sep 17 had moved to another date. It would have been so easy if I could filter meetings by 'Activity Date has ever been any of Sep 17', rather than having to do crazy workarounds to get that simple information. Hubspot saves the change history for every property, and that information is in the CRM for us to access via the property history - why not via filters too?

KSweeney27 · ‎abr 22, 2025

It is EXTREMELY frustrating that changing the Marketing Contact Status to Non-Marketing Contact is only updated once a month. For one, you cannot tell by looking at a record if you have marked it to be changed the next month. You have to go through several steps to figure this out which is a waste of time. Second, this appears to be purely a monetary benefit to HubSpot. HubSpot has NO restriction on making a contact a Marketinh Contact and adding more contacts to your monthly bill, however, it restricts being able to control maintaining the same contact level. This is beyond frustrating. IF YOU CAN IMMEDIATELY CHANGE A CONTACT TO A MARKETING CONTACT, YOU SHOULD BE ABLE TO IMMEDIATELY CHANGE IT TO A NON MARKETING CONTACT!!!!!!!! I cannot think of one case that the benefit would be that this only happen once a month, other than it being that HubSpot can make MORE money off their customers. Business changes frequetly, contact status changes frequently, we, THE CUSTOMER, should not be punished for doing business.

inboxhannah

Folders in HubSpot are really useful, but they’re far too hidden! A lot of teams I’ve worked with don’t even realise they exist. For experienced users they’re essential, but for everyone else they’re easy to miss. It would be great to see better visibility or prompts around them to help more people make use of the feature.

karstenkoehler · ‎ene 24, 2023

Hello product team, For HubSpot admins, one of the biggest challenges is keeping a portal organized, cleaned up and prevent overall chaos. Especially in Enterprise portals with sometimes hundreds of users, it's almost impossible to get users to follow a naming convention for email names, landing page names, workflow names. Quickly this becomes a cat and mouse game where HubSpot have to constantly chase and remind users to name their assets correctly. Why is this currently a bad user experience for users? Naming conventions are usually documented outside of HubSpot, in a wiki, stored as a Google Doc or something similar along the same lines. Forcing them to interrupt what they're currently doing, look up a naming convention and then come back means that they're losing time. They also have to leave HubSpot momentarily. Even then, they might misunderstand the naming convention and type in an incorrect name. Why is this currently a bad user experience for admins? Incorrect naming means that list or workflow filters for Recent conversion might not work. It can also mean that reports become a mess, if these reports are pulling in asset names. If admins have to look into this on a permanent basis, in portals where there are new assets every day, this takes time away from developing the HubSpot portal and generating more value for all users. Here's what a solution could look like To solve this, it would be great if there were tools to enforce a naming convention. Ideally, admins would specify what constitutes a correctly named asset and similar to the forms editor, arrange fields to their liking. Here's a quick mockup of what this could look like when creating a new page. The user could select from dropdowns which team they belong to, the language of the assets, the asset type, include a title and date. The system would then generate a title from this that cannot be further edited. Admins should be able to specify the options for each dropdown, separators, order and field validation (e.g. max length for a title). (In case this is eventually introduced, please consider to make this a feature that is at least included in all Professional and Enterprise subscriptions.) I would love to see this for all assets in HubSpot: emails, workflows, lists, campaigns, imports, properties, files etc. Thanks in advance for reviewing!

TomM2 · ‎abr 22, 2025

Right now I can use negative statements to say a property value "does not have X" "is not X" or is empty. However this falls apart a bit when we start working with associated objects in workflows. For example, I want to enroll a company into my workflow if they have not had a closed won deal in the past 12 months, off the top of my head I might build a filter like this that says bring me in anyone who has had a deal close in the past 12 months and that deal has not been closed won: However, if a company in my account had a deal 4 months ago that was closed lost, and a day 2 months ago that was closed won, they would still enroll in this workflow because they are still associated with a deal that is not closed won within the past 12 months. There are two, very messy workarounds for this: 1. Use association labels for "open" deals, or "won"/"lost" deals, to target these deals specifically in the workflow criteria. 2. Just create a list, I can create a list of all companies who have closed won deals in the last 12 months and just set my enrollment criteria to be "company is not on this list". 2 works perfectly to be honest but introduces another asset to be mantained and considered when trying to keep a CRM clean. Using lists as workflow enrolment criteria is unwieldy and will almost always become an unscalable mess in the long run. Can we just have an associated object filter for "is NOT associated to an object with this criteria" is seems like a huge oversight that has cause some absolute stresses trying to think through the double negatives and filter criteria tbh.

YukiMori · ‎sep 22, 2025

Our team frequently receives one-off requests from contacts to resend the membership registration (invite) email or a password reset email. Until recently, we could do this directly from the Contact record (List Membership section). Those buttons are no longer available, which forces us to navigate to Content > Memberships > Access group, search the contact, and then resend from there. This adds several clicks per request and increases response time.

christa · ‎jun 27, 2025

With the required transition from the Legacy Behavioral Events to the New Custom Events we are finding two critical functions missing from the new experience. We had the ability with Legacy to do the following. 1. Unable to re enroll using a New Custom Event. As you can see, we have been able to do this with Legacy Events. 2. We could lean into List Membership for re enrollment BUT there are limitations with the New Custom Events when it comes to date parameters for the events when we want to say 'has not completed in X amount of time'. You can see that we have been able to do this with Legacy Events, but now unable to with New Custom Events Also, we would rather not always use lists for re enrollment. We do use lists for other purposes, so not having the date parameters available on both the 'completed' and 'has not complete' limits the usability. The LOSS of these functions are especially felt due to having been able to do thess things with Legacy events. It creates challenges to rebuild and transition our set up with the New Custom Event feature. Please address this ASAP, makes no sense to lose functions with an updated feature.

samglenn · ‎sep 4, 2019

For all content options that allow you to organize with folders, it would be extremely helpful to be able to create folders within folders for better organization leading to less duplicates and efficiency when looking for content already created my a teammate. September 2021 HubSpot Update Hi everyone! Thank you for your enthusiasm for this idea over the past few years. We're glad you're excited about getting folders in different areas of HubSpot's product and we're working on making that a reality. As the original idea mentions a few different product areas managed by different product teams, we're breaking this idea into different ideas to ensure we can provide helpful updates as they're available. Going forward, please use the following ideas for upvotes and comments around different folder requests. Marketing Emails Lists Workflows Sales Tools Please note that while these new ideas have fewer upvotes, we are tracking their association to this idea and counting these upvotes towards the new requests. To ensure we filter new upvotes to the correct areas going forward, we have disabled comments on this idea. Thank you again for using the ideas forum and for your enthusiasm for these products!

VagaeNatus · ‎jun 24, 2019

Idea: Make all Date-filters available everywhere they are relevant. Background: Hubspot is missing date-filters in multiple places and is not consistent (i.e. different date-filters are available at different places) about them. This issue drastically reduces the power of filters, reports, automation and marketing, etc. Fixing that would be high impact, it's a core platform feature, with impact on all products. There has been 15+ ideas on the forum about missing date-filters for filters, reports, lists, workflows, ... everything. Those ideas were at first aimed to request one date-filter in one place. This master idea aims at grouping all smaller ideas, giviing visibility to this "Date-filters" issue and getting it prioritized as one overall review of "Date-filters" across Hubspot. Because the only solution is for Hubspot to fix Date-filters everywhere, by working just on that. Things currently not possible on Hubspot (i.e. use cases): 1/ Filter contacts with last activity is more than 10 days ago 2/ Filter deals with a close date that is in the past 3/ Build Report on Deals with last activity is more than 30 days ago I want to give my sales team a filter of contact not contacted since 14 days. I am expecting to go to contact and to save a filter but the Date-filter required to do that is missing. 4/ Build List of Contacts with customer/deal who expire in the next 30 days 5/ Build List of Contacts with deal created last week. Etc... Research: I've been comparing all Date-filters and noticed there are 11 types of Date-filters currently available on Hubspot (see screenshot below). The issue is that those Date-filters are randomly available on: - Contact WF but not Deal WF - on List but not on Report - on Dashboard but not Contact Table Etc. There seems to be no logic and that this is just the results of features coming one after the other while Date-filters never receiving focus as one topic. This feature request is not about creating new Date-filters but only about making all the ones currently existing available everywhere, it is relevant to have them. In a nutshell, that means turning all Red cells below to Green. Some of the smaller ideas this master idea is grouping under one roof. 2017, Use 'relative' dates for enrolling contacts and companies in workflows by @Daniel1 2017, Allow the use of relative dates in workflow... by @CCasemore (marked delivered but that's not fully the case) 2017, Filter using relative date values ("TODAY" etc.) by @Frank 2017, Lead scoring - Add the option to refine... by @laurao93 2018, Sales workflows deal properties based on dates by @Peter-marketing 2019, More than filter for report timeframe by @Anonymous ...

Las grandes mentes piensan igual

"Number of associated XYZ" on EVERY object

Filter on 'has ever been any of' for ALL properties in Lists/Segments

Non Marketing Contact Status only changing monthly

Make folders more visible

Enforce naming convention for new assets

Add a "is not associated to X record" into workflow enrolment/branch criteria

Bring back “Send membership invite / Send password reset” buttons on the Contact record

New Custom Events workflow re enrollment and list filter limitation

Marketing Emails / Lists / Workflows / Sales Tools - Folders

Date-filters: Improve Options Across all of Hubspot [Master Idea]

Entregado Recientemente

Recientemente en Beta