Les grands esprits se rencontrent

Lucila-Andimol · ‎nov. 6, 2020

As and agency we have some main dashboards that are usefull to all clients. Instead of creating each dashboardn in each client portal, we 'd love to clone the entire dahsboard to other portals (just as a CMS template). This 'd save so much time to agencies. If you agree give up a vote please. Thanks

lamine · ‎août 23, 2020

Set unique permission levels on Projects. For the moment, when users have access to the Projects tools, they are able to see all of the projects within the tool. We need a way to restrict the access levels of users so that they can only access the projects that they own.

Yoshi · ‎déc. 14, 2021

Currently, when partner is added to their client's account, parnter user's name appear as an option for CRM objects owner (eg: contact owner, deal owner, company owner and etc). Sometimes partner's user name populate above the actual account's users, so it takes few steps to look for the correct user name with in object owner property. Although there is no harm in terms of security, the UI makes it look like the partner can sneak into end user's contact record, so it would be great if we can hide or try not to populate third party user within the CRM object's owner name.

MGIRALDI · ‎juin 8, 2021

It would be a good pro feature to have a link between our Hubspot account and https://www.hubspot.com/email-signature-generator. The issue consists of being unable to really modify a signature created on the Hubspot signature site (like add a CTA for example) without having to start from the beginning. The only solution for now is to search through the html code and modify things, but it is time consuming and it is difficult when wanting to add things as I mentioned. We should be able to connect to https://www.hubspot.com/email-signature-generator with our Hubspot account and see our current signature (and history) so it would become easier to modify. One last point would also be able to create and modify personal signatures for other team members as mentioned in this post: https://community.hubspot.com/t5/HubSpot-Ideas/Set-up-and-edit-email-signatures-for-other-users/idi-p/6499. Thanks!! 😊

hoyahess · ‎oct. 3, 2023

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

HFeatherstone · ‎mars 3, 2021

We regularly use LinkedIn Sales Navigator for outreach to leads. As part of this we regualrly include Smart Links within our messages. The analytics tab allows us to view individual analytics and behaviour of leads. It would be great if (1) this information synced with the contact in HubSpot and (2) this information could be used to alter HubScore. Thanks.

natalia_loewen · ‎oct. 11, 2023

Currently, it is not possible to manually delete messages that are sent to Slack/Slack channels via workflows. It would be extremely helpful if we could manually delete these messages in Slack (GDPR, incorrect data). For example, by clicking on "message actions".

DArora · ‎janv. 12, 2022

Hi there The current integration functionality for these apps is not amazing. It'll be really helpful if Hubspot could create data sync inegrations for these.

cjohnston · ‎janv. 19, 2022

As email marketing becomes more and more robust, I think it is incredibly important to have one form that a person fills out indicating which newsletter/subscription type they would like to be added to. We have many audiences (as do a lot of companies) and we want to reach them with different content. Having something easy and a good UX is critical to achieving maximum sign-ups, not to mention clarity for the person signing up!

Jindrich · ‎avr. 29, 2021

Hi, As diamond agency doing a decent amount of developments that include API's an inability to create a save staging environment to test and get client signoff on new features setup is very problematic. This is a core feature that adds additional cost to our customers for no reason. Alternatively, while we can use the dev environment, the inability to replicate data from the live portal into it for testing purposes makes the whole setup very tedious (manual creation of all custom fields, settings etc.) Lastly once developed we are missing an easy way to migrate (templates and settings, data not necessary) back to a live portal. As a nice to have feature - for a client that is being upsold in the specific hub - the ability to copy a specific hub over from dev to a live portal would be great. Both options would make HS safer and more convenient to develop in, especially with the new Ops Hub being available now. At the bare minimum: Please either implement staging environment or the ability to replicate entire HS between dev and live portal. Update: basic Sandbox feature has been released for Enterprise customers: There is a closed beta allowing copies of workflows from a live portal to HS sandbox that slightly improves the functionality. Unfortunately, this is still just one-directional: Live to a sandbox. We need a way to copy changes back as well. A similar release feature as with website staging would be great. Also, we still can't test automated nurture since sandbox does not allow sending of marketing emails at all. (Would be great if HS allows at least HS users.) This is a step in the right direction, but much work needs to be done.

Les grands esprits se rencontrent

Dashboard clone to other portals

Add permission to project

Hide partner user name from client's CRM object's owner option

Modify signature created on hubspot email signature generator

Connect your data to Excel or PowerBI natively

Sales Navigator Smart Links

Slack integration: delete messages

Data Sync for Chargebee, Totango, SendGrid

One form for multiple newsletter sign-ups

Sandbox portal limitations / ability replicate portal / migrate "Hubs" from dev to live portal.

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