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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 ... Exibir mais

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. ... Exibir mais

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.    ... Exibir mais

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!! 😊 ... Exibir mais

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          ... Exibir mais

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.  ... Exibir mais

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". ... Exibir mais

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. ... Exibir mais

Hi community!  I think it would be great to have the chance to use the HS Calling Feature (Recordings, Transcriptions etc) in order to analyze Microsoft Team's Call. Would it be possible to integrate it somehow in the future? thanks! ... Exibir mais