クリエイティブな才能を開花させよう

Many organizations need more than 2 "Phone Number" properties on various objects, and some objects have NO Phone Number properties available. Currently the workaround is to add a custom property with field type of "text" or "number" .... but the formatting is useless and confusing. It also does not work with any dialer tools.   Please add "Phone Number" as a custom field type, or add "Phone Number" format option to the Number field type.  ...その他を表示

I would like to be able to archive or unpublish blog listing pages.  ...その他を表示

We need the ability to create more than one Customer Portal where customers can login to view and update their service tickets. Would be nice to be able to create multiple portals and connect them to the appropriate pipelines as needed. Each portal would then have a unique URL.    Our specific use case is we have separate divisions in our company that work with different customers and having the ability to offer different portals with different branding is what we need.  ...その他を表示

Hey!    Currently, it's only possible to see the first email thread for a ticket in the customer portal. So when the contact emails a new email on the same ticket, the conversation disappears in the customer portal. This makes it confusing for the contact.   My wish here is that it would be possible for the contact to see all associated conversations from the ticket in the customer portal.  ...その他を表示

For some reason, Sales Hub Templates and Snippets have their own font and type size settings. It seems like you would want every email message to be uniform and use the default user settings for font and type size.   Leaving that aside, if you don't touch font or type size when creating Templates and Snippets, you would assume that when used in email messages, HubSpot would use your default setting. But this isn't the case. Templates and Snippets seem to have some arbitrary default setting of their own, which defeats the whole purpose of having a system-wide font setting. This results in wasting time on font size adjustments when sending an email made from one template and several snippets.   HubSpot should fix this bug. The account default should apply to all email messages in Sales Hub. ...その他を表示

Apparently most Hubspot users operating in Europe send out Meeting Links to exising contacts instead of embedding them on their websites. When collecting personal data from prospects all of us need to make sure we have the explicit consent to process that data. The Hubspot Forms in the Marketing Tools in fact pay respect to that by enabling Hubspot users to add/edit the respective field to the form: after enabling GDPR settings generally or for a specific form you can edit the form and under other form fields add or edit the GDPR field; the drop down let's you choose between legitimate interest, - which you should choose only if you know what you are doing - a checkbox for consent for communication and a simple text for data processing (which is standard for no reason if you ask me), or checkboxes for both consent for communication and consent for data processing (the latter is then automatically a required field as it should be). Only the last option is the safe option here; the "standard option" should only be used if you already have this contact in your crm and have the consent from another source; it is practical when you additionally want your contact to join a marketing list for example.   Now to the actual issue I and basically all Hubspot users operation in the EU have: when we send out a Meetink Link to a contact we obviously do have the consent from another source to process their data or we would be in dangerous violation of the GDPR. BUT when we want to embed the meeting link on a website to turn prospects into leads I need to have that additional consent for data processing checkbox. Sadly when we edit the form that is integrated into the Meeting Link there is no way to add that. Although it would have been logical to add it here when it was added to the GDPR form field... this was pretty new in 2020 IIRC... so apparantly nobody noticed this discrepancy in the last 3 years. Except I pointed it out 3 years ago while working for a different company. So how about someone at Hubspot implements the same option Forms have to the Meeting Link forms? That would be nice... and GDPR compliant. ...その他を表示

The search function in knowledge base is not matching multi-word phrases. For example, "Blue bicycle" will return several articles containing the work "bicycle" only. If I search only "Blue", then I get all the articles with "blue". The search should find matches for the whole phrase first, and then parts of the phrase starting with the first word. ...その他を表示

Hello,   In our company, we  only schedule physical meetings with a field technicians in our customers' homes. They don't take appointments themselves. We have Google calendar connected with Hubspot, where a scheduled meeting appears on the team member's calendar, but we need to see the global calendar view within the CRM to see different meetings of the day/week by each technician. I realize I can't find it on Hubspot? So everytime I have to check a meeting scheduled I have to enter to the customers record? It is not practical at all.  Is the only option to go outside to the Google Calendar for the whole team? (The CRM we used before would provide a native calendar view with all planned meetings with possibility to update the meeting outcome with color codes etc.) screenshot of our previous CRM calendar below: ...その他を表示

Hi team, With the new prospect tool, super admins can view only one user's leads at a time. So currently it is not possible to have one view that pull everybody's leads.   Is there any planning to allow users to select more than 1x user on the dropdown? Thanks   ...その他を表示