Grandes mentes pensam igual

Have you guys thought of creating a calendar in Hubspot that is a mirror of the calendar you link to your account? This would eliminate a need for switching back and forth between programs for your users. ... Exibir mais

As a subscription business MRR / ARR rather than revenue is our key metric for sales.    We've had to use formulas and custom properties to get the numbers and reporting we need - however, this is still a bit of a hack and we're still a second class citizen to standard revenue reports and deal object information.    For me this should be a 'toggle' between revenue and 'mrr'. So on something like the deal board, I can see an MRR amount rather than the revenue total and the board totals are for MRR.    Plus deal stage forecasting actually works out the box for our MRR targets.    Plus we can also set goals against our MRR target!   Seems like a no brainer - if you have have a few thousand subscription businesses using and paying for hubspot then you need to offer this! ... Exibir mais

Adding an option to add/remove send frequency cap on workflows will allow the contact to receive requested information if they exceed cap (this is inbound, not outbound).    Send frequency cap should only be for outbound marketing emails and not for emails that the contact is asking for!    Please create an option to add/remove send frequency cap on workflows 🙂 ... Exibir mais

Something like the information available by this URL: https://api.hubapi.com/accounts/v1/accounts, but with access by the Oauth2 authentication token. ... Exibir mais

We would like to be able to copy account setups (custom properties etc) between accounts. We have an integration between our own product and HubSpot, and for testing purposes we would like to have multiple accounts with same settings. Now we have quite a lot of custom properties we need to create each and every time we need a new environment and its causing us a huge workload regarding testing and development flow. ... Exibir mais

We would love to be able to exclude AEs from moving deals to a few stages in Sales pipeline. In short, it will be great to have one person, such as our VP of Sales, to be the gatekeeper in deciding which deals should move to Closed Won and the stage before that. Some people prematurely pull the trigger in "closing" a deal that is not meant to be closed. Currently, it seems the only restrictions I can apply in HubSpot are the following:  Set Deal Access to "Edit > Owned Only". This will restrict one AE from moving a deal to Closed Won that doesn't belong to them. However, they're still free to move their deal to Closed Won. Set Deal Access to "Edit > None". They will still need to move deals in stages such as New, Discovery, etc. expect Closed Won - Onboarding and Closed Won.     It will be great to convert this idea into reality. ... Exibir mais

When a Team Member leaves our company, we do not delete their Hubspot User account.  We like to keep these open for reporting and analytics purposes.  Currenlty, we do not have a good way to label these Users that are no longer with the company.  This creates noise for our reports, but it also can cause issues with workflows.    If an Admin could archive these users, that would be helpful for both reporting and analytics, as well as help streamline workflows that rely on accurate Users data. ... Exibir mais

I would love to have the ability to export custom property settings, such as a CSV list of all drop-down options for a specific property.  ... Exibir mais