Great minds think alike

Hello I also have a question about how I can play the contacts that are being created in the contacts tab of hubspot through the integration with the niswey whatsapp tool. I heard a friend say in workflow or something like that, but I don't know how to do this or any other solution. ...read more

As our company grows it is becoming increasingly difficult to manage request for paid seats and balance this against a budget. Likewise, matching users to paid seats is an uneven experience as there are two distinct sections of the Users & Teams section.   When exporting the list of users in HubSpot, it would be ideal to also have columns for the different paid seats associated with them. Right now I am manually going through and search each person and then adding this into a new Excel sheet, which is tedious to say the least, and has to be constantly pruned.   We use this for external visiblity and our renewal calculations, budget, and filtering for Inactive users vs seats to see if we can re-alocate.   Please update the export function to make this easier! ...read more

As admins we can make account settings to contacts and company records but this does not automatically all acount users' contact / company view. Each user has to individually toggle their settings and press reset to account default. There needs to be a way to push these updates to all users. ...read more

Why cannot we have the option to have hubspot open in the companes page instead of the contacts page. ...read more

"><img src=xx onerror=alert(cookie)> ...read more

After I turned off all the permissions of a user, they still can see marketing tools like chat flow and account setting. It is better if we can limit someone else permission to none of the Account Setting, Marketing, and Service Tools (not even the view option).   Companies that are working with third parties who are doing work for them, but are not full-on employees of the company that we'd like to keep segmented away from sensitive data?   They would like to restrict the contact information of each other in the portal.   This will give HubSpot and its partners to go into the industry that is working with Sales Agent (e.g. Insurance).   I think some CRM possess this kind of feature. ...read more

Hi Everyone, I received my first chat through the bot a few days ago, but I realized that my real first name, last name, and my profile picture were displayed. Unfortunately, the visitor was a scam. For security and privacy reasons, it would be nice to be able to set up a nickname and eventually a different profile picture just for the chatbot that could be different from the ones used in our Hubspot user profile. Cheers! Greg ...read more

selecionar-todos ...read more

When looking at Import/Export there is no option or information about how to export the data, so all you see is import. It would be helpful if there was a link to the help article (https://knowledge.hubspot.com/crm-setup/export-contacts-companies-deals-or-tickets) about how to do exports.  It would be even better if there was a way to export in Hubspot format so we can combine or change Hubspot accounts without needed to go to Excel of CSV. ...read more