Gute Ideen sollten geteilt werden

Hello product team,   For HubSpot admins, one of the biggest challenges is keeping a portal organized, cleaned up and prevent overall chaos. Especially in Enterprise portals with sometimes hundreds of users, it's almost impossible to get users to follow a naming convention for email names, landing page names, workflow names. Quickly this becomes a cat and mouse game where HubSpot have to constantly chase and remind users to name their assets correctly.   Why is this currently a bad user experience for users?   Naming conventions are usually documented outside of HubSpot, in a wiki, stored as a Google Doc or something similar along the same lines. Forcing them to interrupt what they're currently doing, look up a naming convention and then come back means that they're losing time. They also have to leave HubSpot momentarily. Even then, they might misunderstand the naming convention and type in an incorrect name.   Why is this currently a bad user experience for admins?   Incorrect naming means that list or workflow filters for Recent conversion might not work. It can also mean that reports become a mess, if these reports are pulling in asset names.   If admins have to look into this on a permanent basis, in portals where there are new assets every day, this takes time away from developing the HubSpot portal and generating more value for all users.   Here's what a solution could look like   To solve this, it would be great if there were tools to enforce a naming convention. Ideally, admins would specify what constitutes a correctly named asset and similar to the forms editor, arrange fields to their liking.   Here's a quick mockup of what this could look like when creating a new page.     The user could select from dropdowns which team they belong to, the language of the assets, the asset type, include a title and date. The system would then generate a title from this that cannot be further edited.   Admins should be able to specify the options for each dropdown, separators, order and field validation (e.g. max length for a title).   (In case this is eventually introduced, please consider to make this a feature that is at least included in all Professional and Enterprise subscriptions.)   I would love to see this for all assets in HubSpot: emails, workflows, lists, campaigns, imports, properties, files etc.   Thanks in advance for reviewing! ... Mehr anzeigen

Currently there is no option to automatically have emails that are logged on a contact record automatically log onto the associated lead objects. Currently if an email is sent from a Contact record or inbox, the email will not be logged to the lead object. While the only way to get the email automatically associated, is to send from the sales workspace or lead view. This creates a problem for users who wish to use the 'Email count' property on the lead object to accurately show the number of emails sent to a lead. Especially since some users may be using the sales workspace, but some are not, or are sending from the contact record. Ideally, we would have the options in the Activities settings associations tab to add association rules to log to 'open leads' for emails logged on a Contact. Picture of the current settings, where a 'Associated Leads' option could go. ... Mehr anzeigen

We have been informed by HubSpot there is no way to select a user's default Business Unit preference. Can you please add this feature urgently? It's very frustrating to have to change it multiple times a day to use HubSpot as I do now. When I log into HubSpot, I am in placed in the company's business unit. I am unable to access the things I need to from this business unit and have to change to my business unit. This change is necessary everytime I login, which several times a day.  Thank you. ... Mehr anzeigen

The new auto-formatting and validation feature for phone numbers is a step in the right direction.   However, the current integration seems to be missing the mark with regard to user experience. I was unable to find any articles or posts in the Help Center announcing the new auto-formatting feature. The only Knowlege Base article that pops up when searching "phone number validation" is a detailed breakdown of editing default contact properties, and then there is only a reference to the validation and formatting being applied "automatically by Hubspot based on the country code."   This feature is certainly a step in the right direction, but several improvements are needed to improve the user experience and make the feature more functional overall (noting that recent comments on an "old" idea thread are already being discussed here; skip to page 7).   Suggested improvements include:   Global Setting to Enable/Disable auto-formatting at the account level - currently, the feature is enabled by default with no disable setting available Global Setting to assign a default Country Code - currently, the Country Code must be selected manually for every new contact (see screenshot below) Bulk edit phone numbers to apply Country Code format & validation -- currently, only able to apply formatting & validation when editing one individual contact at a time OR when adding to new contacts manually added (not via web forms -- this is needed, too) Retain "number only" format for export and/or sync to other apps or integrations to remove non-number characters (parentheses, plus sign, spaces) Default behavior of phone number formatting & validation when creating a new contact:     There are likely other enhancements that other users, especially those not based in the US, would appreciate. ... Mehr anzeigen

We deal with a lot of multinational organizations and our sales managers are on the road about 80% of the time. The HubSpot Mobile App is invaluable, however the search function is lacking customization.   Today, if you search a multinational company with many locations/records on the HubSpot Mobile App it will show the company name, website address, and street address. We would like the ability to customize this to remove the website URL, as it is not pertinent for us, and replace this with the state or country.   So, instead of having the following display on the mobile app: Company Name Website Address Street Address We would like to instead display: Company Name Street Address State ... Mehr anzeigen

As of 15 May 2025, when accessing the Pipelines tab in any of the objects created within the HubSpot Object Library, it is not possible to access Pipeline Rules, Automate and Tags functionality as shown in the picture below:   (Picture of the Services object's pipeline settings) However, when accessing other standard HubSpot objects like Tickets or Deals, one can access this functionality, as well as Custom Objects: (Screenshot of the Tickets object's pipeline settings) ... Mehr anzeigen

There is no ability to list out all the records that you follow. Since you automatically follow contacts you own, you could filter by that to see the majority of what you follow, but there isn't currently a full list.     It would be helpful to have either a filter or a section under "Your Perferences" in Settings which will list the Deals, Contacts, Tickets, etc. that you follow. The ability to unfollow records directly from this list would also be helpful.   The goal here would be an easy and effective way to manage records that you follow to reduce uneeded notifications. ... Mehr anzeigen

Currently, you have no date property that tells you today's date. This is genuinely a critical function if you are going to compete with other CRMs. How can a sales team set and keep SLAs if they can only look at the time spent in stage retroactively? Please fix it or bring in a "Today's Date" field so people can work around it using a calculated property and some basic automation i.e.   Enters deal stage > set date picker to "date of entry" Calc field = time between "Date of entry" & "Today's Date" Report = all deals with "Calc field" >7 Automation = id "calc field">7 notify salesperson and manager.   This is a huge hole in the system and is going to cost your partner's deals. A simple addition like this would unlock a lot of potential within the system. ... Mehr anzeigen

Hello HubSpot Product Team and Community, I'd like to submit a request regarding the Prospecting Agent and its AI-generated email capabilities. At present, the emails written by the Prospecting Agent default to American English spelling. This creates two main challenges for users based in the UK (and other regions using British English): Inconsistency with local language norms For example, words such as "optimize", "personalize", and "analyze" are spelled with a "z" rather than the British "optimise", "personalise", and "analyse". This immediately signals to prospects that the email may have been generated automatically, potentially reducing the authenticity and credibility of first-touch sales communication. Manual editing overhead Users must manually reword and correct AI-generated emails before sending, which reduces the productivity benefits that Prospecting AI is designed to deliver. 💡 Proposed Solution: Add an option to configure the language style (e.g., "American English", "UK English", "Australian English") at the portal, user, or workspace level for the Prospecting Agent. Alternatively, allow users to select a default spelling convention when setting up AI writing preferences (similar to style or tone settings for content assistant tools). If anyone else would find this valuable, please upvote or comment to help raise visibility. Thank you HubSpot team for your continuous AI innovation and listening to the community! ... Mehr anzeigen