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

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

im new to Hubspot and realized when i was creating a task, within a deal, that later when the task came up, when i selected it, it was opening the customer page, not the task.  this is ok if i only had one deal with them but this is not always the case.   the help desk told me the default is the company however i can deselect the company from the associates in the task.  to me, that is too many steps.   in my opinion, the task should open within the field it was created ie, customer, company, task, etc....   theres a reason i'm creating the task within the deal.  because its the deal i want to follow up on.     ... Mehr anzeigen

Our team needs the ability to restrict what sources the built-in Breeze AI Agent assistant (currently shown as “Assistant” or “Copilot” in the sidebar and UI) is able to pull from. Our industry has very specific legal and compliance restrictions so we cannot have our agents getting information from generic internet sources.   We currently have the Confluence for Breeze App, but we cannot restrict the Ai to only pull from our Confluence. We have far too many documents to upload individually to the custom Knowledge Vaults and there is no way to link the vaults to external sources e.g. our own websites or Confluence. This is resulting in our team being unable to utilize the Ai features at all, which is unfortunate. ... Mehr anzeigen

We can now create custom call and meeting properties, but it would be ideal to be able to add them to the call/meeting cards when logging or scheduling them so when someone is logging the activity they can easily select the options created.    Use case scenario: We're trying to report on activities around particular products so I created a custom call property called Product Family Focus with options that can be selected (multi-checkbox). But, to have our reps actually use this, it would need to appear when they to go log or schedule out a call or meeting when they select the call/meeting type and all the other options. (Preferably somewhere in the white space shown in the orange boxes below). Take it one step further, allow Admins to make it a required property if needed so people don't miss capturing important information.     ... 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

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

We've conducted an internal review of properties and one of the needs was to see the values in dropdowns/checkboxes, and the only way was to manually copy out the values. Would be useful to be able to export them instead.   Also do you need an idea category of "properties"? I can't find the best category for this idea. ... Mehr anzeigen