Great minds think alike

The idea would be to have a workflow turn on or off based on a date, preferably date and time.  Or have the ability to have a trigger turn off or on a workflow.  The main goal here is something I've had multiple people ask me for.    They want a rotating "on call" schedule for certain employees.  I can create the schedule, but in order to make sure the calls always go to the right people on the right days becomes a problem.  Using Callingly for lead calls, I can have multiple teams and have the workflow turn on only when it is that team's on call time   ...read more

We would really love to see additional functionality around notes-- preferably a title or type that would help us standardize our note taking efforts within the team!   right now it feels like the wild west, I want to make it easy for reps to understand the process and a designated space for title/tag/type would do that!   thanks, happy to share some specific examples from our portal just dm me! ...read more

It would be great to have the possibility to attach files when answering (leaving a comment) on a Note, not only inserting links or attaching images.    When creating a Note:      When answering to a Note:      ...read more

Hi,   Could an option be added to manually (and in bulk) change the host of a meeting please? Would be helpful to have this when someone is logging meeting on behalf of someone else.   Best, Alexis ...read more

Raising this suggestion on behalf of a HubSpot customer.  With contact creations and properties, it's possible to save the property as mandatory before saving the property. With Meeting outcomes can it be a feature that the Meeting activity can be saved until all of the options have been saved? For example, none of the meeting activities has a null value.  I can see that a similar idea has been raised here:https://community.hubspot.com/t5/HubSpot-Ideas/Make-Call-Outcome-required/idi-p/179089 as well.    Thanks so much team! ...read more

Hey! the recent additions to the center column design are phenomenal.    Only downside is that we can't totally leverage them due to the only conditionality we have is based on team not on properties like the left sidebar sections.    We need a way to build tabs in the center pane conditional based on things like lifecycle/deal stage/pipeline/ company type** etc.   if you have any followup questions I'd be happy to provide additional feedback, specific use cases. Just email me. ...read more

Who is this feature for? Everybody who wants to control the visibility of sensitive data in the activity feed (like not to share data between departments or when setting up business units and the units have shared contacts).   What is the goal? At the moment you cannot control who has access to all the sensitive data visible in the activity feed: if someone owns the contact or has "everything" or "teams only" contact object permission, that user will be able to see the activity feed. There is no way to distinguish between what is displayed there (and I don´t mean view filtering here). You wouldn't want emails or meeting logs with confidential data being able to be seen by members of other teams.   What value will this add?   It would give a crucial security layer to all those cases when a contact has to be shared but data should be displayed restricted.   Examples for the solution: There is now a new beta feature that adds Notes to the permissions and accessibilit can be set.  Also the associated elements on the right side of a contact record can be customized based on the needs.   Activity feed should have the same visibility control as well! ...read more

In the Sales Hub Activity Feed, currently filterable activity types are: Email opens, Email clicks, Sent emails, Lead visits, Prospect visits, Document views, Meetings, Forms.    Ideally this would also capture all outbound-related activity for users, including: Calls LinkedIn Sales Navigator activities SMS Whatsapp Other ideas Marketing Email sends Notes Tasks Chat conversations Social replies Postal Mail ...read more

Hi, I have a question about Files in HubSpot. There are SO many files Unused on any pages and I'm going to archive them eventually. But it takes too long to figure out which file is used or not. (Currently I click each file and see the detail but it takes too long...) Is there any good/quick way to see if each file (image,pdf,video etc) is used or not? Thank you for your help! ...read more