Great minds think alike

We have a Contract End Date property on companies. I need a way to Filter to show companies with an expiration date in next xx days/quarters. There are a currently a number of Last X days options, but not future ones, other than week, month, year? The “This year” option works now, but not as we creep further into the year. It needs to be: rolling customizable or have a few options like next quarter, next year This filter would be useful for any date property, not just a Company one. ...read more

Problem: At the moment, Insights does not work for every field properly. (More info here: https://community.hubspot.com/t5/CRM/HubSpot-Insights-Database-enriches-wrong-address-information/m-p/419158#M125703)   You already implemented an option to disable it completely. (https://community.hubspot.com/t5/HubSpot-Ideas/Option-to-turn-off-HubSpot-Insights-on-company-records/idi-p/178713/page/2#comments)   This is not ideal, as some information is correct and we want to benefit from it.   Solution: Provide the option to enable and disable Insight on a field basis instead of as a whole.       ...read more

We wan't to use other properties when we are importing companies and contacts into HubSpot, besides the predefined properties used. (Companies = domain name; Contacts = email).    For instance, it would be easy to just match companies based on company name.    One thing, that we find would be highly valuable is to use unique company identifiers to match for duplication.    We use the unique company identifiers that are used in Denmark, Sweden and Norway. So we know each company has a unique identifier, which would make duplicates redundant.   we have made our own property with this unique identifier in HubSpot, so it would be an easy way too important companies.    Please upgrade the import function. ...read more

Often times I'm bulk editing data on our companies. Unfortunately, not everything can be done through a workflow (though I use those extensively too!). One of my absolute pet bug bears is that I need to click on each company in order to edit the property I want to edit even though it's on the display. Example below.  Can I please have a way to edit the properties that are displayed in the columns I've chosen on the filtered list rather than needing to click into each company individually? It's a whole lot of unnecessary clicking and more than doubles the amount of time it takes me.     filtered view of companies ...read more

I wish we had the option to auto-associate objects with each other. For example, let's say a contact has several deals and one ticket. Can we have the option to auto-associate all the contact's deals with their ticket? This would significantly help eliminate manual steps in reporting and data, and improve organization. ...read more

Within our database, we have a lot of duplicate companies because companies have multiple URL variations (i.e. www.brand.co.uk / www.brand.com /www.sub.brand.com, etc)    When we're merging these company accounts, we're losing visibility of all the different URLs as it's just keeping the most recent one.    Please can you amend the process to keep a fields records when merging, and not delete anything? Perhaps set up a review process which asks what you want to do with company data in fields that are both (keep, replace, keep both).  ...read more

I understand that the industrial property in Hubspot is used to buy industry insights but I am surprised at the mixture of different classification types there are.     Why not NAICS Code Directory and map old classifications to the right group. Just as you guys have multiple levels lead source you could do the same for NAICS classifications up the hierarchy. Considering how important customer segmentation is to effective marketing. I'm really surprised and a little disappointed it such a mixture of things...  or use the Bloomberg classification - Sector, Industry, Sub Industry. But use a standard... or if it's your own then create a hierarchy and share it with everyone maybe showing how different standards map to your classifications. You could share in a spreadsheet or create an article on your blog about it 🙂 ...read more

Contacts can have 1 "Associated Company" and several "Related Companies". Workflows and Lists can be generated based on properties of "Associated Company" BUT not "Related Companies" - as I've been told Related Companies is still a BETA feature.   Expanding the Lists and Workflows to included segmentating based on the properties of Related Companies would be immensely helpful and prevent the necessity of creating duplicate Contacts in order to trigger Workflows and generate correct Lists.   Example of Issue: We have "Owner A" who is the owner of "Company A", "Company B", and "Company C" that are in the states of Arizona, Nevada, and California, respectively. Company A is the Primary Associated Company while B and C are merely "Related Companies".   We need to send an email to all of our customers who have a company in California. If we create a List where it filters/segments Companies where "State" = California, Owner A will not be included because their California office is only a "Related Company".     This is just one example where having "Related Companies" is almost pointless, aside from making UI a bit simpler for customers who have multiple locations/businesses. I wasn't even away of the issue until it was tested in the specific scenario given above. ...read more

Posting on behalf of HubSpot user:  Requesting use of key-commands when navigating CRM records. Finding that mousing around everywhere takes additional, unnecessary time.   For example, use of return key to trigger any solid orange buttons on the record. Could also be expanded into the use of hot keys to quickly force commands in the system - navigate to associated contact/company record, create objects, etc.  ...read more