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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.  ... Exibir mais

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. ... Exibir mais

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 🙂 ... Exibir mais

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. ... Exibir mais

Currently, you can view all of the "Workflow Memberships" for a given Contact simply by viewing the Contact itself and viewing the right-hand side menu. However, this does not exist for Company and Deal objects and would be super beneficial if it did.   Additionally, when viewing your Workflows from the "Workflows" page, there are metrics for "Total" and "Active" enrollment, BUT there is no easy way of viewing WHO (or what objects) are actually enrolled in those Workflows. The closest you can get to these is by clicking an individual Workflow, viewing the "History", and then applying filters or searching through the "Select a [object]" dropdown - but even this doesn't give you a definitive anwer because from what I can tell this is just a list of all objects (Contacts, Companies, Deals) that had any association with the Workflow, even if it was just temporary or they have since be un-enrolled.   Summary: There is no indicator on a Company and Deal telling us what Workflow(s) that object belongs to There is no way to see in an aggregate view which objects are actively enrolled in Workflows   Workflows are extremley useful but as they currently stand are an absolute nightmare to manage/maintain/track/review. ... Exibir mais

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. ... Exibir mais