Grandes mentes pensam igual

Note: Hubspot has a field(properties) named Salesforce Account Id which is read only, and it is updated automatically with salesforce record id when hubspot companies synced with salesforce account. Scenario : We have multiple existing account records in hubspot and same records we have uploaded in salesforce. Now we want to sync same records and as well as new account records from salesforce to hubspot(one way sync). Issue : when we sync salesforce account to hubspot it will create duplicate records for those accounts which are already exist in hubspot and same records are sync from salesforce, because the record created in hubspot don't have value in salesforce Account Id field, while syncing if hubspot found null value in salesforce Account Id it will create new account records whereas it should update existing records. Requirement: Our requirment is to make Salesforce Account Id field in hubspot editable or is there any other alternativeto handle this scenario. ... Exibir mais

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 ... Exibir mais

Currently there isn't a way to merge companies together that have child accounts.  You need to remove the child accounts before you merge companies together and then re-add those child accounts to the new merged company.  If the dev team can work on something that would allow mergers to happen even wtih child accounts that would be awesome. ... 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

There are many hubspot partners and happy customers in Israel! Here in Israel the official date format is: DD/MM/YYYY And the official work days are Sunday - Thursday *** Today in Hubspot, You can't define them both (and I am talking about the calender to choose from, in every activity, for example: Task Due Date). When we try to change the "Account Default" (to Canada format/ UK format), we can have accurate calnder or accurate date format. *** Please give us the ability to work normally in ISRAEL! Thank you, Rubi ... Exibir mais

I prefer sending emails directly from Outlook with the HubSpot Sales Plugin tool.   I really wish there was a shortcut to create and follow up tasks associated with email contacts and the company involved. Now I manually have to do this in HubSpot instead of being able to do it in this sidebar. Would really save me and other a lot of time.     ... Exibir mais