クリエイティブな才能を開花させよう

mtruss · ‎3 16, 2021

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.

mitchellkp · ‎2 28, 2019

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.

CSGerdes · ‎10 2, 2020

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.

ElishaDignam · ‎11 30, 2020

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).

nbazilev · ‎3 18, 2020

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.

RyanneH · ‎6 25, 2020

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.

birdman · ‎8 26, 2020

When a Contact or Company has a multi-select property, during a merge the values of the source objects are not "copied" to the destination object. For example, Company has a custom multi-select project named MarTech stack. Company 1 has values "Hubspot", "Google Analytics" and Company 2 has values "Mailchimp" and "Matomo". When these companies are merged, you want to maintain all 4 values. With an import you can choose the bahavior by adding a ';' (to add) or without semicolumn (to replace).

oboote · ‎8 2, 2023

Notes, including pinned notes, are not included in the "Overview" page of a contact/company. A pinned note is by definition important. Having it tucked away in a tab (Activities) is causing issues. Would prefer to disable "Overview" tab entirely until this can be addressed.

Jason_K_Nash · ‎2 9, 2020

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 🙂

BradleyE · ‎1 31, 2020

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.

クリエイティブな才能を開花させよう

Disable/Enable HubSpot Insights for each field seperately

Add Next XXX days to filter

Import objects using other properties for deduplication

Merge companies & keep ALL URL variations

Auto associations between ALL objects

Program hot keys for quick navigation

Multi-select property when merging

Disable "Overview" until pinned/notes are included

Industry Classification - Industry property - Use a standard

Related Companies -- Included in List Segmenting and Work Flows

実装済み

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