I've created a custom source field for Contacts and mirrored it in Deals. The reason for this is because the Hubspot default options were too limiting and could not be edited. Now I want to map the fields so when a new deal is created from a Contact the source information is updated within the Deal. My ultimate goal is to map deals to sources.   Is this possible? If not, is there another way to approach this that will give me the same result? ... View more

Hello,   We have a lot of administrators who register for events for their supervisors. In Cvent's e-marketing platform, I am able to send a marketing email to both the contact's primary and the associated CC email. Same email, just two separate addresses at the same time.   Example: My executive assistant registered me for a conference and in the registration process, there was a question, "Are you registering for someone else?" My assistant selects, "yes" and enters her email.  So after she is finished with the process, every time I get an email with details for the conference, she automatically gets cc'd as well.    Is there a way to do this in Hubspot?    Thanks,   Michael ... View more

Hi!   The main driver for assigning ownership to contacts, companies, deals and tickets is the contact and to which team they're related. I understand Hubspot wants to relate everything to a person instead of a team so someone is in charge and responsible and that Hubspot is not willing to change this approach. However, with the view, edit and communicate restrictions I can't set up my teams and user settings properly. Or users will see too much or not enough information.   As Hubspot is working on a solution to add users to multiple teams, I hope they also take into account that all access properties of users are extended as well and can be assigned to different teams.   Options for View / Communicate / Edit properties for contacts Options for View / Edit properties for sales Everything OR Per team (Team A, Team B, Team C, ...) Everything Owned only None Assign marketing access per team (ON/OFF as well as all permissions)   However, beside of assigning a contact, company, deals and tickets to a user it would be an interesting add-on to add it automatically to the team(s) of which the user is part of, by using an extra property with field type "Hubspot team".  You already have the property field type "Hubspot user" but it has too many restrictions.    Many thanks for your feedback.    Regards,   Steven ... View more

As a subcontractor we often put out bids for the same project (deal) to multiple general contractors (company) and a unique person within each orginaization (contact).   Is there a way to assign more than one general cotractor (company) to a deal?   Is there a way to assign a unique contact to each company once multiple companies are assigned?   Is there a way to then re-assign a single general contractor (company) and contact to a deal once the GC has been awarded a project? ... View more

So the Shopify integration seems to be missing key properties. For example it's not possible to create a list of contacts based on the product or vendor they purchased, how many times they've ordered from us etc.   The integrations needs to pull in the following: Vendors purchased Product SKU Number of orders All of these properties are in Shopify but don't pull into HubSpot.  ... View more

Why is it now one extra click to see the "details" of a task?  eg - what task queue it is in.  To view or edit tasks, it only shows the name - and its an extra click on "details" to get to all the other important task info.  This seems so unnecessary, causes more work, and another example of how much cleaner, tidier and simpler the old format was.      ... View more

When creating a new deal from a contact, we keep forgetting to tick the checkbox "Add timeline activity from xxx to this deal"   Is there a way to have it checked by default? ... View more

  Repro:  1) Filter by a property in the CRM 2) Modify that property for contacts in the results   Result: Contacts are not filtered in real-time. It takes up to two minutes for the changes to be reflected. This was confirmed by HubSpot support.   Intended result: Filtered contacts are displayed immediately   ... View more

At present, when you create a company and then view the company, down the left is a pane that says 'Add Contact'.  A window opens to search for a contact. There should also be a button in this window to Create Contact. At present, I use the search and type in 'XXX', only then does a 'Create New Contact' button show up. ... View more