Great minds think alike

When you have a lot of columns in a list or table in HubSpot in can be troublesome to analyse since the name columns disappear when "scrolling" to the right. It could be nice to fix on or more columns in place so, lets say the name of a contact or company, is always shown when you look at all other columns.  ...read more

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? ...read more

Hi - We use workflows to automatically update a contact's lead status using email subject lines. (Logic: These emails get sent anyway and it reduces the amount of manual status updating our team needs to do.) This works great... the first time they go through the process but it breaks if they become a repeat customer. Here's an example:   Ex: Julia submits the form (hidden field: set lead status to "new") She schedules an appointment with the company and is sent the confirmation email • confirmation email subject line + lead status (new) triggers the workflow to update the    In the future, Julia submits the form AGAIN (this happens a lot for us) • her lead status is changed in the form to "new" • because she already has a subject line on her record, the workflow would trigger and she'd be wrongly re-categorized as "with sales"   I've come up with some hacky-work arounds (like the example above, I layered on that to hit the workflow, the contact also needs a logged meeting set in the future). But I haven't come up with workarounds that work for everything.   A better solution would be a manual "reset" in a contact's communication history. Basically, I want to be able to say: Hubspot, don't look at any history before a given date. So the system would look at the contact like they're brand new (because, it's a new sales cycle) but we'd have all the existing communications for our record. ...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

Hi there,   while reading through the developer API and having the first tests completed I could not find a way to create a scheduling page via the API yet.   So the usecase is to create multiple scheduling pages regarding different topics for different owners and getting back a link for a meeting name, which can then be shared via e-mail for instance or integrated in another website using an iframe. Afterwards  prospects should be able to book meetings with the scheduling pages link.   Did I overlook that option or is just not possible (yet)?   Thanks in advance ...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

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). ...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