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. ... View more

Looking for a way to require the properties on contacts to be reviewed before the task is completed while in a task queue. For commonly updated properties having a required value instead of being left blank would ensure some input happens on the contact before moving on. For instance, "Lead status" and "Company Type" need to updated or reviewed on all of the tasks in our process. If the task would be stopped from completing until both values have some data point entered it would improve data accuracy.   ... View 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? ... View 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. ... View more

I want to start off by saying, I love Hubspot. The features and capabilities of this FREE tool are unbelievable. However, the fact you can't even search for people by their physical address, which is Hubspot's OWN FIELD, is a ridiculous oversight. We're a service based company where customers have multiple sites we must visit. When they call in, wouldn't it be nice to lookup their site by the PHYSICAL ADDRESS?   I am honestly blown away at this lack of functionality in an otherwise incredibly powerful CRM. What gives Hubspot? ... 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

In reponse to this post. Slicing up a search feature into different pricing tiers is the epitome of bad taste. It's not a new feature, it's not a addon, its a foundational feature for any CRM. Even Scrooge wouldn't attempt such a act. Maybe next you can limit note length to 9 characters unless you are enterpise. That's just enough to spell bah humbug! Wait does the blank space count... maybe just bahhumbug. I still like your product but plz consider this.   ... 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

Hopefully we're posting this report in the right section.   I don't know if it has already been reported but we are encountering a really annoying issue with the conversations. Sometimes for a reason that we did not really figure out, it happens that the draft of a mail is somehow failing or a conversation is just failing.   So when something goes wrong on there, we cannot ever give any response to the conversation failed. It's still appearing in the conversations, there is typical message to say "hey something is wrong, please retry" but pushing that retry button does not fix or clean the issue.   This is annoying because then we've have to recreate another conversation that generates a new mail in our clients mailboxes, I think it's not really client-friendly nor professionnal to open conversations with our clients for a same subject when something is wrong on our end.   We really hope you will be able to figure out what's happening on there and we're so waiting for a bug fix for this.   Thank you for reading. ... View more