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). ... 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

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

Right now ALL deals are listed onthe contact or company record. I would like to be able to filter what i see there, per record - like only open deals, only won deals, or at lease list deals by close date, or something.   Right now there seems to be no rhyme or reason to how it lists and it doesn't list them all, I have to go to a separate page to view the deal I want to look at. ... 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 have some sales people who think being able to just hit enter would be easier than clicking the Save button in CRM (i.e., creating a note). If this could be an option per user, I think this would be a great option.   Support has already told me this isn't currently an option.  ... 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