Great minds think alike

Our organizaiton has goals/success metrics for each of our client organizations. These goals change year over year and the numbers vary based on the company, engagement and population. Current state, we are having to capture these under "Deals" as this is the best route we can think of to house this information given it changes each year, want to tie to the company and be able to track/export. It'd be great if we could have goals tied as a seperate association to track.  ...read more

I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event flagged as attendees. so a business knows which are valuable contacts.   It would also be helpful to be able to use a workflow to send different communications to clients based on their association tag. ...read more

Currently, when using the Global Search Function, we cannot amend the default Global Search Results Settings to display properties in the Global Search Results View columns that are relevant to the specific business, and customise views to different teams/ team members in the business.    i.e. Global Search Results for Contacts only show default columns for Name, Email, Phone number, Primary company, and job title.  Global Search Results for Companies only show default columns for Company Name, Domain, City, Region, Phone and Company Owner.  Similarly, we are locked to default properties with Deals, and all other objects.    Goal  We are able to tailor the Global Search Results settings to meet the needs of different teams/users, much like the way we already can edit the object-specific search result views with the Contact/Company/Deal search tabs. This will enable us to:  - Choose properties to display in the Global Search Results view  - Choose order of columns that display  - Change length of column.   Different teams have different needs:    Use cases Different properties/columns to display for different teams  - Service teams may find it more useful to see a customer code property/column in the Global Search Results View; while they can use the Global Search to find the correct company, they can't see on the screen they are clicking on the correct company, because we cannot bring in the <CUSTOMER CODE> company property to the results view.  - If searching companies, would be great for sales teams to see the primary contact in a column, and click directly onto this, rather than needing to click on the company record, to then search for the primary contact  - If searching tasks, would be great to see the internal task owner in a column, so you can easily see accountability.    Ability to edit length of columns  There may be several entities e.g. deals, companies, with nearly identical names, but a small variation right at the end of the deal/company name. So we can correctly read the name, we need to be able to edit the length of 1 particular column in the display screen. This means we don't have to click into the record/hover over each record, to read it. e.g. COMPANY NAME is likely to be longer than other properties, so we want the ability to make this column longer than others.    ...read more

It would be perfect when the new (currently beta) scoring properties would work as follows: Each action within the filter earns the contact [1] point, with each point having a [14] day lifespan. For instance: A homepage visit equals 1 point, with a point lifespan of 14 days. If a contact visits the homepage 5 times within 14 days, they accumulate 5 points. After 14 days, the point(s) "expires." If the contact visited the home page 2 times on the first of june and 4 times on the 10th of June, he will have 6 points on June 10 up to June 14, 4 points on June 15 up to June 24 and after June 24, zero points ...read more

Posting on behalf of user - when enabling the guest function on meeting schedulers, there should be the option to automatically create a contact record for the guests include in the meeting. Currently, if a guest is added to the meeting they will just be noted as a guest on the meeting activity and a contact record would need to be manually created within the CRM.  ...read more

With the recent wave of prodcut updates, I have noticed less attention being paid to the small but important details. One example is the inconsistency of available activity filters across various HubSpot objects, in particular list memberships.   For as far as I can remember we could filter for list membership updates at contact level: With the introduction of company, deal, and other object lists - these are being used build segments, act as workflow enrolment triggers, etc. So far so good, but what if I want to troubleshoot some issues concerning when or why an object was added or removed from these lists? Well, I am bit **bleep** because there I do not have the option to filter by list memberships in any other object activity feed.    Frankly, I don't get it. Building a list for an object becomes a feature, so should the ability to filter by "list membership" updates. This is often (if not always) my first go to point for troubleshooting to establish a timeline, quickly see what else happened before digging deeper into what changed and why, in order to work out why something has changed that we were not expecting.   I know the official HubSpot line is "not cobbled but crafted", in this case it does feel a lot more cobbled than crafted. A focus on consistent UX/UI experience would be much appreciated.   Thanks ...read more

Automatic Contact Creation: When a user uploads a PDF resume directly into HubSpot, the system would automatically parse the information (such as name, email, phone number, job title, company, skills, etc.) and create a new contact in the CRM. Email Integration: If someone sends an email with a resume attached, HubSpot could detect the attachment, parse the resume, and automatically create or update a contact in the CRM with the extracted details. Field Mapping: The parsed data could be mapped to specific fields in HubSpot, ensuring that all the relevant information is stored correctly in the CRM. For example, work experience could be added as notes or within a custom "Experience" field. Customization: Users could customize which fields they want to extract from the resume, allowing them to focus on the most relevant information for their needs. Duplicate Detection: The system could check for duplicate contacts based on the email or other unique identifiers before creating a new contact, helping to keep the CRM clean and organized. Integration with Other Tools: The feature could integrate with other HubSpot tools like email sequences, workflows, and lists, allowing for automated follow-up, segmentation, and more. Analytics and Reporting: Users could track how many resumes are parsed, which job titles are most common, and other relevant data, providing valuable insights for recruitment efforts. Potential Use Cases: Recruitment: Automatically add job applicants to the CRM and segment them by skills, experience, and more. Sales: Parse resumes to quickly add potential leads with specific expertise or job titles. HR: Keep track of internal candidates for promotions or transfers by parsing their resumes. This feature would significantly reduce manual data entry, improve efficiency, and ensure that all relevant information from a resume is captured accurately in HubSpot. ...read more

The introduction of Prospecting to manage leads is a welcome addition to HubSpot.  We have adopted it and over all it works really well.   However, some of the standard functionality in how you manage other record types (companies, deals and contacts) aren't available for Lead records.  This includes: exporting leads to a spreadhseet, and the ability to make wholesale changes to that export and re-import it back into HubSpot.  The ease of use of HubSpot doesn't seem to apply to Lead records which is frustracting and hard to understand.  Can this be fixed to make data management of lead data easier and encourage the adoption of the Lead feature in HubSpot?   ...read more

I'm trying to use HubSpot batch API and have the next problem: when I send 3 contacts to https://api.hubapi.com/crm/v3/objects/contact/batch/create and if one of these contacts has a problem - HubSpot response format is like this: { "status": "error", "message": "Property values were not valid: ......." "correlationId": "2c2b03e3-5692-4261-b462-0bea1952e562", "category": "VALIDATION_ERROR" } Why the response format is not like this: [ { "status": "error", .... }, { "id": "4136413868", .... }, { "id": "4136413870", .... } ] ...read more