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Would be great to have a way to associate 2 or more companies together as you can Contacts to Companies... My sales team looks at Companies as part of their process so even associating using Contacts is something we can't utilize. ... Mostrar más

Make keyboard shortcuts.   Saving a note for a contact, saving a contacts changes.   etc. ... Mostrar más

Hello Hubspot community!   I was wondering if there are any plans to allow users to use ChatGPT to interrogate their CRM data.   It would be really helpful to be able to ask ChatGPT questions about our customer data, such as:   "What is the average lifetime value of our customers?" "How many customers made a purchase in the past month?" "What is the most common reason for customer churn?" "Which marketing campaigns have the highest conversion rate?" "Which customers are most likely to make a repeat purchase?" Being able to ask ChatGPT these kinds of questions would save a lot of time and effort in analyzing and understanding our CRM data.   Do any other users feel the same way? Are there any updates on this feature being implemented in the future?   Thank you for your input!   (PS, ChatGPT wrote this post!)  ... Mostrar más

Same features that are offered on formatting on contact level but on a company level, helps with duplication and messy lead data.  ... Mostrar más

It would be excellent if when adding Locations (Custom Object) to a Deal, the existing locations that are associated with the Company showed up in order to select. As of now when adding a Companys' existing Locations to a Deal, only a search is allowable. All Locations in Hubspot that match the search criteria show up no matter the Company the Deal is associated with.  It would be awesome if the existing Locations associated with the Company were present to select without searching.  Example: Thanks, Sara Vray   ... Mostrar más

Now that there is a new "Rules" section in contact properties, it would be great to have the ability to have a rule stating to keep the oldest field property when merging contacts. There are hubspot fields like original source and lifecycle stage which function this way.   We have created our own lead source field that needs to function this way as well. Currently I have to reset the field to the first entry. Having this rule would be the perfect solution! ... Mostrar más

Pour le moment, nous ne pouvons pas établir une action dans un workflow ou un filtre appliqué à une liste qui aurait pour déclencheur : n'importe quelle modification apporté aux propriétés. Prenons un exemple concret : Je souhaiterais que lorsqu'un membre de mon équipe modifie une fiche de contact par exemple, il devienne le propriétaire de ce même contact. Pour cela je souhaite créer un workflow qui à pour action "attribuer le contact à un propriétaire spécifique" mais je n'ai pas de déclencheur permettant de finaliser ce workflow.    ... Mostrar más

Each company Admin should have an option to standardize the contact and company views for example for the sales team so that everyone's contact view looks similar. The salesperson can have the option to further customize their view but as Admin we should be able to create a view suitable for the entire sales team.   ... Mostrar más

Posting on behalf on a customer: Currently specific records may have multiple contacts/companies/deals/tickets associated. Being able to filter for activities that share an association with a specific contact/company/deal/ticket would be incredibly helpful as it allows a user to sieve through all communications for the most relevant data - this will lessen time and effort required for reps and managers looking for activity associated to a primary company. ... Mostrar más