Great minds think alike

Hi Team,   One of our markets are actively using apps called Cusco for partner comms. This is under Intergration activities which is not supported to be added in the Overview tab.   It would be very helpful for market managers to track integration activities available in the tab.   Any plan to add?   Thanks, ...read more

If you have got an single line text property with an value that is a url HubSpot most of time creates a link-icon so that you as user can click on it and go to that url. But if you display a property with a url on a association card in the right sidebar of an object you don't get that link-icon. It would be convenient to have that link there as well. ...read more

We have a few different contact types that we track in our CRM. We also only associate some of these contacts with certain object types, e.g. Contact type A with Deals and Contact type B with a custom object. It would be great if we could, within Deals and the custom object, display different properties on the associated cards since the information we care about between contacts is very different. ...read more

We currently have the ability to filter one-to-one emails (manually sent email interactions) and marketing emails from a records timeline. It seems transactional emails are lumped in with one-to-one emails. As a result, it is difficult for our reps to quickly find the last email interaction they had with a contact. Manual interactions are buried among hundreds of transactional emails our system has sent.    A filter to remove transactional emails specifically only would be helpful.  ...read more

Can we change a contact owner based off a trigger activity (i.e. the sending of an email (so sender becomes contact owner)) in a workflow.   This will be useful for team members where there are multiple actions taken with users and the contact ownership does not matter too much - more that it lays with the appropriate staff member at the time. This will allow them to take full ownership of that contact (incl. workflow outputs - tasks etc.) whilst they are assisting the user.   Why? We have a very large database of contacts - many of whom are basic users of our service, so are not necessarily leads etc. and they will only really ever deal with our support team. We keep them on HubSpot for trackability of past comms. So the owner of those contacts is not as NB as the owner of contacts who might be classified as leads. So the owner is often best suited to the support staff member dealing with the contact at the time... i.e. Employee A is helping the contact with a battery issue in June 2019, then Employee C helps them with a connection query in Feb 2020 etc.   Is there a way to assign the contact owner to the support staff member based on an action taken (i.e. if the contact is sent an email with a specific subject, assign the sender of that email to be the contact owner) and to include this in a workflow? i.e. can we assign a contact owner based off a trigger activity. ...read more

would be efficient to be able to sort the many contacts on the company record view to have the most frequent contact showing FIRST...instead of searching thru xx amount of contacts.     ...read more

Hi,   I also contacted support on this, since it was weird for me that this wasn't an option. It should be great to be able to edit contact fields directly from lists we are viewing.   Other than shortening greatly the amount of effort for changing fields, I would specifically use it in scenarios where I want to align my contact. A great example is where I have a list of contacts I have not yet sorted by their role in the company (a custom multiple-choice that I use to control my mailing lists), I would love to just go over one by one and change them accordingly, clearing the list. ...read more

For example, i have multiple user fields on all object to document the solutions engineers and SDRs who worked on them. but i cannot limit the solution engineer field to only allow for users who belong in the solutions engineer team, and same with SDRs   ...read more

Hello,   Hubspot has amazing features for attribution and tracking. However, because of the lack of adding rule features, critical properties like "lifecycle stage" could not track well.    For example the property "time to convert from the opportunity to the customer" is not working well because changing the lifecycle stage is super easy for every user. Our sales teams accidentally edit LS every time and that affects those properties. So it will be good to define rules for teams ( like only TEAM A can change lifecycle stage) will be super super great.   thank you ...read more