Great minds think alike

It would be a helpful way to keep our database somewhat clean if we could have a way to delete a company and all of its associated contacts in a single action, perhaps a prompt like "would you also like to delete the contacts"? Because of the way contacts are created via emails, we get a lot of records we don't need, and deleting them is cumbersome.   ...read more

We use the salesforce sync a lot, and would like to be able to create lists / run reports / workflow enrollments based off the sync status and deatils.    For example, if: Salesforce sync status = Not syncing Sync detail = Salesforce record removed or unavailable  then we could make a list of accounts that should have been deleted in Hubspot to match Salesforce to make sure the systems match.   Another example, if: Sync status = not syncing Sync detail = HubSpot company record has no associated contacts that are syncing with Salesforce contacts. then we could trigger a task to investigate the data quality ...read more

In the past, email templates were grouped in folders so they could be easily selected when sending an email in HubSpot. Now I see that it is a list of all email templates and the folders I created are not displayed. This makes it highly frustating to find the email template that I need to send in the long list, as we have a lot of different templates. And I also then need to remember the name of the template to search. Can this be fixed asap?  ...read more

The target accounts overview is a brilliant overview of interactions/engagement and I'm currently rolling it out to manage our strategic accounts.   A significant area where this falls down through is the ability to group companies, for example where our strategic account focus is a combination of parent and child companies. At the moment, i'd have to flag all those as a target account, but would appear as separate entries, making holistic management a little more difficult to get the measure of.   This is equally true on a  company record too - the ability to roll up all child company data/activity into the parent company (toggling onoff would be great!) would make mangmeent of complex corporate structures much easier ...read more

It would be necessary to be able to link several companies to a contact in the event that one person takes care of several companies. ...read more

I would like for when I start searching a contact by number on the mobile app it will begin populating the contacts that match. Right now, you have to type all 10 digits. I try to do this while someone is actively calling me, and I need it to fast otherwise I miss the call  ...read more

It would be nice if could customize the center of contacts and companies in the same way we can customize the sidebars     ...read more

I would love to see a DELETE button besides the Merge and Dismiss for managing duplicates. Now the process take a longer time just to delete non relevant contacts in this list. You have to copy the email/ contact you want to delete and open a new tab and go though several steps. It is time consuming. Imagina going through 2000 contact in a month with this process?    If the delete button is available, you can just do it in one click and done. Please add this button and will make a big difference. Also would like to see a posibility of doing bulk delete in this list.  ...read more

Since HubSpot Insights data typically loads the state in as an abbreviation, for those of us who changed the state/region to a drop-down (vs single line text), it would be extremely helpful to have an option for a load list of states by abbreviation so the Insight data would populate correctly.   Create an option for States by Abbreviation ...read more