Great minds think alike

In gmail and other software, you are able to select numerous messages etc by selecting one contact, holding onto shift and dragging down the list until you have selected the qty you needed - simple.   Why is it not possible in Hubspot to achieve this with contacts in lists (as an example). As far as I can see, I can select ALL or Bulk select. - however, if I want perhaps 25 out of 100 from a list in a page quickly, there is no way other that selecting each contact one-by-one - I do this regulary and find it super tedious. Great if you give us the ability to do what I mention.   ...read more

Hi,    I would like to see the received feedback that a contact fills in after receiving a survey from HubSpot, in the contact and associated company record in the right side panel.   Right now, this is something you only see in the Feedback submission but why are you not able to see that in the contact record and the associated company record?   Thank you Tessa ...read more

'OR' is desperately needed as a filter option throughout the hubspot program rather than just having 'and'. Would be even better to be able to associate several 'OR's and then pair with an 'AND' filter.  This would be incredibly helpful across all records - contacts, tickets, deals, companies, and even dashboards.    -easy case: filtering for contacts that have list membership x OR owned by user y AND visited site in last 2 weeks.    -another: last site visit in last 2 weeks OR clicked email x   Thousands of cases where this would be helpful.  ...read more

We're dealing more and more with clients with larger and larger databases, and something I'm quite surprised HubSpot doesn't have is the ability to conditionally modify associated/child records in workflows.   Our client wants to assign companies to their sales team, and wants all contacts within that company to have that same owner; similarly, if the company has child companies, those child companies and their contacts also need to have the same owner as the top-most parent company. While you can have a contact workflow copy its company's owner, copying company parent/child properties are impossible with workflows, which really limits the usefulness workflows can provide from a data management perspective. Similarly, the inability to query whether or not contact-to-contact or company-to-company properties match (i.e. if the child company owner is not equal to the parent company owner) also really limits the usefulness of parent-child company associations in the first place.   If the parent company owner gets changed, we want it to cascade downwards cleanly across associated contacts, child companies and their associated contacts, etc. so that all associated records (both contact and company) have the same, singular owner.   Adding functionality like this will not only be a huge boost for account-based marketing and sales, but for HubSpot's automation capabilities as a whole. ...read more

I just found out that you can make a list of people based on whether the accepted cookies or not.    In your HubSpot account, navigate to Contacts > Lists. In the upper right, click Create list. In the upper left, enter the name of your list. In the left panel, select Contact properties and then, Privacy Consent. Select the appropriate filter and value. Approved: the contact accepted the cookie policy banner. Declined: the contact declined the cookie policy banner. Revoked: the contact's cookies were removed. Learn more about the Remove cookies API. Click Save and let the list process. It will display the contacts that meet your filter criteria. I love that you can make this list, but you can't create a filter, see it as a property on the contact record or use it as a data point in a report. Can we get that added? ...read more

We're able to send texts from the HubSpot mobile. Many organisations are using WhatsApp as an alternative to text (as well as using it for calling). I have HubSpot clients whose field-sales Sales team who would adopt HubSpot more if WhatsApp integration was included natively, since currently many communications are being 'missed' due to the variety of channels they use to converse with their customers.  ...read more

I would like the ability to change the properties displayed for a company on the right sidebar of an associated record based on teams and different pipelines. Sales need to see different preview properties than my support team. This is similar to the recent update on Board View Properties, where you can set those based on pipeline and team.  ...read more

Hi Team,    Submitting on behalf of customer   They noticed that the "Add to Calendar" button by default is checked off, can we customize if we want it to be checked by default or left blank when a meeting is created on object records?  ...read more

Hi Team,   We are also facing issues with multiple contact, creation with one email ID.  As there is still no solution, what if we create (+1) contact for primary email ID and keep another field as Alternate email. This field will capture original email ID.    So, whenever new contact create with +1 email ids Hubspot should consider alternate email ID to send mail to that customer. If Hubspot allow this solution for us this issue will be solved easily.  Thanks Prasenjit   ...read more