Great minds think alike

It would be great if we could have more flexibility when it comes to editing and personalizing the style and content of the documents in the Documents-tool before sending it to customers and contacts.    We often use document-templates containing different types of information and we edit/personalize it before sending it to the contact or customer. Since we can't edit it directly in HubSpot, we need to download the document, edit it in a third party-app and then upload the new document.  HubSpot already provides so many great features for editing and personalizing e-mails, pages and quotes so it only seems natural to have the same functionality for documents.  ...read more

Many contacts/companies are using webp file type for images on their linkedin and website, but this image type is not allowed for profile images for contacts/companies. ...read more

Similar to Salesforce functionality, I want the ability to import a spreadsheet of records/contacts, and only have Hubspot update contacts, instead of updating and creating new contacts.  ...read more

Gostaria de sugerir adicionar mais números de telefone em um mesmo contato. Assim fica muito mais fácil ter um controle de telefones salvos e também é uma excelente ajuda no disparo de mensagens para diversos números do mesmo contato, visto que hoje ligações não são tão efetivas em primeiro contato, o disparo de mensagens é um excelente caminho para iniciar um bate-papo. Notem que isso já é possível na aba de e-mail do contato (ver anexo, é possível ter um e-mail principal e adicionar mais e-mails), sendo assim, não parece ser algo complexo de implementar uma aba de telefones adicionais.  Podem falar que seria mais fácil criar um novo contato/negócio e adicionar números no mesmo, todavia não creio ser vantajoso sendo um telefone da mesma pessoa e que ela não possua outro e-mail. Aqui já deixo claro que não seria adicionar mais números para ligar, afinal isso já existe no ícone de telefone do negócio/contato. É adicionar um número 2 por exemplo no mesmo contato. ...read more

For each deal, we're collecting BANT - budget, authority, need and timeline.    I would like to create a custome field, Authority, that is allows me to enter the contact record that has the budget authority.    I've worked around this by creating a text field, and pasting the contacts HS URL there, but a better way would be to allow entering a contact record. ...read more

It would be AWESOME if HubSpot would include the name of the  source (contact/company/deal/task) info in the Activity Tracking History so you know what contact/company/deal that activity was associated with.   Its nice that I can click on a company and get activity (Tasks, Notes, etc.) associated w/ that company...but I don't have anything that links it to the contact/source that it was made in.   I'm running into the issue where someone is no longer w/ the company, I delete their contact w/in the CRM, now I have Activity History w/in the company, but nothing to link it all together. Example:  NOTE- No longer w/ company  (Thats it)    Now I have NO CLUE who that was referrencing or what contact is no longer w/ the company because the NOTE isn't linked to a Contact/Source w/in Activity.   **this would also be solved if you could simply ARCHIVE a CONTACT so you wouldn't need to delete them** ...read more

If a contact does not have an email address then it should take the first name and the last name and the domain the create a email adress. For some companies it should only take the initlas, and for others a diffrent pattern might be good.  ...read more

A individual producer's ability to maintain data integrity appears questionable at best and is highlighted during the import process.    Here are a few of the issues I'm running into with HubSpot Imports & Data that I haven't had with other softwares.  1.  I can import a list of contacts and if some of them are assigned to another 'contact owner', I am not notified during the import process what contacts failed to import. 1A.  I am being told that in HubSpot this isn't actually counted as a failure, but rather on the contacts who were already assigned to another owner, the other fields updated, just not the contact owner.  So essentially, I could have just changed all the information for a contact that I don't even own.  Furthermore, the contact owner who just had the information on one of their contacts changed, has no idea. **If one item in the row fails, then the whole row should fail and be reviewed.  If data is owned by a contact owner for the purposes of selling directly to that individual, they should have control of the information or be informed when information is adjusted**   2.  There is no ability to check for conflicts before importing except manually comparing line by line to the system list of contacts. **Many softwares have the ability to run a test import before submitting the final import.  A conflict report is provided after the test is ran.**   3.  Contact owners are not notified when ownership changes. **ownership can change for many reasons - admin change, user change, toggles such as "auto assign to company owner" change - but the person who enters the contact is not notified.  They also aren't notified if the contact is already in the system.  It just dissappears.**     ...read more

I know there are a few other posts about Automatic Phone Number formating.   Given that there is not such a feature yet, which I strongly encourage Hubspot to add - I would like to suggest a Batch Update Capability for Phone Number Formatting.   We have records that are formatted in a variety of different ways, which is annoying.  It would be great to batch select all the records and edit the property for the formatting.  I envision in the edit, that when "all records" are selected plus ta phone property is selected, that the Edit presents a format dropdown allowing you to update the format only and allows you to select the format you want ie:  999-999-99999 or (999)-999-9999 or 1+999-999-9999    I think you get the idea....   Thanks  ...read more