Great minds think alike

The sidebars are "ok", but it would be great if we could customize the area between the sidebars. Right now there are tabs for "Activity, Notes, Meetings, Calls, etc". But I'd like to be able to edit and create my own tabs. Especially if we can move properties into those custom tabs. This way I can create a "Home view" for each of my company records with the most important info right there. ...read more

When creating properties via user interface or API, allow the option to reference other standard CRM objects such as Companies, Contacts, Deals, Tickets, instead of only Users.   Currently the only " crm object" allowed when creating properties is CRM Users, however Hubspot actually has it internally, for example on the "Parent Company" field.   When fetching the "hs_parent_company_id" via properties API, we can see that the field has a "referencedObjectType": "COMPANY", however when attempting to create a property via API with this setting, an error is returned with the information "object-referencing properties cannot currently reference COMPANY".   This is a standard feature for basically ALL crm solutions except Hubspot, and it's a dauting limitation when aligning business processes with the crm.   There are several other similar requests aroudn the ideas forum named as: "Property type: Link to another record" "Property Type: HubSpot Contact" "Contact Property that can reference other Contacts" "Adding a reference to a company as a custom deal property" And there should be many more. They're scattered due to wording or expressing only individual needs, however this is a key aspect that is probably  a deal breaker for many potential customers worldwide.       ...read more

I find it strange that I can pin 'notes' on a contact or deal, but I can't do that with a call. Often I make a call and write down what we discussed for later. If I want to pin this information I have to copy it to a note and then pin it... Why can't we pin every action? ...read more

I would like to be able to mass assign contacts based on whoever completed the last activity or task on the person or account -  We haven't been great about reassigning leads over to the person who is reaching out - so having that would help us clean up the database in a more accurate way - in terms of who is assigned to what  ...read more

To add even more value to the HubSpot Scoring functionality it would be highly beneficial to report on what the score movement was for a group of contacts over a set period of time. i.e. what the average hubspot score was for a group of contacts before a campaign and how it increased or decreased throughout the journey of the campaign. Currently it is very static and not trackable. ...read more

Hi,  we are trying to achieve this: "when we insert a note in the deal, we would automatically associate this note to the contact, without doing manual association in the deal note." I've asked to Hubspot support and they said me at this time associations cannot be established automatically or via regular workflows.  It may be a very helpful feature to add a general setting where we can "automatically associate notes and logged activities between contacts and deals" , because our sales department often forgets to make manual associations between deal notes and contact notes.  Thanks for your attention. ...read more

As data on the contact page got updated while sales person on the contact page, the left and right sidebars might have new data incoming.   The data only refreshes when the user refreshes (F5) the page but by at least giving a notification that there is a data update on this box urging the salesperson to refresh the page.   Needs for custom objects on the right side but eventually relevant for all types of objects.   Also for contact details on the left sidebar. ...read more

When you use a box to check a record when viewing a list of records, it would be great if the row selected changed colors like it does when you hover to preview. It would make it much easier following the table when you have lots of columns.  It is easy to get lost on a long table on who was selected and sometimes there is a bit of back and forth to confirm you are selecting the right row. For those who do a lot of bulk edits  it would be a big help!        ...read more

A Gravatar is a Globally Recognized Avatar. You upload an image and create your public profile just once, and then update your public profile photo on any gravatar supported service.   HubSpot could implement the free Gravatar API to update contact photos automatically where they have a gravatar set.   https://gravatar.com/ ...read more