Great minds think alike

We had a data import issue where thousands of Contacts got associated to Company records that they should not have been associated to. This has created a BUNCH of issues, and, so far, I haven't been able to figure out a way to systematically filter to Contacts that are associated to more than 1 company.   It would be incredibly helpful to have a Contact Property like "Number of Associated Companies," so that at the very least we could find those and sort through them.   Ideally, however, we could run a Contacts export that would include All Associated Company IDs (not just Primary Company ID) or some other UID.   Please! ...read more

We're loving the new Target Accounts window, but we need to be able to bulk delete companies that we might add erroneously or as tests. Being able to select many and remove them as a target account would be great. ...read more

I know this is a small thing, but when you have to make hundred of notes and log hundreds of emails every week, it does add up. It would be great if whenever you press create note or log email, you were able to start typing without having to click the text field. When you click "create task" it already does something similar where you can start typing right away.    Thanks!  ...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 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

It would be great to have the ability to allow contacts to opt-in to page update notifications so that if a page is updated with information that is not necessarily marketing related.  An example would be a list of subcontractors that a company works with that may have third-party access to data or updates to terms and conditions page. ...read more

Customize the order of deals in the right sidebar of contact record.  This allow me to screenshot the needed portion for my deals follow ups one shot.  ...read more

When I was trying to filter for "Last Sequence Enrolled" contact property I though initially that it stands for the Sequence's name, since under a specific contact this property had the value of "Email campaign" After checking the property description ("The last sequence enrolled.") I realised that this filter is only for numbers. Later on, I contacted the support team who clarified that this filter is for the ID of the sequence.  Since this is very confusing I would appreciate if the name of this contact property could be changed, or at least its property description could be improved, since this is highly inaccurate in its current form. I suggest changing the Contact Property's name from  "Last Sequence Enrolled" to "Last Sequence ID Enrolled" Along with changing the "Last Sequence Enrolled"'s property description: from  "The last sequence enrolled." to "The ID of the last sequence enrolled." In order to achieve my initial desired filtering function I would suggest creating a new contact filter that enables the user to filter for the "Name of the Last Sequence Enrolled" from a multichoice dropdown list. For example in my case, when I would use the filter "Name of the Last Sequence Enrolled", then I could select from a dropdown list, that Name of the Last Sequence Enrolled - Is any of - Email campaign.   ...read more

When I export a list of contacts that have import data populated in Original Drill Down 2, the text converts to a numeric value and is useless for reporting purposes.  ...read more