Great minds think alike

Would be incredibly helpful to have a filter that specifies workflow enrolment - ie, "create date is before yesterday" & "contact is enrolled in workflow [NAME]" (similar to how you can filter to specific marketing emails) Also be very helpful to have a mass "unenrol from workflow [NAME]" option  Situtation - had an accidental mass re-enrollment of 300 odd contacts to a workflow when many of them had completed it anywhere from 1 month to 2 years ago. Have to set a variety of contact parameters to narrow down the list as much as I can and then go through them individually and unenrol one by one - setting 'enrolled in workflow is TRUE' as a filter doesn't help too much when they're enrolled in other nurturing workflows. ...read more

We would like to be able to restrict visibility of sales email exchanges on contact records while still allowing our team to view the record itself. Would love an added degree of granularity beyond the object level for limiting visibility/editing access! ...read more

I've searched through 10+ pages of idea posts on imports and was surprised to see this was never mentioned:   The number of clicks it takes to import a file—click a button/checkbox, click "Next" in the bottom-right corner, click another button, click "Next" in the bottom-right corner, etc. (a minimum of 3 times)—is needlessly time-consuming. Sure, it may only be an extra 3-5 seconds, but it feels like it could be avoided with some UX/UI tweaks, and given our firm's experience with our clients in HubSpot over 3+ years, those seconds add up.   How about when someone clicks an option, like "Importing One File," the page scrolls down and reveals the next set of questions without requiring the user to click "Next?" If the user goes back and changes their option to "Multiple files with Associations," then any subsequent questions from the previous option disappear and are replaced with relevant subsequent questions.   Maybe that's too much custom programming to ask? Maybe I'm not aware that it's currently built this way due to limitations of how the import system is handled?   Relatively speaking, this user experience of constantly clicking "Next" isn't really an "issue," but more of a grievance about how it could be implemented in a way that gives the user a more fluid, less clunky/tedious experience.   Ninty-nine times out of a hundred, HubSpot's UX/UI is fluid, streamlined, and clean, but this just seems like something that could have been caught in QA if HubSpot asked testers to import multiple non-associated files (i.e. 3+ Excels, each of which contains contacts) to figure out that it gets annoying pretty quickly. ...read more

Hi All, I know there are others out there who would benefit from this, but it would be extremely helpful if HubSpot had a built-in feature to enable proper title capitalization in form submissions. My company gets several form submissions each day and it's tedious to go through and manually update names because John Smith typed his name JOHN SMITH, or Kelly from Acne Corporation typed in her business acne Corporation.   Hope this can be an added feature one day! ...read more

create a workflow and in the workflow create an object (eg send an email), create an attachement in the deal of the contact that created the object (the object created above, email in this case). Can an association be created with an email (event) with the contact's deal in a workflow? ...read more

In Hubspot, the recurring card structure is very nice, whether it's for contacts, companies, deals or tickets. But when you navigate through these different types of records, and a fortiori with different browser tabs, it is sometimes difficult to easily see what type of record you are in. I suggest adding an identification by different colors that could apply to the pictograms for example, or a background color of the name of the category, or even stronger, to the favicon, or indeed on all of this at the same time. Here's an example of my view ...read more

When HubSpot shows the message that we're trying to create a contact that already exists in the CRM and the user has no access to that contact record, it would be great to have the possibility to create an automatic notification, for example:    Notifying contact's owner that a user is trying to get access to the contact. Notifying  the user with info about who is the contact's owner, so he can get in touch with him. Notifying Superadmin so he can give access to it. ...read more

It would be great to have the ability to edit the message that HubSpot shows when trying to create a contact. It would be interesting to, for example, add sth similar to this:    If you can't access to this contact record, please get in touch with [Contact Owner] or request access to [SuperAdmin]. ...read more

hi there something I am strumbling accross recently is a need for a dynamic custom property.   use case:  Here in Austria, many people are very keen on appropriate salutations in official communication (newsletter, letters). There is a sort of science to this. If a person has a certain job role, a certain title before and after the name (pre-fix/-suffix) etc. the salutation in emails should be adequately be managed. while this is something that can be done via personalized tokens, many of the team that manage smaller newsletters cannot know the facets of the rules. On the other side, i dont want human error to get in the way.    Solution:  You could enalbe fields to cover formulars. The reason here is = this can also be used in lists, as filters, as idenfications, even for downloading this in offline work (like word serial letters).    Other use cases =  If a user changed a title, show a tag if a contact udpated their last name, update this field  to "recently married" etc.  ...read more