Great minds think alike

We absolutely love the Manage Duplicate function in the Contacts > Contacts section. However, it would be great if HubSpot had an activity or an alert on the individual contact record where it says it thinks this contact could be a duplicate, with the option to merge. That way when people are actively using HubSpot, and they jump onto the contact record, they could see the alert, review it, and decide to merge or ignore it. ...read more

With the arrival of custom objects, I have done some implementations where users will create custom object records from another (custom or standard) object.   Random example, let's say our org is in the energy and utility market, and they create 'Connections' for their 'Companies', to represent an electricity or gas connection that that company has for one of their locations. So they'll go onto their Company record, then add a 'Connection' through the association card. They'll fill in the creation form for a new connection.    Then when they click the orange create button, they're taken to this new record. In some cases, like this one, this can lead to confusion/extra click work for the sales rep, because they're now on the record of this newly created Connection, rather than still on the Company. They don't need to do anything here, they just want to carry on from the Company record.   My idea is to have an additional setting on the 'Customize Create X form' menu, where you can choose the redirect after record creation: Direct to the newly created record (current way) OR Stay on the current record (or overview if you're creating from there)   ...read more

Would be logical to change the "company name" filed of a create contact form to a company list drop down select. I.e. "Associate Existing"   If the domain name linkig is turned off or a user doesn't have a contacts email address at time of creation, there is no way to link the contact to a company (unless the contact is made via the actual company page) There fore it would seem wise to change the company name field to allow the seletion of an existing company so the assocaition is made at creation time. ( as per the add contact from a company page) ...read more

Within the contact panel & the "About" section it would be good to have an option to set for properties that if it is blank then to not appear or if the property could minimise so it doesnt take up as much room. It helps make the panel cleaner for contacts where we might not have as much info on.  ...read more

We have company customers with very similar or even the same name but in fact they are distinct. E.g. a franchise where two of them become our customers without knowing one another. The same thing happens on contact side, we have the same guy opening one business with e-mail A and another business with e-mail B. Now, becoming a bigger team using Hubspot, it happens too often that someone shows good intent and merges companies or contacts that are actually supposed to stay seperate. At the moment, we add notes to the top of such data set reminding our fellows to not merge. Now, it would be great if you could add the role "allowed to lock/unlock datasets" and an option to "lock" datesets like companies, deals, tickets, contacts etc. and by that prohibit mergers. ...read more

Having created a new property and had wanted to link this to multiple groups, Contacts, Customers & Deals for accuracy of data input.   I have had to resort to creating a duplicate property label in each of the other two I require the data in as a workaround!   Therefore, I have to enter the data in each property group separately which opens the potential for data input errors!   Has anyone found a better workaround or would you like me, like HubSpot to consider this feature in future updates?   ...read more

Hi everyone. I really see the value in separating both contact and company objects; for example, I'd like to allow a set of users the permission to edi/delete contact records but not the ability to delete company records. Currently you are only able to edit/delete contacts AND companies combined. ...read more

Actually the only option is to filter saying the exact value. It would be very usefull to have the posibility to filter with the option os Contains vale. For example zip code if you write the begining of the zip code you can filter by state very easy, but if you have to introduce every zip code of the state is very difficult. ...read more

hi there,  I live in Austria, formal salutations - like in Germany - are a very integral part of business communication.    If I write an email or a letter to a business partner, there are sometimes many fields involved.  We say "Dear Mr. Mag. Bauer, MBA" = which consists of:  Mr = Salutation Mag = german academic title, is addressed before the name Bauer = Last name  MBA = academic title that is adressed after the name   So if I want to cover this salutation, I need to choose a default value, if somebody does not have a value in the equivelant field. I need to enter a default value, which can only be a "space" if I dont want to show anything.    So if somebody does not have a title before and after his name, the salutation looks like this:  Dear Mr.  Bauer, = with two spaces.    This is a simple example. If the contact has an official office, there are additional salutation used:  Dear. Dr. Mag. Mayor Bauer, MBA or Dear Dr. Mag. Hofrat Mayor Bauer, MBA (Hofrat being another earned title, not academic).    In this example, there would multiple spaces, stretching the salutaiotn, if the person does not have any title (academic or given) or official position.    The solution can be = the default value can be empty. Ths would not add any spacing, and solving this issue.    This is very important in Austria and Germany. I am surprised this hasent come up yet.  ...read more