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I can only search through my contact list by name, phone, email addresses, or company.   I would like to be able to search with any criteria. Ideally I would like to use any keywork to search through their entire contact card, including notes, tasks, etc.   Same when searching through company contacts. I can only search for name, phone, or domain. Let me search by industry, city or anything else on their company page! ... Mostrar más

Currently a global search will result in a match in a note, only if the search term appears in the note preview. Any data which doesn't appear in the preview, will not be searched.    This seems like an accidental oversight? Why would I only want to search the first x number of lines of the note?   It would be excellent if this could be rectified.    Thanks.  ... Mostrar más

I was making a one line text property to save the Google maps or Waze link when some clients sent it to us. It is a pretty useful info to our street agents to be use via movil phones and find our client´s houses, when the text address is not enogth. It work well but no ideal, our agents have to select the text and execute the app to open the map, two or three steps in comparation of when the client send the link througth Whatsapp, one step, touch the link.  If there were a new kind of property that save the text as a link, the same way the mail or the phone propertys save it coult work better.  The property as a link coult be use in many ways, link to images, save the url of the company, save the Linkedit address of a client, etc.  ... Mostrar más

SLACK Intergration.   Please consider SLACK integration can automatically log or record SLACK Connect Direct Message conversations. If you could please see this link https://slack.com/resources/slack-for-admins/guests-vs-channels-in-slack-connect. What we would like is to send out a DM invite to client or prospect and have the conversation and/or phone call via SLACK recorded into Hubspot. Is this possible? Please let me know. Thank you, ... Mostrar más

Hi guys,   We've hit a big compliance obstacle with HubSpot...which may make it a showstopper of a problem sadly.   We need to make sure that for certain contacts, it's impossible for any form fill, email scrape, integration etc to change/update the data in a field. If data can be updated through an automation (without us knowing) or from the client populating a form, then we run the risk of falling foul from a compliance point of view.     Is there anyway to protect data for certain clients, perhaps using workflows? Or are we going accept that it's not possible to protect data from changing.   To give you an example of why this is an issue. An example might be that Cookies auto populate a log in portal form to access knowledge base content with a non primary email address  (in this case, a personal email used during onboarding before setting their work email as their primary). HubSpot will strip out the non primary email from the contact record to create a new contact, because the old email address is no longer the primary...   Thanks    Jack   ... Mostrar más

The lead scoring now is too limited for us, we need behavior-spefic scoring possibilities. We need the following extension:  I can define, when the positive points will expire Contacts can gather a point multiple times, not only once   This way we can set points in correlation to time & intensity and trigger a specific behavior. ... Mostrar más

Would love to be able to calculate a value in a property based on a static date in another property and today's date (a dynamic value, of course). Would love to be able to format the calculated value property so could choose a whole number, decimal, or date. ... Mostrar más

I think it would be helpful to have two new default properties in each company--one for the last time an outbound sales email was sent, and one for the last time an inbound email from a client was sent. This would allow for reporting to make sure that a business development team, for example, was staying on top of deal funnels, replying to all emails that come in, and following up with active partners in a timely manner. Contacts currently have "Recent sales email replied date" as a property, but I think adding the outbound version of that--as well as tying the most recent value for each of those contacts to their associated company--would be extremely valuable.  ... Mostrar más

Allow users to select those contact with file attachment. ... Mostrar más