Grandes mentes pensam igual

It would be great if we had the option to add 'Quotes' as a section in the right side bar in the Company Record so we can see all quotes associated with the company.   This saves us time having to go into each deal to see what the latest Quote the customer has signed. ... Exibir mais

I am trying to set up automated deal alert notifications via workflow that trigger when a deal is moved to Closed Won it sends an email notification to the relevant members of our team that then need to go and action accordingly.   The email would be sent to our Operations, Marketing and Finance teams so Operations can execute the deal, Marketing can market their involvement, and Finance can then go and send an invoice.    Within our notification we then include what products they purchased, and who from the company needs to be contacted for finance, for marketing, for operations.    I have created Company association labels for the contacts to be assigned to, but am unable to insert these data fields into the workflow email    I am also unable to insert the Products on the deal into the email either.    It would be great if workflows could support this functionality in the future  ... Exibir mais

I want to send a customer XYZ a email with an link to check his customer information. When he clicks the link, he should be able to click the link and view his own contact information like his name, email address, etc in a form. If some the email address is out dated, he should be able to update it in the form. so, first he should see a prefilled form with his infomation from the CRM and then be able to validate and update.  ... Exibir mais

I need the ability to edit the labels on the lead object, currently they are Hot, Warm, Cold. I need the ability to designate them as existing customer or new customer. This means that I either need the ability to select muiliple labels or make customs labels. ... Exibir mais

Quando preciso buscar por uma empresa na pesquisa global algumas vezes o telefone é uma coisa necessária. Porém, o HubSpot não permite que isso seja feito e por isso tem que se criar filtros para encontrar o que é muito decepcionante. O suporte responde " Neste caso, existem algumas propriedades que podem ser usadas para buscar informações específicas de objetos na HubSpot. Para os contatos, pode ser o nome do contato, e-mail, ou ainda o telefone, e para empresas pode ser o nome ou o domínio da empresa, porém para a empresa o telefone não funciona desta forma a encontrar uma empresa específica" Minha sugestão é que além de nome e domínio, o telefone também seja uma forma de pesquisa. ... Exibir mais

According to GDPR, companies are required to delete contacts whose data they don't need anymore. (right to be forgotten)   "An individual has the right to have their personal data erased if: The personal data is no longer necessary for the purpose an organization originally collected or processed it." https://gdpr.eu/right-to-be-forgotten/   Most companies are thus required to keep a log of their deletion activity. Currently, it is not possible to generate a log / protocol of the regular deletion of contacts.   Of course it's possible to work around that by creating a list of records one is about to delete, export them, remove all information but the record ID (to have an anonymized log of how many records were deleted), save the list of IDs as an unchangeable file (e.g. PDF) along with the note of which type of record was deleted and why.   Typically, data privacy officers strongly suggest that this should be a routine activity that should happen monthly, bi-monthly or even weekly. In light of that, it would be great if HubSpot offered this log out of the box.   Or in other words: As far as my legal understanding goes, all European HubSpot customers are required to do this once per month.   Requirements: Unchangeable file (PDF) Contains type and list of IDs of record deleted Contains name of user who performs the deletion Works for regular deletion as well as GDPR delete Allows for adding a note / context to the PDF file Suggestion of creating a log pops up whenever records are deleted in bulk   Thanks in advance for reviewing!   --   While writing this request, I am aware of recent product updates, such as: Audit log of users security actions in-app Updates to deleting a contact Get email confirmation when deleting contacts However, these are either referring to single deletions or GDPR deletions, unless I'm missing something. ... Exibir mais

The current forced automation for Lead Stages seems redundent and unnecessary, and really limits the usefulness of using the Lead Object to track and manage the initial Lead qualification process. This is especially true in organizations that have a more linear qualification process.   For example, the "Connected" default automation gets set upon logging ANY call or meeting outcome. This prevents us from using Lead Stages for specific qualification milestones, such as "Discovery Scheduled", "Discovery Complete", and "Demo Scheduled", since if an outcome is logged, the Lead Stage will revert back to "Connected".   Example shown below:   It would be great if we could toggle off any/all of the default automation, the same way we can for the "Qualified" and "Disqualified" stages. It seems non-sensical to allow us to toggle those off, but not the ones for "Not Started" and "In Progress". Also, Lead Workflows can be created in the Workflow tool to accomplish the default automation, so forcing us to use these are actually extremely limiting in terms of Lead Object/Lead Stage use cases. ... Exibir mais

Hey HubSpot,    The parent company record really should be the sum of it's children. It would make since for there to be a default association pattern where when contacts are added to the children companies they are also associated to the parent record so all activity flows there.    then if someone wants to get specific, they could just click on the child company and view activity related to that one child company!   thanks!! this is a major painpoint for adopting hubspot as our sales CRM ... Exibir mais

I've had a scenario where team members have entered old leads/customers into HubSpot months later (they were acquired before we began using HubSpot) so that those contacts would be added to our list serve for eblasts. However, those contacts were then counted as new leads and skewed our lead data for that quarter/year. It would be great if we could manually update the create date in instances like this so our data would not be skewed. ... Exibir mais