Great minds think alike

I'm very excited to have the beta of creating associations and labeling them  between records. But it feels incomplete without the ability to associate records via workflows. My use case is something I've been trying to implement with workarounds since my company started using huspot.   Use Case: We're a solar panel manfacturer. We sell to distributors, that sell to solar installers, that sell to homeowners. We generate plenty of homeowner leads that we would like to send to our customer installer companies.   I want to set a workflow that will assoicate the lead's contact record to the installer company record under the assciation label I made for this purpose, then send a new lead notification to the campany' designated lead-getting employee associated contact , all based on the location of the lead.   I want to be able to look at the lead contact record and see which of our installer companies we sent it to. Or look at an installer company and see all the leads we've sent to them. Or create a deal that is between the lead and the installer company for every lead we send to the company. There's just no way to manually associate these records as we get thousands of these leads a quarter, this seems like such a blind spot for B2B users. ...read more

Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we miss having & would make life MUCH smoother for our staff upon creating deals. ...read more

Currently, the "Number of child companies" property is not able to be edited at all as it is automatically set by HubSpot. However, for companies that have no child companies, the value for this property is "--" (or unknown). It would be great if we had the option to set it 0, an actual number, as opposed to no value.  ...read more

The ability to sum a value within a deal, filtered to only calculate if another propety is within the current or previous calander month.   This would be incredibly useful so we can see whether a client has hit a threshold within the current and previous calander months and then use a workflow to submit an email notification to their account manager. This is possible to track in reports, however as workflows can't be triggered by reports, this is not ideal.     It is possible to botch this using workflows that set a hidden deal property to the month the date value is set and then the calculated property feeds from that. I've done this before for calander years, but this isnt ideal for months as it means that we have to update the calculated property every month. ...read more

Gathering tickets at a company level is a must have. More and more of our customers are in multi-site environments, where tickets are managed by a super-user for all related companies. At present, the portal only allows to view tickets for the main company. Our customers need to be able to view in their portal all tickets from all companies grouped under a parent company. ...read more

Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.   ...read more

Hi there,  it would be amazing to have the ability to create a hide and show feature for the cards in the middle column on the objects (enterprise mainly) and to be able to add more than 12 properties on a card.  I find it quite limitating as we are structuring fields to know more about our customers' profile (size, nb of employees, organisationnal challenges, ect) to create a card to identify their structure based only on 12 properties.  Currently I have to create multiple cards t be able to display all properties where some of these would make sense to be gathered inside the same card but under a different section. For instance: a card organisation and structure sub sections: available ressources nb of nurses nb of doctors  dedicated time to telemonitoring ect  nb of beds available organisationnal challenges  lack of communication between the geriatric department and emergencies  budget restrictions internal organisation time dedicated if any staff repsonsible for recruitment  It would be amazing to be able to have a big card and to be able to creation sections within those cards with sub sections that I can create and customise without limitation on the number of properties or at least 20.  We have customers within complex organisationnal structures but that do make sense to track thanks to customise fields to improve our customer knowledge in our industry. Happy to provide more details if needed. Thanks a lot ! NB: thank you soooooooo much for implementing the ability to change values of properties on the middle column that's amazing have saved so much time to our team 😍 ...read more

The new auto-formatting and validation feature for phone numbers is a step in the right direction.   However, the current integration seems to be missing the mark with regard to user experience. I was unable to find any articles or posts in the Help Center announcing the new auto-formatting feature. The only Knowlege Base article that pops up when searching "phone number validation" is a detailed breakdown of editing default contact properties, and then there is only a reference to the validation and formatting being applied "automatically by Hubspot based on the country code."   This feature is certainly a step in the right direction, but several improvements are needed to improve the user experience and make the feature more functional overall (noting that recent comments on an "old" idea thread are already being discussed here; skip to page 7).   Suggested improvements include:   Global Setting to Enable/Disable auto-formatting at the account level - currently, the feature is enabled by default with no disable setting available Global Setting to assign a default Country Code - currently, the Country Code must be selected manually for every new contact (see screenshot below) Bulk edit phone numbers to apply Country Code format & validation -- currently, only able to apply formatting & validation when editing one individual contact at a time OR when adding to new contacts manually added (not via web forms -- this is needed, too) Retain "number only" format for export and/or sync to other apps or integrations to remove non-number characters (parentheses, plus sign, spaces) Default behavior of phone number formatting & validation when creating a new contact:     There are likely other enhancements that other users, especially those not based in the US, would appreciate. ...read more

Hi Community,   I wanted to bring up a suggestion regarding the contact view feature in HubSpot. Currently, we have the option to make the view either private or share it with the entire team or everyone. However, I would like to propose the addition of an option to share a view with specific users. This feature would greatly enhance our ability to collaborate efficiently by allowing us to selectively share contact views with colleagues who require access for specific purposes. It would streamline our workflow and enable more effective communication within our team.     I would appreciate it if the HubSpot community could take this matter into consideration and explore the possibility of implementing this feature in the future updates.   Thanks! ...read more