Great minds think alike

With the recent expansion of associations in HubSpot (same object association, many-to-one associations, association labels, etc) it would be great if we could allow for a set association with an association label when creating an object.   This would be done via customising the "Create a record" form, under "Associations". Instead of just one association per object type, allow for multiple per object association label.   Example: Edit the "Create a deal" form. Under associations, you see two entries for the Company association. One is Primary company as usual, but then underneath you have Partner company, Partner being an association label that has been set up, either optional or mandatory.   Now when creating a deal, I must select the Primary company, but I also can/must select a Partner company.   This feature would be great for teams/users who input data into HubSpot. By allowing the option to be set to mandatory, it also improves data robustness.    Currently, we have no way to ensure that association labels are actually used. At our business we have internal processes that should be followed, but people forget to follow the process. This can lead to records that don't have all the correct information, which then leads to manually having to check records are correct.   Example image:   ...read more

Hi - It would be great if you had a template feature for Notes.  Our customer success team usually reviews a prospect's data before the Sales call.  The sales team wants certain questions answered before the call.  We want a consistent format (ie. template) for the csr to follow to answer the sales persons' questions ...read more

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.  ...read more

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. ...read more

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. ...read more

My Sales Dev team would like to be able to see the name of the sequence a contact was most recently enrolled in as a field on the contact object. I understand they can see this in the Activity feed, but we are posting email clicks to a Slack channel and being able to see this information in the snapshot on this channel would be very helpful in building context around the click. ...read more

Hi HS community - we have recently migrated from Zoho and HS is way better so far, but I'm missing something. Zoho had a great "Add" /Create button that was visible from the header from any CRM page. You click it, and then it gives you the option of which type of record to create (lead, account, deal, etc.). This saves time vs. the current system which requires you to go to Contacts > Contacts > Create Contact (for example). Does something like this exist in HS, or can I submit a formal request for it please? I am sure others would appreciate this feature also! ...read more

It would be nice to have a property filter for Contact records that have a Name in ALL CAPS.     THAT WOULD BE A RED FLAG AND EASY WAY TO REMOVE SPAMMERS> >> > >EEE ...read more

Hi team,    It would be a good feature to allow customers to further customize Task creation by allowing them to automatically set Queues based on Keywords. For example, when 'Call' is typed in the title, Task Type is automatically set to Call.   Thank you! ...read more