In a perfect world, you have the ability to create global property fields that you are able to add to any module. These would update accordingly as you update them throughout the system. This would effectively do the following: - reduce workflows related to updated information across modules (ie companies, contacts, etc) - reduce the amount of fields/data entered into Hubspot (ie creating Lead Source if you want it to appear in Companies, Deals, etc). - create more unity in reporting/data and analytics. - allow Staff to correctly update information and have the most up to date information anywhere and anytime.    I find myself having to create way too many fields and properties. You can't clone Lead Source (for example) from the Contact module, to the Company module, and to the Deal module so imagine how cumbersome the task gets recreating all modules in each one when the Lead Source may have 30+ sources.  ... View more

Looking for the ability to create a custom field where once data is populated for a contact, account, or deal it becomes locked for future editing.   Field would function the same as Original Source Drill Down 1 and Drill Down 2. Once known, the field cannot be edited.     ... View more

Hi, for my company we wanted to be able to upload specific customer information as attachments and have these documents password protected.  Also, if possible not have these attachments to be printable.  Most of our critical documents for customers are stored at our physical location.  However, when sales people are in the field this information would be helpful to have if it was protected since the material is very sensitive.  Currently our sales team will just call our location which can tie up the phones. The ability to upload this information securely (password protected) onto hubspot would be very beneficial to our team. ... View more

A number of other CRMs are configured so that the system will suggest an address (including street, city, state, and zip) from Google Maps (or another database) as the user is entering location data. It's easy to implement, it saves time, and reduces errors. ... View more

Hello, I am looking for a way to set user permissions for logged emails. The client wants senior management to be able to see logged emails but not junior team members. Any workarounds or suggestions? Thanks, Prince ... View more

It would be valuable to be able to create proprties that are lookup values of records from other entities. As an example, On "Companies" I would like to be able to lookup a "Contact" where I could have the contact be a property on the company.  The Contact, serving as a property for Compnies could indicate a "Referring Contact" or "Principal Owner".    This would allow referrals to be tracked for credit and reporting, among other uses. ... View more

It is great that we can count or sum over objects using calculated properties. However, we often have cases where we want to put not just one but multiple conditions. So if we could have filter functionality similar to the normal list filters or workflow filters where we can combine multiple conditions with AND / OR that would make calculated fields much more powerful for us. ... View more

Totally small in the grand scheme of things, but when clicking on a drop down (for example bulk editing contacts or adding new contacts) it would be great if when we click on the property the drop down appears versus clicking on the drop down then having to click the text box to start typing.   A great example is selecting a country you cant just click on country and start typing you have to click, then click then type. It just makes the process slow if you are adding multiple contacts at once. ... View more

For the ability to have a sort of "sub-properties" that will be filled out dependent on the answers to the first property.    As an example (and to make it easy to understand)   If a contact type was selected as a Specialist, could then a sub-property come up which can be ticked such as: - Ankles - Feet - Hands - Heart   I hope that makes it easier to understand :-) ... View more

It would be great if one could filter tickets by associated contact. Here is an example: A new ticket gets generated in a pipeline from a new email. We check if the contact (email) associated with that ticket exists in another pipline e.g. Sales Deals. Then we check who is the property such as 'point of contact' for that deal and assign that person to be the ticket owner. ... View more

Today, we can associate multiple contacts with an opportunity in HubSpot (Salesforce Opportinity Contact Roles).   In Salesforce, we can associate multiple employees against an opportunity as part of the opportunity team. This is implemented in an identical way in Salesforce as the Contact Roles.   I'd like to be able to add members to the opportunity team from HubSpot. I'd also like to be able to set the role of the employee - Inside sales / Sales / Pre-sales / Services / etc   ... View more

Problem:  Only one company can be asssigned to a singular contact  Soltuion:  Allow multiple entities to be assigned to a singluar contact  ... View more

It would be nice to have a workflow that will register contacts who have responded to a sequence with an automated "im out of the office until..." to a list where it will recognize the date they specify and sset a task to follow up with them on that day.    ... View more

Allow for more flexibility for smart rules in emails. For example, I want to create a smart rule for a property on a contact record but don't want to have to keep creating new lists for all of the different values/properties. It would be nice to have that flexibility in the smart rule.  ... View more

Company owners may own/work for more than one company. It would be helpful to be able to report on roles at multiple firms. ... View more

There is currently a file property type in Hubspot, but it is only available on the contact.    We need this property type on all objects. For example on deals, we need to save specs before quote, contract, invoice, etc. ... View more

I would love it if lists (active) could be created with columns of properties that do not change even if the user makes a new list with other properties.    We run courses and I need to have multiple active lists that capture different information, eg arrival times, emergency contacts, results from a survey, food restrictions etc.  With the idea that I then can export those lists and give them to who needs them.       But we cannot create template lists - so every time I need a list I have to remake it (except for the filters) with the appropriate columns - which can take time (eg the survey list has 15 columns!).   Also when I would ask others to use these lists on hubspot - I think they only see it with THEIR latest list columns - so there is no in point in sharing them.     Ideas? ... View more

Currently when a user clicks on an email addresss on a contact, company, deal, etc. it bring up a window for the user to email the contact from within Hubspot using the email integration. For those not wanting to use the email integration, it would be nice for a user to be able to click on an email address and it not bring up the Hubspot email option, but instead bring up an external email client, like a "mail to:" link that is common elsewhere.  ... View more

We've noticed that when "@mention"ing users in notes on records, if you return to the note later and edit it with a second "@mention" of the same user, a second notification email is not generated.   Use case: we are mentioning users on notes on ticket records, which is generating a notification email for the first mention. In a few days, we are editing that same note, and adding a new mention for the same user. However, a second notification email is not generated, so the mention can go unnoticed unless you happen to check the record yourself or if someone tells you they mentioned you.   The workaround for now is to create a second note for the second mention, but being able to generate notifications for each time a new mention is added in a single note would avoid these issues in the future.   Thank you! ... View more

I would like to have a Contact be associated with more than one company. Just like they can be associated with more than one Deal. ... View more

I typically add new contacts via the business card scanner on mobile. It automatically associates a company based on the email domain. That's great but it does not actually input a company name for the contact.    The reason this is important is for a Zapier integration to pull the information, the company field is blank.    So I have 2 questions:   Is there a way (without upgrading to sales pro) to sync the contact's company property with the associated property?  Support said it was possible through workflows but I'd like to stay on sales starter for now.    Or is there a way to manually specify the contact's company name when creating the contact?  ... View more

Add an association property to events visible on the timeline which allows Hubspot admins to create connections between timeline events and the sales process.    Offer these properties and their values as filtering options for the timeline.    The timeline is very handy for understanding what has happened with a contact, but in any of the larger implementations it can get cluttered and thus demotivates marketing and sales people to take proper use of it.    This would allow business dev, sales, success and support teams to tag notes, emails, calls and other timeline events under a 'key moment' within the sales process.    eg.  A new contact is created into Hubspot from marketing sources and a rep sends an email towards them and receives one back. Based on the rep action or template identification these two emails can grouped under 'Lead - Discovery'.    In this example Lead would be a contact which has shown some interest (Lifecycle Stage) and Discovery (Lead Status) is the organisations initial internal step to start understanding the clients circumstances and reason for interest.    Fast forward some months, that Lead was converted to a customer and now another rep would like to take a peek at 'highlighted' events in the sales process.  They can now filter the timeline with the level of their interest.  ... View more

Please make the same robust filtering options you have for active lists, available in the Contacts view.   Many times I want to do a quick count of something like "submitted this form in this date range" but that option is only available when creating an active list or as a workflow trigger. I feel we have to many lists already, and I don't want to clutter up the activity records any time I want to do a count like this. Especially when it's a series of date ranges (each week for a 2-month period), I don't want to build a separate list for each of those, just to do a count on how many contacts submitted a form. I'd use the 'submissions' number in the form view, but it includes those who have come through as we're testing a form. ... View more

This is in regards to importing contacts and other data  (e.g., company profiles). It would be geat if the import feature 1. flagged any contacts on an import list that were already in a customer's HubSpot CRM, 2. notified the user doing the import of which contacts already existed, and 3. presented the user with the option to download a list of these contacts. It would be great if the user then had the option of to a. import (and thus update) existing contacts information, b. exclude these contacts from being imported (i.e., leave these customer profiles as-is), or c. import these customers but only update the missing fields in HubSpot.    The reason for this feature is that we have several people in our company who will import their customers into HubSpot. Contacts may be on more than one list, and it's important that certain customer data is not over-ridden by someone else's import.   Thank you! ... View more

We are looking for an API which would let us know if bulk update request for contact/companies has been successfully completed or not. This in turn will notify end users of their action to update contact/companies in bulk. Based upon successful updates, a user can be charged with used tokens. Since updating contact/companies is an async process, it becomes really difficult to know if records have been successfuly updated or not. As of now there is no such functionality available in hubspot as mentioned in below post. https://community.hubspot.com/t5/APIs-Integrations/Is-there-any-support-for-companies-contact-bulk-update-status/m-p/311855#M29750 ... View more

When you click to create/compose an email within HubSpot (desktop version), you have two views while writing. Both of which are too small and do not make sense relative to available screen space, the importance and main function of email within the platform, and what's needed to really craft your email appearance.   Usable space for HubSpot on my screen (under the menu) is 13.5" wide x 5.5" tall. When I compose an email, the viewable/writable space is 5.5" wide x 1.3/4" tall. (It's not even two inches high!   If I click to maximize the window, I now have 11.25" wide x 1.25" tall. Only an inch and a quarter high, even after maximizing!   THE BEST solve for this would be to match the size for composing an email to the size of viewing an email you've sent, currently at a respectable 8" wide x 5.5" inches tall. ...which is nearly three times as tall as what you get when composing!   PLEASE fix this problem, as the main function for me with HS (as I assume many) is to compose and write emails. Trying to do so under the conditions of one and a quarter to one and three quarter inches is incredibly inconvenient.   Thank you! Danny   PS - No category for email below?! ... View more

As as user I want to create a filter view of contacts based on the properties we track in the company object (e.g., I want to see all the names for companies that are in a specific vertical). I can do this with lists, but a view would be nice too. ... View more

 I wish there was a choice we could select when taking the initial picture of the business card when scanning to see if we could attach the picture of the business card to the file. That would significantly reduce double work.   Because this option is not available, I will now need to go back and create a note to add the business card to the contact. If this option were available up front when additing the contact this would greatly improve my experience. ... View more

I have done a screen share with support and they have confirmed that this is an issue, but I wanted to get it on here to hopefully get resolution sooner.   If you make a call using the Hubspot calling tool from a company record and then you create a contact, the browser will move away from the company page that had the calling tool open and open the contact that you just created, in turn dropping the call that you were on.   So if you are on the phone with ABC Corporation and the receptionist tells you the name of the decision maker that you should be talking to.  If you add that contact to the company record, you will hang up on the receptionist. ... View more

I experience a quite serious problem with the contacts table main view.  Namely I am not able to see the contacts who sent me emails, and which were not answered or read by me or other HS users. It is quite troublesome especially when I don't have  direct access to the user's inbox. I would be very grateful for adding a feature to contacts tab which would  solve this problem.  ... View more

I am a BD manager at a recruiting firm. We have put a lot of time and effort into creating a beautiful fee agreement template on the Marketing platform to send to our clients.   Although we deal with individuals, our real clients are companies, and as such Companies are the most important pages for us, as we deal with multiple people at each client company.   Unfortunately, when we send a fee agreement email through the Marketing platform, this is logged on the Contact's page, but not on the associated company's page. This is very inconvenient as the Company page makes so much sense for us. Now we have to go to our Company page and click through associated contacts until we find the person that received the fee agreement.   Additionally, it creates confusion because non-Marketing emails to Contacts will be logged on their Company's page, leading people to mistakingly believe that a Company has not been sent a fee agreement when really they have.   I think that users should at least have the option of logging marketing emails to the associated Company, in such an otherwise customizable CRM. I believe this will add BD value to many B2B companies by making it easier to track company wide communications in one place, without having to worry about checking individual contacts. ... View more

Hi,   As companies split or we get more accurate information about contacts and which division they belong to, it is oftern necessary to change 10-20 contacts by updating their company asssociation to a different company. It would be helpful to be able to do this in batch mode.  Thanks, William Galvin ... View more

I'm submitting this as a request to make the IP Time Zone field editable.    I use the Time Zone based email send and I have some in East Coast time that get the email as if they were in Australia. To be more relevant and send at a 'best practice' time frame, it would be great to adjust the contacts IP time zone.    In browsing the forum, it looks like many others have a similar need to manually edit the IP Time Zone field. Perhaps an option to default to auto-assignment, but an override when you know the contact is in an incorrect time zone.    ... View more

when i scan business card to save data into my hubspot it should be very useful to be able to share this data with my phone address book, or at least save name, company and phone number also into my contacts. To exted usability it could be useful to save data also into the mail address book. In order to be sure to have alway s data at my disposal (often i travel in places where there is not a so good connectio) curently I use hubspot to save into Hubspot and camcard to save into other adderss book.  ... View more

It is possible to filter, for example, companies by "Is created in the last 7 days"   However, we would like to filter companies by "Is not created in the last 7 days"   This type of negative for rolling date ranges is not currently available as a filter. The example above shows a good use case for it in any situation that involves repeat business. ... View more

It would great it you could create a 'Contact Card' from the contacts information which can then be shared  with someone that isn't a Hubspot user via email.   The same as you would using your iphone or in Outlook to forward a contacts information on. ... View more

Since we cannot assign Contacts to a Team, I'd like the ability to add different Sales People names to a property and then create a filter on the Contacts that would search the new Property to see if it contained "Me" (the user).   Example: Contact: Robert Smith Owner: Martin Sales People: Martin; Joe; Sam; Bob   When Joe uses a newly created All My Contacts filter, Robert Smith would appear in his filter.   I do not want to create a filter for each Rep, but simply want to pass "Me" just like the My Contacts does, but I want to specify which property to look in.,   ... View more

Assign the contact depending on who changes any property of the contact, any property or activity of the contact is assigned to the person who made it ... View more

Currently when user is importing contacts from their mobile phone to HubSpot iOS App, the phone number is defaulted to HubSpot Contact Property Phone Number. User is not able to pre-set or pre-select that the phone number to be automatically mapped to Mobile Phone Contact Property instead   It would be great if users could pre-select on how they are going to map phone number as the contacts are imported.   ~ submitting on behalf of Joe ... View more

The score is useful if you can analyze why the score changes without having to go into the Settings>Properties>HubSpot Score and testing a contact against it. Can you please consider adding a details that shows what rule was evaluated and applied to a changed score instead of just noting the point value it went up or down? Thanks! ... View more

This has been discussed before, but not for a couple years it seems like. It would still be very valuable to be able to pin a note (or call, email, activity or whatever) to the company and have that also flow to all contacts. Currently, you can add associated contacts, but no way to just keep it pinned on everyone associated with the company.   It would be a great way to centralize information about prospects or customers. ... View more

My sales team use the HubSpot ios app to scan business card they get from fairs. They say it would be great if they also could share their own virtual business card through the app. For instance that it is created from the sales reps hubspot contact card/logged in profile and that other people are able to scan/take a picture of their screen to receive their business card.  ... View more

I'm currently needing to filter out contacts created from specific imports which are not to be attributed to marketing. Since they all share a similar naming convention, I thought I would be able to use certain keywords in order to isolate them on a list but it turns out you have to use the internal value which changes for every single import. My current list has over 49 filters and the number will keep growing as more data is pushed in on a monthly basis. Please make it possible to be able to use the text name of the import rather than just the random number allocated internally. ... View more

We quite often work with multiple contacts on a deal/company and it would be good to have the ability to select an assoicated contact for a property.   Such as we have the main account holder (subscription payer) which could be Phil. Then we have the main contact for their client queries (questions we cannot answer e.g. asking specific questions about their job) who Mark looks after this.   Currnetly we have a free text field to write in who looks after these roles but it would be good to be able to select an associated contact on the deal or company. Would then be easier to manage with contacts leaving the company or deal to ensure we are getting in touch witht he right person. ... View more

I want to use Hubspot for a real estate project.  The excel that i want to import in Hubspot are properties with the property id as unique identifier.   Mail addresses are missing and therefore i don't know how to import this data.  I read that it is not possible to change the Hubspot mail unique indentifier.  Is there a way to solve this problem otherwise i can't use Hubspot.   ... View more

Hi,   We came across a few contacts that have been automatiucally merged by mistake.  Can we at least have the option to be sent a notification whenever HubSpot is merging two conatcts. Even better if we get the option to allow/decline the merge. Otherwise, a report on automatically merged contacts would help as well.    Thanks ... View more

I'd like to receive a notification when someone adds a comment to any of my contacts, regardless if they mention me or not. ... View more

It would be great to add a new contact via the gmail extension app, rather than just search for a contact. It will save from copying and pasting into the interface each time an email has been forwarded. ... View more

We work almost exclusivly out of Companies.  We don't know who the contact is until we call the company, get past the gate keeper and find out the contacts name.  This is frustrating becasue you can't search by phone number, create lists, easily send emails or add to sequences without a contact.  We are concidering switching all of the companies to contacts, then when we determine who the contact person is, either delete the contact and starting over with a new company and contact, or just switching it around and put all of our companies under contacts in hubspot and putting all of the contacts under companies. ... View more

Currently you are only able to see  total revenue under an individual contact record, but not under Company that the contacts are associated with.   There is a need to see the total revenue that a company has generated as opposed to just individuals of a company.  After reaching out to HubSpot apparently there is no way to automate this via a workflow which seems like a massive oversight as surely this is fundamental when looking at what companies, not just individuals are bringing in the highest revenue.      ... View more

I was looking at the Sales Report Dashboard and I thought it would be very helpful (and cool 😎) if within a contact record there were similar reports. Reports showing which form of communication the contact responds best too and what days and times of the weeks they are most active.  ... View more

We're having issues with giving permissions for team owned contacts. Our company is quickly expanding and we're increasing the number of teams we have. If the person set to own all the contacts changes team, all the contacts need to be reassigned to someone else in the correct team. So being able to assign them to a team rather than user would help. ... View more

The abilty to creat a workflow from the products used within a quote that copy this onto the deal and then to the company. At the moment when looking at a company there is now way to see what products they have signed for. ... View more

On the web page you can search the notes for all contacts using the search bar at the VERY top of the page. But on the mobile app, it only searches a couple fileds. Can you please add a global search to the mobile app?   Thanks, ... View more

I've just finished revamping our HubSpot Score rules and would love to be able to export said rules into a MS Word doc so that I can review them with management for changes and missing items.  There are a ton of rules, which makes it extremely time consuming to re-type into a Word doc myself. ... View more

HubSpot now has the "Manage duplicates" functionality, which is somewhat helpful to see at-a-glance potential duplicates in the system. However, we really need to be able to create a list of merged contacts through the lists tool. Currently the "Manage duplicates" isn't as useful since we cannot export a list or see drilled down data.    This is especially imporant since we use SalesForce as well.  ... View more

I want to be able to create report on the numbers of deals by a contact.  Unfortunately, when you try and create the report, there isn't a way to return the full name of the contact.  You can only pick first name or last name.  That's problematic if you have multiple contacts with the same first name or last name.    This report would allow users to see which contacts are driving the most deals. ... View more

When an company already exisits and you want to add a new contact, we should be able to choose "Use Company Address" or maybe "Use Company Attributes (includes company name and phone#)" so you don't have to manually enter those fields which are often (but not always) the same.  The Gmail integration should allow the same feature.   This would make creating new contacts WAY more efficient.  ... View more

The ability to have secondary emails linked to a contact is great and we know there are several ideas submitted in relation to how these are handled on imports, workflows, search, lists, emails, form submissions, etc. One thing that would also be very important would be to have a public-facing log of the changes to the secondary email - right now the email property history only shows changes to the primary email and we have no way of tracking any changes in secondary email.   Thanks, Maria   ... View more

Can you create a feature that allows for companies to be associated outside of a Parent/Child relationship?    For example, we often interface with suppliers, freight companies, etc. who work with our customers. These do not fit the parent/child criteria, however, it would be extremely helpful to see these associations on a given record.  ... View more

For contacts/ company setups we should be able to select which fields are necessary to be filled already in the free version and not only with "Sales Premium". People tend to jump over uncomfortable fields and make a mess or cause missing information within the system.   So for me, it's part of the basics within a CRM system.   Hopefully, you agree with my idea and Hubspot will adapt. ... View more

Self explanatory really, but as an example if we want to get an overview of all companies in either segment a or segment b, this is not possible currently.    My specific case:  companies that pay the most OR  companies labeled to require extra attention = list of companies to focus on. ... View more

I'm looking at the Companies page, and I have a custom field called "Active", which I'd like to be able to quickly change for any given company. It would be ideal if I could just click on the relevant cell in the table (like I do with Asana) to change it. ... View more

I would like to be able to email contact information, similar to a Vcard. I would also like to be able to receive a Vcard and be able to easily import into Hubspot instead of indivually input all of their data.  ... View more

I would like to be able to change fonts sizes, be able bold a font, maybe even different colors in properties to make them more visible for more import properties associated with a contact. ... View more

Currently, we can only show 100 contacts in one page and we only have the "next" button. It will be great if we can add a "last page" button and also allow for users to view all contacts in one page. ... View more

I am looking for a way to incorporate the contact owner as a hidden field on some of our forms, however, this field is not able to be included on forms. It doesn't make sense to create a custom property when there already is one that satisfies the need. The purpose for including this field as a hidden field on some of our forms is that when the forms are received over email, the people receiving the form (Customer Service or Estimating group for example) would be able to see who has been working with the contact. Working with HS support, the following work around was provided - create a simple workflow where the enrollment trigger is anyone who fills out this particular form and then send an internal email to your team with personalization tokens that have the listed contact owner for the contact   However, in our case the Customer Service and Estimating do not have access to Hubspot, so when the form comes in over email we have likelihood for multiple people working the request. The contact owner already gets notified of form submissions.   Second workaround suggested by HS suport is to create a contact-based workflow where the property value copies over to the new property so that they are in sync. I plan to do this second suggestion, but wanted to voice this seems ridiculous and completely redundant to me - I have to create a "custom" contact property for Contact Owner that will sync with information that already is showing in a "locked" property. There is so much room for problems with this and it being a maintenance nightmare. What happens when someone on the team updates the custom field for contact owner instead of the locked field for instance?  ... View more

If a Contact is made in HubSpot that doesn't have a Company associated with it, there should be a way to automatically create an associated, temporary Company so that any workflows that require a Company property can still work. ... View more

Hubspot records an activity on the contact record when they opt out of emails but it doesn't show what email they opted out from unless you go to the email analytics and look at unsubscribes there. Our agents would like to know what email triggered the opt out and it would be helpful to include this in the Marketing email activity record since it already includes the sent, open and click activity. ... View more

So what I think would be amazing is if we could sync certain properties given to a company automatically over to the contacts of that company. At my credit union, we are trying to send out fiscal year end forms automatically with a sequence. Since we cannot create the sequence for the company, we will do this to each contact individually within the company, however many of these businesses have different fiscal year ends, so it would be great to be able to create the 'fiscal year end' field within the company and have that automatically apply to all of the subsequent contacts affiliated with that company.    If you guys at HubSpot can make this happen, that would be incredible! Thank you :) ... View more

It would be great if there was an option to add a company to a sequence, which would subsequently add all of the affiliated contacts to this list. Not for marketing purposes, but for sending out documents that need to go to all parties. It would greatly streamline the process! ... View more

Please allow people who do not have permission to bulk delete to be able to delete singular contacts from a list without having to click into the record.   When reps who do not have permission to bulk delete contacts try to delete ONE contact while in a list view, HubSpot sees the option to select more than one contact and disallows them from deleting anything. Resultantly, the rep has to click into each contact record of each person they want to delete.  The more our reps can stay in lists without clicking into records, the happier they are.   Thank you! ... View more

When we merge two records, instead of carrying across the most recently created information, it would be good if we had the option for hte primary contact information to override and be kept.   We have instances where contacts have provided the incorrect email address and when we merge them, it is overriding the primary/correct contact with the incorrect details and we are having to manually go through and correct everything.   As the primary contact is the correct entry, you would think it would keep the primary information as the source of truth   We dont wan't to delete any contacts as then we lose all the deals etc associated with them. ... View more

When viewing a list of Contacts, Companies, or Deals, when I hover over an object and click "Preview", I only see the object's About section. I would like to see any additional Property Sections that apply to that object (the new custom sections we are able to set up with the new property update). For example, we have a "Client Information" property section that I can see on the contact record but can not see in the preview window when viewing from a list of contacts.    This way, I could quickly edit properties in those sections from the preview window.    ... View more

Currently, when we manually add a lead, we key in the company name. Unfortunately sometimes WordFlow becomes Word Flow or Word Flow LTD and it creates 3 different companies in the database! It would be helpful to have autosuggest on existing companies so user can click on it instead of creating a new one. ... View more

It would be nice to have a multiselect funtion for deleting saved filters. Also, having another way to access your saved filters on the contact landing page would save time. For example, incorporating the search bar feature on the contact landing page would provide another access point to the saved filters.   ... View more

It's the little things... we'd love if we selected a few contacts from one page in the contacts dashboard, for the software to keep or remember those selections while searching for other contacts or flipping through other pages within the dashboard, instead of unchecking them.  ... View more

When on a contact record, it would be helpful to be able to filter through marketing email activity to see which emails a contact has clicked on (instead of showing all marketing emails they've received). ... View more

Hi Hubspot, It would be very helpfull to be able to search deleted contacts in the Restore Contacts page. Could it be implemented rapidly? Thanks Pablo ... View more

This feature would be for everyone. When viewing a company in Hubspot, you already have the ability to filter activities by Activity, Notes, Emails, Calls, Tasks. Where it is lacking is being able to drill down further. For example, I would want to only view Contact 1's activity/notes/emails/calls/tasks from the company page vs viewing all available activites filters for every contact.   Having the ability to drill down from the company page by contact (linked to the company of course) and then by activity would be a great help in finding what previous actions have been made. ... View more

Just as a user can define which columns they want to appear in the table view (and in what order), and those settings are retained from one session to the next, it would be ideal if the column width was a "sticky" setting on each page load. It can be frustrating when the columns auto-size every time, thus cutting off information. ... View more

Hi HubSpot,   Would be great to have a way of quickly printing an e-mail from the contacts page, either to pdf or to a printer. I find myself needing to use e-mails in one to ones to discuss approaches to customer communications etc.   Sometimes better to have things on paper (whilst looking after the environment wherever possible, of course). ... View more

When forward contacts to [HubspotID]@forward.hubspot.com the system should be smart enough to pull out and fill in the contact's phone number and company name in the Contact manager. Right now all it records is the first name and email address. The functionality is only halfway implemented because then I have to go back and fill in the information that should otherwise be filled in behind the scenes. For example, the system doesn't even pull in the person's last name! It also ignores all of the valuable information within the person's signature (office phone number, address, company name, etc.) Please improve the functionality so it works better and saves users time. ... View more

I would like to be able to see a summary of the activity that all the employees(contacts) associated with a company have engaged in right from the  company profile. It would be helpful to see an overview of all the activity that contacts related to one company are doing in the company profile so I don't have to go into the individual contacts to figure out all the engagements one company has had with our business especially when I have 30 contacts for one company. ... View more

Hi, wouldn't it be wonderful if HubSpot had a function that enables you to sort and filter contacts that do not have open tasks associated with them. That would help productivity and efficiency with our sales and marketing teams.    Think about it. :D   Thank you for your consideration.  ... View more

My suggestion would be to create a way for tracked and logged emails in hubspot to be scanned for important contact information and update blank fields in the contact record. For example, many people have their address, telephone number, title, etc in their email signatures, but that information doesn't show in their contact record. Instead of having to go scrolling through your emails to find that pertinent information, hubspot could have pre-scanned and applied to the contact already.  ... View more

I've seen this in a few instances and it was brought again to my attention how beneficial it would be to have a contact property that calculated how many days since XYZ; for example, how many days since create date, how many days since last contacted, how many days since became an MQL, how many days since last marketing email sent.    This would really help customers keep track of a contact/company/deal timeline in many different ways! ... View more

When doing a multiple object import, notes will log to all record types you are importing. It would be nice if you could select what type of records you would like the notes to import to.   Example: Multiple object import of contacts, companies, deals, and notes...you would be able to choose to only log notes to the contacts and companies that are imported  ... View more

Currently, you can only view the first and most recent conversions of a contact when filtering contacts on the Contacts page. Many contacts have more than two conversions, so only being able to see the first and last conversion of a contact is very limiting.   The only way to view all conversions of a contact are to go into each contact individually which is extremely time consuming and not feasible except for websites generating a very small number of leads.   It would be very helpful to view all conversions that a contact has made directly on the Contacts page so they can be exported in bulk and analyzed. ... View more

It has been requested multiple times from our users that the search bar be truly global. This way, they can search a name and it could pull up either just the contact/company or another section with it listing the record's associated contacts/company. They feel this would make the app much easier to use so that they wont have to keep toggling between contacts and companies. ... View more

I cant understand why with a company as big as Hubspot and nearly the year 2020 our staff have to manually enter in addresses?    Why cant we have an autofill function so the data is accurate. Especially when we need to filter by postcodes and cities. If there is one data entry mistake that contact record is filtered out.   The value of any database lies within its accuarcy. If its not accurate its not worth anything.   Please Hubspot: make this function possible! ... View more

Hi, We have the issue that internal office/confidential/personal emails are tracked and we have no option to stop this from happening. Yes you can select the untrack for each individual email sent to the contact but as soon as that doesn't happen once, then it creates an element of doubt around what records are kept for the contact. There are a lot of emails going back and forth between administration/management/personal that never need to be logged or tracked. We have the ip address blocked which prevents the notifications and email address listed for exclusion around logging but there is nothing for tracking. It would be great to be able have a check box/drop down inside a contact record that you can select globally to never log or track which overides any other setting you have around the sales extension tool or gmail.          ... View more

The ability to do a broad search in my contacts for a specific keyword in my notes would be very helpful. Ex. Trying to compile a list of customers that are interested in a certain product that I mentioned in the notes section on each contact. Search "procore" and every contact that has the word "procore" in the notes section is pulled up.  ... View more

Please add 'GDPR-compliant delete' to the permissions table to separate it from the 'super admin' group. As mentioned in your knowledge base it's only available for super admins at the moment.   Currently I am not able to give my GDPR team an option to GDPR delete contacts. I do not wish to give them super admin permissions because then they would be able to create and delete HubSpot users at our company.   This functionality is crucial for our company. Currently we're not being able to correctly process GDPR requests. It's really important to be able to add it to permission groups. ... View more

Hi, would like to be able to make a call and record it whilst making notes in the playbook. After the call, I would then like the 2 activities to be linked instead of being separate.  ... View more

We have ~185k contacts, and are using the beta feature Related Contacts, as we have Contacts belonging to more than one Company.   It is easy to create associations, however, it is very time consuming to dump these out and see the big picture of how/where they are being used.   We use SSIS and KingswaySoft to extract HubSpot to our SQL Server database, and the best way forward that I can see is to make the Related Contacts association similar to an Entity like Company, Contacts, rather than via CRM Associations API, where we have to do single API calls specifying definitionid and objectid.        Given there are over a dozen special Related Contacts (Business Owner, Advisor, etc), we have to do multiple passes over our 185k contats, for each definitionid, calling the API single times.  At present, this takes 25 hours per sweep.   Making the Related Contacts available as an entity, or somehow being able to extract in batches like how entities are extracted... would make our management and reporting of this feature far more workable.           ... View more

It would be nice if it would be possible to provide some of our users in HubSpot access to certain Contact Lists. Right now, you can only go to --> Users & Teams --> Open a user, and: I saw that I could either give them access to all lists, or to none of the lists. It would be nice if I could allocate certain lists to specific users.  ... View more

HubSpot provides a great way to record email conversations with customers and leads. Because emails go into HubSpot, we don't need to CC in lots of people on email threads in order to keep them informed of customer communications.   However, it's not possible to link to a specific email thread for a contact. So, if someone wants to find a specific thread (e.g. you need to check what was said several months ago), they have to go to the contact and scroll through all the emails to find the thread.   What would be great would be to have a "link" to a thread (similar to email pinning) which provided a URL that goes directly to a specific mail thread. That way, if I want to document a specific email thread, I can do so with a simple link.   Another benefit of this is that it prevents the proliferation of emails. At present, if I want to tell someone about a historical conversation by email, I have to attach the email thread. If I can just include a URL, then I don't send any personally identifiable information by email - only people with access to the URL will be able to view it.   I raised this on the community, and they suggested I try here: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Is-it-possible-to-hyperlink-to-a-email-for-a-contact/m-p/304378   Thanks Vittal   ... View more

This idea has been presented many times, especially in 2018, but it never seemed to make it into the product (that I am aware of) even though there is always a lot of support for such a feature.   As a reminder, this is referring to the ability to select or create a tag for a deal, company or contact, which can later be used for sorting, categorising, and identifying specific entries. For example, using # in a field could recognise the tag, or have a dedicated field in the viewing pane that shows and allows the addition and selection of tags.   This is not talking about custom property field. This needs to be something dynamic and in line with many other CRM and collaboration platforms out there. ... View more