Great minds think alike

I am currently using a workflow to create contact records and copy certain property values over when a certain criteria is met. I am creating a new contact record when an email is entered into a "guest propery" This works ONLY if the contact email does not already exist in our Hubspot.   It does not work if the email exists, so the workflow ends up failing and the record does not get updated with the properties I want copied over.    I'd like a "Create OR Update Record" Action in workflows so that I can still achieve the goal of updating contact properties for another record.     ...read more

Hi Guys, It would be great if we could move the Communication subscriptions   section around on that contact record page and have this as an option at the top 🙂  ...read more

It would be good (which is apparently not the case yet) to be able to  add to an export of the contact details the subscription types of the different contacts, so that one can see (in bulk) which contact is subscribed to what (up-to-date, as it is always possible the people unsubscribed etc.)? The idea is not to have to consult each contact separately, but to have the information all at once. ...read more

The Manage Duplicates functoinality is great but what would be even better if we also could see that there is a potential duplicate for a contact, when looking at that contact view   This way users would be prompted to review and merge duplicates in their day-to-day work in HubSpot rather than the current process of having to navigate to the list of duplicates ...read more

On the contact association card, there are some fields you can customise and choose what to have, like a phone number.   One of the fields you can't change is Job Title.   For businesses like us, who deal with consumers, having the Job Title field as mandatory is not useful and we'd love to be able to make use of the contact association card by having more meaningful fields.   My idea is that this can be configured, so that the Job Title isn't mandatory and we can change this. ...read more

In the attachement section the information regarding attachements is not helpful.  A truncated file name is all that is provided.  It should show what source it links back to, what the date of  upload is and provide sorting capabilities.  There is also no ability to preview without downloading it. ...read more

Hello!   Quote automation with Required Signatures is ALMOST possible!   I am programatically creating quotes based on deal stage via a workflow and webhook. With the API, I can generate the Line Item, associate it, the deal, the template, AND the contact I need to sign to a Quote. I can turn on eSignature with the "hs_esign_enabled": 'true'.   However, all that is missing is being able to set "signature required" on the contact I am associating to the Quote!   I imagine this property might live on the many to many Quote to Contact association (HUBSPOT_DEFINED = 69), but I can not access this. If this is the case, could you all please expose it to the API?   I know you all state that eSignature is not operational via the API, but it is almost functional. If it is not as simple as above, do you all have a timeframe on eSignature functionality? It would make our Finance Director's life a lot easier. ...read more

Is it possible to change the text on this marked place instead of wpcf7.form .submitting'?   ...read more

for our salesmen, when adding multiple contacts per company to find that one of the contacts is missing a company name, if we don't get the idea of auto-filling the company information when creating a new contact from within that company page put in place, it would be helpful that on the main page of contacts, to start typing in a contacts company field, and have it predictive of other companies within the CRM like excel spreadsheets forgive the name, but here's an example of the predictive typing ...read more