HubSpot Community - HubSpot Ideas – Seite 2

toobamukhtar · ‎10-17-2019

I want to segment the customer data so I can see all the activities before the date someoene became a customer as well as after the date they were a customer and did some activity. Currently hubspot is merging all their activities whether it is the number of pageviews, number of form submissions or number of sessions and so on. I want to clearly see that how many pageviews someone had before they became a customer. Example Let's suppose that Bob visits our website and have 5 pageviews, 2 form submissions, 10 sessions. Then later on after sometime Bob becomes our customer and has 2 pageviews,1 form submission and 5 sessions. Currently hubspots merges both the counts resulting in 7 pageviews, 3 form submissions and 15 sessions. I want both of these records to be segregated. This will easily help you to track the acitivities before someone becomes a customer.

Yunhui · ‎06-24-2019

Yas, we've got the feature of manage duplicates that's great. One thought is there's no way to bulk merge of contact and company duplicates, and you'll need to go through one by one manually. I'm wondering if there's a better way for us instead of deduplicating one by one, which is literally unrealistic for enterprise users with mass contacts. In our case, we have 1890 duplicates for contacts, which requires going through 1890 times of deduplicates. New feature request: Bulk Merge

LeishaR

When receiving an email notification that someone has made a comment and tagged you in that comment it would be extremely helpful to have a snippet of information in the email that details what the comment is about in order for an the individual receiving the comment notification to know whether any immediate action is required. Right now the HubSpot user simply recieves a message that says Person XX mentioned you in a comment. This is not enough information and not productive as it causes the individual to have to go and sort throught all notifications to see what that comment may have been about.

Salehish · ‎10-31-2019

It would be great if you could set conditional properties for contacts and companies. For instance "if XX property is set to XX, then show XYZ properties in the about view as well". This is needed as we have different types of customers who each have unique properties that don't apply to all.

CoachAaronCCR · ‎07-11-2017

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.

hhiggins · ‎10-03-2019

It would be a great addition to workflows if there were a feature for an enrollment trigger for when notes are added to contact, company, deal, or ticket records. Currently, there are activity triggers for "call notes" and "task notes" being added/updated, but these don't allow for automatic re-enrollment. Additionally, these triggers don't include a standard note being added to a record. If there were a trigger for that, and it allowed for automatic re-enrollment, it would be a great addition to the workflow tool.

ZachJ · ‎11-06-2019

Currently, the only way to create lists or filters based on a chatflow submission is to create tickets within the chatflow and then create a filter based off of the ticket. It would be great if there were Chatflow-specific properties available from which we can segment an audience and introduce more visibility on Chatflow success. Essentially the same kind of property functionality we have with forms. e.g. If Dave completes a Chatflow, it adds to a contact property called 'Number of Chatflow submissions' so I can then create a list of contacts where the value is known.

DBowers3 · ‎06-16-2017

Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM. UPDATE from @jennysowyrda : If you would like to be ungated for this beta, please fill out this form.

AuroreVDG · ‎10-02-2019

The possibility to choose one favorite contact among several, all linked to one company. So that he will automatically be the receiver when we want to write a mail, for example.

lsirac · ‎11-21-2016

Some businesses benefit from entering 2 different email addresses for a single contact. For now, they create a custom property "secondary email", but if someone fills in a form with this secondary email, they have to manually merge the contact every time.

Segment customer data into before and after someone "Became A Customer Date"

New feature: Bulk Merge for Duplicates

Need Additional Info in Comment Notification Emails When Tagged in Notes

Conditional Properties

Sync property values between Contact, Company and Deal Records

Add note actions for workflow enrollment and re-enrollment triggers

Chatflow Contact Properties

Associate one contact to multiple companies

Favorite contact for one company

Enter 2 email addresses for a contact