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.  ...その他を表示

Firstly, company employees are excluded from emails being tracked in my Hubspot account, but I want to email my team about a specific Contact/Client. The team email is about the Contact and I do not want to this email to be seen by the Contact. I do want this email to be tracked and logged on the Contacts page under emails and activity logs.  There is no where in HS wehere all bcc emails are housed so that I can go in and associate them with a specific Contact. This should be a farely easy thing to code as all of the bcc emails have to go somewhere.    -Situation - I email my sales/onboarding team and bcc HS - "Dear Team, Bob of XYZ Co. has been unresponsive since he presented at our conference. Has anyone had a discussion with him?" .    I want this email to go to my team, but only be saved/logged (the responses/opens) on Bob's HS contact page. That way everyone knows where we are at and everyone has the interaction on Bob's contact page. I do not need a ticketing system and I can add this email to a specific deals or his company later.) Right now, it is not in HS as I do not track internal emails through HS.   To send an email to one party, but then track it and get logs on another parties Contact page???? ...その他を表示

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  ...その他を表示

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.  ...その他を表示

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.  ...その他を表示

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. ...その他を表示

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. ...その他を表示

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. ...その他を表示

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.  ...その他を表示