クリエイティブな才能を開花させよう

I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event flagged as attendees. so a business knows which are valuable contacts.   It would also be helpful to be able to use a workflow to send different communications to clients based on their association tag. ...その他を表示

We'd like to be able to see which lists contacts are a part of from a high level view of the main CRM view. So as we scroll through contatcs we can see who is part of a newsletter, an unsubscribe list, a current client list, etc.  ...その他を表示

Records can display reports cards, but only records from another object that are associated.   We have created the fields "Sales 2019", "Sales 2020", "Sales 2021" ... in the company and want to have a graphical view in the same object, which we want to display through reports. We created a general report and wanted to map it to the company. Unfortunately, the report cannot display data because there is no association with another object.   There should definitely be such a simple setting because the visual work and representation of fields should be there. ...その他を表示

It would be great if we had the option to add 'Quotes' as a section in the right side bar in the Company Record so we can see all quotes associated with the company.   This saves us time having to go into each deal to see what the latest Quote the customer has signed. ...その他を表示

I am trying to set up automated deal alert notifications via workflow that trigger when a deal is moved to Closed Won it sends an email notification to the relevant members of our team that then need to go and action accordingly.   The email would be sent to our Operations, Marketing and Finance teams so Operations can execute the deal, Marketing can market their involvement, and Finance can then go and send an invoice.    Within our notification we then include what products they purchased, and who from the company needs to be contacted for finance, for marketing, for operations.    I have created Company association labels for the contacts to be assigned to, but am unable to insert these data fields into the workflow email    I am also unable to insert the Products on the deal into the email either.    It would be great if workflows could support this functionality in the future  ...その他を表示

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.  ...その他を表示

I need the ability to edit the labels on the lead object, currently they are Hot, Warm, Cold. I need the ability to designate them as existing customer or new customer. This means that I either need the ability to select muiliple labels or make customs labels. ...その他を表示

Quando preciso buscar por uma empresa na pesquisa global algumas vezes o telefone é uma coisa necessária. Porém, o HubSpot não permite que isso seja feito e por isso tem que se criar filtros para encontrar o que é muito decepcionante. O suporte responde " Neste caso, existem algumas propriedades que podem ser usadas para buscar informações específicas de objetos na HubSpot. Para os contatos, pode ser o nome do contato, e-mail, ou ainda o telefone, e para empresas pode ser o nome ou o domínio da empresa, porém para a empresa o telefone não funciona desta forma a encontrar uma empresa específica" Minha sugestão é que além de nome e domínio, o telefone também seja uma forma de pesquisa. ...その他を表示

According to GDPR, companies are required to delete contacts whose data they don't need anymore. (right to be forgotten)   "An individual has the right to have their personal data erased if: The personal data is no longer necessary for the purpose an organization originally collected or processed it." https://gdpr.eu/right-to-be-forgotten/   Most companies are thus required to keep a log of their deletion activity. Currently, it is not possible to generate a log / protocol of the regular deletion of contacts.   Of course it's possible to work around that by creating a list of records one is about to delete, export them, remove all information but the record ID (to have an anonymized log of how many records were deleted), save the list of IDs as an unchangeable file (e.g. PDF) along with the note of which type of record was deleted and why.   Typically, data privacy officers strongly suggest that this should be a routine activity that should happen monthly, bi-monthly or even weekly. In light of that, it would be great if HubSpot offered this log out of the box.   Or in other words: As far as my legal understanding goes, all European HubSpot customers are required to do this once per month.   Requirements: Unchangeable file (PDF) Contains type and list of IDs of record deleted Contains name of user who performs the deletion Works for regular deletion as well as GDPR delete Allows for adding a note / context to the PDF file Suggestion of creating a log pops up whenever records are deleted in bulk   Thanks in advance for reviewing!   --   While writing this request, I am aware of recent product updates, such as: Audit log of users security actions in-app Updates to deleting a contact Get email confirmation when deleting contacts However, these are either referring to single deletions or GDPR deletions, unless I'm missing something. ...その他を表示