Las grandes mentes piensan igual

karstenkoehler · ‎oct 17, 2023

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.

Josimar · ‎mar 1, 2024

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.

PKanagaraj5

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.

03874

Hey HubSpot, The parent company record really should be the sum of it's children. It would make since for there to be a default association pattern where when contacts are added to the children companies they are also associated to the parent record so all activity flows there. then if someone wants to get specific, they could just click on the child company and view activity related to that one child company! thanks!! this is a major painpoint for adopting hubspot as our sales CRM

NReyhl

It would be great if you could view all quotes associated with a company in the right panel. This would help avoid the extra time it takes to click into each deal. It also give you greater visibility. And can even help as you use deals for upsell opportunities.

KPruett

Currently, the custom configurations set for an object's leftside bar do not carry over onto mobile. Additionally, mobile does not yet ever allow for external/custom-built integrations to be present on the object's left sidebar whatsoever. It would be great if the mobile left sidebar could mirror what we see on desktop. 🙂

Cherisse · ‎abr 19, 2021

We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incentives. Currently our team manually adds a Note to the contact record of the individual who attended and also associates it with the company record of that individual. The note is the same for every individual that attends, but the incentive differs depending on the training. This helps our sales and support teams know exactly what was offered and when the incentive expires. Example 2: Occassionally we use workflows to fix/update/change properties as we improve our internal processes. For these situations, it would be helpful to include a generalized Note on either the Contact or Company record explaining why the record/property was changed. Especially since we typically delete the workflow after the updates have been made.

MaltheOARadiant

Problem: When editing default sidebar view by adding/removing cards, the order becomes locked for individual users to edit their view. Proposed solution: Have the ability to still move the cards shown on the 'trimmed/selected' default view More detailed description: We are looking to have the functionality of removing/adding cards on the default right-side bar view, but still have users move them individually. When working across a large organization with many types of stakeholders in Hubspot, it is important to be able to help set a default but allow our different users to change on the go based on needs and specific use-cases. As an external Hubspot consultant working across many clients we are looking to be able to add/remove

JeremyHong

The current forced automation for Lead Stages seems redundent and unnecessary, and really limits the usefulness of using the Lead Object to track and manage the initial Lead qualification process. This is especially true in organizations that have a more linear qualification process. For example, the "Connected" default automation gets set upon logging ANY call or meeting outcome. This prevents us from using Lead Stages for specific qualification milestones, such as "Discovery Scheduled", "Discovery Complete", and "Demo Scheduled", since if an outcome is logged, the Lead Stage will revert back to "Connected". Example shown below: It would be great if we could toggle off any/all of the default automation, the same way we can for the "Qualified" and "Disqualified" stages. It seems non-sensical to allow us to toggle those off, but not the ones for "Not Started" and "In Progress". Also, Lead Workflows can be created in the Workflow tool to accomplish the default automation, so forcing us to use these are actually extremely limiting in terms of Lead Object/Lead Stage use cases.

RNoll · ‎feb 14, 2024

First off, I need to say that the Manage Duplicates tool is fantastic. True duplicate Contacts are important for our team to know about as we need to merge them in HubSpot and in two external locations, including in billing. However, as it currently stands, it's hard to find the true duplicates amid all the false ones. Our association has about 100,000 members. They are constantly changing email addresses and joining and leaving certain clubs that are under our umbrella. In most cases, a record pops up in the "Manage Duplicates" area to warn me that a new John Smith exists, and prompts us to check if it the same as any of the other John Smiths in our database. When you have a lot of John Smiths, this is not very helpful. My suggestion is to be able to exclude records from showing up on the Manage Duplicate Records list based on certain custom properties that we get to select. Here's an example. If two John Smith records have "is known" for the date of birth ... and additionally the values do not match ... it is likely that this is NOT going to be a duplicate. If this is true AND the "Active in my Association" custom property has different values I already know this is not a duplicate. I would like for any items matching these filters to not show up on the list. If the filters could be stackable, that would be ideal, because in addition to that filter, I'd like to be able to separately filter out fathers and sons who have a different Suffix. The filter here would be Suffix "is known" and "is not equal" ... ie Jr vs Sr. And I'd like to additionally filter out any record where one of the sides in question has a particular status property of "Archived". In this case I don't care if it's the same person. You get the picture! We probably have 10,000++ duplicates on file, of which of course only 5,000 can display. But the number of true duplicates is far fewer. Sorting them by date has been an amazing addition to the tool, but instead of 20 or more POSSIBLE ones showing up per day it would be extraordinarily helpful to fine tune it so only the ones that truly need attention are displayed. Thanks! Let me know if you have any questions. 🙂 Robyn

Las grandes mentes piensan igual

Export deletion protocol / deletion log for deleted records

Pesquisa global

dynamically prefill forms

Ability to auto associate activities to parent companies

Quotes Tied to Company

Allow for external/custom-built integrations to be viewed in the left sidebar of a record on mobile

Adding Notes via Workflows

Add/Remove Cards on default right-sidebar , but be able to change order individually.

Remove/Allow Toggling Off ALL default Lead Object/Lead Stage automation

Filtering out non-duplicates from the "Manage Duplicates" tool

Entregado Recientemente

Recientemente en Beta