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Currently, if a contact is associated to multiple company records they only show up on the Account Overview section for the primary company record. Despite a contact being associated to a secondary or tertiary company record they will not be visible when looking at the Account Overview for those company records. It's misleading and users are under the impression the system isn't working correctly or records/associations need to be corrected.    This impacts the sales team as they use the Account Overview section on company records when communicating with their accounts.    Please update the Accounts Overview section on company records to include all associated contacts regardless of whether or not it's the contact's primary company.   The knowledge base note below should not be necessary.   ... Mostrar más

The lateral bar should accept logicial conditions.  Example : If this property is set to "x"  display "y". If not do not display the empty property.      It will be much clearer and very useful. ... Mostrar más

both for hubspot workflows and external platform integrations, provided hubspot properties default to the internal property value which might just be a random string resembling an ID(for example, the Marketing contact status source name<hs_marketable_reason_id> contact property).  We need a conversion specifier configurable on these properties when the value is synced to pick between internal and external values for other properties and properties on other platforms. Otherwise, the properties are filled with the useless undisernable internal value. ... Mostrar más

Currently, lead objects are only visible to users with a paid sales seat. Other departments would benefit from seeing the lead objects and their current stage on contact/company views.   This would improve the general overview for: Marketing: Automated hand-overs from sales to marketing based on lead properties (e.g. disqualified reason) [currently lacking visibility/understanding] Marketing: Evaluating generated leads is hard if you cannot see the object CRM Data Management team: It is hard to build automations around lead objects if you cannot see them. Customer Success team: Interesting to see where a newly acquired customer comes from/if a lead is still open if they e.g. convert via the website touchless  Business Development Team: Hard to create leads if you cannot see if there are any currently associated to the company   Understandable, that working with lead objects is restricted to seats, but read without write permission would be crucial. ... Mostrar más

Sequences and Workflows are great in a way that they can stop if a call has been answered, a meeting booked or an email responded. But sometimes a call task might have been already created by the time the flow stops. For example with an automation that sets a task to follow up with a call and also sends an email with a calendar link. The lead might click on email and book a meeting, but the call task has already been created. All those incomplete call tasks will sit there and might look like the agent is not making calls. Would be great to automatically withdraw tasks like calls, to-do, etc.. Thanks ... Mostrar más

Currently the association label on the contact recrord itself, only shows how the associated contact is associated to the contact record you're viewing. This can be confusing if you are not aware with the association is between the 2 contacts.    Suggestion - when viewing a contact record,  the association that that contact has with another contact, should be shown. Not just the associated contacts label.    eg. if you have 2 contacts - 1. bob has an association label of 'parent' and 2. Cara has an association label of 'child'. When viewing Bobs contact record, Cara is shown as a 'Child' association label. When viewing Bobs contact record though, it does not identify that he has a label of 'Parent'. In order to see the associated label for Bob, you need to select the contact record for Cara to then view the association to Cara. ... Mostrar más

When creating a lead you can set a custom "Lead name" but this doesn't get shown on the lead cards on associated records, they instead show the "Primary associated record name" as the clickable link to the lead.   This issue is highlighted for us when we use the "Lead name" as a way to create a lead for different types of engagement or enquiry for our SDR team to follow-up e.g. a specific product enquiry. So a single contact over time might have multiple leads created for it being worked separately. The name is critical to help the SDRs work leads appropriately but it is impossible to know which lead is which from the associated record/s view.   I would expect that if I set a name for the lead then that's what the lead card would be titled by default. If not, I should at least be able to customize the lead card properties appropriately like on other object types.   A screen capture below shows this issue really clearly in the contact record UI:   ... Mostrar más

With the current user permissions and property permissions configuration, users can either edit the contact owner or they can't. Much like other assets in HubSpot, it would be great if a contact owner approval process was implemented. It would be great if select users had the ability to edit contact owner disabled but instead could send over a contact owner change request to a point of contact (current contact owner, super admin, etc.) ... Mostrar más

I would love for there to be an association built between Companys and task queues outside of sequences or workflows.   Example: If a companies life cycle stage is set to 'customer' all tasks created for that company will automatically fall under our 'account management queue'.   Or if a companies life cycle stage is 'lead' all tasks created will fall under our 'sales' queue.    We notice that filtering tasks so we can timeblock efficiently can be quite a manual process, especially if we ever want to send a quick response directly from our email inbox. ... Mostrar más