Great minds think alike

Idea: Make all Date-filters available everywhere they are relevant.   Background:  Hubspot is missing date-filters in multiple places and is not consistent (i.e. different date-filters are available at different places) about them. This issue drastically reduces the power of filters, reports, automation and marketing, etc. Fixing that would be high impact, it's a core platform feature, with impact on all products.   There has been 15+ ideas on the forum about missing date-filters for filters, reports, lists, workflows, ... everything. Those ideas were at first aimed to request one date-filter in one place. This master idea aims at grouping all smaller ideas, giviing visibility to this "Date-filters" issue and getting it prioritized as one overall review of "Date-filters" across Hubspot. Because the only solution is for Hubspot to fix Date-filters everywhere, by working just on that.   Things currently not possible on Hubspot (i.e. use cases): 1/ Filter contacts with last activity is more than 10 days ago 2/ Filter deals with a close date that is in the past 3/ Build Report on Deals with last activity is more than 30 days ago I want to give my sales team a filter of contact not contacted since 14 days. I am expecting to go to contact and to save a filter but the Date-filter required to do that is missing. 4/ Build List of Contacts with customer/deal who expire in the next 30 days 5/ Build List of Contacts with deal created last week. Etc...   Research: I've been comparing all Date-filters and noticed there are 11 types of Date-filters currently available on Hubspot (see screenshot below). The issue is that those Date-filters are randomly available on: - Contact WF but not Deal WF - on List but not on Report - on Dashboard but not Contact Table Etc. There seems to be no logic and that this is just the results of features coming one after the other while Date-filters never receiving focus as one topic.   This feature request is not about creating new Date-filters but only about making all the ones currently existing available everywhere, it is relevant to have them. In a nutshell, that means turning all Red cells below to Green.     Some of the smaller ideas this master idea is grouping under one roof. 2017, Use 'relative' dates for enrolling contacts and companies in workflows by @Daniel1  2017, Allow the use of relative dates in workflow... by @CCasemore (marked delivered but that's not fully the case) 2017, Filter using relative date values ("TODAY" etc.) by @Frank  2017, Lead scoring - Add the option to refine... by @laurao93  2018, Sales workflows deal properties based on dates by @Peter-marketing  2019, More than filter for report timeframe by @krispag  ... ...read more

It would be beneficial to have Date stamp & Time stamp (system time, eg. YYYY-MM-DD & HH:MM) as available properties in Hubspot. So that one can pick date or time stamps to use in snippets or workflows.  ...read more

I was under the impression that when a Deal is attached to a Company, the contacts would automatically be pulled into the "Contacts" box.   I would love the contacts to automatically be added when a company is attached to a deal so that 1. It saves me time but 2. When making calls, I know exactly which people are affiliated with deals from their companies so I don't call them by accident.     ...read more

Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity.  For example someone fills out a form...you want all of that data in a single note so dont have to go look at each field... ...read more

Migrated from legacy ideas forum with 146 votes.   I'd love to see 2 way synch to google contacts as an option. Many apps use google contacts. For example, Evernote app has a business card scan function. Take a picture of a business card and it can add the details to your phone contacts. This can then synch to Google contacts. By just having the ability to sync from google contacts to Hubspot you gain this business card scan functionality. If a contact has a new email or phone number, I need this on my phone, so a change in Hubspot CRM should be synched to google contacts. I consider this to be fundamental, and this functionality exists in the Insightly free CRM - I am surprised I couldn't find a request for this (apologies if I have missed it). ...read more

I am importing a CSV file with contacts that have multiple email addresses. Hubspot supports multiple email addresses in the "Email" field, which is wonderful, but the data cannot be imported this way.  To import, I had to create multiple email properties (primary email, alternate email, etc). I can manually add the multiple emails in the single "Email" property but I have a large number of contacts. Any automated way to do this?   Would recommend an enhancement to offer the ability to either import contacts in a way to add multiple email addresses  to the "Email" property. Or, offer a way, after the import, to copy the data from another property (e.g. "Alternate Email") to the "Email" property without overriding the current email (i.e. adding a second or third email). ...read more

Sales people use Outlook, period. And because that's what they use, that's where the information should be at. Best way to achieve this would be via Exchange integration so that people would have access to the same information even on their mobile and wouldn't just be dependent on a single plugin. ...read more

Hey, We need to be able to attach contacts we upload to a campaign in Hubspot. Let's face it, not many companies are 100% online, we all go to events and attend conferences where we get contacts, or even do hosted paid and are given lists of contacts (who have downloaded our content, not outbound). Salesforce allows us to attach contacts to a campaign with a workflow, could be an idea.   It would also be useful to be able to attach contacts to a campaign for "deal source" purposes > when we send an MQL to an SDR, they get in touch, and the person forwards them to someone else in th company, so we can also attach that person to the source campaign!   Because I don't have this posisbility, I have created a set of altnerate custom sources to track my marketing activities ROI and it is not fun.   Please find a way of doing this! Cheers, Alivia   ...read more

Hello, this would be helpful for multiple reasons. An example of a use case would be to create a workflow to copy the parent company Hubspot owner to its child companies. Thanks! ...read more