Las grandes mentes piensan igual

VGilzean · ‎nov 23, 2021

It would be great if when attaching files to contacts, companies, and deals, we could attach a file location rather than just individual files themselves. Our company uses One Drive (the windows desktop version) to house all of our files. When projects are requested, we create a folder specific to that job which is updated throughout the duration of the project. It would be ideal if we could add a file/folder path rather than individual files so we aren't having to upload the files into multiple places. This would allow us to refer to documents when needed directly from the record.

SCD1 · ‎nov 23, 2021

It would be great if you could use the keyboard shortcut CTRL + ENTER to save any changes you have made. For example once you have typed a note you could press CTRL + ENTER and it would save and close it, this would save a lot of time.

KFewings · ‎nov 23, 2021

We have created a Sales Nurture Lead Score (separate from our main Lead Score, which is designed to move people to MQL when they reach a score of 😎 to try to prioritise contacting people who've been a live lead but then put into nurture. We would like this score to only start this score accumulating once a contact's Lead Status changes to 'Sales Nurture'. Currently this is not possible so it's hard to distinguish when these nurture leads are taking significant actions and are worth a follow-up.

ASatre · ‎nov 22, 2021

The majority of my companies never get a logo found despite correct website and socials. A simple favicon api gets more logos than hubspot - https://besticon-demo.herokuapp.com/ There is also the clearbit API https://clearbit.com/logo If there is no logo found, then no favicon, the logo should default to socials profile photo.

ASatre · ‎nov 22, 2021

https://community.hubspot.com/t5/APIs-Integrations/How-do-I-get-the-avatar-logo-of-a-contact-company/m-p/236493 As you can see from this link, this idea has been requested many times since 2016. We would like the ability to edit logo url like any other property in the CRM. An API endpoint would also be nice. Uploading logos one by one with abot 6 mouse clicks per logo is agonizing. Please help.

RayNutter · ‎nov 22, 2021

Using the business card scan tech I believe it would be helpful to have the ability to add in an account when I am on a company website. Simple yet super helpful in my opinion.

JBradford1 · ‎nov 22, 2021

Looking for the functionality that will automatically (maybe with an on/off toggle, in case some people won't use this functionality) copy notes recorded within a deal to the notes activity for a contact. For example, if a customer has a deal open for one of their contacts and they are putting notes into the deal, once that note is saved, it will auto-copy those notes to the contacts notes as well. Use-cases I could see this being used for are if a contact goes through multiple deals per year this will allow all notes from several deals to be compiled for a contact automatically rather than needing to "associate" the contacts every time.

HMitchell · ‎nov 22, 2021

We are catching multiple deplicate contacts with the same phone number but different email. I feel it will be very beneficial is a contact can be caught as a duplicate with phone number as well, not just email. Most contacts have multiple emails but normally one direct phone number.

joe-tdc · ‎nov 19, 2021

the Hubspot AI only managed to pull in a tiny fragment of contacts Job Titles, it would be great to see that either upgraded, OR... The LinkedIn Sales navigator add-on upgraded to sync and pull in job titles for your contacts. Would be a massive help when trying to build out prospect lists. Thanks!

BHastingsDRF · ‎nov 19, 2021

First of all -- Targeted Accounts are AWESOME!! Love being able to see how many and often are we touching, defining roles of stakeholders, seeing their engagement. But there is one recurring frustration -- please give us either sticky filters OR, better yet, filters that can be configured as default for the targeted account views. I work in an org with 4 different sales divisions. When I get to the Targeted Accounts page, it defaults to ALL target accounts in our org. I can live with setting it once and then it being sticky. But it would be much better to have a configuration for defaults. I have junior sales folks who funnel into me. So seeing all target accounts for my small team would be ideal.

Las grandes mentes piensan igual

Allow for uploading file path locations in the attachment section of a contact/company/deal record

CTRL + ENTER to Save

Option to trigger a lead score based on certain criteria being met

Improve logo fetching

Add logo url endpoints to API and allow logo url as a company/contact property

Pull company info over from website I am on.

Looking for functionality to automatically copy notes from a deal to the notes in a contact

Deduplicate Contacts with phone number

Better tools to pull in Job Titles

Target Accounts - Sticky Filters or Default Filters

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