Hi HubSpot Development Team,
I recommend revisiting the idea to customize log activity in HubSpot Sales. I would like my team to track "Direct Mail," and I've seen others asking about logging texts and in-app messaging.
Thanks for considering!
We require the ability view/export one report or list that combines properties from both contacts and deals. I'm confused as to how this basic functionality is not currently available.
Currently, we have to export our contacts and deals separately and then combine them in Excel. However, there is no unique key to utilize when performing the join. The deal export only provides the "Associated With" field. This is in a different format from the Contact properties (First Name, Last Name, Company). Additionally, we have many contacts that have the same name (ie - John Smith), which is very problematic when using this work-around.
We need the ability to automatically associate deals with contacts/companies during the import process.
We have thousands of deals that have been completed for the current year. Our service is provided on an annual basis. We need the ability to create new deals that incorporate some properties from our completed deals in the prior year. It appears this is easy, as we can export our completed deals, make the necessary changes in Excel, and them re-import into HubSpot.
However, there is not currently the ability to automatically associate the imported deals with their contacts/companies. Doing this manually in not a viable option due to the high number of deals.
In most sales organizations I have worked for, they have required that a set of information is required before being able to save the customer in their CRM. As of now, HubSpot does not support this (according to themselves). My suggestion is that this is a feature that could be added so that sales staff do not save customers without important information being entered.
The major advantage is that sales managers will not have to promt sales staff to review all sales opportunities to ensure they have filled in the necessary information.
The new Parent/Child association is a great feature! Thanks for adding this. However, it would be even better to have a button or check box that allows you to copy certain communication to the parent company in order to enable a global view. Otherwise you need to click into each individual company to view activities or add activites in twice in order to record them on the parent companies feed.
We have a few lead scoring attributes that are universal, but we'd really like to be able to group attributes by associated email or workflow. This would help us quickly see what attributes we set up for a particular campaign.
Use Case: Company utilizes secondary domain for email while the primary domain loads their website. Example: www.company123.com uses @co123mail.com for email.
A secondary domain option, with the abilility to add a list of domains associated with the parent company, allows us to track leads via email using the "Auto Create / Associate" feature without manually creating the contact for the parent company.
Hi there, we really need to run filters on dates using relative terms like "today", "yesterday" etc. -- Salesforce has this ability and it's extrememly useful: https://help.salesforce.com/articleView?id=custom_dates.htm
Currently, if we want to run a List around our customers who expire at some point in the future, we have to go in and change the "after date" fitler each time to update the current date. (The rolling dates filter doesn't work in this case, because the dates we're looking for are in the future and not the past.)
Hopefully this is easy to do, thanks!
Basically for each property I want 3 options to choose from: 1) Update value if blank 2) Append to value 3) Overwrite value
Sample use case(s): Append Option: Notes Field I have a comments field on my contact form where someone sends us a query. If that contact later submits another query I don't want to lose the previous info from my records. I want to see the new information appended to that field. (Can't keep creating new properties and using smart properties).
Overwrite Option Standard as happens curently with most fields, if a contact enters a new phone number it overrides the previous data to keep it updated with the latest information.
Update if Blank option - Lead Source When a lead comes in, I assign the Lead Source to it, but I only want that updated if there is no previous Lead Source assigned to it. I don't want subsequent forms to overwrite the value. Smart Field(s) works only partially because if I use the API to submit forms, smart fields do not stop it from being overwritten.
It would be very beneficial to be able to reorder the display order of personas when you include them in a form (like you can with any other property field). Currently, you are stuck with the order in which you created them - and there's no disclaimer in that this is the only way it will display. As needs change and a persona becomes more valuable I'd like to ability to move it to the top so it's easier to find for our web visitors. The only solution is to make a similar field with the correct order of dropdowns and then tie it to assigning personas via workflows. It's kind of a cumbersome UI!
Vaguely related to this: https://community.hubspot.com/t5/HubSpot-Ideas/Contract-value-calculator/idi-p/515
It would be nice to be able to do additions, substractions and multiplications in contact properties & associated workflows.
For the maintenance of the Hubspot CRM; I would love to have the ability to make mass updates to a csv and load back into the CRM. This process is isolated to my cold leads that have not been entered with an email address. I mus manually update each of these making the process inefficient and not scalable.
Each URL for a contact contains an ID that would be useful to be able to download then use to stop duplication to existing records when no email is present. The ID is a constant variable where an email may or may not be present based on our sales cycle.
inside the HubSpot Score history we can see all points our contacts got but not which exactly source/attribute it was - just task or background task. Is it possible to make a link on task/background task where we can see which individual attribute it was? Thx
Make it possible to define a custom property as a unique field.
Meaning when a data is entered into that field, if it exists in another contact it will alert you of that (like it does for the email field)
Not sure if htere is a way or not, i couldn't figure it out, so if not, i am hoping that there is a way to create mailing labels easily from hubspot. i don't want to have to export to word, then use word mailing labels, i wish there was a way to just create 5160 avery labels from within hubspot, maybe where it creates a printable 'PDF' with the avery 5160 template size.
Possibility to revert changes made in contact properties by imported lists. Would help for example in cases where you have mistakenly imported a list that has had incorrect values and you would like to undo the changes it has made on contacts that you've already had in HubSpot with the correct values.
I like the new clean look of contacts, but I fear the use of "today" and "yesterday" and dates without times in the "create date" field.
The date stamp with the time is something I use literally every hour of every workday. The loss of it in the main contacts view (which I understand you are trying to make look cleaner) forces me to go into the detail view of each contact for information previously available "at a glance".
Please don't make me work harder--give me the option to view my create/modified dates as proper datestamps.
At this time it is not possible to set a default HubSpot Owner (or lack thereof) when creating a new contact in the CRM. The owner will always appear as the user who created the contact and you need to select No Owner from the dropdown when creating the contact.
Being able to set a default HubSpot Owner when creating a new contact would be a helpful and time-saving feature !
Hope you can take into consideration this suggestion soon...
I think it would be very useful be able to tag a contact when for example they visit a certain page, or click on a certain CTA, or perform any sorts of events.
At the moment I have to create a property.
I think it would be much easier and faster in some cases to be able to add a tag to a contact.
These two things should not be separate. They should be managed by one central calendar integration service that can be used for Meetings links or the Schedule tab in the CRM:
Outlook - "New Meeting Request" integration to HubSpot is key for those that use Microsoft Office products professionally like Outlook. I'm a little surprised it hasn't already been integrated.
The Sales CRM functions more as intended for lead capture from a web form where one email would be provided to create the contact record. You're thinking in terms of the CRM as a Sales and Marketing tool, which it is, but it's also just a CRM: Connected to Gmail it's getting new records daily from people that have multiple email addresses. Moreover, just doing an import of addresses from other databases can result in multiple Contacts being created for the various email addresses someone might have. Consider myself as an example, I have 12 different email addresses. When I take a new client or job, I'll have another. Those are 13 different records. They are all just me and each of those email addresses should be more easily uncovered as associated with the same person and merged.
What needs to improve Today we have to go into a Contact records and use the Merge function to find the other emails and merge them. That's a manual process. A pain for large Contact databases. The Contact list should have a "Find and Dedup" option. The CRM should find likely duplicates not based on the email identifier but other personal identifiers: same name, similar name in same location, etc. Flag those in the list and make it easy to check the duplicate Contacts and "Merge" them. This really needs to be done as part of the platform as growing companies, teams with many people using Gmail as part of their outreach, etc. will constantly result in new Contact records that can go unnoticed as duplicates of existing records.
I am carrying this idea just over from the old HubSpot ideas plattform:
Here (with a great suggestion on implemenation)
"Many (if not all) of our clients need the ability to attribute multiple owners to Contacts, Companies and Deals in the CRM."
"In our case we have multiple people working on the same deal. Currently all I can do is filter the deals by the hubspot owner but I would love to be able to track the ROI of individual salesmen but I get incomplete data right now because they might have worked on part of a quote that was assign to someone else because we cant add multiple users."
The problem shows up when you set users so that they can only see their assigned contacts and unassigned contacts.
The current workarounds (not setting a user or just not working in a team) are... less than satisfactory. It would be great to hear when this change comes.
This is a key funtion that is needed to connect parent companies with their related subsidiaries. For example: A large company has their HQ in Toledo, OH but will have seperate manufacturing plants in multiple locations with their own budgets and but may share the similar but not exact decision making process. The multiple locations need to be related, not merged.
So I'm using a competitors CRM and their CRM automatically searches LinkedIn and adds the persons LinkedIn profile URL link and also pulls their photo from LinkedIn and adds it to their contact card.
HubSpot doesn't do this. Which is a pity.
If HubSpot did this it would be much better.
Some businesses benefit from entering 2 different email addresses for a single contact. For now, they create a custom property "secondary email", but if someone fills in a form with this secondary email, they have to manually merge the contact every time.
In companies in hubspot sales, they have the blocks:
I feel it would be great to be able to add/remove/customise your own blocks. So you can organise the fields a bit better.