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This isn't currently possible in Hubspot, and should be available as it is already a tedious process to merge companies already, and currently if I want to merge something into a parent/child company I must then remove the associations, merge, and then re-associate. ... Mostrar más

Apparently the way attachments are sorted on a record (company, contact, deal etc.) is pretty random. From what I've understood it is sorted based on the engagement ID which really for the user has no logic all all.   Ideally I would like the possibility to choose the sort order alphabetical or chronological (or even by fiel type), but if that is too much maybe just lock it so the most recent is in the top - or sorted alphabetical. ... Mostrar más

They don't have an integration with Teledirect so my job is all data entry. Currently, they suggest a mass import excel. However, pulling the reports, sorting the data to find what's new, add all the different events together into a new excel to then import, takes just as much time. Please create an integration soon! ... Mostrar más

My idea is to be able to re-send a marketing email already delivered directly from the contacts page.    Our sales team should be able to easily resend a marketing email to contacts that request the email to be sent to them again.   Thanks.  ... Mostrar más

Our wedding event business has a specially hard time with growing number of duplicate contact records due to the number of decision makers being CC'd on emails. Without our reps being on top of this (they typically aren't or don't even notice), it makes it harder on people like me to go through hundreds of duplicates to attempt to bring our number down.    I have a few ideas that would help me get through quicker: 1. Ability to sort contacts by properties, such as the one or both of the suspected duplicate's Contact Owner, or a custom property we have such as Market (if they're seperate markets, it's unlikely it's the same person) -- a feature like this would also make it more manageable to our reps to attempt themselves. 2. Ability to display properties on the main view in order to make quicker decisions. For example, Phone Number, Market, etc. 3. Don't display, or have some sort of indication of contacts that are currently enrolled into sequences and can't be merged at this time anyways.  ... Mostrar más

I thought it would be great if we could access to contacts directly from the activity feed. In this attached example, I cant access to the contact I want directly on the page, I have his name in the feed, but sometimes we got too much contacts in the society, so I have to type his name in the search to have it.   If I could simply click on his name in the feed to access his own page, would be great to win some time   Other idea : maybe put in first contacts in the list on the right who we already had a contact with   Cheers       ... Mostrar más

You can send emails, phone people and text but you can only log emails and phone calls. You can't log texts?  ... Mostrar más

Hello, Marketing contacts in Hubspot are quite a great idea, however the name "Marketing contacts" is offen confused with the idea of MQL (Marketing Qualified Leads).   My idea would be to think of renaming that, maybe call it "Paid contacts" or something like this.   I think that would avoir misunderstandings.   ... Mostrar más

Hey everyone!   Our company is going through the process of detemining where our current customers are located and would be nice to have the ability for either a HubSpot default field or formatting ability to have a property that is the area code for a phone number.   Right now everything has to be taken into a google sheet and then filtered and then use a formula to strip out the area code. It would be awesome to be able to do this directly within HubSpot using an area code property!   This property would enable people to segment/analyze their contacts in a different way than currently possible! ... Mostrar más