クリエイティブな才能を開花させよう

Hi everyone, I'm currently facing a challenge in managing communications with Co-Selling Partners in HubSpot. Our process involves associating these partners with multiple deals and companies. However, the system automatically syncs all conversations across these associations, which clutters the deals/companies with irrelevant information from other interactions. Problem Description: When I add a Co-Selling Partner as a contact to any deal or company, the system automatically syncs every conversation related to that contact across all associated deals/companies. This results in a lot of unnecessary and confusing information being shared where it's not relevant. I tried creating a new property at the contact level hoping to use it to deactivate the syncs via a workflow for contacts with this property enabled. Unfortunately, it seems that deactivating syncs this way isn’t possible. Proposed Solution: I believe a helpful feature would be the ability to manually deactivate the default syncing function for selected contacts. Specifically, it should allow: Adding a contact to multiple deals/companies without syncing their communication to those deals/companies. Maintaining visibility of all associations at the contact level to facilitate reporting, without the automatic sharing of communication. This feature would greatly enhance our ability to manage communications with Co-Selling Partners effectively, keeping all associated records clean and relevant. Has anyone else encountered this issue or found a workaround? Alternatively, if anyone from the CRM development team is around, could this feature be considered for future updates? Looking forward to your insights and suggestions. Thanks! ...その他を表示

It would be great if we could filter the recycling bin like we could the object index page. There are cases where we need to restore records based off of certain properties. Currently, we can only restore contacts individually or in bulk with no additional filtering.  ...その他を表示

The input fields on the contact form should work as well as the input fields on the workflow side of things.  On workflows for my trigger if I have a contact property field of Postal Code selected. Use the any of option, and paste in a list of postal codes seperated by semicolon it automatically seperates them into individual entries which is great.  However on the contact side it doesn't seperate them.  See the two screenshots below:  Workflows Contacts:   The functionality also works in List Creation as shown below, but we don't always want to create a list, but we want to quickly filter by a subset of zip codes. The input is better on other pages but is limited on the contacts page.      ...その他を表示

I was directed here to get more answers. I have a free account with Hubspot and I want to delete a whole bunch of contacts that have been put into a recycle bin. More specifically, when I am on the Contacts page, there is a tab that says Actions, then I click the button that says Restore Records. I am not looking to restore any, I want to know if there is a way for me to bulk delete all the contatcs within the Restore Records tab, or if I have to manually delete them all one by one?  ...その他を表示

Currently conditional logic for internal object creation forms only exist when using HubSpot on the website and not the mobile app.   This is important. ...その他を表示

We would like to automatically associate companies with contacts based on the domain name in the contacts email address.   BUT, we do not want to automatically create companies based on the domain name in the contacts email address.    This creates a lot of junk companies in our CRM because often times the domain name in the email address does not match the website domain of the company.    It would be nice if there were 2 separate settings for these functionalities rather than just one that enables both features. ...その他を表示

I love the new layout in beta, and the search feature is fantastic. I noticed that within the search results, you can call, email, or create a note. Is it possible to add the ability to 'create a task'?   ...その他を表示

Hi It's common practice to view Contacts via the 'Last Contacted Date'. Each time I go back to view my Contact View, it reverts and doesn't sort the list by 'Last Contacted Date'. Being able to save a Contact View would be ideal. Thanks, Phil  ...その他を表示

Currently, we can select whether or not a contact is a "marketing contact" when they are first created, or when we look at them trhough the full list views.   While we can see whether a contact is a marketing contact within the full profile view, there is no way to adjust that status while we are in that same view.    This will benefit dynamic lists, and also allow sales team members that are further down the funnel to better edit what the lead qualification sales team members created at first glance.  ...その他を表示