クリエイティブな才能を開花させよう

I need to email a list of our ICP (ideal customer profile) tiers. I am doing this by adding the report to a dashboard then drilling down to display the company names per tier.  I then email the dashboard reports so the data can be viewed without having to log into hubspot.  However, the display only shows a limited number of records and it is therefore incomplete.   1 - please have option to display all records 2 - please have option to display all records as Excel/csv attachment so it is viewable to our executive team.    ...その他を表示

For records customization, change the default view inside of a record depending on the value of a property.   For example, if you select a specific value for the industry property in a company record, you can specify what properties are shown on the left-hand side inside of that record.  ...その他を表示

Please add pull-down options in Time Zone for when creating new companies.  When adding a new company using the domain, it automatically fills it in.  When adding a company manually, I've tried typing EDT, MDT, GMT -4, etc.  A pull-down option would be most handy! ...その他を表示

When creating a contact on the HubSpot App, it is not possible to add the contact to a list. It would be helpful if we could add contacts to list when we're at events so that we don't have to go through recent contacts and manually add when the event is finished.   ...その他を表示

I find it to be really akward to have to go to "all views" to access options to clone, delete, rename, manage sharing or create report from a view. There is already a button in the UI to pin the view.     It would be awesome if these options   We available when you are looking at the view ...その他を表示

Good evening, Community. I have a Sales Enterprise account, and we would like to be able to configure some features of the Tasks section.   I've been looking into settings, but I can only modify the default values shown in the following image.     It would be great if HubSpot allows us to configure some features, for example:   Modify and only have the options "Today" and "Tomorrow" Set a range from 8:00 AM to 12:00 PM with a period of 30 min. For priority, increase alternatives, for example "Medium" and "Low"   ...その他を表示

Love the new sync capabilites that come with the Operations Hub! Coming form Piesync this makes thing so much easier. However, when one-way syncing Hubspot contacts to Outlook365, we would appreciate the ability to manipulate/modify fields as they are replicated. One scenario we encountered is the File As field in Outlook, that could easily be populated by concatenating 'Last Name'&', '&'First Name' from Hubspot and targeted to the respective field in Outlook.  We now work around the limitation by creating a "File As" custom field in Hubspot, and running a workflow to populate it with [Last Name], [First Name] upon creation or change of the record. This custom field will then be synced to the correponding field in Outlook.  It would obviously be much more elegant to implement that on the sync connector, because the field is used on Outlook only and has no use in Hubspot. Perhaps one can dream of some sort of advanced sync mode that would allow the use of regular expressions for field mappings? Cheers, Daniel. ...その他を表示

I have the logging turned on so any email send/recieve from outlook (connected) will create a contact in my hubspot CRM, it appears at top of all contacts list, you can populate the fields, or just delete, is there a way I can add that individual person to the never log list quickly i.e. right click, or a drop down option? at the moment I have to go to outlook and click little arrow at bottom right of the ribbon and manually add each one,  ...その他を表示

There used to be a toggle to disable adding a contact to deal records when you email through a deal. This quietly changed in the back ground. My organization requires this feature to prevent cross contamination of sensitive information.   We only want to keep the primary contacts in place for each deal. We deal with various other people on a deal and cannot have their contact records going into each of the deals. There are many emails we send out routinely to the same individuals (ex: banks, city, service providers which we track within the deal record but do not want to be associated as the Contacts for each deal. Meaning, mulltiple people are emailed withina  deal who are not teh clients. Therefore we can have 100 deals with several people on each Contact record for that deal that have no business being on there as it beomce impossible for users to figure out who the clients are based this.   Additionally extremely sensitive information was shared on a deal which was seen by my users which legally they cannot look at. Thanks to this malfunction emails unrelated to a deal were added to the time line. This has to be changed.    We are not using Gmail and use the inbox and the deal record for client management. It is not possible to work with Gmail given the CRM's use. This is a huge issue for my company.   I'd like to see this brought back and have the ability to turn this off system wide. Manual contact creation for deal records has to be brought back. ...その他を表示