クリエイティブな才能を開花させよう

It would be great if a filter could be added to the inbox, to filter by contact known/unknown. It would speed up the process of immediately identifying relevant emails and prioritize the ones coming from known contacts. ...その他を表示

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

From the index view on any object type, we can check boxes to select multiple records and a Bulk Actions menu appears:   Please add the ability to "Bulk Associate" records to this menu.   This should honor the association settings and limits defined on the object settings. For example, if Ticket associations are not enabled, the option to associate a Ticket record won't appear.    Or if there is a finite number of maximum associated records, it would prevent the user from exceeding it via the Bulk Associate action.   It would be even better to set Association Labels in this same manner or remove associations entirely.     ...その他を表示

1. This would be mainly for marketing (lead generation) but would have a direct impact on the sales and service department, which uses a CRM adapted to the automobile sector. 2. The aim is to synchronize leads (those generated with hubspot tools) with CRMs designed for the automobile industry. This synchronization can be done easily, simply by making it possible to send an automated e-mail following the submission of a form filled in by a lead in Auto-lead data format to a specific ADF address. (see point 5) 3. The value this would add is not measurable, it would enable automation and connectivity between sales and marketing tools for automobile companies using similar systems. 4. ADFs are practically standard in the automobile industry when it comes to lead and customer data management. Activix is the CRM I use. 5. Here's an example of a situation where this would be useful. In preparation for an event or promotion, a landing page is created with a CTA directing to a form to generate a lead. Once the form is filled in, the information is sent to an ADF email (example: xxxxx@leadactivix.ca) in the following format: The information in yellow is the information that would be filled in on the form. Once the information has been automatically sent by ADF, the lead is created in a CRM adapted to the automotive industry and the sales team can follow up with the lead. ...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

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

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

The pop up screen for merged records only allows users to "merge" or "cancel" so if a user wants to reject the merge, they have to click out and reject on the previous screen. It would be wonderful to be able to reject from the pop-up screen.  ...その他を表示

Add the ability to sort timeline activity Newest to Oldest and Oldest to Newest.   ...その他を表示