Great minds think alike

Views in HubSpot CRM are your best way to get a quick glance at a set of contacts, companies, or deals. They help you organize and prioritize your process.   Today, views are getting an overhaul, with a goal of making them easier to manage and navigate, cleaner to create, and more flexible to share. Here’s the quick rundown:   1. Views on the HubSpot CRM are now called saved filters.  2. Saved filters are now accessed via a full-screen management area, rather than a small sidebar dropdown.   3. You can now pin up to five saved filters as favourties. These will display on the left-hand sidebar.   4. Creating a saved filter is now much more spacious. The fivew peropreties you used tehe most are now surfaced ront-and-center when creating a saved filter. 5. Saved filters can now be shared with a single team. Previously, they could only be privated or shared with all.   6. And finally, for the first time, saved filters are available in HubSpot Marketing, in addition to HubSpot CRM.   These improvements to saved filters are now live in all HubSpot Marketing and HubSpot CRM portals.    For a detailed breakdown and explantion of the features above please see this Product Update blog post.  ...read more

We would like to see an option to associate any activity to the related companies of a company where you are creating the activity for.   E.g. I want to register a call on company A. Company A has several Related companies (Daughter companies). The call is associated by default to Company A (or contact). It would be great to have an option to associate the call log to the related daughter companies instead of searching for each related company at the association option. ...read more

Hey HubSpot Community!   I'd love for there to be a way to mass associate contacts with a company.   Here's a great example. I just got ahold of a company roster and uploaded it into HubSpot. (This is just one branch of a large/common company, so they don't have a unique domain and couldn't associate in the upload.) I had HubSpot create a list of contacts during the upload. Went to mass edit the contacts, couldn't edit Associated Company. Then I tried to create a workflow doing the same thing, and got suck with not being able to edit/set a contact or company property that would associate the contact with that specific company.    Please help find a solution! ...read more

Require HubSpot contact details namely contact name and number to sync with iPhone. This will avoid always manually updating 2 contact lists (HubSpot and iPhone contacts). I appreciate you can pull in data from iPhone to HubSpot but there's no export option. ...read more

I believe having an OR feature for lead scoring is crucial. I like to validate my scoring like the following: "If the location is UK" and "website traffic is more than 20K" OR "If the location is France" and "website traffic is more than 10K" ...read more

It would be good to be able to view company properties when we create a contact based list or view. This is particularly important if we want to pull a list of contacts and their associated companies, including any information we would need from the company information such as address, country etc...  ...read more

I would like a simple way to export the company owner's email address when exporting company views. When looking at the companies page, I can see the company owner and the company owner's email address in one column. However, when I actually export the view, only the company owner name is exported--it does not include the company owner's email address. I looked to try and find a separate field to add to this view that included the company owner's email address, and this field does not exist.    Yes, there are workarounds. I can go to the HubSpot user page and copy all of the user names and corresponding email addresses to a text file, and then using some formulas make it into a usable list to bounce some vlookups off of to finally get this information into my spreadsheet--but this seems like a silly amount of steps to take to obtain information that is already contained there in the view.   I appreciate your help!!   I appreciate your help!! ...read more

We imported our Pipedrive contact base into Hubspot. The contact structure was registered in the old CRM differently from the Hubspot, so we had to create more email fields. Now I need to consolidate in the field: E-mail, all the e-mails of the respective contacts that we import, creating the custom fields: Secondary E-mail and Tertiary E-mail. I ask you to evaluate the possibility of creating a workflow that allows this mixture of properties. Currently the flow that has "copy the property", deletes the old data replacing it with the new one. ...read more

Are you frustrated with the granularity of the automated/default Hubspot Company Industries? Boy do I have some news for you.   While the Hubspot automation for filling a Company's "Industry" field is fantastic for saving time, I've found some pain points. With our business (sponsorship sales), we take a much broader approach to categories in some cases, and a more granular approach in others. And, since you can't delete default Industries, it can be tricky.    For example, Accounting, Banking and Financial Services we would prefer to just bundle into a custom industry property, "Finance/Banking." The workflow automation looks something like this:   Enrollment Trigger = Company Industry is Known If/Then Branch: IF Industry is any of; Accounting, Banking, Financial Servies, etc. THEN create property value; Company Industry = Finance/Banking This worked. You'll have to have your custom Industries already input in order to select in the workflow. I'd imagine you could do one workflow for all industries, or do separate workflows for the industries you'd like to bundle. I'll likely opt for the latter, as I think that'd be easier to make changes to down the road.    ...read more