Great minds think alike

There have been many forum posts about how limited the parent-children association feature is in HubSpot. To name a few: Activities rolled up from child to parent Listing of children companies info on a parent Consolidated reporting of a parent A couple of these threads were marked as solved via workarounds, but for the problem I'm about to describe, I can't find a workaround - let alone a native solution from HubSpot.   The Account Mapping feature of the OrgChart by @Dan1 is probably the closest one I have, but still wouldn't answer my problem (btw I'm a customer of OrgChartHub).   We'd like to report on lapsed accounts - which are accounts with whom we haven't had a business for more than a year. Here's the architecture of how our system is built: No records should be associated with a parent directly. They all should be associated with the children We only have 1 layer of parent-children relationship. We have no Parent (global) - Sub parent (regional) - Children (BU) relationship since HubSpot won't be able to report on total revenue on the global level based on the Children (BU) this way. The issue now is if I were to build a report, showing "Parent" account with the company property "Recent deal close date" older than 1 year, on paper the report will be able to identify this by looking at every child companies "recent deal close date" and see if ANY of them has recent deal close date older than 1 year.    It will not check if ALL of them combined has the recent deal close date older than 1 year.    I would like to somehow transfer the recent deal close date from the children to the parent to circumvent this, but we can't build a "logic" in the report or workflow level, that essentially tells HubSpot "only copy recent deal close date from the children to parent, if the existing recent deal close date in the parent is older than the one you're about to copy."   TLDR: Would be great if we can identify lapsed account based on parent companies having the recent deal close date on its various children older than X period of time. ...read more

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. ...read more

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! ...read more

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.  ...read more

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.      ...read more

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?  ...read more

Currently conditional logic for internal object creation forms only exist when using HubSpot on the website and not the mobile app.   This is important. ...read more

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. ...read more

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'?   ...read more