Great minds think alike

Contacts can have 1 "Associated Company" and several "Related Companies". Workflows and Lists can be generated based on properties of "Associated Company" BUT not "Related Companies" - as I've been told Related Companies is still a BETA feature.   Expanding the Lists and Workflows to included segmentating based on the properties of Related Companies would be immensely helpful and prevent the necessity of creating duplicate Contacts in order to trigger Workflows and generate correct Lists.   Example of Issue: We have "Owner A" who is the owner of "Company A", "Company B", and "Company C" that are in the states of Arizona, Nevada, and California, respectively. Company A is the Primary Associated Company while B and C are merely "Related Companies".   We need to send an email to all of our customers who have a company in California. If we create a List where it filters/segments Companies where "State" = California, Owner A will not be included because their California office is only a "Related Company".     This is just one example where having "Related Companies" is almost pointless, aside from making UI a bit simpler for customers who have multiple locations/businesses. I wasn't even away of the issue until it was tested in the specific scenario given above. ...read more

Hi Hubspot,   For the moment we can create contact, company and deal stage via Zapier. It would be so helpful to be able to add a Note in a contact/enterpise profile via Zapier too.   In our case: We use Typeform to get feedback or Support identification We have to copy/paste answer manually from TF to Hubspot   Zapier should make this connection. Adding Notes from external sources via Zapier would save tons of time.  ...read more

I am currently able to connect Local Service Ads in Marketin Hub Pro using Google Ads, however there is very limited functionality.  I see impressions and clicks which Google doesn't even provide are great.   However the leads created, the calls or form fills do not populate into HubSpot.   It appears that they offer this ability in the API https://services.google.com/fh/files/helpcenter/lsa_api_dev_guide.pdf   Please prioritize this feature!    ...read more

Posting on behalf of HubSpot user:  Requesting use of key-commands when navigating CRM records. Finding that mousing around everywhere takes additional, unnecessary time.   For example, use of return key to trigger any solid orange buttons on the record. Could also be expanded into the use of hot keys to quickly force commands in the system - navigate to associated contact/company record, create objects, etc.  ...read more

Looking for a way to require the properties on contacts to be reviewed before the task is completed while in a task queue. For commonly updated properties having a required value instead of being left blank would ensure some input happens on the contact before moving on. For instance, "Lead status" and "Company Type" need to updated or reviewed on all of the tasks in our process. If the task would be stopped from completing until both values have some data point entered it would improve data accuracy.   ...read more

There are many hubspot partners and happy customers in Israel! Here in Israel the official date format is: DD/MM/YYYY And the official work days are Sunday - Thursday *** Today in Hubspot, You can't define them both (and I am talking about the calender to choose from, in every activity, for example: Task Due Date). When we try to change the "Account Default" (to Canada format/ UK format), we can have accurate calnder or accurate date format. *** Please give us the ability to work normally in ISRAEL! Thank you, Rubi ...read more

Right now ALL deals are listed onthe contact or company record. I would like to be able to filter what i see there, per record - like only open deals, only won deals, or at lease list deals by close date, or something.   Right now there seems to be no rhyme or reason to how it lists and it doesn't list them all, I have to go to a separate page to view the deal I want to look at. ...read more

HubSpot membership doesn't expose custom sign-in API at the moment.  It will be very useful for us to let a contact in by a user's Shopify account as an example.  Can we have any updates on this?  Any plans in the future for Membership API?  Thanks in advance! ...read more

Love that you released the inbox automation. Much needed feature. However, do you plan to have this available for shared inboxes? We use the conversation tool for our shared sales inbox and often find that contacts come into our system and the properties don't get added. Often these are in the signatures so we go and manually add them which is a large time committment. We have turned on the individual automation but it would be super helpful to have this available on shared inboxes too! Thanks!  ...read more