It would be great if you could create a workflow to copy property values from one company record to another without having to have a contact associated to those company records. Role-This feature would help the entire team. Goal-Is to be able to edit Company properties to another company property without having a contact associated to that record. Value-We are a commercial real estate company so we use the CRM more as company retention tool with associated contacts versus a customer retention tool. We need more flexibility copying values from 1 company record to another. 1) "Mini" if/then statements that allow the branch to check for a condition, and if it doesn't meet it then it goes back to the original branch. I don't know the specific name for this type of thing in programming terminology but here's an example. Let's say that in a branch, I want to check whether or not a field is blank. If it is blank, I want to fill it with something. If it's not, then it skips that action and continues onto the same branch. This isn't possible currently and I have to copy the entire branch into the second option which is just silly and creates a huge visual mess. In other words, we can build conditional logic that can go back to the original branch if needed. 2) Ability to run Companies or Deals objects through workflows. Currently, workflows are run with Contacts being the focal point. Yes you can change company properties and create new deals, but these must always be connected to a contact. Essentially you cannot run a Company through a workflow if there's no associated contact. And for deals, you can't even update anything after inception. This would be useful for SO many things it's ridiculous that HubSpot doesn't already support it. 3) Being able to automate Associations between deals and contacts, companies and contacts, and deals and companies, and any combination of these. I understand that HubSpot will create auto-associations but sometimes I'd like to create my own rules. In its current state sales reps have to do this MANUALLY which is insane when you're dealing with thousands of records. 4) I would like the dashboards to be able to show % each rep has gone up or down in each KPI we are measuring. I would also like the capability to set goals in HubSpot based on those percentages. At a minimum, any dashboard should have the capabilities to show a week over week comparisons so our reps can measure how well they are doing and so managers can set goals for our sales team based b on those performance measures. 5) Formulas functions. Sometimes I'd like to be able to sum up 2 different number fields and set the result to another different field. I'm not even asking for complex mathematical formulas (which would be nice to have) at this point. Just simple addition, subtractions, division, multiplication functions would be really amazing to have and would open up a world of possibilities. These are all of the features I would LOVE to see implemented in HubSpot. I honestly think it would improve the tool so much and give HubSpot a leg up against it's competitors and resolve so many frustrations that many enterprise-level customers have. Thank you for reading and Up-Voting this!!!
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