クリエイティブな才能を開花させよう

At this time, form submissions are only associated with the contact record.   It would be helpful for sales reps to be able to view all form submissions that have happened for a company within the company record   This would be especially helpful when working large accounts with multiple decision-makers and buyers.  ...その他を表示

I am a HubSpotter submitting this on behalf of a customer. We are looking for the ability to blacklist a domain from contact creation across a range of tools (Email logging, forms, non-HS forms). Currently it is possible to block certain domains from filling forms, but there is no option to prevent submitted forms create contacts if they submit from a certain domain.   For instance, this could be used on internal forms to gather data and feedback from a team without wanting to create contact records for each submission. This could also apply as a fallback to the Never Log settings. ...その他を表示

When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should!   The trouble is, right now it doesn't.   Custom discounts aren't automatically reflected in the deal value and it's not an option. So in order to keep deals up to date, every time a new discounted quote is produced, a rep has to remember to head back to the deal and update the value manually.   That might be ok once. But doing that multiple times, on multiple deals is setting reps up to fail. What's more, it seems kinda crazy, particularly when product level (i.e. a discounted version of the product) discounts are reflected in the deal value.    So it's not that the value doesn't update. It's that discounts are disregarded despite unqeustionably impacting the value of a deal. How is this intended behaviour?   Sure, we could go in and build out 5%, 10%, 15%, 20% discounted versions of each of our products, but where do we stop? It seems like it would be incredibly confusing and result in an unnecessarily bloated product library, while making the in-quote discounting essentially arbitrary.   The inconsistency adds confusion for reps, extra steps toward managing deals in the pipeline, and will likely result in inaccuracies when it comes to reporting—meaning extra time double checking the values on all deals.   It seems like it would be easily rectified. I suggest either making it standard behaviour for a deal value to sync with the most recent/accepted quote including discounts, or to at least have some option for that behaviour to exist. ...その他を表示

Having a rich text, text box in the contact properties to add short notes to would be ideal for easily identifying some content in the text box - currently SF and HS sync do not support syncing notes with notes so making information easily accessible in the contact record in salesforce means using custom properties. Free text is a good work around but can get congested without headers/bold/italic/colours etc. ...その他を表示

HubSpot should create a tool that allows those of us who do time-based work (e.g. consultants, freelancers, creatives, lawyers) to track their time and link it directly to a deal, quote, or project. Right now, there's no easy way to track time inside of HubSpot AND when time is tracked outside of HubSpot, it has to be manually connected to a quote or deal or ticket, which makes billing a pain.   What do y'all think? ...その他を表示

I created a report showing a list of companies that have an associated parent company.  The report shows exactly what I want.  The issue is when I export that report data.  Rather than getting the parent company name, I get the parent company ID.  A random numeric value is totally useless.  I want/need the actual parent company name.  There must be some way on the back end to do a lookup and pass through the company name after looking up the company ID.  Please fix this!! ...その他を表示

Dear HubSpot team,    I would like to set individual timestamps with a workflow since I need to store the exact time and therfore "date of step" is not enough.  I already tried to add it via "set property value" and the variable "{{to_local_time(local_dt)}}. But this is currently only stored as a simple string (see attached screenshot). Your support wrote the following about this request: "At the moment it is not possible to add HubL variables into workflows. This is why adding {{to_local_time(local_dt)}} into the property action would not work and would not save the timestamp. I did a little bit of digging around this, however, at the moment it is not possible to save time into a property. This is because at the moment, HubSpot does not support custom Time properties." I hope you will be able to implement this soon (maybe you can make all general variables usable with workflows). ...その他を表示

There are no associated applications that automate the update of company SIC and NAICS codes.  These are essential for business intelligence and customer evaluation.  As HubSpot automates a lot of company record property setup, maintaining system provided SIC and NAICS codes would be a simple, but very valuable addition to this routine. ...その他を表示

Hi,   It would be very useful to be able to create cross-object properties, especillay for the following reasons: - we will no longer need to create additional properties across various objects - we will no longer need to create workflows to copy a value across objects. I.e. If property X gets updated at contact level, the value would be the same at Company level without having the need to create a workflow - most of the time contacts/companies/deals can't be easily re-enrolled. This means as the value is updated in one object it doesn't always get updated across all objects automatically - this will also be helpful from a reporting perpective as it would allow us to create more single object reports/dashboards    Best,   ...その他を表示