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Would be great to be able to have the standard pipeline automation functionality on standard objects pipeline. Example: I created a Partner custom object but I cannot create any automations for the pipeline stages as this functionality currently doesn't exist.  ... Afficher plus

We have created a Custom Object for Sales Tickets and use a pipeline BUT we are not able to make any properties mandatory unless its at the creation stage. We want to be able to make certain properties mandatory at certain pipeline stages.    For example, when the ticket goes to Closed, we have a Closed Reason section but this is being missed as it is not mandatory.  ... Afficher plus

Would like the option to associate the "Documents" that are uplaoded and tracked in the Sales>Documents section to companies, contacts and other ojects.   Right now if you want to associate your document with a company you have to download it from the document section, upload it as a file and attach to a company or contact record that way. You lose all view info and it doesn't link back through to the documents portal.   Add a "Documents" card to the sidebar of company, contact and other objects then. In the same way that "attachments" to get visibility from a company record of the associated documents with this company. See views and any other info you would in the Documents portal. ... Afficher plus

We are working with a custom object ("Projects") for our post-sales Delivery and onboarding process.  Playbooks are available on all standard objects (Companies, Contacts, Deals, Tickets), but not Custom Objects.  This would be such a game changer for our team to have access to Playbooks - all the users of our custom object have paid Service Enterprise seats to access other paid features like snippits and templates, but we're really missing Playbooks on this custom object.   WHO: users of custom objects, in our case - post-sales Delivery, for whom Deals and Tickets aren't quite suitable objects to use. GOAL: leverage Playbooks to embed working instructions in a custom object, and standardize the collection of critical data properties during the various pipeline stages for the custom object VALUE: easy onboarding of new team members, structured gathering of information and notes/documentation EXAMPLES: literally the same way Playbooks can be used on Contacts, Companies, Deals, and Tickets 😁 ... Afficher plus

Currently you can create a custom pipeline for a custom object and view/change your stages via a board like deals. We should also be able to create funnel reports (such as default reports available for the deal board).   This would be extremely helpful. We use both deals and custom objects to track sales progress. Deals and our Custom Object have different stages, but are associated with each other. We'd like to see a conversion rate between custom object pipeline stages and currently there isn't a report that makes that possible.   This is the report type we need for custom object pipelines:   ... Afficher plus

🚨MAJOR LIMITATION🚨   Score Property Cannot be used on Custom Objects This will block the possibility of building various Enterprise and Mid-Market Solutions Relating to Scoring Models!     Please get this in the roadmap ASAP! ... Afficher plus

Currently we are not able to run reports looking at Activities within Custom Objects. It automatically defaults to Contacts and pulls the activity from the Contact record, not your Custom Object.   We use a few Custom Objects and I am trying to pull a report to show the Notes Body of the notes within our Events records.   The more reporting we can do, the better!    Please help. ... Afficher plus

Hi! It would be really great to have personalization tokens available from custom objects within the template creator. We use these templates for sales sequences and would like to be able to customize emails with properties from our custom objects. In our case, we have contacts associated to buildings (our custom object) and would find it useful to be able to reference the address or name of one of their buildings in an email.   Please let me know if you need any more details on the use case!   Thank you!   Evergreen ... Afficher plus

HubSpot should allow contact and company lists to use custom object data as filter criteria ... Afficher plus