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The goal is to have an automated Zip file creator, which allows my visitors to download multiple files at once. These files are sorted by a HubDB table.   Details: My products have a wealth of informational documents associated with them. Spec sheets, user guides, 3d step files, viewer software. etc. When a visitor wants a user guide, we ask for name/email. Next visit if he/she wants a different file, we then ask for job title. HubSpot progressive fields at work. All good! But...   In addition to this, what if we add a button to rule (download) them all?   The visitor fills out a long form and gives the 6 qualifiers my Sales team wants. First name/last name/email/job title/phone/country but in return, they get the entire suite of files associated to the product.   Sometimes the same file is used for multiple products, so a manually created zip file will not do. When one of these files is updated, ALL copies need to be updated as well. To counter this, we can pull the file names from a HubDB table and package them into a zip folder on demand.   No more updating the same file in multiple places and the visitor has all the information they need to help them in their buyer's journey. ... Exibir mais

Hello everyone,   I've just seen the new beta on workflows which allows to trigger them with a custom behavorial events. This is great but we have use cases where we need to trigger custom object workflows from these events.   I'm attaching the screenshot of the contacts functionality that I'd like to have for Custom Objects:       This would be a real plus for all systems that use event-based notifications on their web or application platforms. It can be usefull for marketers, crm managers & developers.   Thanks Hubspotters! ... Exibir mais

It would be great to be able to use GraphQL to load dynamic content in email templates.  For example, I have an Email that has be triggered by a deal in a workflow. In that deal is a custom object, lets say an Event. I would like the details of said event to appear on the email loaded via the triggering deal, and the Event ID in the deal and not by association.   {% set event = data_query.data.CRM.Event($id= personalization_token('deal.event_id', '0') ) %} or,   In an e-commerce email triggered by a deal,  a list of related products based on filters created by line items in the deal. AKA "You may also like" or "Other customers also bought".   {% set relatedProducts = data_query.data.CRM.ProductListFilter( filter: {product_category__in: ["pet food","flea treatment"]) %}   Regards, Jonathan ... Exibir mais

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.  ... Exibir mais

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.  ... Exibir mais

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. ... Exibir mais

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 😁 ... Exibir mais

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:   ... Exibir mais

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 ... Exibir mais