Great minds think alike

Hello,   It would be great if we could add the Total Amount Sum for custom objects that are in each stage of a pipeline. This would be identical to how deals are structured and offers a ton of value for companies whose sales process is not centered around a deal pipeline format.   We use Quotes as our custom object, and the quote can be made up of millions of individual SKU combinations. These individual quotes often role up as part of a greater deal, but each quote is treated as their own thing. Since you can't associate a deal to another deal, we went with a custom object instead. For example, let's say you have 10 outstanding quotes for the same grocery store chain. Each quote can be for different products, but your target 'deal' is housing your entire product line opportunity across the entire chain. ...read more

In Companies and Contacts we need a standard "File" Object record for PDF, jpg, etc. It is one of the only things I am jealous of SalesForce for.     ...read more

We've purchased Sales Enterprise in order to use HubSpot the way we need to use it.   We need to be able to display Associated With Contacts in table and pipeline views.   Please fix this function as it is impossible for our team to use unless you create a field and manaully name associated contact within the the object   See screenshots below of deals object, Associated With is displayed and contacts listed. Table Associated with view Pipeline Contacts view ...read more

The subject explains itself.    We have a case where we have cars as a custom object and cars have a property called "Last service time". We would like to run automation that sends reminder emails to clients when X amount of time has passed after the last service time.    Contact automation has this already. The company version is coming and has its own post. Also, there are similar discussions about Deal automation here and here.   Date-centered and date property-based workflows are necessary for multiple of our clients. And this kind of automation is needed for custom objects also. This helps our clients to deliver a better customer experience. ...read more

Our case: We've created a custom object to differentiate between direct customers (companies) and agency partners (agency custom object). To automate our partner programme in Hubspot, we wish to count the number of direct customers related to a specific agency. Exactly like the "hubspot delivered" number is doing for e.g. companies and deals.    ...read more

Olá!   Recentemente criei um relatório de atividades personalizado, baseado em tarefas, e meu objetivo era listar todas as tarefas em aberto + vencimento dentro deste mês.   Não obtive exito, pois senti falta da propriedade: data de vencimento, disponivel para exibição no relatório.   Entendo que consigo filtrar diretamente na aba de tarefas, mas acredito que a visualização e organização fica melhor diretamente nos relatórios.   ...read more

Who: Non-technical marketers & sales Goal: To track customer events and actions in Hubspot (without engineering help) in order to send corresponding communications (E.g. we want to send emails to customers who haven't submitted referrals in our product with the goal of encouraging engagement, and we want to send emails to customers updating them on their referrals when they reach new milestones in the underwriting process to let customers know what to do or expect next.  Value: This will allow us to tailor communications based on what customers do or do not do, which will further their engagement with our product and improve customer experience.  ...read more

Hubspot currently supports a native field of "number of deals associated with a company." This same functionality should exist with tickets. It would be very helpful to know how many tickets, or open tickets, are associated with a company. Currently, this requires tremendous amounts of workarounds that are not entirely reliable.  ...read more

Custom objects should be able to defined in the HubSpot interface, without the need for a developer using the Custom Object definition API ...read more