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We use workflows to automate our outreach to companies and would like to contact only one person from each company at a time. Presently, there is no way to set this up in a workflow nor is there a way to see just one contact from a company in a list or report.   Because of this, not only do multiple people in a company get contacted when we don't prefer it, but follow-up tasks get made for each contact based on one reply/company property change.   This also makes it difficult to manage productivity in reports because information is duplicated for each contact at a company. ... Mostrar más

This feature is for marketing teams wishing to collect off-site data for use in HubSpot. Goal is to allow users who do not have internat access, to later submit data which will flow into HubSpot.   Greater use of forms, which can broaden the use of the custom objects.  Forms are great if you have access to internet. On site in industrial settings, there is project information that needs to be captured. If there were a way to upload project data that has been captured by an offline pdf form (for exmaple) into HS by email send or something else, this would allow much greater use of both custom objects and HS forms.    Thanks. ... Mostrar más

You should be able to show by default what you want to show first in search results (contacts, companies, custom objects etc). You should also be able to control how search results are ranked and what attributes are shown for custom objects.   Use case is we sync all product accounts from our product and there are many accounts (in Hubspot as custom objects) called the same company name, and I need to quickly find the real one. ... Mostrar más

It would be nice if there were an opportunity to generate a QR code or create your business card to show others for scanning. This would be especially beneficial during offline meetings, conferences, forums, etc. ... Mostrar más

Task Queues are really important to my team. Their tasks are all made by a custom object workflow which also places the tasks into a queue. When viewing the tasks in the queue it is helpful for my team to also see any other associated records like the contact, company, or deal.   Unfortunately, a problem arises from the task being associated with other objects. When completing a task in our queue and clicking next, it automatically shifts the team from the custom object record to the contact record.    The movement from a custom object record to a contact record is very jarring for my team. It also requires me to train them on record types in hubspot that are not applicable to them. It is also inconvenient to be moved to another record type when the information you need is kept in the type of record you were previously viewing.   The only way around this is to only associate the task with the custom object record but then we lose much of the convenience of being able to see at a glance the other associated records.    There are multiple changes that could address this:  If a task is made while specifically viewing an object record like the deal then the deal record or whichever record was being viewed when the task was made should be the highest priority record. Add functionality so that I can decide which record type is the most important to display when working in a queue. It makes no sense that the contact record should take priority over the custom object record. The custom object was made for my company and my team. We pay a lot of money to be able to even make them. It should not play second fiddle to other record types. Make it so if im in a deal record and I click next task in my queue it keeps me in whatever record type I was previously using. For example if I am looking at a deal when I complete a task and hit next, if the task has an associated deal, I should be taken to the deal record not the contacts.    ... Mostrar más

It would be useful if HubSpot admins could delete out historical/bad data that is no longer useful. For example, we rely on this data to run reports and for accurate reflections of annual amounts due and annual savings. Without being able to delete incorrect data, it makes our year-end number inaccurate.      ... Mostrar más

Can we have that the Owner property in a custom object is prepopulated with the Owner who is creating the record of the Custom object like it is for Contacts?  This would reduce the admin work a lot and minimise the errors of setting owners. ... Mostrar más

Seria excelente conseguir adicionar mais propriedades nos cartões de ticket. ... Mostrar más

We should have an option in the Custom Field Type - "Upload". So that one can upload attachmnets directly to the object type and use it's personalization token to send emails, rather than attaching files manually and send emails or other purposes too. ... Mostrar más