Great minds think alike

Posting on behalf of a customer!    The current custom object tool does not allow for us to filter/create a list of custom objects based on the company associated as well as based on the properties of a custom object.    It will be great if we can do the following:  1. filter the custom object based on the company associated, 2. filter the custom object based on the properties of the custom object For example, to show the custom objects (e.g. number of services) that are associated to a company record, and then filter based on the properties of the custom object    ...read more

Hi   It would be fantastic to extend the new Associations feature to cover same-type object associations.   This is so we can map out associations between companies e.g. competitors, customers, partners and so on. In our context this helps us easily scale prospecting.    Then it'd be helpful to do the same with contacts (for example - Joe knows Bob from a previous company) and deals (for example - these deals are part of the same overall opp)   Thanks! ...read more

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

Hello product team,   For HubSpot admins, one of the biggest challenges is keeping a portal organized, cleaned up and prevent overall chaos. Especially in Enterprise portals with sometimes hundreds of users, it's almost impossible to get users to follow a naming convention for email names, landing page names, workflow names. Quickly this becomes a cat and mouse game where HubSpot have to constantly chase and remind users to name their assets correctly.   Why is this currently a bad user experience for users?   Naming conventions are usually documented outside of HubSpot, in a wiki, stored as a Google Doc or something similar along the same lines. Forcing them to interrupt what they're currently doing, look up a naming convention and then come back means that they're losing time. They also have to leave HubSpot momentarily. Even then, they might misunderstand the naming convention and type in an incorrect name.   Why is this currently a bad user experience for admins?   Incorrect naming means that list or workflow filters for Recent conversion might not work. It can also mean that reports become a mess, if these reports are pulling in asset names.   If admins have to look into this on a permanent basis, in portals where there are new assets every day, this takes time away from developing the HubSpot portal and generating more value for all users.   Here's what a solution could look like   To solve this, it would be great if there were tools to enforce a naming convention. Ideally, admins would specify what constitutes a correctly named asset and similar to the forms editor, arrange fields to their liking.   Here's a quick mockup of what this could look like when creating a new page.     The user could select from dropdowns which team they belong to, the language of the assets, the asset type, include a title and date. The system would then generate a title from this that cannot be further edited.   Admins should be able to specify the options for each dropdown, separators, order and field validation (e.g. max length for a title).   (In case this is eventually introduced, please consider to make this a feature that is at least included in all Professional and Enterprise subscriptions.)   I would love to see this for all assets in HubSpot: emails, workflows, lists, campaigns, imports, properties, files etc.   Thanks in advance for reviewing! ...read more

I see that we can now see object association history, but not for custom objects, at least not from what I can see. Would like to see this extended to custom objects as well.  ...read more

Custom objects are a key part of our business and should be accessible for all users in the main HubSpot navigation ...read more

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 ...read more

Custom objects should have granular permissions based on each custom object, instead of the "umbrella" approach today where access is granted across all custom objects ...read more

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.  ...read more