Gute Ideen sollten geteilt werden

We created a custom object for our partners. This way we can associate the partner object to all deals that have been referred by that specific partner. From this we can create reports on commission, and see a clear distinction between the deal and the partner.    Now, there is one big challenge. We also want to send out proposals to the partner when they become our official partner. However, it is not possible to associate quotes to custom objects, or contacts or companies, but only to deals. In our case, we do not want to create a deal for a partner. We also tried it with pandadoc, but unfortunately also with this integration it can only be connected to a deal.    The workaround would be to create a pipeline and deal stage for proposal and associate it to the custom object. However, this is not preferred.    ... Mehr anzeigen

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At the moment, when syncing a custom object FROM Salesforce to HubSpot, you are asked to create an association for contacts in HubSpot. Salesforce has both leads & contacts, and so when you are creating this association you are forced to chose which one you want to sync over.   This means that I am losing a chunk of data - for example, all the records that are leads in Salesforce are now not associated to my new custom object records in HubSpot.   I'd love there to be an option to be able to sync both to contacts in HubSpot - this is possible in the current SFDC <> HS integration; it just seems to be an issue with the custom object sync which is fairly new. ... Mehr anzeigen

Hey HubSpot,    The parent company record really should be the sum of it's children. It would make since for there to be a default association pattern where when contacts are added to the children companies they are also associated to the parent record so all activity flows there.    then if someone wants to get specific, they could just click on the child company and view activity related to that one child company!   thanks!! this is a major painpoint for adopting hubspot as our sales CRM ... Mehr anzeigen

One of the time-saving items I used regularly in Salesforce is the Global Actions button.  This button is at the top of the page so that I could get to it easily and from any page.  It allowed me to quickly Log a Call, add a New Contact, New Company, New Opportunity, New Meeting, etc.  In Hubspot, if I wanted to add a new Opportunity for example, I have to do a search for the Contact or Company record, go to the relevant record page, click on the Deals tab, and click the Add button. ... Mehr anzeigen

When you attach a file to an object it creates an empty note. Which is functionally useless. You should be able to   a) upload a file without creating an empty note   b) if that's unavoidable, have a (saveable) way to filter out empty notes.  ... Mehr anzeigen

The ability to sum a value within a deal, filtered to only calculate if another propety is within the current or previous calander month.   This would be incredibly useful so we can see whether a client has hit a threshold within the current and previous calander months and then use a workflow to submit an email notification to their account manager. This is possible to track in reports, however as workflows can't be triggered by reports, this is not ideal.     It is possible to botch this using workflows that set a hidden deal property to the month the date value is set and then the calculated property feeds from that. I've done this before for calander years, but this isnt ideal for months as it means that we have to update the calculated property every month. ... Mehr anzeigen

Problem: When editing default sidebar view by adding/removing cards, the order becomes locked for individual users to edit their view.   Proposed solution: Have the ability to still move the cards shown on the 'trimmed/selected' default view   More detailed description: We are looking to have the functionality of removing/adding cards on the default right-side bar view, but still have users move them individually. When working across a large organization with many types of stakeholders in Hubspot, it is important to be able to help set a default but allow our different users to change on the go based on needs and specific use-cases.     As an external Hubspot consultant working across many clients we are looking to be able to add/remove  ... Mehr anzeigen

I'd like to be able to build a report with historical data value at a certain date. I'll give a simple Example to get the idea for Contact property Age for Record Lucy: 1/1/23 23 years old 1/1/24 24 years old 1/1/25 25 years old.   If want to build a report that shows me all the contact that at the time of 1/1/24 they were 24 years old (this means that the property value was 24 at that moment). If this was possible I'd be able to see Lucy in my report.    How it is today as Lucy is already 25 years old, meaning the property value is 25, even if I filter date to 1/1/24 she wouldn’t be in the report.   So we 'd like to be able to report from the report builder (not only from the API as its currently possible) over historical values of properties of Standard and custom objects at a certain date filter. ... Mehr anzeigen