Grandes mentes pensam igual

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. ... Exibir mais

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.  ... Exibir mais

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. ... Exibir mais

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  ... Exibir mais

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. ... Exibir mais

My business has multiple departments in it that all use HubSpot to contact with clients regarding different tickets. While someone in our sales department tries sending an email to a client, setting up the email will automatically have it sent from an accounting email we have linked to HubSpot. This causes people in other departments to receive emails not meant for them, and the people who need the responses don't get them. It would be very helpful if we could have individual users be able to change that default email in their settings, or have an administrator be able to change it for everyone. ... Exibir mais

Currently, when using the Global Search Function, we cannot amend the default Global Search Results Settings to display properties in the Global Search Results View columns that are relevant to the specific business, and customise views to different teams/ team members in the business.    i.e. Global Search Results for Contacts only show default columns for Name, Email, Phone number, Primary company, and job title.  Global Search Results for Companies only show default columns for Company Name, Domain, City, Region, Phone and Company Owner.  Similarly, we are locked to default properties with Deals, and all other objects.    Goal  We are able to tailor the Global Search Results settings to meet the needs of different teams/users, much like the way we already can edit the object-specific search result views with the Contact/Company/Deal search tabs. This will enable us to:  - Choose properties to display in the Global Search Results view  - Choose order of columns that display  - Change length of column.   Different teams have different needs:    Use cases Different properties/columns to display for different teams  - Service teams may find it more useful to see a customer code property/column in the Global Search Results View; while they can use the Global Search to find the correct company, they can't see on the screen they are clicking on the correct company, because we cannot bring in the <CUSTOMER CODE> company property to the results view.  - If searching companies, would be great for sales teams to see the primary contact in a column, and click directly onto this, rather than needing to click on the company record, to then search for the primary contact  - If searching tasks, would be great to see the internal task owner in a column, so you can easily see accountability.    Ability to edit length of columns  There may be several entities e.g. deals, companies, with nearly identical names, but a small variation right at the end of the deal/company name. So we can correctly read the name, we need to be able to edit the length of 1 particular column in the display screen. This means we don't have to click into the record/hover over each record, to read it. e.g. COMPANY NAME is likely to be longer than other properties, so we want the ability to make this column longer than others.    ... Exibir mais

It would be nice to have custom options for html capabilities and css integration in the Cookie Consent generator, as well as maybe a template builder for further personalization. ... Exibir mais

I'm a HubSpot partner and now have spent probably 45 hours just trying to fix one client's Sakari integration over the past few weeks. They wanted to use HubSpot SMS but since it doesn't yet support conversations and responses, the client went with Sakari. The SMS deliverability and conversation threads have a very high impact on their demo show rates, and therefore overall revenue trends. Every couple of weeks the team pings me that a lot of the reps are having no shows and that the new opportunities are not receiving SMS, and every few weeks I have to dive in.    There were a few occasions where there was an opt in issue and some deep settings with "run as" tags on the sakari end to attach to appropriate senders - but outside of those issues about 50% of the undelivered messages are due to formatting.    This client has the Operations Pro hub so I tried using the data workflows for formatting clean up, but it doesn't have an out of the box phone field fix like it does for name and spacing, and wasn't a viable solution.     I tested Format Fox as an option but it didn't work, I couldn't find the test data that was changed within our HubSpot account anywhere at all (searched like i would for zapier or any other plug-in using custom properites/activities/associated objects/updated records) but couldn't locate. When I reached out to them for help they said they didn't offer any support for lower tier plans and to search their help articles.   I'm going to check out InSycle's data quality tool using the bulk transform module for $60 a month, but find it crazy how many steps we have to take just to get phone numbers validated here!    I'm also looking into Twilio and Nexmo, but the client is suggesting maybe we just go back to using Calendy for demos instead of HubSpot round robin meeting links - just because they offer this feature to auto format phone numbers.    IF we do end up having to go back to Calendy - I'll have to set workflows to look for round robin contact owners set in that system, to clone to the associated deal + contact and set proper deal records all over again (just did this for the service team ticket pipelines tied to Intercom integration and Jira boards, it was a whole ordeal.) Please please please please just fix the phone number issue!    ALSO - I know there are a ton of integrations to solve for, but it would be awesome if we didn't have to build custom lists in order to get accurate deliverability information on texts being sent outside of "successful workflow enrollment"  ... Exibir mais