Great minds think alike

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. ...read more

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"  ...read more

Hello,    Although you all recently increased the limit from 10,000 to 50,000, there are still a lot of different business use cases that require more than 50,000 associations to a single object.    For example, a customer ordering a large quantity of supplies (Wholesale).   Thanks,    ...read more

We have a software tool that our users buy a subscription too, once they are in this post sale stage, they may require additional services/add ons. We want to be able to create a work flow that goes like this: User fills in a form with their service request. Request is created in Hubspot and associated with the right Deal and Company. The form updates some fields on the company record. The form also triggers a notification to an internal team member to action the service request. There is a pipeline that has 'requested >in progress> completed>' Once the service request has entered the 'completed' stage we want an automatic notification to be sent to the person that requested the service to advise them that it's complete.  We also require detailed reporting.  We don't have Service Hub, but do have Sales Enterprise and Marketing Hub. There seems to be 'tickets' available under our current plans, but I am not entirely sure of the limitations to this as I can't find anything about it on the plan info. We do not want to have to pay any more for our Hubspot access.  My solution was to create a Custom Object to manage this, but I am not sure if we should utilise the available Ticket functionality? TIA! ...read more

It is, I believe, impossible to create KPIs for customized objects. For tracking this object, I really need to be able to track each property of my customized object. Is there a solution to generate KPIs? ...read more

At present Hubspot does not appear to have rules for Custom Objects. This is a feature that was introduced in February 2023 for Deals. This feature 'locks' the editing access on Closed Deals to View Only and only allows Super Admins to change these fields. This is an essential feature for Deal but this feature doesn't exist for Custom Objects. Once a Custom Object is moved to Closed we need to be able to limit editing access to Super Admins, the same as Deals. My company is an works in the insurance space and we have a Custom Object for insurance policies. Once a policy is moved to closed we need to be able to restrict the editing access to all those properties. Otherwise anyone can accidentally change the properties which can create significant issues for us. ...read more

Hi,   We have a custom object that we have created, called a Questionnaire, and it would be very useful if our team members could add new Questionnaires from the mobile app when they are travelling and away from a computer.   As of right now, you can only add HubSpot standard objects from the mobile app.   Please add this feature. ...read more

The goal is to have an automated Zip file creator, which allows my visitors to download multiple files at once. These files are sorted by a HubDB table.   Details: My products have a wealth of informational documents associated with them. Spec sheets, user guides, 3d step files, viewer software. etc. When a visitor wants a user guide, we ask for name/email. Next visit if he/she wants a different file, we then ask for job title. HubSpot progressive fields at work. All good! But...   In addition to this, what if we add a button to rule (download) them all?   The visitor fills out a long form and gives the 6 qualifiers my Sales team wants. First name/last name/email/job title/phone/country but in return, they get the entire suite of files associated to the product.   Sometimes the same file is used for multiple products, so a manually created zip file will not do. When one of these files is updated, ALL copies need to be updated as well. To counter this, we can pull the file names from a HubDB table and package them into a zip folder on demand.   No more updating the same file in multiple places and the visitor has all the information they need to help them in their buyer's journey. ...read more