Gute Ideen sollten geteilt werden

I am travelling a fair bit for work and jump between time zones.   Example: I am in the CET timezone and will travel to the PST timezone from 05/01/24 <> 05/09/24. I would like to block out my travel days or, even better, change my available times to the time zone I will be in during that period.    Hubspot provides me the possibility to add one customised meeting schedule, but that prevents people from booking me when I return = delay in sales = delay in revenue - y'll get me ... Mehr anzeigen

Hi everyone, I'm currently facing a challenge in managing communications with Co-Selling Partners in HubSpot. Our process involves associating these partners with multiple deals and companies. However, the system automatically syncs all conversations across these associations, which clutters the deals/companies with irrelevant information from other interactions. Problem Description: When I add a Co-Selling Partner as a contact to any deal or company, the system automatically syncs every conversation related to that contact across all associated deals/companies. This results in a lot of unnecessary and confusing information being shared where it's not relevant. I tried creating a new property at the contact level hoping to use it to deactivate the syncs via a workflow for contacts with this property enabled. Unfortunately, it seems that deactivating syncs this way isn’t possible. Proposed Solution: I believe a helpful feature would be the ability to manually deactivate the default syncing function for selected contacts. Specifically, it should allow: Adding a contact to multiple deals/companies without syncing their communication to those deals/companies. Maintaining visibility of all associations at the contact level to facilitate reporting, without the automatic sharing of communication. This feature would greatly enhance our ability to manage communications with Co-Selling Partners effectively, keeping all associated records clean and relevant. Has anyone else encountered this issue or found a workaround? Alternatively, if anyone from the CRM development team is around, could this feature be considered for future updates? Looking forward to your insights and suggestions. Thanks! ... Mehr anzeigen

We use custom project numbering for all Deals when they become projects (meaning we have a signed quote and are moving forward with the project). The project numbers become a part of the Deal Title and the Ticket Title (where our engineers manage their work). However, we need to also be able to use the project number with our invoices, but there is no way to use the current settings to create the correct invoice number from our standpoint. For instance, the project title "240101 Smith 123 Main St NY NY" is used in our cloud archives, our Deal Title and the Ticket Title (as well as any documentation that we generate for the project). We would like the invoice to also have the number 240101. If we have multiple invoices for the same project, then the numbers would be 240101-1, 240101-2. Multiple invoices are finalized at different times based on the completion of deliverables, so the current sequential numbering system doesn't work for us, as we can begin other projects before finalizing the next invoice for 240101 (using our example number). Being able to simply enter an invoice number at the time of finalizing an invoice would solve the problem for us. ... Mehr anzeigen

Hoje não é possível colocar campos que foram criados dentro da tabela de itens de linha no orçamento. É possível colocar na elaboração, mas não conseguimos colocar ele para aparecer no orçamento que enviamos ao cliente. Como temos algumas especificidades do nosso serviço, algumas informações de produto não são nativas do Hubspot e temos que criar campos personalizados que precisam ser visualizados pelo cliente. ... Mehr anzeigen

From the index view on any object type, we can check boxes to select multiple records and a Bulk Actions menu appears:   Please add the ability to "Bulk Associate" records to this menu.   This should honor the association settings and limits defined on the object settings. For example, if Ticket associations are not enabled, the option to associate a Ticket record won't appear.    Or if there is a finite number of maximum associated records, it would prevent the user from exceeding it via the Bulk Associate action.   It would be even better to set Association Labels in this same manner or remove associations entirely.     ... Mehr anzeigen

Hi,   I would be pratical to link a doc to a contact, or a company, or a product. In the same way, a doc could be linked to several products, or to a product and a company, .....   Thank you   Enjoy your day   Nicolas  ... Mehr anzeigen

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