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At the moment, conditional sections on a deal left column layout can only be based on one condition. We really need to be able to apply multiple conditions so different pipelines as well as different product selections etc can alter the way the deal record looks. ... Exibir mais

We are looking for additional join paths to capture the inital Deal that was associated with the Email sent. We are having trouble identifying this and can only view the Deal (and subsequent Deals) after the first click in our data.    We would like this to be provided to enchance reporting on number of Deals and thier associated Markets that is currently not availbel in present state.  ... Exibir mais

Allow users to create different highlight cards in the middle column for different pipelines and ONLY have the relevant card displayed if specific values of a property have been met.   We don't need to see all the card highlights if they don't serve the purpose in specific pipelines being viewed, customized or reported. This only causes confusion.     ... Exibir mais

I am trying to set up automated deal alert notifications via workflow that trigger when a deal is moved to Closed Won it sends an email notification to the relevant members of our team that then need to go and action accordingly.   The email would be sent to our Operations, Marketing and Finance teams so Operations can execute the deal, Marketing can market their involvement, and Finance can then go and send an invoice.    Within our notification we then include what products they purchased, and who from the company needs to be contacted for finance, for marketing, for operations.    I have created Company association labels for the contacts to be assigned to, but am unable to insert these data fields into the workflow email    I am also unable to insert the Products on the deal into the email either.    It would be great if workflows could support this functionality in the future  ... Exibir mais

We would like to set revenue / deals created objectives that are not automatically assigned to Deal Owners, and report on these goals in via Dashboards.   Ideally, we'd choose the property which we want the revenue to be measured by.    How:  In the "Setup" phase of the goal creation, instead of choosing Users or Teams in the "Contributors" section, we'd be able to choose Properties, and then choose which property to assign the goal to.   Then, in the reporting tool, if objectives have been set for the property selected, we would be able to toggle "Include Revenue goal" similarly to reports with Owners or dates.   In our case, we have a property on deals for the BDR who helped create the deal, and we cannot report on their performance vs their objectives without going outside of HubSpot.  ... Exibir mais

Having more columns in the line item select window that pops up when you select from the product library would be very helpful.  Example: You could add a stock-on-hand custom field that is fed by integration which you could then see before selecting an item that perhaps did not have stock.  ... Exibir mais

At the moment admins can decide what to call deal stages.  These stages will have one of the following milestone states: - Open - Closed/Lost - Closed/Won   Using these milestones in reports can be particularly useful, as while the stages may differ between stages or pipelines, the states can be referenced as an 'evergreen' milestone.  There are a few other common states that it would be very helpful to be abel to define, for example;  - Contract signed   This would make it far easier to build reports across pipelines based on 'signings', in the same way we can based on closed/won deals. ... Exibir mais

I'd like to propose some enhancements to the Slack notifications feature within HubSpot workflows to make them more versatile and user-friendly.   Currently, when setting up Slack notifications in workflows, there are a few limitations that I believe could be improved upon:   Inability to Reorder Properties: It would be beneficial to have the ability to reorder the properties that should be attached to Slack notifications. Currently I have to delete all properties when I would like to add one on the first position, and re-add the other properties afterwards, which is quite time consuming and laborious, especially if you have a lot of properties to include in the Slack notification.  Lack of Text Styling Options: Currently, the Slack notifications sent from HubSpot workflows do not support text styling options such as bold, colors, font sizes, and other visual adjustments. Adding these styling options would enable users to highlight important information and improve the overall readability and aesthetics of the notifications.   By addressing these limitations, users would have greater flexibility and control over the Slack notifications generated by HubSpot workflows, ultimately enhancing their effectiveness in communicating important updates and actions to team members.   I believe implementing these enhancements would significantly improve the user experience and make the Slack notifications feature in HubSpot workflows even more valuable for teams. Thank you for considering this suggestion. ... Exibir mais

I love the new Deals Insights - I would like those same insights to be available in the other Deal Views as well. Not just the default view. This would allow for easy understanding of the stats in the views that are important to me - such as quickly comparing LY to TY deals as one factor. ... Exibir mais