Great minds think alike

Hi Hubspot, the following would be really helpful from our side:   1. To be able to see more variety of insights other than "Revenue". These would be things like "Average time From stage A to stage B" or "Average time for this case to be assigned a specific user". This would be super helpful to track our KPIs and SLAs.    2. For these insights to be at Custom Objects too, not just deal level.    3. For these insights to appear in the spectrum of a colour (from example from green to yellow to orange to red) if the number is very close to the our pre-defined upper SLA limit. This would create a fantastic tool that would enable teams to know which problems to focus on and it will make it a more transparent and collaborative tool.   Thanks! ...read more

Currently in Pipeline Stages we are able to set criteria, such as certain properties must have content only can the Deal be moved to certain Pipeline Stage.  I encounter an issue, where my Sales person created the Deal, but did not create the Company nor the Contact.  So the Deal was not associated to a Company nor a Contact.  I seek your understanding to have such feature:  if the Deal is not associated to any Company, then that Deal will not be allowed to be moved to, example the Close Won stage. ...read more

As of today deal tag are based on filter but the label is "static", and 10 tags is a limit you are reaching very fast....   Would be helpful to get the tag label "dynamic" based on the filtering criteria. For example if you want to check if a deal that has Parent/child info, you need to create 2 tags, if the Group name can be customized (like WF Branches....) with the value we want this will consume only 1 tag.     ...read more

Within workflows, I'd like the ability to associate a contact, company, or deal to another entity such as a contact, company, or deal.   Use case: I have a deal associated with a contact from Company A. I'd like the ability to automatically associate Company A to the deal (if associated company is unknown). I would need a trigger that allowed me to check whether a company was already associated to that deal. And if unknown, an action to copy over the contact's associated company to the deal's associated company.   Who: This benefits sales team, sales managers, and CRM administrators. Goal: Eliminate manual data entry for deals, contacts, and companies that all go together. Value: Save time and ensure that any activity on a company, deal, or contact will automatically be logged on each entity (company, deal, or contact). ...read more

Making the default Hubspot 'Deal Name' property a unique field is a priority feature for my team. We've had significant issues with deal forecasting and pipeline reviews due to deals with identical names having the wrong amounts, dates and statuses entered against them. The current workaround is a periodic cleanse of deal names which is time consuming for our team, and does not prevent duplicate deal names being created between cleanses. ...read more

Hey HubSpot!   The new associations columns from the index page are fantastic.    When there are one-many associations, it'd be really cool to have a shortcut link to the other index view that lists out those records of the different associated object type.    For clarity let me walk through an example:    A deal is associated with 8 companies. From the deals index page, I'd like to add Deal→Companies as a column. Then when I click into the "8 Companies" cell, I'd like to be redirected to the company index page listing out those filtered 8 records associated to that particular deal.    That would save many clicks and make those index pages next level. Because then you could view and edit properties for those associated records 🙂   THANKS FOR READING! ...read more

Ive several pipelines and per pipeline i want to see different properties.  It would be great if you can add a "pipeline view" here.  ...read more

You should offer the option of purchasing tools separately, for example, we are very small nonprofit so we are on the starter suite, but the ONLY thing im missing is workflows so i dont have to send a confirmation email whenever I add a new donation in deals. So if i try to upgrade, the price go WAAAAY too high to be the next available step.   It would be great if i could just buy "workflows". ...read more

Who (what type of role or team) is the feature for? Operations, Data Analytics, Sales Managers   What is their goal? To use the deal split amount and deal split percentage property in Tableau for reporting, Hubspot workflows, and Hubspot left sidebar.   What value will this add? This will help our teams report correctly on sales commissions.   These are the fields that will be helpful to have access to: Deal split amount Deal split amount in company currency Deal split forecast amount Deal Split Owner Deal Split Percentage Weighted deal split amount Weighted deal split amount in company currency   ...read more