Great minds think alike

JimL · ‎Aug 24, 2022

Right now in the CRM, access to Dashboards and Reports are combined (Dashboard, reports, and analytics). We need the ability to separate out Dashboards and/or Reports so they can be managed independently of each other. We have Roles where the user needs to be able to create and edit their own Reports but not have the ability to create or edit Dashboards, just view them. Having them combined in the CRM permissions does not allow us to manage this, and are constantly having to clean up Dashboards that are inadvertently created.

clairehelling · ‎Jun 3, 2022

I want to so badly leverage the Goals/Forecast/Quota/Sales Analytics sections, however it is of absolute no use to me because "This Quarter" or "This Year" does not provide the option in the dropdown to use "This Fiscal Year/Quarter" which is 2/1 - 1/31. There has been some headway on this in custom reporting, but I will have to continue to have to export and manage separately where our sales team for quota attainment for each quarter, or year over year, until this minor feature is unlocked to actually take advantage of this and let other sales management, and reps use.

TCornRain · ‎May 12, 2022

We want to leverage the workflow feature that populates content (original and updates) in a Google Sheet based on an Object's activity. Currently, there's a limit of 20 columns to a row that can be updated, but the KB article states up to 100 columns can be supported (see screenshots). Usecase: Our implementations team documents configurations for clients within our custom object. The engineering team needs a place to reference this outside of HubSpot. To avoid duplicate entry, and since the Jira integration does not support custom objects, we were going to port the information to a Google Sheet using a workflow. More than 20 properties per object need to be populated, but 20 is the limit within HubSpot.

Anonymous · ‎May 10, 2022

I am dealing with an issue where we are using the enterprise custom sidebars on the left-hand side both for team views as well as dependencies (if field has X value, show these additional fields). I am realizing that the preview function only shows the "About this Object" section and then moves on to other information about other objects. It would really improve the preview functionality if those additional sections and dependent sections would show up in previews.

BRolfe · ‎Dec 13, 2021

It would be great if HubSpot could have an Canny.io integration. Or add similar features to Service Hub? Having this functionality would be highly beneficial to our SaaS business. As a product manager, I want customers to be able to view customer feature requests & road map from our website so that customers and the internal team can track ticket progress and upvote features. Places where feature should come from: Customer Chatbot/live chat Email Create a post on the website Internal team Create a post on the website Additionally, if this feature could integrate with tools like Linear/Monday.com/Jira so that process would auto-update.

KTarczon · ‎Dec 22, 2021

To enable viewing upcoming tasks and due dates in Outlook Calendar, it would be great if Marketing tasks within a campaign could be synced to Outlook via the Campaign Calendar. Sales already has this capability, time for Marketing 🙂

SPACEMONKEY · ‎Oct 20, 2020

On the record page for a contact, we see their name, job title, and just below we see a row of very useful buttons: Note, Email, Call, Log, Task and Meet. This is a feature request to have the same buttons appear when we click on the preview button for a contact. I did a mockup — please see the second image below. Thank you, Erik

lbrown27 · ‎Mar 7, 2021

I really wish that from the Campaign Performance view, at the top where it says Goal Conversion, you could click on the number that's displayed and it would give you the option to view the contacts who make for that number - throw me into contacts view (like you used to I think), or prompt me to make a list; I just think its a nice shortcut from a user experience perspective.

CWuebbeler · ‎Jun 17, 2024

Wenn wir neue Mitarbeiter:innen als Benutzer in Hubspot anlegen, möchte ich diese systemseitig dazu verpflichten ihr Gmail-Konto und ihren Kalender mit Hubspot zu synchronisieren. Dies tun wir, da wir 100 % transparent arbeiten wollen mit unseren Kunden. Alle Mail-Domains mit potenziell datenschutzrelevanten Mailverkehr haben wir bereits über die blocklist von der Hubspot Protokollierung gesperrt.

MichaelK2023 · ‎Oct 5, 2023

Apparently most Hubspot users operating in Europe send out Meeting Links to exising contacts instead of embedding them on their websites. When collecting personal data from prospects all of us need to make sure we have the explicit consent to process that data. The Hubspot Forms in the Marketing Tools in fact pay respect to that by enabling Hubspot users to add/edit the respective field to the form: after enabling GDPR settings generally or for a specific form you can edit the form and under other form fields add or edit the GDPR field; the drop down let's you choose between legitimate interest, - which you should choose only if you know what you are doing - a checkbox for consent for communication and a simple text for data processing (which is standard for no reason if you ask me), or checkboxes for both consent for communication and consent for data processing (the latter is then automatically a required field as it should be). Only the last option is the safe option here; the "standard option" should only be used if you already have this contact in your crm and have the consent from another source; it is practical when you additionally want your contact to join a marketing list for example. Now to the actual issue I and basically all Hubspot users operation in the EU have: when we send out a Meetink Link to a contact we obviously do have the consent from another source to process their data or we would be in dangerous violation of the GDPR. BUT when we want to embed the meeting link on a website to turn prospects into leads I need to have that additional consent for data processing checkbox. Sadly when we edit the form that is integrated into the Meeting Link there is no way to add that. Although it would have been logical to add it here when it was added to the GDPR form field... this was pretty new in 2020 IIRC... so apparantly nobody noticed this discrepancy in the last 3 years. Except I pointed it out 3 years ago while working for a different company. So how about someone at Hubspot implements the same option Forms have to the Meeting Link forms? That would be nice... and GDPR compliant.

Great minds think alike

Dashboards and Reports - separate out permissions

Need Goals/Quota/Sales Analytics to match fiscal year

Need to add more than 20 cells to a row for Google Sheet update/creates

Preview doesn't include sections below the "About this Object"

Canny Integration

Campaign Calendar & Task Outlook Sync

Add Buttons for: Note, Email, Call, Log, Task and Meet to Preview Sidebar

Campaign Performance - Goal Conversion (Contacts)

Mail- & Kalenderintegration für neue Benutzer verpflichtend machen

Meeting Links when embedded - missing checkbox for GDPR compliant data processing

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