Great minds think alike

Currently, all contacts used in list creation/marketing email send are automatically added to your CRM in your total contact count by default. It would be great if we had the option to import lists of contacts without those contacts being added to the 'all contacts' section. ...read more

I would like to request the availability to export/print customer notes.    There are a variety of roles that could benefit from this feature. For my example, we are a financial institution subject to intense audits of customer information. We are legally required to keep files with dated customer communications when related to specific products.    Our team loves using Hubspot, but saving the information in a secondary location becomes tedious. Simply having the ability to filter a customer's activity and notes and then print to pdf or export would be extremely helpful.  ...read more

The April '22 rollout of association labels was great and we all love the new super useful labels! However there was an unintended side effect that some of us that work a lot with imports and data management have noticed.  Whereas before if you imported contacts (multi-object import) and included a Company ID column - the contact would simply associate to that company as the Primary company (it would replace any existing association) via the import process... Now however, if the contact is already associated to a different Primary Company in HS then it doesn't replace this association. You end up with 2 companies associated to the contact.  It adds a new company association leaving the previous association in place. This can cause a lot of mess and confusion - particularly in larger databases. Whilst you can change the label to Primary for the new company via the import by including an association label column you cannot remove the old association. This used to be such a simple process via native imports. Example scenario: - you have a list of contacts who have left their company - you research their new company details - via an import you create the new company and you associate the existing contact to their new company (or you associate the contact to the new company if it already exists in HubSpot) Before Labels rollout - you would have contact associated to their new company and old company removed ✅ After Labels rollout - you now have the contact associated to 2 companies 😫 HubSpot tech support have advised that solutions are possible by using 3rd party tools like Associ8 or Import2 or by custom API work - however to my mind this should not require additional expense or 3rd party tools. This should be part of our HubSpot package - after all we are not asking for new functionality - we are asking for functionality that used to exist but has now been lost. PS. more detail in this post ...read more

Recently, our team upgraded to an enterprise level of HubSpot, so we are conducting an overhaul of some of the properties to determine what we could improve use of via calculations. One of the things I wanted to look at to help determine this, and help clean up our back end a little bit, was to look at our data quality and see what is currently not being used and help determine if we need it or if we can delete it.  Unfortunately though, I am unable to export this information, which means having to go and search one by one each property.  I think that this would be helpful for other users as well to help clean up and improve the quality of data in each CRM so as to best optimize with the creation and use of contact and company personas. ...read more

The need to download and analyze data from Sequences, I can export everywhere else on the website except for Sequences.    I can cobble something together using the 'Sales Contact Analytics' tool and filtering 'Contact' data but downloading from the specific sequence page and getting data like Open Rates and what step is the contact in the sequence.    This idea has been kicking around since 2018: https://community.hubspot.com/t5/APIs-Integrations/Sequences-Data-Export/m-p/248477 ...read more

When exporting a table (text) report's contents to Excel, HubSpot create two Excel tabs in the export file:   1) A "HubSpot Export Summary" tab that attempts to remove duplicates in the exported data and perhaps do other data cleaning.   2) A tab with the name of the report and the actual data sought.   I'd like to suggest HubSpot NOT create tab 1. Not seeing tab 2, I spent undue time with support trying to determine why the data in Excel exports didn't match exports via other formats, so we didn't know which export format to trust. It took me and the support rep days to notice the second Excel tab. I cannot imagine a use case in which the summary tab would be useful and would like to see it removed. All export formats should return the same data. ...read more

Currently property history has the ability to see which contacts have been updated in a span of time. Can you please add source in which the Property has been changed in export property history? ...read more

Dear Hubspot community and Hubspot product teams,   We are implementing Hubspot as an Enterprise grade system, where by default we use a three tier landscape: Development system, Quality system and Production system.    Currently all changes need to be performed manually in each system, as our changes or projects progress phases, this is a lot of manual work and introduces risk of human errors.    Our idea is to introduce a transport mechanism that allows you to set up a transport route between Hubspot systems, recording changes and being able to release these changes to the next environment. When these changes arrive in the Quality environment, these can be released to the Production environment after an approval step.    Our suggestion for recording changes into transports: ⚠️  (custom) Objects & properties (including configuration) Basically all CRM fields & objects List configurations on database Marketing configuration Forms E-mails Sales settings configurations Pipelines & stages Service settings configurations Pipelines & stages Automations & workflow Reporting Thanks, Wouter and @SCalié9  ...read more

Hi everyone,   I have the following problem:   I receive excel files with company records which I need to import to HubSpot with the only goal of updating their records (for example because the companies have been participating in an event, therefore I would like to ‘tag’ that in HubSpot.   We already have those company records in HubSpot. The problem however is that some companies have one headquarters and 3 local offices, which means that we already have 4 company records with the same domain address. Therefore, when I import a file, I cannot update the company I would like (in my case headquarters) because HubSpot uses 2 unique identifiers: ‘domain name’ & ‘record id’. So, since I cannot use the domain name the 2nd possibility is ‘record id’.  But to get the ‘record id’ I need to search for each company in HubSpot, and place that information in the excel sheet to import, so with the same success, I can add the tags manually. However, when you have more than 500 companies to update, it takes a lot of time to go through all of them.   Therefore I am asking, if it would be possible to either have a 3rd unique identifier for Headquarter / Local Office or even better (if possible) companies to have the right to choose their perfect 3 unique identifier which will allow them to use that property for imports as well as for integration purposes.   Thank you and have a great day! 🙂      ...read more