Great minds think alike

A Key field mapping is missing from the ConnectWise integration.   ConnectWise field: Opportunity Subtotal   To   HubSpot Field: Amount   Tracking deal lost and won value is critical, currently this value has to be added manually thus createing additional time and workload for Sales Teams.   If this is then missed our reports do not represnt a true reflection of our sales performance hence why I believe this is a critical requirement for the integration and would assist all ConnectWise partners using the integration.     ...read more

Is there an option to be able to see when team members are available to handle leads? Our team is all spread out and work remotely. Different team members only work certain hours/days on top of ever so changing meeting schedules, etc. It would be nice to have an availability list where they can indicate if they are available/unavailable with just a click so we know whether to send them a lead or pass to someone else.  ...read more

As a non-profit we moved over from using the kindful software. However, one of the wonderful things that the software did for us was that it reads and writes into QuickBooks.  This was an amazing feature because it meant that we cut down massively on Bookkeeping cost.   However, now that we have moved over to Hubspot, I have discovered that Hubspot only syncs names and phone numbers, and addresses but does not sync financial data. This means that we now have to start doing data entry into Quickbooks manually, which then increases our costs. We already are paying a massive cost for using HubSpot compared to the previous software. This is a really easy update that can be done with HubSpot to sink into QuickBooks I would really like to see Hubspot.  work on updating this. ...read more

we have an SLA on our inbox and have recently integrated a whatsapp channel with it. but in the SLA inbox settings it seems to work with other channels just not those through the whatsapp channel. This is quite annoying as it makes it a struggle to keep on top and see if the team are hitting there targets on whatsapp messages. ...read more

Has anyone integrated with Shipping solutions like ShipStation, Shippo or EasyPost to automatically create labels?    I have a workflow set up from WooCommerce where orders come in and are automatically sync'd in HubSpot as the CRM and I want to automatically create a label from this Order without having to go out to another software and copy and paste the shipping address to manually create the label.   Does anyone have any suggestions on the best approach for this?  ...read more

When creating a Form in Hubspot, we want to be able to send the data to Gotowebinar. This is currently possibly by linking them if you create a Landing page first. But would like to be able to do this from just a general standalone form. Maybe through a workflow? or on submition of the form? Creating a landing page is just doubling the amount of work. ...read more

Hi team,   It would be great if we could create ClickUp tasks more simply than just by deal-based workflows.   If we could find a way to sync the tasks created in each individual deal record to Clickup that would be ideal, as we would be able to more easily create them rather than rely on a workflow. ...read more

There should be a way to limit users from sending contracts/files/envelopes from DocuSign.    I want myself, our general manager, and our corporate counsel to be able to send files but have everyone else only be able to see that status of whether the file is sign or unsigned.    I do not want users to be able to offer rates to customers that have not been approved yet.  ...read more

It will be great to have a native malware detection within Hubspot so as to detect mails with malicious code/files. ...read more