The time to process a smart list is a serious pain point. A current example: trying to run a simple Smart List for Contacts with one Line of Criteria:  Submitted a Form on Any Page between a Date Range. This list takes upwards of 5 minutes to render results.  Why does it take so long? How can it be sped up?   I've run smart list with 10s of thousands of results, that I've had to wait overnight for the list to process.  Anything that can be done to improve list load time would be hugely impactful. ... View more

  When constructing an Active List using a Form Submission Filter Type, the user is not given any options to choose a rolling date range or a predefined range of Options. HubSpot exposes Date Range options in other areas of the product (like the Report Editor) why not expose those same options in the Active List Filter editor?  It'd make life a lot easier right now =)       ... View more

When cleaning up contact database, it's suggested to frequently gather contacts who have hard bounced in the past and import them into HubSpot as an opt-out list. To not get billed for these contacts anymore, one can then delete these contacts from your account.   After this, it'd be best to prevent these bounced contacts from being imported again to the system (e.g. from external CRM). At the moment Hubspot does not have a way to tell during import if this is happening, so one would need a workaround.  Potentially you could create a workflow to set something up; so that you add the deleted contacts' emails as a workflow trigger and if a new contact is created with any of those emails then a custom notification would be sent to a user. But this is not optimal if working on a global set up with thousands of deleted contacts.   Thus, Hubspot should enable opt-out lists as workflow triggers. According to Hubspot support, this is at the moment not possible, since deleting a contact and then recreating it, you will not get the Contact history, such as list memberships or previous property history; it will in effect be a new contact. ... View more

For all content options that allow you to organize with folders, it would be extremely helpful to be able to create folders within folders for better organization leading to less duplicates and efficiency when looking for content already created my a teammate.  ... View more

Have HubSpot create the ability to connect more than one Survey Monkey Account. Have the ability to integrate multipul Survey Monkey accounts within a company to one HubSpot account.  This would be most benificial. Thank you. Cory Raper GEODynamics ... View more

Chat Transcript   User How do I build contact lists based on company imports? That is, I want to build a contact list with the criteria "At least one associated company is in import #...". I can find the option in the reporting tool, but not in the lists tool. Maybe I'm just looking in the wrong spot.   HS support This is a good question, I have never tried it myself but let me confirm this for you :). If you select import in your list criteria, do you see the company import?   User Let me check. I do not. I only see contact imports.   HS Support Got it, I that's what I thought. Lists support only contact imports, but I have an idea. We can create a custom company property that stores the company import and use company properties in your list.   User I was afraid that might be the case. The issue is, my company often builds contact lists based on company criteria that is not stored in the HubSpot database. In the past, we've freely added company properties to account for this, but now we have more than 250 company properties to manage, with many of them having this sort of single use. It's not a scalable solution.   The only other solution we've discovered is to export all contacts, then marry them up with the selected companies outside of HubSpot and re-import. Again, many steps instead of just using the associated company import.   HS Support I completely understand how important this is for you! This seems to be the only workaround but I believe that it would be a great idea.  I would recommend posting to the Ideas Section of our Community Forum (here). This forum is where our development team finds inspiration for many of our new features, tools, and updates. More requests/votes for a feature pushes them to look at the feature more closely. I would give it an upvote   ---   HALLLP! ... View more

There is a current limitation of 5 Active Lists for Free Marketing and 25 Dynaimc Lists for Marketing Starter.   Please make the number of lists = the highest level of licencing in ANY Hub, i.e. if you have Sales Enterprise you should get up to 1,500 Active Lists.   Lists are a core component of HubSpot  - it is potentially impossible to configure an Enterprise Sales or Service Implementation without them, i.e. as at an Enterprise Level you need to use lists to support Filter creation and Workflow Enrollments and Re-enrollments.   For many of our clients who are just using Sales and/or Service Hub - the cost of even Marketing Starter is not insignificant as you also currently have to pay for every 1K contacts even when you are not marketing to them.  ... View more

Idea: Make all Date-filters available everywhere they are relevant.   Background:  Hubspot is missing date-filters in multiple places and is not consistent (i.e. different date-filters are available at different places) about them. This issue  drastically reduces the power of filters, reports, automation and marketing, etc. Fixing that would be high impact, it's a core platform feature, with impact on all products.   There has been 15+ ideas on the forum about missing date-filters for filters, reports, lists, workflows, ... everything. Those ideas were at first aimed to request one date-filter in one place. This master idea aims at grouping all smaller ideas, giviing visibility to this "Date-filters" issue and getting it prioritized as one overall review of "Date-filters" across Hubspot. Because the only solution is for Hubspot to fix Date-filters everywhere, by working just on that.   Things currently not possible on Hubspot (i.e. use cases): 1/ Filter contacts with last activity is more than 10 days ago 2/ Filter deals with a close date that is in the past 3/ Build Report on Deals with last activity is more than 30 days ago I want to give my sales team a filter of contact not contacted since 14 days. I am expecting to go to contact and to save a filter but the Date-filter required to do that is missing. 4/ Build List of Contacts with customer/deal who expire in the next 30 days 5/ Build List of Contacts with deal created last week. Etc...   Research: I've been comparing all Date-filters and noticed there are 11 types of Date-filters currently available on Hubspot (see screenshot below). The issue is that those Date-filters are randomly available on: - Contact WF but not Deal WF - on List but not on Report - on Dashboard but not Contact Table Etc. There seems to be no logic and that this is just the results of features coming one after the other while Date-filters never receiving focus as one topic.   This feature request is not about creating new Date-filters but only about making all the ones currently existing available everywhere, it is relevant to have them. In a nutshell, that means turning all Red cells below to Green.     Some of the smaller ideas this master idea is grouping under one roof. 2017, Use 'relative' dates for enrolling contacts and companies in workflows by @Daniel1  2017, Allow the use of relative dates in workflow... by @CCasemore (marked delivered but that's not fully the case) 2017, Filter using relative date values ("TODAY" etc.) by @Frank  2017, Lead scoring - Add the option to refine... by @laurao93  2018,  Sales workflows deal properties based on dates by @Peter-marketing  2019, More than filter for report timeframe by @krispag  ... ... View more

Hi there,   We would love it if when merging two contacts, that their lists merge as well. After speaking with support, they essentially told us that depending if it's active vs static - the merge would treat them differently. Here is what I was told " With Active lists, list membership for the merged contact depend entirely on if the remaining contact still meets the list criteria. If a contact meets the criteria after a merge, the will still be a member of that list. For the most part, the resulting contact from a merge will have the most recent values for each property from the two contacts you're merging. There are some exceptions, which you can see here: https://knowledge.hubspot.com/contacts/how-do-i-merge-contacts#what With Static List membership, if a contact is merged into another, the contact that was in the list originally no longer exists. The contact that they merged into will not be put into the static list because the contact merged into them was. If a contact is on a static list and a contact is merged into them, they will remain on the static list."   However, we use Woocommerce and push our payment/deals to Hubspot. Sometimes, people will buy with two separate emails or whatnot. When we try to merge the two contacts including the product purchaser lists, those don't get transferred so the contact doesn't get dropped in the workflow either.   Having the ability to merge the lists will give people who utilize "List Memberships" as triggers for workflows, the ability to make sure the contacts are continually in the correct workflows without having to go above and beyond by verifying every list and having to manually add the new merged contact to all of our static lists.   In my opinion, this could be easily implemented by adding a checkbox allowing us to merge the contacts AND their lists. ... View more