Great minds think alike

Problem: Lists are awesome, but it's impossible to track changes and see what's working vs. what's not! 🚨 Worse if the list is being used in a Workflow💀   Proposed Solution: Please provide a detailed changelog just like we have in our workflow tool (See Screenshots) 🥳 ...read more

You can manually enroll lists of Contacts into a live workflow but this is not possible for Custom Objects. It would be really useful to enroll the Custom Objects from a list in cases where a number of them have been missed, or in my case when you do not want to blow the daily HubSpot API limits.   At the moment you can only enroll Custom Objects one by one which is not very helpful. ...read more

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

Use the change-by source as a filter in workflows-- this would be a handy filter in segmenting actions in workflows.   i saw it's already included in property export history-- would make a great list and workflow filter for admins trying to understand who's updating stuff/ vice versa      ...read more

The new functinality to create lists based on Custom Objects means you can now build a cross-object list. BUT you can cannot edit the columns to view the data.   For example build a Contact list and view the associated data in the custom objects. This would be used to check the data before using in a workflow and provide campaign counts.   Needed for Enterprise accounts that have more complexity. ...read more

Hello product team,   For HubSpot admins, one of the biggest challenges is keeping a portal organized, cleaned up and prevent overall chaos. Especially in Enterprise portals with sometimes hundreds of users, it's almost impossible to get users to follow a naming convention for email names, landing page names, workflow names. Quickly this becomes a cat and mouse game where HubSpot have to constantly chase and remind users to name their assets correctly.   Why is this currently a bad user experience for users?   Naming conventions are usually documented outside of HubSpot, in a wiki, stored as a Google Doc or something similar along the same lines. Forcing them to interrupt what they're currently doing, look up a naming convention and then come back means that they're losing time. They also have to leave HubSpot momentarily. Even then, they might misunderstand the naming convention and type in an incorrect name.   Why is this currently a bad user experience for admins?   Incorrect naming means that list or workflow filters for Recent conversion might not work. It can also mean that reports become a mess, if these reports are pulling in asset names.   If admins have to look into this on a permanent basis, in portals where there are new assets every day, this takes time away from developing the HubSpot portal and generating more value for all users.   Here's what a solution could look like   To solve this, it would be great if there were tools to enforce a naming convention. Ideally, admins would specify what constitutes a correctly named asset and similar to the forms editor, arrange fields to their liking.   Here's a quick mockup of what this could look like when creating a new page.     The user could select from dropdowns which team they belong to, the language of the assets, the asset type, include a title and date. The system would then generate a title from this that cannot be further edited.   Admins should be able to specify the options for each dropdown, separators, order and field validation (e.g. max length for a title).   (In case this is eventually introduced, please consider to make this a feature that is at least included in all Professional and Enterprise subscriptions.)   I would love to see this for all assets in HubSpot: emails, workflows, lists, campaigns, imports, properties, files etc.   Thanks in advance for reviewing! ...read more

I think it would be useful to have the possibility to create deal lists, as for contacts and companies. In this way these lists could be exported and used in deal-based workflows. ...read more

It would be very useful to have more history in an active list such as : - View list history as it is already possible today for workflow, landing pages, emails etc. - View the in and out movements of a list on the contact's timeline, with associated details: date, list name, etc.   Here are 2 uses cases I faced today:   - A coworker changed the filters in an active list. A large number of contacts have been included, even though this was not the purpose of the list in the first place (in my case a Salesforce inclusion list, which triggered the synchronisation with Salesforce).  As of today, I have no way of checking precisely when the modification was made and what criterias he changed exactly   - Another problem I faced, as soon as a contact is no longer part of an active list, we lose the information that he ever was in it.   Those 2 functionalities would be super useful as an admin in HubSpot to check the data quality. ...read more

Currently, HubSpot only allows you to curate list(s) at the Contact and/or Company Object.   Yes, you can utilize "Deal Level" Objects in your filtering when building a list, but the info/columns that you can view are only at the Contact and/or Company Object in which it was curated.   Can Hubspot build the ability to curate list(s) at all the Contact, Company, and DEAL Object(s)? ...read more