Great minds think alike

stephentradify · ‎Jul 26, 2017

Allow a new condition in lists/workflows that compares different properties. One example it can help with is to automatically find who is the primary contact for a company. You could do it in a workflow like this: IF Contact Email is equal to Company Email THEN set contact property Primary Contact to YES.

samglenn · ‎Sep 4, 2019

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. September 2021 HubSpot Update Hi everyone! Thank you for your enthusiasm for this idea over the past few years. We're glad you're excited about getting folders in different areas of HubSpot's product and we're working on making that a reality. As the original idea mentions a few different product areas managed by different product teams, we're breaking this idea into different ideas to ensure we can provide helpful updates as they're available. Going forward, please use the following ideas for upvotes and comments around different folder requests. Marketing Emails Lists Workflows Sales Tools Please note that while these new ideas have fewer upvotes, we are tracking their association to this idea and counting these upvotes towards the new requests. To ensure we filter new upvotes to the correct areas going forward, we have disabled comments on this idea. Thank you again for using the ideas forum and for your enthusiasm for these products!

VagaeNatus · ‎Jun 24, 2019

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 @Anonymous ...

Siddall · ‎Jun 22, 2017

We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is not valid, and actually becomes misleading (or at best unneeded / unusable clutter in your filters). You then must go to the "Custom Date Range" filtering functionality to obtain the correct date range. It would be helpful and less misleading to have a Setting to define the organization's Fiscal Year. Canned "Quarter" filters would fall inline correctly from there. Thanks!

Andy_g2m · ‎Jan 29, 2019

Would it be valuable for anyone else to be able to set which property columns are visible on lists at a global level?

brittwhittemore · ‎Aug 18, 2017

I would love to be able to create a static or smart list of companies. Right now, you can create a list based on company fields, but it generates contact names, not companies.

lucasschiltz · ‎Aug 8, 2019

When a sequence ends, I would like to group together & export the contacts by their "status" so I can have data around who responded and who didn't. There needs to be a filter in "Contacts" that includes the status of a sequence (Enrolled, no response yet, Errors etc.). Extremely necessary when dealing with hundreds of contacts.

CDanielson · ‎Aug 3, 2017

It looks like once you adjust your columns in a list, they update the columns for all lists. It would really be helpful if we could change the columns for each list (or set a default) with the flexibility to change ad hoc.

Phildexter · ‎May 31, 2017

for some reason it's not possible to sort the deals and contacts list by associated company. This would be very useful to group the deals/contacts from one company together while scrolling through the list. ...and since only a single company can be associated it shouldn't be hard to sort by it's name.

amoa · ‎Feb 10, 2020

Especially in the latter stages of the sales process, we are sharing Sales Documents with leads quite extensively. Whereas the tracking and reporting on the Sales Document page itself is good - I can see a full list of who downloaded the document - the tracking and reporting on the contact page is very limited. I propose to enable clicks on a 'Sales Document' to be used as a trigger (e.g. for a workflow) in the same way you can do this with Page Views. This can then be used in a range of funnel activities, e.g.: Enrol contact in a new workflow Populate a custom field on contact for e.g. 'Downloaded Document X' with value 'YES' to provide better visibility of whether or not a contract has downloaded the document. Allocate Hubspot Score points as downloads of these Sales Document is a major indicator for whether the lead is hot, or not.

Great minds think alike

Comparison of properties as enrollment condition on lists/workflows

Marketing Emails / Lists / Workflows / Sales Tools - Folders

Date-filters: Improve Options Across all of Hubspot [Master Idea]

Define our Fiscal Year / Quarters

Setting Default List Columns at a Global Level

Build a list of companies

Export contacts from sequence who did not respond

Ability to change columns for each list

Sorting list by associated company

Use clicks on Sales Documents as trigger (e.g. for workflow)

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