Great minds think alike

Hey folks,  this idea is mainly for those who are managing and working with several portals - i.e Partners.   The ability to see all available portals is a great feature and a huge time saver.   One thing that could be optimized is how it's displayed. Quite often, Partners are faced with a list of 20+(if not even 50+) portals in the overview which is quite hard to handle. The "pin" function is undoubtedly a very helpful function but I'd love to see a bit more organisation functionality. Something like grouping several portal by "type". Something like "Active portals", "Internal portals", "All portals"... Could imagine that those groups could be created either in the overview or - might be even better - in the Partner/"Client Access Manager" function inside a Portal.       Additionally: the ability to minimize/close the group(s) you don't need to see group and indent API test accounts and the existing test accounts would be amazing features   best,  Anton ...read more

We currently publish our social media posts to all four channels that are currently available in HubSpot (Facebook, Instagram, X, and LinkedIn).   It would be great to be able to post to TikTok & Pinterest from the same social ads tool.   Are there any plans to implement these additional social channels? ...read more

Adding a funnel report to a universal dashboard is great, adding dashboard filters is excellent, dashboard filters not affecting a funnel report is counter productive and renders the report useless in the dashboard. Especially as you can manully add the filter to the report. Please could you find a way to apply dashboard filters to funnel reports? ...read more

1. This would be mainly for marketing (lead generation) but would have a direct impact on the sales and service department, which uses a CRM adapted to the automobile sector. 2. The aim is to synchronize leads (those generated with hubspot tools) with CRMs designed for the automobile industry. This synchronization can be done easily, simply by making it possible to send an automated e-mail following the submission of a form filled in by a lead in Auto-lead data format to a specific ADF address. (see point 5) 3. The value this would add is not measurable, it would enable automation and connectivity between sales and marketing tools for automobile companies using similar systems. 4. ADFs are practically standard in the automobile industry when it comes to lead and customer data management. Activix is the CRM I use. 5. Here's an example of a situation where this would be useful. In preparation for an event or promotion, a landing page is created with a CTA directing to a form to generate a lead. Once the form is filled in, the information is sent to an ADF email (example: xxxxx@leadactivix.ca) in the following format: The information in yellow is the information that would be filled in on the form. Once the information has been automatically sent by ADF, the lead is created in a CRM adapted to the automotive industry and the sales team can follow up with the lead. ...read more

As and agency we have some main dashboards that are usefull to all clients. Instead of creating each dashboardn in each client portal, we 'd love to clone the entire dahsboard to other portals (just as a CMS template). This 'd save so much time to agencies. If you agree give up a vote please. Thanks ...read more

Connecting my Hubspot data to Excel or a data visualization tool like PowerBI or Tableau should be so easy!   I need to create real-time dashboards or reports that are sharable with customers without any need for manual updating. I don't have time to manually export data and format it each week on our outreach for so many customers.    How does this not exist yet?  This should be supported out of the box just like Hubspot's add-ins for Outlook or Gmail.  Please don't send us hunting for 3rd party patches!   Thank you          ...read more

Currently, it is not possible to manually delete messages that are sent to Slack/Slack channels via workflows. It would be extremely helpful if we could manually delete these messages in Slack (GDPR, incorrect data). For example, by clicking on "message actions". ...read more

WhatsApp allows for links to be embedded into their buttons, not only to track the clicks in the reporting but to also "hide" the utm parameters so they don't create an ugly, long URL recipients may not want to click. Especically since only SMS has the link shortener capability that happens automatically.   As we're using WhatsApp for transactional messaging, I was shocked this was a limitation with WhatsApp and with the HubSpot builder. With 13k link variations across multiple domains we serve, having the WhatsApp link be personalized by a HubSpot property is absolutely vital.    In the short-term it would be great if HubSpot could shorten the link and have automatic utm tracking like they do for SMS, but the long-term, having this be a truly dynamic link based on a property value is paramount.    WhatsApp, just like SMS, is limited to only Contact/Company properties. This must be evolved to support all records - especially custom objects. ...read more

Currently, when partner is added to their client's account, parnter user's name appear as an option for CRM objects owner (eg: contact owner, deal owner, company owner and etc).    Sometimes partner's user name populate above the actual account's users, so it takes few steps to look for the correct user name with in object owner property.    Although there is no harm in terms of security, the UI makes it look like the partner can sneak into end user's contact record, so it would be great if we can hide or try not to populate third party user within the CRM object's owner name.    ...read more