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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. ... Exibir mais

The goal is to have an automated Zip file creator, which allows my visitors to download multiple files at once. These files are sorted by a HubDB table.   Details: My products have a wealth of informational documents associated with them. Spec sheets, user guides, 3d step files, viewer software. etc. When a visitor wants a user guide, we ask for name/email. Next visit if he/she wants a different file, we then ask for job title. HubSpot progressive fields at work. All good! But...   In addition to this, what if we add a button to rule (download) them all?   The visitor fills out a long form and gives the 6 qualifiers my Sales team wants. First name/last name/email/job title/phone/country but in return, they get the entire suite of files associated to the product.   Sometimes the same file is used for multiple products, so a manually created zip file will not do. When one of these files is updated, ALL copies need to be updated as well. To counter this, we can pull the file names from a HubDB table and package them into a zip folder on demand.   No more updating the same file in multiple places and the visitor has all the information they need to help them in their buyer's journey. ... Exibir mais

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          ... Exibir mais

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". ... Exibir mais

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 ... Exibir mais

As a developer, having access to both private betas at times, as well as public betas a prod accounts have access to would be vary valuable in staying ahead of changes and allow us to plan, build and ship solutions more effectively. There multiple threads in the developer community that end in the roadlock of betas only being available in prod accounts, often of Enterprise tier. This is fine for enabling in betas in prod accounts, but Developer Test Accounts should be included in the restricted tiers for Beta Access.  We want to build for the future.  ... Exibir mais

Hi community!  I think it would be great to have the chance to use the HS Calling Feature (Recordings, Transcriptions etc) in order to analyze Microsoft Team's Call. Would it be possible to integrate it somehow in the future? thanks! ... Exibir mais

Recently, HubSpot deployed (in France at least) the “Become a Partner Administrator” functionality.   It is supposed to simplify the management of access to the portal for those who are responsible for the Partner. And therefore, prevent access to HubSpot billing for example.   Unfortunately, some features are not available.   Like accessing the “Preferences” tab from Settings / Account Configuration / Users & Teams and a particular user. This tab allows you to check whether the messaging or calendar tools are properly connected to the user's account.   I would like this to be added to those of the Partner Administrator role. ... Exibir mais

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.    ... Exibir mais