Great minds think alike

In the Prospecting Workspace, it used to be possible to view the content of a form submission in the Recent Communications or Recent Activities sections.   Now, with Sales Workspace, the best you can do is associate a Form Submission with a Lead Object so that a Form Submission shows up under Recent Communications. The content of the submission is not viewable though. It always says "No properties updated" even if properties were updated by the form.   Is there a way to be able to view the form content again? It would make processing leads so much easier. ...read more

Problem: At the moment, Insights does not work for every field properly. (More info here: https://community.hubspot.com/t5/CRM/HubSpot-Insights-Database-enriches-wrong-address-information/m-p/419158#M125703)   You already implemented an option to disable it completely. (https://community.hubspot.com/t5/HubSpot-Ideas/Option-to-turn-off-HubSpot-Insights-on-company-records/idi-p/178713/page/2#comments)   This is not ideal, as some information is correct and we want to benefit from it.   Solution: Provide the option to enable and disable Insight on a field basis instead of as a whole.       ...read more

Posting on behalf of my customer:   Currently, view and edit access for the sales forecast tool shares the same permission setting with view and edit access for sales goals (See HubSpot user permissions guide here). There are use cases where this is not ideal however, such as if a sales manager would like to manage the sales goal(s) for a given user (restrict their edit permission) while still allowing them to update their forecast (enable edit permission). It would be great if these could be separated into two individual permission settings to meet similar use cases where having a shared permission isn't desired. ...read more

Hey @hubspot - having customizable tabs on company, contact, and deal pages would be immensely helpful.   The data recorded in our customizable property fields are much more important than what's tracked in the activity, emails, calls, and meeting tabs. We'd like to present these property groups in the center of the page for a cleaner, more accessible look instead of cramping the info on the left sidebar.   Allocating valuable space in the center of the page for our most important data would greatly increase our desire to stick with HubSpot instead of moving to a different, more customizable CRM.   Photo of tabs and property groups for reference: ...read more

Within our database, we have a lot of duplicate companies because companies have multiple URL variations (i.e. www.brand.co.uk / www.brand.com /www.sub.brand.com, etc)    When we're merging these company accounts, we're losing visibility of all the different URLs as it's just keeping the most recent one.    Please can you amend the process to keep a fields records when merging, and not delete anything? Perhaps set up a review process which asks what you want to do with company data in fields that are both (keep, replace, keep both).  ...read more

If a user has the mobile app installed on their phone, they will automatically receive push notifications whenever a new meeting is booked with them.   Unfortunately, there are two huge flaws with this functionality:   1) The meeting time displayed in the notification will always be in the account's default time zone, rather than the time zone for the user's mobile device or the time zone that was selected when the meeting was booked. This is understandably problematic for national or international businesses with reps that span time zones.   Support has told me that they are aware of this issue, however it would be a very large/complicated project to address so it is not currently on the roadmap. Which....is what it is, I suppose. We *could* live with this if not for issue #2...   2) The meeting time in the push notification does not include *any* time zone. This is understandably very confusing for sales reps, especially if they receive a calendar invite and email notification at the same time with different meeting times - this slows them down and adds to the mental load of managing their day-to-day workload.   We're "lucky" in the sense that our reps only work across 2 time zones - US Central Time and US Eastern time. For the half of our sales force that is in Eastern, they can do the quick math in their head and add an hour to the meeting time (that is, if they are aware that the default is the account time zone -- and I'm sure not all of them will remember this). But what about international companies? Or those with reps in both Hawaii and New York? I can't imagine how frustrating this must be.   Requesting that HubSpot please, at minimum, add the default account time zone to the push notification so users know they need to review the time further.   ...read more

Hi HubSpot Team,    It would be AMAZING to be able to create a workflow that allows you to move a Deals stage automatically after an email has been sent to the associated contact. This is possible with Tickets, where the Ticket can move status if you send an email/the Contact replies, however, it is not possible with Deals.    This would allow us to automate more of the Sales process in a Deal pipeline. E.g: The Deal could move from 'Quote Created' to 'Quote Sent' if we had this type of property/automation.    Thanks, ...read more

When building workflows, I often find myself wanting to turn on or off specific actions within an active workflow. For example, if I build a task creation action that has personalization tokens, schedule, recipients, and other customized data, I don't want to delete that in order to turn off the task creation. I would like to be able to switch it off, while having the broader workflow still active, so that I don't have to re-create it later. ...read more

Hello.   Recently, when the new UI which already auto-saves everything after we're typing in fields (which also started to cause some unstability but it's a cool addition).   One really odd behavior started to occur which is, after we finish a task inside a task queue then create a new one to make sure that there's a follow up task.   It's always focusing in the task description instead of task title.   This is really impacting negatively our productiveness.   Could you please revert back in a way that the typing focus be the task title again as it used to be?   Please watch this 18 seconds video that explains it better: https://youtu.be/KqBxJxRUbIg ...read more