Les grands esprits se rencontrent

Can we can an update on email tracking / logging when emails are sent from mobile devices? I've come across several posts, as far back as 2016 saying its been a feature request, but it looks like this is still not supported. Almost all of our sales reps work off mobile devices, being able to track and log emails would be extermely benificial.    Link to old posts for refrence:  https://community.hubspot.com/t5/Mobile-Application/Email-tracking-on-smartphone-HubSpot-Sales-Tool/td-p/1846 https://community.hubspot.com/t5/Gmail-Sales-Extension/IPhone-GMAIL-app-tracking/td-p/22603 https://community.hubspot.com/t5/Gmail-Sales-Extension/Android-iOS-Gmail-App-email-tracking/m-p/350537/thread-id/4218 ... Afficher plus

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.       ... Afficher plus

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).  ... Afficher plus

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: ... Afficher plus

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. ... Afficher plus

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, ... Afficher plus

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.   ... Afficher plus

In the attachments box under object: contacts - the space for each attachment name is cropped halfway, and is not using all the space, just half the available 'real estate', please increase it to use the full available space and it'd be nice to get the date of that attachment received in there as well.  Previewing docx files does not work. PDF's work fine, but want it for docx too please, not just to download them every time - just to read a line. Thank you, ... Afficher plus

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. ... Afficher plus