クリエイティブな才能を開花させよう

Hi, From a system and compliance view, one of the issues we are currently facing is trying to monitor what our users are creating within Hubspot on a daily basis. Whilst ensuring that relevant checks/departments/managers have signed off on what has been created. For tools such as workflows, email templates, email sequences etc. it would be idea for specific users {super admins for example} to receive notifications {or better} be able to set a multi stage approval process {directly within Hubspot} when something new is created. This would help to ensure that what has been created has been checked and signed off by relevant areas/mangers etc. before it goes live. For example; Email sequences / Emails templates We want to give permissions for users to use this. However, by allowing access, risks are attached as we need to ensure that all emails have been created correctly, checked and signed off by relevant departments/managers. This is to ensure that we are not breaching regulatory requirements {financial promotions etc.} and it meets our branding guidelines. Also, when any amendments are made to these templates, the same process above need to be recompleted/signed off.   Currently this is all completed/recorded outside of Hubspot and uploaded by a specfic team. It would be beneficial if we could do this directly in Hubspot. By having a multi stage approval/notification, in which, we could set this as a requirement for Email sequences/Emails templates, ensuring that required approval/chain of approval have been completed.  Also, having an audit log showing who created/edited, who approved etc. would be great for auditing purposes. ...その他を表示

The custom object is a really cool feature from Hubspot, but after creating multiple objects, as a superadmin, you start thinking, who from your team can have access to this object or that one. But UNFORTUNATELY, its not possible git give access to members of your team to specific custom objects.    Its either you give them access too all custom object or you dont !   And this is really problematic in my case. Any help would be greatly appreciated. ...その他を表示

We are increasing our use of HS and one thing we had the ability to do with our previous system was to create knowledgebase articles that were for internal users only. While you can do this in HS you have to create a list of users based off of existing contacts which means internal users have to be contacts - which was not recommended by support when I asked but there was no other work around that I could find. You should easily be able to choose existing users as a pre-created "list".  ...その他を表示

There should really be a native way to export the contact activity history in bulk to a CSV or excel file similar to other Hubspot fields. This would be a great way to organized and filter the user history for personalized marketing emails and workflows. ...その他を表示

When Sales Reps choose to add a countersigner to a quote, the option is a picklist of HubSpot users. However, that list includes deactivated users. Two ideas to resolve: option of assigning a default counter signer, per pipeline, so that if a countersigner is necessary, the Sales Rep does not need to think about where it should go.  Make "Deal countersigner" part of role permissions so at least the list to choose from are people that should actually be a countersigner   Additionally, if neither of the two options work, deactivated users should never be available as an option to choose in a quote once they are no longer active.  ...その他を表示

Currently HubSpot limits user session timeout length to a max of 1 day.   As a user: I may take a single day off or find myself not utilizing the HubSpot interface for a day, resulting in the requirement to login again. As an admin: I am not in HubSpot every day, but I might be in it 2-3 times a week, each of them requiring me to log in again. As an SSO/SCIM admin: I am annoyed that HubSpot's limited options block me from properly managing security in a way that best suits my organization. Earlier this year HubSpot did not provide control over this and sessions were indefinite. Now it seems the pendulum has swung to anothe extreme. (e.g. it is difficult to imagine anyone wanting 15 minute session inactivity timeouts)   Please give admins the ability to set a more reasonable session timeout length! ...その他を表示

HubSpot admins need to be able to prevent users from accessing the "edit columns" (see below) button while working in the Line Items editor / in the Quote tool.   Currently, users see the button "edit columns" and they are free to take advantage of making the tool suitable for their personal needs. This, in turn, complicates the lives of their colleagues and HubSpot admins.  As a CRM aimed at scaling businesses & enterprise customers, HubSpot should prioritize such an update with high priority.     ...その他を表示

The new beta update for Business Units is great, because you can now select from Navigation which Business Unit you are working on when in your portal. However, it gives access to all users.   There should be a way to filter or manage who can see the Business Units depending on the team or unit they actually work on: ...その他を表示

There has been a number of updates to help Hubspot users know when calendars or email inboxes have been disconnected. All are helpful improvements yet one critical piece seems to be missing. Request that would help solve the problem. Notify the Super Admins on an account when any user's calendar OR email is disconnected.   There are other Super Admin notifications (like when social accounts are disconnected). The user is notified when their email is disconnected (though if they miss that notice, it could be a while before anyone notices) AND there is no mention of the calendar on this notification making that 2nd action easy to overlook by a user.  Other recent tickets around this work This one is about a sales rep being notified, that is all fine and should happen BUT Super Admins should also be looped in to ensure the action is handled in a timely manner - it's a backup for support. This 'Delivered' idea has a number of improvements that are helpful but still fall short of being manageable in day-to-day. For an Admin to have to refer back to these daily to ensure all is operational is silly. Helpful to have the ability to see, but without a notification doesn't feel feasible to manage. ...その他を表示