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We have multiple departments that mainly work with specific lifecycle stages. For example Marketing and Sales - Leads, MQLs, and SQLs. Customer support - Customers.   It would be great to grant access to contacts not only by Everything/Team/Owned but also by subtype of Lifecycle stage.    Thank you.   ... Mostrar más

When deleting a user from HubSpot you will get a prompt warning you that they have contacts / tickets / deals etc assigned to them. It would be very useful to have an option to select a different user for each of these categories to assign the objects to. So when I delete Michael I can assign his contacts to Dwight and his tickets to Jim etc. I know this can be done currently via workflows but it is a bit clunky to do. Bonus if it will warn you if objects are being synced to Salesforce and will cause sync issues, or recommend to remove user and assignments in Salesforce first. ... Mostrar más

I would like to be able to restrict, on a portal level, how records are exported. I am aware we can restrict the view of some users, but if the user has access to the contact (as they need to) and need to export data related to the contact, but not PII, could we choose what they can export? For example - user A has access to a specific contact (as they are a lead in a region they look after) and I need them to be able to export data for marketing analysis, but NOT personal information (name, email address, phone), without them having to de-select and even so, name and company name are always part of the export - I am aware this i changing, so it is great, but still relies on the person de-selecting the information. It would be great to be able to grant export right to users in a more restricted way, as teams benefiting from analytics data don't necessarily need (or have clearance) to manipulate PII.  Many thanks,  ... Mostrar más

Separating the "Send Receipts" permission from the ability to "Issue Refunds" is a strategic decision that holds multiple benefits for operational efficiency. By implementing this separation, it could lead to introduce a more nuanced and controlled approach to managing customer transactions. ... Mostrar más

If admins were able to "track" a users activity that would be helpful to see what they have been doing. You can see some of the activity of a team but being able to go to a specific user and see everything including updates to contacts and companies, merges, etc would be helpful.  ... Mostrar más

We have an employee we're terminating. that employee is inovlved in about 300 steps inside 15-20 workflows.    it would be great if we could "swap out" all the steps assgined to her when we delete her as a user and "swap in" a new user in her place, versuse having to go into each individual workflow and re-assign each step one-by-one.  ... Mostrar más

Ability to control who can delete marketing assets: Ads, Campaigns, Email, Blog, Landing Page, Website.     ... Mostrar más

There needs to be more granular ways to grant account rights to specific users, for example, when providing 'export' rights to support staff in order to enable them to export service hub reports, we're forced to grant them the ability to export everything within Hubspot. It's tricky to give entry-level support staff the ability to export key data like deals or customers info, they should only be given access to Service Hub data and not Sales or Marketing. ... Mostrar más

As a Super Admin, I receive email notifications every time a user initiates a large data export from our HubSpot account. It would be perfect to have functionality allowing to immediately block the export in case it looks unfamiliar and we can't reach the user who initiated the data export straight away (considering the number of users we have). The best way would be having a "block export" button embedded directly in the email.    This would allow us to have an extra layer of security of our account & be more proactive.  ... Mostrar más