Great minds think alike

I operate in a regulated industry. Outgoing communications need to be reviewed and approved by our Compliance team. We need to be able to take away the sales team's ability to create unapproved templates and sequences. ...read more

Currently, you can only do asset partitioning for marketing emails. We would love if we could also do this for sales emails. Here is our use case: Our Accounting team will periodically need to send payment reminder emails to a client including past-due notices. These (potentially embarassing) emails do not need to be seen by EVERYONE. If all emails sent by the accounting department could be "hidden" from other teams, but still be attached to the applicable contact/company/deal, it would greatly help our workflow and communication. ...read more

Exclua ou desabilite quaisquer contas inativas após um período de 45 dias de inatividade, onde for suportado. ...read more

As a super admin I want to restrict users from seeing unassigned emails. They do not need to see my emails, other emails etc. The only way to do that is to have that user turn that off, but they can simply turn it back on. Trying to override their permissions so they cannot turn that on. Support said that is not an option at this time. Any ideas?  ...read more

At present Hubspot does not appear to have rules for Custom Objects. This is a feature that was introduced in February 2023 for Deals. This feature 'locks' the editing access on Closed Deals to View Only and only allows Super Admins to change these fields. This is an essential feature for Deal but this feature doesn't exist for Custom Objects. Once a Custom Object is moved to Closed we need to be able to limit editing access to Super Admins, the same as Deals. My company is an works in the insurance space and we have a Custom Object for insurance policies. Once a policy is moved to closed we need to be able to restrict the editing access to all those properties. Otherwise anyone can accidentally change the properties which can create significant issues for us. ...read more

Our company, along with almost all retail companies in the US, leverages a standard retail calendar - either 4-5-4 or 4-4-5, meaning that each month starts at the beginning of a week and ends are the end of the week regardless of the date, so January is 4 weeks, Feb is 5 and March is 4, etc. This allows us to report and roll up weeklies easily. It also allows for much cleaner YOY comparisons.  We also start our weeks on Sunday and need reporting to align. Salesforce defaults to a Sunday start and doesn't let you report Monday to Sunday, so our weekly reports can NEVER line up since you are the opposite and start on Monday. There should be a way to define weeks and months (or fiscal periods) in the calendar so all reports leverage those definitions. ...read more

The create user process can be improved when creating a large number of users by CSV file import.  Currently, it only accepts the email address and does not allow for the first name and last name to be set.  This basically means the import process doesn't save any time (probably takes longer) because admins still need to go into each user to set their name.  Because we need to assign users to deal property fields for individuals who may never log into the system, we can't rely on the end users to go into the system and set their own first and last name.   The import process also allows for a permission set to be assigned but it would be ideal to also be able to assign them to the teams during the import process if all the imported users will be assigned to the same team.   Lastly, we want to maintain users by API to update name preferences and create new users automatically as users come into the company.  It would be ideal if the user management API could be expanded to accommodate this. ...read more

In addition to the current ability to limit access to deals based on deal ownership and team structure, there needs to be a way to create access roles that limit access to deals according to rules.   Example, a user assigned a deal access role would only have access to deals where their user name is assigned into a custom property field based on Hubspot user dropdown. ...read more

Would love to be able to add a user's headshot to be included in their email preset. Might defeat the purpose, but having the control to adjust email signatures is a big deal for a large client of ours. They want the email signatures to be personable since they are a b to c company and need the individuals headshot in the email signature. Thanks! ...read more