Gute Ideen sollten geteilt werden

The Deal object allows you to use logic based on pipeline to customize the create Deal form. The Record Customization tab allows you to customize the view of a specific object/record based on Teams.   Taking these two features together, it would be very helfpul to be able to costumize the Object Form (Contact, Company, Deal) based on Team.    As of now, we have a ton of fields in the form that are only needed for specific roles, so adding this feature would drastically reduce friction when creating objects ... Mehr anzeigen

It'd be great if there was a way to click on a user and see every Workflow they may be a part of.   This would solve a problem that currently exist.   Mainly, right now, if someone is on vacation or off for any reason, I cannot just remove them from any automatic rotations that they're in.  I have to search the Workflows and edit it manually. If I could click on User A, and have a list appear showing all Workflows they're specifically in, I can then click that Workflow and make the edit manually. We already have this function within Properties that we can see any Workflows, Forms, etc, that the Property is associated with. I'm just hoping we can duplicate this feature for each User as well. ... Mehr anzeigen

Life happens. You create a great contact List. And do a great Report on it. And then, you ... move on hopefully to greener pastures.   Your legacy is left behind as Deactivated User.  There is no owner! It is awkward to people to use anything owned by a Deactivated User.  It is a liability among other negative things.   Hubspot gods should be able to move the ownership of Lists and Reports from one user to another.  ... Mehr anzeigen

Currently it's not possible to lock a user account to prevent them from accessing the HubSpot instance. It's only possible to "Remove from account". The issue with this is if someone leaves the company, and they are the Owner for many records, it takes a while to ensure the right people are updated on those records. If we remove the user account then we lose all the information about what they previously owned to be able to then reassign. However, if we don't remove them, then the user can continue to access HubSpot after they have left.   Firstly, have I missed any existing options that are in place to ensure we continue to see a past employee's ownership of records, for reassigning, without them continuing to have access to HubSpot?   Secondly, if I haven't missed some config, please would you introduce a "lock out of HubSpot" option at user-level.   Many thanks Anne Marie ... Mehr anzeigen

It would be great if we could PREVIEW as the user is viewing everything on Hubspot after we set the User permissions and teams.  ... Mehr anzeigen

Never Log does not work when emailing Conversations (Group Inboxes/ Channels). Even when HubSpot User Contacts don't exist they get created. It would be HUGE if we could prevent our HubSpot Users from ever being created created in our HubSpot Portal for obvious reasons (associations, privacy, etc.)  ... Mehr anzeigen

Me and my team are starting a campaign for a certain group of customers. They will upload files with sensitive data. These files should not be accessible to every HubSpot user. In our case it would be helpful to get a function or tool to say "when a contact submitted form x then give access only to user y or team z". Especially in times of GDPA it is exhausting managing cases like these. ... Mehr anzeigen

Allow bulk partitioning / assign of lists to teams.   Currently list partitioning only allows 10x lists to be assigned to a team at a time. I can select many lists at a time but the assign functionality isn't available for over 10x lists.   This functionality will be incredibly useful for any organization transitioning to a teams based platform, or any organization that needs to bulk assign / partition lists.   My organization is transitioning and has 1900 lists that I have to manually assign.  To assign 10 lists I have to click 14 times. I'm looking at 2660 clicks to complete this task.  ... Mehr anzeigen

When HubSpot shows the message that we're trying to create a contact that already exists in the CRM and the user has no access to that contact record, it would be great to have the possibility to create an automatic notification, for example:    Notifying contact's owner that a user is trying to get access to the contact. Notifying  the user with info about who is the contact's owner, so he can get in touch with him. Notifying Superadmin so he can give access to it. ... Mehr anzeigen