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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 ... Afficher plus

Please assign the features for Presets to the Permissions selectors, specifically for Team rollouts.  ... Afficher plus

It would be useful to have an Access Level that is strictly for the person/team handling the billing on the Hubspot account. Currently it's under the SuperAdmin access, but that allows anyone with SuperAdmin to make changes that affect the charges on a person's credit card without going thru the cardholder. It would make it more secure and less suprising when charges pop up if there's a specific access for the person(s) handling the bills. ... Afficher plus

People considering the HubSpot solution often don't understand what a Sales/Service Seat is and what they get for the extra charge.   Although it is in the details of the pricing pages and accessible via a link to a pop up, it could be clearer/explicit.   We get asked about it by a lot of Sales/Service hub prospects so the current way of explaining this obviously isn't working for them. ... Afficher plus

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

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.)  ... Afficher plus

I want to unsync this at an individual user level while my colleagues and boss can retain the sync function. Currently it is an all or nothing option by user group. Please change this so that I can take ownership of a companies without altering the history of associated Contacts owners. I will be the owner of only Contacts that I have direct communication. Please add this flexibility. ... Afficher plus

When sending emails from Gmail (with Hubsport integration), logging the email will also automatically log its attachements, which are sometime too heavy. This makes the mailbox crash very often, or sometime emails just don't get sent because attachement just can't log into Hubspot for some reasons, and I find out about this 1 or 2 days later.. Very harmful for a sales rep.   Hubspot only seems to disable the feature at the account level, where admins can either allow or block all users from logging attachements. Emails should be logged, but users should be able to choose whether attachements are relevant to be logged into Hubpost or not (e.g. if they are just usual sales collateral), the risk is also to end up with Gigabits if useless documents in our CRM, with all sales rep logging the same sales decks with each follow up emails. ... Afficher plus

Need a weekly backup schedule for our Hubspot instance.  ... Afficher plus