Great minds think alike

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.)  ...read more

Need a weekly backup schedule for our Hubspot instance.  ...read more

Extending limited access possibilities according to custom properties   I need to give access to externals, depending on the value of a custom property. The external will then have access to : - the contact - the company - the transaction ...read more

Currently, HubSpot users can simply delete their tasks from HubSpot so that it is no longer possible to trace that they ever existed. Especially important but unremained tasks, such as data quality cleanup tasks, should not be able to be deleted on their own. In the settings you can lock the editing of tasks, but then you can't delete them. However, there is no option to simply prevent the deletion of tasks. This is an essential problem. ...read more

Apparently the User: Phone Number email personalization token (defined in a team preset) is pulling from the phone number the user manually entered in their initial user profile, even when this user has been assigned a custom HubSpot phone number -- and this custom phone number is showing up in the user's Calling preferences.    Please change this personalization token to pull from the user's HubSpot phone number if assigned.     I don't want to have to rely on users manually editing their profile after a number is assigned to them.  If the number can be assigned centrally by the admin, the number should also be applied centrally. ...read more

Who: Deal owners and other employees associated with supporting a deal (inside sales, pre-sales, customer success, implementation, executives) Goal: Idenify all deals that a user is part of and their role with the deal. Also, specify if the user has read-only or edit access to the deal - currenly they get full access with Deal Collaborator functionality - which is a great first step.   A gold star would be to be able to specify if there is one or more than one of these associarted to deal - i.e. there should only be one Executive, but maybe 2 pre-sales users.   I also need to be able to report on these values, so would want to output a table with the following columns: Deal Name | Pipeline | Amount | Owner | Pre-Sales | Customer Sucess   Value: This will allow us to determin the roles of  users associated with an opportunity - i.e. if my inside sales team is part of the deal team, they are compensated at specific deal stages.   Examples: Salesforce has Opportunity Teams where this is implemented. This should be similar to the Deal Contacts with the Association Labels. ...read more

PROBLEM: We have managers in Hubspot who needs to see all the fields and sections across all teams. However, Hubspot sidebars are assigned by the user's primary team. This is great, except it doesn't work when we have managers managing multiple teams.   Example assignment: Primary team: Sales Additional team: Enterprise, Commercial, SDRs   In this case, the manager can only see the left sidebar for Sales.    IDEA A possible solution would be to set conditional sections by Hubspot User. When Hubspot user is X, then show X.   ...read more

I have technical users with access to tickets, companies and contacts only. When they open a company, they are able to see the Deal Card on the right-hand side of the screen, with the amount of the deal. For obvious reasons, they should not be able to see any financial information for the client, and even though they don't have access to see any deal, they can still see the Deal Card on the company page. Can you please remove this card, or atleas hide the amount on the card?     ...read more

If you work with Hubspot across several business units it would be very helpful to be able to filter duplicates per Business unit.   Why? The experts of each business unit have expertise on their customers and therefore know best how to proceed with duplicates. ...read more