Great minds think alike

Hi, From a system and compliance view, one of the issues we are currently facing is trying to monitor what our users are creating within Hubspot on a daily basis. Whilst ensuring that relevant checks/departments/managers have signed off on what has been created. For tools such as workflows, email templates, email sequences etc. it would be idea for specific users {super admins for example} to receive notifications {or better} be able to set a multi stage approval process {directly within Hubspot} when something new is created. This would help to ensure that what has been created has been checked and signed off by relevant areas/mangers etc. before it goes live. For example; Email sequences / Emails templates We want to give permissions for users to use this. However, by allowing access, risks are attached as we need to ensure that all emails have been created correctly, checked and signed off by relevant departments/managers. This is to ensure that we are not breaching regulatory requirements {financial promotions etc.} and it meets our branding guidelines. Also, when any amendments are made to these templates, the same process above need to be recompleted/signed off.   Currently this is all completed/recorded outside of Hubspot and uploaded by a specfic team. It would be beneficial if we could do this directly in Hubspot. By having a multi stage approval/notification, in which, we could set this as a requirement for Email sequences/Emails templates, ensuring that required approval/chain of approval have been completed.  Also, having an audit log showing who created/edited, who approved etc. would be great for auditing purposes. ...read more

We are increasing our use of HS and one thing we had the ability to do with our previous system was to create knowledgebase articles that were for internal users only. While you can do this in HS you have to create a list of users based off of existing contacts which means internal users have to be contacts - which was not recommended by support when I asked but there was no other work around that I could find. You should easily be able to choose existing users as a pre-created "list".  ...read more

I want to suggust to the HS product team that you address some of the limitations to Team membership.    I recently learned that if a user is listed in a team as an 'Extra' team member, that this limits certain functions. For one thing, they cannot be included in round robins.    I was excited by the potential for adding nested teams/subteams to larger teams, and adding users as 'extra' team members, as I felt this would provide several benefits.    Example A: Regional sales team round robins.    We have a team for our Enterprise Sales Department called "Enteprise Sales" the team includes any and all enterprise sales staff.    I went and created 2 subteams: Enterprise East, and Enterprise West, since certain staff are assigned to west coast leads, and some are assigned to east coast leads. However, the sales reps had the East/West teams as their 'extra' team membership, and so when I went to add those nested teams to the round robin I discovered I wasn't allowed to because 'extra' team members do not show up in round robins, and the east/west teams consisted entirely of 'extra' team members.   At first I thought this was a simple fix and I could just make the 'parent' departmental enterprise sales team to their 'extra' team membership (since it isn't as important from workflows.)    However, that ultimately did not appear to be an option, since 'extra' team members are not included on reports that are filtered by teams, and we have many dashboards/reports that are filtered on the primary, departmental, 'enterprise sales' team.    2.) Workflow maintenance   Another reason I was excited for subteams and 'extra team' memberships was because I thought it would make workflows much easier to manage moving forward, especially as our company continues to grow and expand.    For example: the average sales rep with a HS user account is incorporated into dozens of workflows. In the event that a sales rep leaves the company, or changes positions, we have to remember the 12+ workflows that need their steps and branches to be edited and updated whenever a staff person needs to be added or replaced.    A HUGE improvement would be to create subteams that only include 1 single user (for example: creat a Subteam called "Regional Sales Manager: Florida" and then assign the Florida regional sales manager as the one and only team member.)  Then our plan was to edit all of our workflows so that no branch is ever based around a specific user account, but rather steps and branches are based around that user's unique subteam. That way, if our Florida Regional Sales Manager leaves the company or changes roles, and somebody new is placed in that position, the only thing I need to edit is that new user's HubSpot Subteam, as opposed to spending tons of time editing dozens of workflows, and risking forgetting or neglecting to update one or two.  I'm honestly not certain what the function or utility is to subteams and 'extra VS main' team membership if users are limited to 1 main team and 'extra team' membership limits reporting, round robins, routing and notifications. Freeing it up so that people can be on multiple teams and still have all of the available features of a 'main team member' seems like it would 10x the value of having users on multiple teams.    I hope this feedback is helpful.  ...read more

This issue has been brought up a few times in the Community, but it doesn't look like it was added as an Idea.   When an employee leaves, we deactivate their account in HubSpot. This allows us to preserve historic detail. This is great and something that we want.   However, the deactivated user is still available to be assigned as an owner of stuff. It should be possible to prevent a deactivated user from being assigned to anything after they are deactivated. ...read more

Do not allow non-admin users to access and view other users within the Portal.   If a user does not have the permission allowed for Account Access - they should not be able to view User and Team information!   For portals where we are supporting internal and external users, emails and access levels are displayed.   I see this being a significant security issue - for: 1. Sharing emails and contact details with users who should not have access to this information 2. Providing details for admin users that if a users account was compromised could be used to try and get other access        ...read more

The custom object is a really cool feature from Hubspot, but after creating multiple objects, as a superadmin, you start thinking, who from your team can have access to this object or that one. But UNFORTUNATELY, its not possible git give access to members of your team to specific custom objects.    Its either you give them access too all custom object or you dont !   And this is really problematic in my case. Any help would be greatly appreciated. ...read more

HubSpot admins need to be able to prevent users from accessing the "edit columns" (see below) button while working in the Line Items editor / in the Quote tool.   Currently, users see the button "edit columns" and they are free to take advantage of making the tool suitable for their personal needs. This, in turn, complicates the lives of their colleagues and HubSpot admins.  As a CRM aimed at scaling businesses & enterprise customers, HubSpot should prioritize such an update with high priority.     ...read more

There are some features/tools/capabilities within Hubspot that we do not use as a result of SOP's or necessary process within our ERP. There are others that we simply do not use for no real reason other than they aren't necessary for our business. To avoid confusion among our users and to simplify, it would be beneficial to be able to turn these features off in the menu/navigation.    For example, we do not use the Quoting capability because we create quotes in our ERP system so if/when they are approved/accepted, that quote can simply but associated to a PO and all the qty's, products, services, etc... are already there for order entry.   However, having the feature visible to our sales team causes confusion as to where they should create the quote.    Another feature that we are not currently using is Forecast. Our forecasting process is a little more complicated and detailed than what Hubspot's forecast feature offers so we do that externally.    In short, would be nice to be to remove certain tools/features from the menu/navigation to avoid confusion, declutter, and simplify. ...read more

There should really be a native way to export the contact activity history in bulk to a CSV or excel file similar to other Hubspot fields. This would be a great way to organized and filter the user history for personalized marketing emails and workflows. ...read more