Les grands esprits se rencontrent

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. ... Afficher plus

It would be very helpful to be able to export a users lists along with what teams they are on, their roles and/or permissions. In order to do a user audit now I have to look at each user separately and create a spreadsheet by hand. Not the most effective method as we get larger and onboard more teams into HS.  ... Afficher plus

It would be nice to communicate to all users/teams via hubspot internally or be able to export a list of users. We actively send messages out to update/clean the CRM on a regular basis and there is no easy way to always have an accurate list of users. ... Afficher plus

https://knowledge.hubspot.com/jp/account/restrict-edit-access-for-properties エンタープライズ版では、プロパティ単位で編集権限のON/OFF設定ができますが、こちらを編集だけではなく閲覧も設定できるようにしてほしい。   背景としては、 HubSpotのコンタクト情報を自社だけでなく、代理店やパートナーとも共有したい熱い要望を大手企業様からいただきました。 コンタクトのプロパティには代理店には共有できない機密情報が含まれているため、それらを閲覧できないようにできないかという要望です。   コンタクトの抜粋情報をメール化して代理店に送信するやり方もありますが、HubSpotにログインさせ、アクティビティーログなど生の情報を見ていただくことで、より代理店連携しやすい環境を作りたいという意図があります。   HubSpotがエンタープライズ向けにパワーアップしていく上で必要な機能だと思いますので、どうか対応の方お願いいたします。 ... Afficher plus

In my company, sales rep work on certain deals/companies together. We'd like the ability to have multiple contact and deal owners.     ... Afficher plus

As a HubSpot Partner, we're often charged with building out email templates, snippets, chat flows, deal pipelines, service pipelines, etc. as part of a client engagement.   Yet, unless, as a Partner Employee, we do not have proper "Seat" access to one of the paid plans, we are unable to execute these tasks on behalf of our clients.   This hinders our ability to deliver solid service and creates inefficiencies in our processes.   Please create a way for Partner Employees to bypass the "Seat" requirements to access certain features of paid Sales Hub and Service Hub plans. We're not the ones actually using these tools, but end up not being able to help our clients use them better because we don't have access without a paid seat.   Thanks!   EDIT: I know there's a form we can fill out to request access, but that's an unnecessary step. As Partners, it should come with the territory and be default for all partner employees on a client portal: paid seats are not required. ... Afficher plus

Recently we said goodbye to a collegue. As he was fired and had to leave immediately, I wanted to deativate his account to avoid leaks. I did not want to delete the accounct because we first have to check everything under his name. It is not possible to do this kind of action so hereby our suggestion to create a DEATIVATE button in cause of fired and directly non active collegues/users ... Afficher plus

With HubSpot's settings getting increasingly granular over time, requesting access to client portals is also becoming a bigger point of friction. Instead of having to supply a laundry list of permissions detailing every tab and toggle clients must enable when adding users, it would be much easier to allow the new user to specify which permissions they need within HubSpot itself, then a client or portal administrator can simply "accept" or "deny" those permissions, similar to requesting "edit access" in Google Drive applications. ... Afficher plus

For example: I want to give someone access to creating a new Chatflow, however, to do so, they would have access over Deal Pipeline configuration and setting up the property views for all record types.   There are already some on/off switches under Accounts Access, e.g. for user permissions, please could there be a full breakdown of all the areas that Accounts Access gives access to so that more control can be given. ... Afficher plus