Gute Ideen sollten geteilt werden

Need the ability to create custom properties for my Hubspot Users (in some ways - treat them like a Contact).   It would be nice to store birthdays, anniversaries and items like that for personal information.   I also need to track - # of Deals closed last year, Volume of Deals Closed last year and other items like that.  I know I can create reports for items like this - but I cannot capture this information and use it in workflows.   Some ideas of what I could do with this: 1) Send out a congratulations email after 5 Closings, 20 Closings, etc 2) Calculate % improvement by User from 2020 to 2021   I have a work around in place - but it requires too much manual intervention. ... Mehr anzeigen

Since our company has a habit of keeping all employees' browsers, cookies, and caches clean, they get cleared almost daily. This means when our HubSpot users come to log in, it doesn't recognize their login attempt and is required to send them a login code. It would be awesome if we could specify either specific users or IP addresses where we would be exempt from needing a login code.   It takes a bit of extra time when logging in first thing, so would be very useful. Not sure if anyone else has this experience. Upvote if it would be a timesaver for you! ... Mehr anzeigen

After I turned off all the permissions of a user, they still can see marketing tools like chat flow and account setting. It is better if we can limit someone else permission to none of the Account Setting, Marketing, and Service Tools (not even the view option).   Companies that are working with third parties who are doing work for them, but are not full-on employees of the company that we'd like to keep segmented away from sensitive data?   They would like to restrict the contact information of each other in the portal.   This will give HubSpot and its partners to go into the industry that is working with Sales Agent (e.g. Insurance).   I think some CRM possess this kind of feature. ... Mehr anzeigen

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。 ... Mehr anzeigen

It would be nice to be able to enforce standard views in tickets rather than just sharing a view. We want our support teams looking at a specific set of standard views. We don't want them to have the option to use a shared view or not. We are good if they want to add additional views but teams should have standardized views.  ... Mehr anzeigen

Hi -   So when I set up a landing page with additional assets including; a form, follow up email, a call to action etc. I have several content creators and other staff viewing pages, completing forms, clicking on call to actions and so on.   There needs to be a way that we can easily distinguish and exclude and development, testing, staff or other internal traffic when reporting for landing pages and associated assets. Perhaps this could be a url parameter = `?text=true`. Or this could be driven combination of hubspot users and a custom csv of email addresses to exclude ... Mehr anzeigen

Especially if you work with an international team, it would be nice if you could also store the preferred language for each hubspot user, so that internal messages / internal marketing messages are sent in the right language "quasi automatically". Especially to be able to use this in a workflow. Example: If language of the responsible employee = English, then send message in English. If language of responsible employee = German, then send message in German. Currently, I have to find each individual colleague and then send the message in the correct language. With more than 70 colleagues, this is very time-consuming. I hope that you understand what I mean. If anybody already has an easy solution for that, just let me know! ... Mehr anzeigen

If a lead is owned by a contact owner who is part of TWO teams, and other roles are set to "Team only" view, both teams should be able to see that lead.  ... Mehr anzeigen

Hello! It would be good to make user password deprecation functionality with deprecation period settings available for Hubspot super admin account data protection configuration options. ... Mehr anzeigen