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Our team is needing a way to limit which units a particular user or team is assigned to. For example, if we have a team member who does support for one of our units and not another, I need to find a way to limit their access only to the unit they support.   Ideally, we'd be able to create roles for units and assign them to users based on which team they're a part of at our organization.   I'm not seeing any work-arounds for this, or any way to assign a user to a particular unit, which is somewhat disappointing and defeats the purpose of much of what we needed business units for. ... Afficher plus

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.  ... Afficher plus

Currently, when changes are made to meeting links or user permissions (e.g., sales seat adjustments) in HubSpot, these updates can inadvertently alter meeting settings, such as the associated meeting link, without alerting administrators. This creates the potential for miscommunication or unintentional disruptions in the internal workflows within HS. To improve transparency and security, I would like to propose a feature that either prevents the alteration of meeting links without explicit approval or sends a warning/notification to HubSpot administrators when such changes occur. This would include: Notification alerts when any user updates or alters a meeting link. Warnings before meeting link modifications take effect, highlighting the potential impact. Adding this change to the audit log for easier tracking, including the responsible user's details. User Story As a HubSpot administrator, I want to receive notifications when meeting links are modified and have a clear log of who made the change, so I can ensure that all changes are intentional and can be properly tracked to avoid disruptions in communication and scheduling. Potential Benefits Improved security and transparency in meeting scheduling. Better oversight of changes to key account settings. Enhanced control for administrators to prevent unintended workflow disruptions. This feature would ensure that administrators are always aware of changes affecting key account settings and can respond promptly if any unintended updates occur. Thank you for considering this request! ... Afficher plus

The new beta update for Business Units is great, because you can now select from Navigation which Business Unit you are working on when in your portal. However, it gives access to all users.   There should be a way to filter or manage who can see the Business Units depending on the team or unit they actually work on: ... Afficher plus

Currently, only super admins can change a closed Lead Status from Qualified or Disqualified. Given our operational needs, we would like to extend this capability to lower positions, such as sales reps. Please add this request to the roadmap. ... Afficher plus

Service Hub is lacking visibility on agents available/offline status (reporting, notifications).  Would be very interesting to add Availability Status to user based properties in HubSpot.    This would open some possibilities for team activity reporting. ... Afficher plus

If a user is sick or on vacation, it should be possible for other users to be notified when the absent user's activities are due or when emails about deals are received. ... Afficher plus

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.     ... Afficher plus

There has been a number of updates to help Hubspot users know when calendars or email inboxes have been disconnected. All are helpful improvements yet one critical piece seems to be missing. Request that would help solve the problem. Notify the Super Admins on an account when any user's calendar OR email is disconnected.   There are other Super Admin notifications (like when social accounts are disconnected). The user is notified when their email is disconnected (though if they miss that notice, it could be a while before anyone notices) AND there is no mention of the calendar on this notification making that 2nd action easy to overlook by a user.  Other recent tickets around this work This one is about a sales rep being notified, that is all fine and should happen BUT Super Admins should also be looped in to ensure the action is handled in a timely manner - it's a backup for support. This 'Delivered' idea has a number of improvements that are helpful but still fall short of being manageable in day-to-day. For an Admin to have to refer back to these daily to ensure all is operational is silly. Helpful to have the ability to see, but without a notification doesn't feel feasible to manage. ... Afficher plus