Grandes mentes pensam igual

Would love to be able to add a user's headshot to be included in their email preset. Might defeat the purpose, but having the control to adjust email signatures is a big deal for a large client of ours. They want the email signatures to be personable since they are a b to c company and need the individuals headshot in the email signature. Thanks! ... Exibir mais

HubSpot currently does not allow SuperAdmins to edit certain HubSpot specific properties like 'Became a Customer Date' aren't able to be edited.   We need the ability to adjust some of these properties because sometimes they may be updated incorrectly and need to be changed after the fact.   A recent example was we had a two records that had different Became a Customer Dates. When merged, it defaults to updating the most recent value, however for our purposes, we wanted to update it to the previous value and are unable to do so.   We can currently edit all custom HubSpot properties, expanding that list would be beneficial for all.     ... Exibir mais

Problem: When editing default sidebar view by adding/removing cards, the order becomes locked for individual users to edit their view.   Proposed solution: Have the ability to still move the cards shown on the 'trimmed/selected' default view   More detailed description: We are looking to have the functionality of removing/adding cards on the default right-side bar view, but still have users move them individually. When working across a large organization with many types of stakeholders in Hubspot, it is important to be able to help set a default but allow our different users to change on the go based on needs and specific use-cases.     As an external Hubspot consultant working across many clients we are looking to be able to add/remove  ... Exibir mais

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. ... Exibir mais

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.     ... Exibir mais

We would like to add a feature that prevents that emails can be send out to recipients that are outside the responsible area of a user or team that sends out the email. For example, we want to ensure that an email originating from Spain cannot be sent out by mistake to another country like the Netherlands without proper permission. Background of the idea Currently, there is a possibility of sending out such emails by mistake, leading to people receiving unwanted emails. We know these mistakes can be prevented manually, but relying solely on manual actions to prevent this, is prone to human errors. Therefore, we propose to prevent this within HubSpot's basic configuration too. Moreover, in many countries, legal requirements such as GDPR emphasize the importance of taking all necessary measures to prevent the send out of unwanted emails. Our specific request to HubSpot is to add a checkbox in the settings that restricts email send-outs to the user's responsible area. In cases where someone needs to send emails to multiple areas for which they have no permissions, they can be designated as super admins. However, a warning message should be displayed to indicate the associated risks. Let's help eachother to prevent these mistakes by all means possible. ... Exibir mais

Hi,   Our marketing permission set use to allow our marketing team to create their own simple workflows / automations as a follow-up for emails or form submissions.   Now, simple workflows and complex workflow access seem to be merged. This means our marketing team either: Contact admin to set up simple workflows per email/form Receive access to all workflow capabilities However, we want to minimise the access for the latter to admins only.   Can we separate permissions for simple workflows away from workflows in general?   Kind regards,   Jason ... Exibir mais

Currently, we can restrict users from installing an app from the HubSpot marketplace but there is no setting under user permission that allows us to restrict a user from accessing or editing the native integration settings. For example, if we are using the HubSpot - Salesforce native integration (Salesforce Connector) there is no way we can define the users who have access to editing or updating the app settings in HubSpot. This is very important as it creates a huge risk if multiple users can edit the integration settings. ... Exibir mais

When accessing our sales reps calendars via the "Prospecting" page, I would like to see the details of their meetings vs. just seeing "Busy".  Would like to have it open, as a choice, to all; managers; admins - as examples.  Prefer to NOT have to leave Hubspot and look in outlook.   ... Exibir mais