クリエイティブな才能を開花させよう

I would like to have an API endpoint to get the Account activity History Report.   Here you can see more information about the report.         ...その他を表示

A recent update greatly enhanced the ability to easily see and teams and add them to user permissions. https://www.hubspot.com/product-updates/setting-team-permissions   As an permissions administrator, I'd like to be able to select a parent team and have all of the child teams automatically included so that I don't need to check dashboards etc when new teams are added to the hierarchy.     When this option is selected, all child teams should be automatically added, but their boxes greyed out so that I can't remove them individually. If I need specific permissions, I'll add them specifically.     I should still have the option to add a parent team by itself without adding all childern.     Mockup below (Ignore the Heads Up! callout) :   ...その他を表示

We have a business model where it is helpful for us to remove the ability for support representatives to own companies/contacts. It would be helpful to be able to disable that functionality for certain Hubspot user roles so that some of the helpful automation we have in place for our sales team (e.g. auto-assign a company/contact that a sales rep emails an unowned company) doesn't apply for our support reps. ...その他を表示

I believe that the non-confidentiality of account emails is currently a strong limitation to the Hubspot product and as such I very gladly suggest that the functionality of limiting the readability of working emails to other collegues must be taken into consideration. Currently, it is not possible to make emails on the timeline of a contact record private. I think it is important for a CRM to have confidential emails for each account working on the customer base in the database. Administrative, sales and support accounts do not necessarily have to see and access all emails sent by colleagues to corporate customers, unless they are in CC or BCC. Everyone should see ONLY the emails they are responsible for. Thant you for your attention. Best mauro ...その他を表示

Please allow fieldtype OWNER along with type enumeration, without any options in both batch and single create property API. ...その他を表示

I would like a simple way to export the company owner's email address when exporting company views. When looking at the companies page, I can see the company owner and the company owner's email address in one column. However, when I actually export the view, only the company owner name is exported--it does not include the company owner's email address. I looked to try and find a separate field to add to this view that included the company owner's email address, and this field does not exist.    Yes, there are workarounds. I can go to the HubSpot user page and copy all of the user names and corresponding email addresses to a text file, and then using some formulas make it into a usable list to bounce some vlookups off of to finally get this information into my spreadsheet--but this seems like a silly amount of steps to take to obtain information that is already contained there in the view.   I appreciate your help!!   I appreciate your help!! ...その他を表示

Can we restrict editing permissions access to any companies, but still allow editing access for contacts? ...その他を表示

It would be super useful as an admin / someone organizing HubSpot to be able to toggle between what different roles and users can see, without reassigning yourself a new role and losing your permissions.   For example, on the "sales" role, what do my dashboard, records, etc look like?    This would make it easier to adjust properties and settings for reps, or to train (because then we could show our screens and they would see the same things.) ...その他を表示

When I add a new user to Hubspot, we've got some specific information we want to include. Among other things, we want to set expectations about how they should be using the system and points of contact.   Please allow us to edit the standard "Welcome User" template. ...その他を表示