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Would be very helpful & save me a lot of time to be able to change the "Owner" to a different user ... Afficher plus

Here's an idea worth considering:  A sale organization like ours has many Deal Owners that are out in the field.  They each have an assistant that helps them with various administrative tasks and pipeline management using Hubspot.  (The Assistants have paid seats in Hubspot Professional.)    We use workflows to send various notifications and Tasks assignments and Emails to the Deal owner.  But it would be SO MUCH BETTER to be able to notify the Deal Owner's assistant, rather than the Deal Owner.     I know I can workaround this by writing workflows with if/then paths based on Deal Owner.  (If Deal Owner is A, then send notification to User B...)  But mercy, that is a lot of workflow editing... and I have to edit EACH workflow everytime a new Sales Rep is hired.   All that cumbersome work could be avoided if there were an option to assign/notify/email a Deal Owner's Assistant.  It could live as a fourth option in the workflow edit below (in the blank space with orange circle.)       Of course, that means you'd need to set up a User Relationship tree structure of some kind, which I imagine would be an AMAZING feature add, for more reasons than I could think of.     But to start, here's a couple existing ideas that would be impacted by such an add:   Sales Assistant User Access Start a sequence on behalf of another HS user   What do you think, @glencornell? ... Afficher plus

We add users all the time to HubSpot because we sync with Salesforce, they require the login completion in order to access the HubSpot window in salesforce, however, it is very confusing when it asks them to go through different tutorials like creating a marketing email for example when often these people do not even have access to this section.    It would be nice to be able to indicate if it is necessary for a user to be prompted to pass through tutorials and those tutorials should be specific to their permissions.  ... Afficher plus

Hello there,   Currently, it's possible for any user to start a trial, regardless of their permissions. For example, if a user does not have Service Hub permissions, they can start a Service Hub trial.   While this seems harmless, the introduction of software in some companies is highly political, especially in Enterprise and Corporate environments.   The fact that a banner is shown that says "You have x days left in your trial" to all users of the portal can put the roll-out of software at risk. IT departments in Enterprise and Corporate companies allows the roll-out of software for certain use cases only. Introducing additional uses cases is putting the relationship with IT and the overall commitment to HubSpot at risk.   In many other parts of the tools, users simply see an error message if they don't have the permissions. Please limit the starting of trials to either super admins or users which have permissions for the corresponding hub.   Thanks in advance! ... Afficher plus

We have company customers with very similar or even the same name but in fact they are distinct. E.g. a franchise where two of them become our customers without knowing one another. The same thing happens on contact side, we have the same guy opening one business with e-mail A and another business with e-mail B. Now, becoming a bigger team using Hubspot, it happens too often that someone shows good intent and merges companies or contacts that are actually supposed to stay seperate. At the moment, we add notes to the top of such data set reminding our fellows to not merge. Now, it would be great if you could add the role "allowed to lock/unlock datasets" and an option to "lock" datesets like companies, deals, tickets, contacts etc. and by that prohibit mergers. ... Afficher plus

I would love the ability to assign owners to contacts based on geographic location data. The current options are either round robin assignment OR an IF/THEN workflow step that needs multiple branches for each territory.  It would be great to have this functionality available on the admin portal and be able to create territories based on certain criteria (IP state, State field, etc...) then set a rep to be associated with that territory.  Then the workflow can just call a "Record Assign by Territory" step and then Bob's your uncle. ... Afficher plus

The company I work for uses Hubspot and Okta.   I set up SAML based authentication and it's going well but there is just one problem.   When logging in via SAML, the users are assigned a role in Hubspot, based on their job title which comes through from Okta.   For example, "Sales" job title, would need a matching role called "Sales" in Hubspot.   This is fine, until we come across a situation where two people have the same job title but need different levels of access.   It's a security problem when we have a generic job title in Okta such as "Contractor" or even "Marketing Contractor" and one of the people is supposed to be an admin in hubspot and the others shouldn't.   I've raised two support tickets about this but can't get any traction. In the last one they said to suggest it here.   I think it's really quite critical for the security reason I mentioned. If administrators are not careful, standard users could accidentally get admin level access just through a job title change. ... Afficher plus

I apologise if this idea has already been submitted, I couldn't find it if so.   Who is the feature for? Anyone that cares about data protection   What is their goal? To prevent unnecessary access to personal information stored in HubSpot accounts   What value will this add? By default HubSpot employees will not be permitted access to customer's data, and access granted will time out after a defined period, thereby increasing the protection of data and decreasing the risk of Bad Actors accessing data via the attack vector that is "HubSpot Employee". E.g. https://www.hubspot.com/en-us/march-2022-security-incident   Examples of other places or products that have this feature? Many, however the most recent I have is Okta (user directory/authentication)   Explaination Attacks via HubSpot Employee access are possible because HubSpot defaults to allowing HubSpot Employee access. This should be reversed, and the default should be OFF, with access being granted by a customer administrator only, and for a limited period of time after which it reverts to off.   Currently, customers have to remember to turn this setting off, and have extra procedures to check that it is off, which is unhelpful and unnecessary. HubSpots default position should be that their employees DO NOT NEED acccess to personal data stored by Customers.   Screenshots from Okta for illustration...   Note: Access can be extended to a maximum of 3 days.  If required the customer administrator can extend after 24 hours again (to keep a 3 day window open, it takes action rather than inaction). ... Afficher plus

We love having the Business Unit option in HubSpot as it allows us to separate a subsidiary unit, however it would be great to be able to assign Users to these. This would allow us to clearly see which account/unit a User is against and possibly restrict access accordingly. Future reporting on specific Business Units would become beneficial especially if there are multiple units.   ... Afficher plus