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HubSpot offers similar functionalities with restricting access to contact and deals. Having the same control over permissions to the lead object is necessary. ... Afficher plus

Hi HubSpot Community,   WHO: Companies/Organizations that may communicate with clients that have sensitive or confidential information/material that needs to be tracked, but not seen by others in the organization.   Goal: Allow multiple teams to have access to the the same contact records, but have restrictions implemented based on "Users & Teams" to restrict access to see emails from seeing them.    Example: Sales & Tech Support (two separate Teams) are able to communicate with the same contact via email, but Sales can't see Tech Support's emails and Tech Support can't see Sales' emails.   Value: This addition will allow organizations to continue to maximize HubSpot's capabilities in tracking/logging emails for organizations, while also assuring there is a layer of added security/protection.   No examples or screenshots at this moment. ... Afficher plus

As a super user of HubSpot working within a marketing agency, each time we set up a new client I have to go through the motions of the guided tutorials of "how to use HubSpot" can we add a checkbox at the user creation that disables these initial walk throughs of the platform? ... Afficher plus

So to keep users in both HubSpot and Salesforce in sync you need to match on both email and full name of the user. This is not ideal for my organization (email only or at least customizable match settings here would be better), but I can speculate as to why HubSpot set it up that way and I can work with it for now.  However, can we please at least make the user match case-insensitive? Currently, the below example will not sync these 2 users.  HubSpot User: John Smith, john.smith@test.com Salesforce User: JOHN SMITH, john.smith@test.com ... Afficher plus

I operate in a regulated industry. Outgoing communications need to be reviewed and approved by our Compliance team. We need to be able to take away the sales team's ability to create unapproved templates and sequences. ... Afficher plus

Currently, you can only do asset partitioning for marketing emails. We would love if we could also do this for sales emails. Here is our use case: Our Accounting team will periodically need to send payment reminder emails to a client including past-due notices. These (potentially embarassing) emails do not need to be seen by EVERYONE. If all emails sent by the accounting department could be "hidden" from other teams, but still be attached to the applicable contact/company/deal, it would greatly help our workflow and communication. ... Afficher plus

Exclua ou desabilite quaisquer contas inativas após um período de 45 dias de inatividade, onde for suportado. ... Afficher plus

As a super admin I want to restrict users from seeing unassigned emails. They do not need to see my emails, other emails etc. The only way to do that is to have that user turn that off, but they can simply turn it back on. Trying to override their permissions so they cannot turn that on. Support said that is not an option at this time. Any ideas?  ... Afficher plus

The create user process can be improved when creating a large number of users by CSV file import.  Currently, it only accepts the email address and does not allow for the first name and last name to be set.  This basically means the import process doesn't save any time (probably takes longer) because admins still need to go into each user to set their name.  Because we need to assign users to deal property fields for individuals who may never log into the system, we can't rely on the end users to go into the system and set their own first and last name.   The import process also allows for a permission set to be assigned but it would be ideal to also be able to assign them to the teams during the import process if all the imported users will be assigned to the same team.   Lastly, we want to maintain users by API to update name preferences and create new users automatically as users come into the company.  It would be ideal if the user management API could be expanded to accommodate this. ... Afficher plus