Les grands esprits se rencontrent

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. ... Afficher plus

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 ... Afficher plus

Please allow fieldtype OWNER along with type enumeration, without any options in both batch and single create property API. ... Afficher plus

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!! ... Afficher plus

Can we restrict editing permissions access to any companies, but still allow editing access for contacts? ... Afficher plus

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.) ... Afficher plus

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. ... Afficher plus

Simple. Make it possible to edit users firstname, lastname, email (if the user is associated with a lot of current records we do not want to create a new user if the email changes) or user picture, users phone numbers, user language and datenumber format from an super admin account. ... Afficher plus

There is currently no way in HubSpot to delegate the super admin ability to customize the property view in the left sidebar for records like contacts and companies.   One of my colleagues has been tasked with helping with some admin-related tasks, including creating customized team views of the properties in the left sidebar of a record view. Even though I gave them full access to the CRM, it seems that the only way that they can make changes to the left sidebar is by granting them full super admin access.   My teammate doesn't need full super admin access, nor should they have it, for their everyday work. The screenshot below shows the specific area that they wish to have access to without any need to account or user settings or anything else related to super admin access.     Rather than having to ask a super admin to make left sidebar changes or grant full super admin access to someone that doesn't need it, we should be able to simply grant access in the Users settings, as shown below.     ... Afficher plus