クリエイティブな才能を開花させよう

BSoulek · ‎3 14, 2022

It would be nice if we could 'cancel' a payment link as opposed to 'deleting' it. This way we could keep a record of all our payment links, past a present.

serlim · ‎3 14, 2022

Hi team! I worked with a customer today with a specific use case for removing the Deal Stage property from the Deal creation form. Essentially, all their deals in a certain pipeline should be created in a specific stage, hence they would benefit from the following: 1. Remove all other deal stage values from the specific pipeline at the deal creation stage; this is to prevent users from selecting the 'wrong' stages 2. Not have the deal stage be a required property to be filled in at the deal creation stage. It's a pretty unique use case but I am thinking some of our customers might benefit with more flexbility with regard to this 🙂

JOsborn · ‎7 18, 2021

I would find a list of favourite contacts that I can access from the mobile app extremely useful. I normally ring the same handful of contacts constantly and being able to access them faster from the mobile app would streamline my work.

MW111 · ‎6 19, 2023

Today users have the ability to request seats (such as sales hub) from Hubspot UI if they don't have one assigned to them. This cannot be disabled by admins, which causes logistical issues for admins and confusion for users.

JParker6 · ‎7 25, 2022

I would like to add an Event type of Business Card Scanner. I want to associate the card with an event. and I would like to associate the AE who is in that territory to notify them that a new contact has been created.

ATse · ‎6 19, 2023

We need count of calls on our deal records. It's unfortunate that this will not work on a company level because a lot of times we call on the company phone number. It's unfortunate that you need some kind of call extension application for this to work as well. We want to be able to see the average count of calls for deals, which is just getting the count of activities / count of deals filtered to activity type 'call'. It's frustrating that this simple calculation is not possible at all innately.

samisund · ‎5 10, 2017

Hi! I faced interesting problem this week: I would like to have email notification everytime when the deal stage is changed to "Closed Won" or "Closed Lost". The problem is that email should contain the name of the deal, associated company, contact details and the amount of the deal. The best solution would be to create task for the deal automaticly and assign that for me. So I suggest that Hubspot add a feature to create workflows for deals too.

SRYBKA · ‎12 22, 2022

Hello, We are limited in pivot tables to add more than 4 rows. This is extremely restrictive to build complete dashboards. It would be really important to let us add more rows. 🙏🏻 For example, I am not able to create this entire table, even though it is basic information... Need your help please 🙏🏻

cjkappen · ‎6 4, 2020

Our clients love the simplicity and depth of the new drag and drop email builder. That said, we can only save official email "templates" within the HubSpot portal if we use the older custom builder. This creates an issue when we're trying to set up a portal with re-usable templates that don't take advantage of the new, easier to use drag and drop builder. It'd be great if HubSpot would do two things: Allow users to save drag and drop emails as re-usable templates in the email gallery Allow users to convert custom built emails from the custom builder into drag and drop builder. At the very least maybe allow developer to desginate areas within a custom email to allow for drag and drop functionality. Thank you!

JesusK · ‎12 22, 2022

As a marketing automation administrator, I want to be able to configure the order/ rank of certain wofklows and set them to highest, so that they can handle internal data housekeeping and enable me to run automated emails faster, at scale. Here is the challenge. We receive contacts into Hubspot CRM from our product-app. These come with different 'user types' and as such not all are eligible to be "marketing contacts". We have set a workflow to change the needed ones into marketing contact (lets call this workflow A) Meanwhile, we have a number of workflows that send automated emails to our user/contacts (lets call these workflow B. C, etc.). However, workflow A runs after workflow B, and as a result the emails never get sent to the users/contacts. This is because HS sees them (the contacts) still as non-marketing (because of delay). it would be helpful to put a priority in certain workflows which are for internal data management. I am aware that a workaround would be to add a delay in workflow B, however, this doesn't help. in our usecase, any delay more than 10-30seconds means we lose the timelines from the user (ie these automated emails are based on user behavior and emails need to be very timely).

クリエイティブな才能を開花させよう

Payment Links (Cancel vs Delete)

Remove required deal stage property from deal creation form

Favorite contacts

Option to Disable Paid Seat Requests

Event type of Business Card Scanner & Assign a AE

Re: [Guide] How to add count of calls in Contacts & Deals

Workflows for Deals - Email notification of Deal Stage change

Add more than 4 rows in pivot table

Save Drag and Drop Emails as Custom Templates

ability to set how certain workflows run, ie which have priority (before others)

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