クリエイティブな才能を開花させよう

Please open up the sync functionality with Dynamics 365 so that Contacts from Hubspot with a Lifecycle Stage of "Marketing Qualified Lead" can sync to Leads in Dynamics. We qualify to MQL within HubSpot and then handoff those contacts to Sales (in Dynamics). I'm not sure why you'd handoff a Subscriber or Lead before qualifying?   We are stuck without a solution for this until the functionality is updated, as most third party services have shut down their solutions due to the growth of Operations Hub.  ...その他を表示

It would be beneficial to have required properties per Deal Stage. This way users would not be able to move a Deal along before filling out the necessary information.   Currently, HubSpot can prompt users to update a property when moving Stages. This doesn't necessarily make certain properties required, but it can make an update of those properties required. Therefore, regardless of whether or not a property is already known, users are prompted to update a field during a specific Stage.    Ex: We want the Deal Type property to be known before moving beyond the Quoted Stage. Sometimes users will select the Deal Type during the Open Stage. In this case, users would be required to update this field later on, when moving from Quoted to Closed. This is because the Deal Type wasn't updated during the Quoted Stage. ...その他を表示

Please make the links to Reschedule or Cancel meetings actual hyperlinks instead of including the full link in the email. ...その他を表示

Hello We use Custom Objects for our business but there are a few down falls about this and its mostly because we are unable to use HubSpot built properties that are normally included in other Objects like Contact. We would like to see properties such as: No. of times contacted No. of Sales Activities    This will help us see the amount of contact made via our custom object   ...その他を表示

Once a playbook is completed can you please hide it from View!    It would be useful if playbook filtering were two fold 1. when to reccomend 2. when to hide.      ...その他を表示

The live chat tool is great for myself and the support team, and as part of this, it's often helpful for us to send screenshots or GIFs to our customers so they can see what we mean in real time.    Of course, the live chat window is quite small, so often these images need to be expanded. I can do this easily by right-clicking on the image and opening it in a new tab.   A lot of our customers are not so technically-inclined, so it would be great if they could just click on the photo/GIF and an enlarged version would automatically open in a new tab. If there would be an option to switch this (or something similar) on when you are setting up the live chat, or perhaps by default, this would be much appreciated!   Thanks 🙂  ...その他を表示

Hi - Now while this sounds rather esoteric, hear me out. 🙂 When a user designs marketing email templates, but then leaves the company, unless someone else goes in and changes that template (trivially), the departed colleague continues an existence within the system, even though they have been deactivated.   It looks like they continue to send marketing emails, resulting in calls from concerned colleagues wondering why this is so. My idea is that for such high visibility ownership, HubSpot replaces the departed colleague with "deactivated user", much like when someone is removed from HubSpot entirely. This would remove any suspicion someone still might have access to a system they aren't to have access to anymore, but without losing the information associated with that departed user elsewhere in the system.   And yes, I can go in and make a trivial change to revert ownership to me, but I hate the idea of making changes in a running system... ...その他を表示

When installing the Teams app in HubSpot, the online instructions (full install) read "If you are the user who installed the integration, you can restrict which teams HubSpot users are able to view by selecting the Show checkbox." (Turn on visibility for newly created teams by default checkbox).   If the HubSpot user who installed the integration leaves the company, my understanding (from HubSpot Support, ticket #12777179) is that the only remedy is to uninstall and reinstall the integration. This would not only disrupt communications but simply perpetuate the issue with a different user.    My suggestion is to allow any Super Admin (with the appropriate Teams Global Admin rights) to make changes. There should never be a global account setting that only one specific person can change.    Thanks. ...その他を表示

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!  ...その他を表示