Les grands esprits se rencontrent

Request for more data on individual tracking URLs, reports for individual tracking URLs.   For example, I would like to be able to see how many clicks a specific short URL has gotten in the last month. ... Afficher plus

When creating tickets using deal workflows the tickets will associate all of the companies that are associated to the associated contacts whereas the wording on the workflow configuration makes it seem like it will only associate companies that are already associated to the enrolled record.   I.e we have a ticket with 1 associated company and 1 associated contact. The contact however has 2 associated companies. If a deal workflow is set to create a ticket and associate the deal, contact and companies to the new ticket it will associate the contact's extra company who may have nothing to do with the deal meaning we end up with additional associated companies on tickets we don't want, no primary associated company and a lot of mess to manually fix for many tickets. A new option on workflows to only associate the companies currently associated to the enrolled record would be perfect as we don't want all the other companies pulled in to the new tickets   Example workflow wording below. It states nowhere that it will also associate companies to the ticket that are also associated to the deals currently associated contacts. .   ... Afficher plus

posting on behalf of customer: caspar@quatt.io   I would like to request a way to see ALL open e-mail assigned to a user in their "assigned to me" view. It is pretty difficult to keep track of all open e-mails if users can't see them in their own view.     ... Afficher plus

I have set up a Duplicate Alert, but it sends me all duplicates across entire database, not just for records that I own, Please can you add a feature so I can get an alert just for my records? ... Afficher plus

When setting view, edit, and delete permissions for a user, currently the access levels are limited to "my contacts, team only, and all contacts".    The limitation with "Team only" permissions is that if a user is a member of multiple teams, then the contacts that they own would be visible to all of their team members, even though the access may want to be limited to the contacts that relate to that particular team.    Take this example: User A has responsibility for all contacts in Belgium and France, while User B has responsibility for contacts only in France. If User B only wanted visibility to User A's French contacts, but not Belgium, there currently isn't a way to do so.   If a French team was made and User A was a part of it, User B would be able to see the contacts owned by User A that relate to Belgium. If a team hierarchy was set with User A at a higher level (eg. All Europe) and User B was set to just France nested underneath, User B wouldn't be able to see any of the contacts.    My proposed solution to this would be to have the ability to set a property on the contact called "Team Owner" which would be a dropdown that allows users to select the team that has ownership of the record, in addition to the individual.    When setting permissions, you could then add the additional option for view, edit, and delete called "Team only (Restricted)" which would give the users access to the records owned by others on their team, but only those that also have a "Team Owner" which they are a part of.    This would create a lot more flexibility for setting access for individuals who fit in a different combination of teams, allowing them to collaborate better while also ensuring that access isn't being shared to other areas of the business which they should not have.    I mentioned the focus here to be on contacts, but this would apply to other objects such as Deals and Companies just the same.  ... Afficher plus

Scenario: We have a custom object set up for our School Contacts (called Client Contacts), and we use our main Contacts objects for teaching staff. My issue is that we only use the Meetings tool for Client Contacts, however, the form setup only allows you to map this tool against Contacts.  This means any client contacts that book a meeting with us are added to Contacts. Total nightmare in terms of Sales contacting school contacts as if they are teachers.  I imagine this gap with the Meetings tool could be affecting customers across a number of sectors. ... Afficher plus

Current Behavious:  if you edit the template after a Contact is enrolled the email or whatever step for the enrolled contact is set to whatever it was at the time of enrolling. Manually un-enrolling and re-enrolling after skipping a few steps is the only option.    There should be a system option to decide if you want to 'preserve orginal sequence' or 'divert to new sequence' - a bit like changing the points on a railroad.   For example I have a 15 step sequence that I commence at the beginning of the month and I know that in 3 weeks time I'll have a video to drop into step 10. As it stands it's a right business to unenroll and then re-enroll.   We need the flexibility to allow for dynamic creativity! ... Afficher plus

I generally like most of HubSpot, and I love that I can now use HubSpot for integrated SMS messaging. Unfortunately, inconsistently formatted phone numbers cause a big problem by severely limiting the send count (only 169 out of 5000+). I have used other CRMs that have a feature of automatically formatting a phone number on import or when entered manually, and I see that this topic was discussed here back in 2018. With the addition of integrated SMS, it would be an essential feature to have as part of HubSpot now. So, is there a timeline to add this essential feature?  ... Afficher plus

Hey HubSpot Community,   We are considering buildling out the Customer Portal in the Service Hub, but are concerned the portal does not have MFA. Any thoughts on if and when Hubspot will be adding MFA to the customer portal?   Happy Thanksgiving! ... Afficher plus