Gute Ideen sollten geteilt werden

I am taking over a lot of old company profiles from 2019 and 2020 and once I've gone through all the old material once there's no need to save all irrvelant posts ther I just want to save the most important ones.   However removing these posts is not good if for some reason I would need go back to check them later, I currently also don't have the right do delete them.     I would like a feature to be able to archive selected activites, notes, old overdue tasks for agents that quit and also contacts that has stopped working etc.  ... Mehr anzeigen

An improvement to the deal creation process would be to allow for the selection of a Default pipeline. Currently, the oldest pipeline in the portal is automatically set as the Default, which can only be changed by deleting all older pipelines. By providing the option to select a more commonly used pipeline, it would streamline the process of creating deals in the appropriate pipeline. ... Mehr anzeigen

Currently, Hubspot is able to serve a smart CTA at first-touch by geo e.g. the country of the user but it would be great if we could serve dynamic CTAs to our traffic based on their state. I think this would require IP config but would be a huge value to our business which has very different markets depending on which state were targeting.  ... Mehr anzeigen

I am the marketing and sales manager for a real estate company. I have been tasked with automating the deal pipeline.   We want our deal pipeline workflows to trigger based on things like the listing date, under contract date, inspection period end date, and closing date. Of course, these dates are different for each deal so it is very difficult to trigger automations based on unique dates for each one.   It would be very powerful to have delay automations that could wait until the date in the specific contact/deal property is upcoming or has passed so we could send relevant emails and move forward deal stages automatically.   ... Mehr anzeigen

I find that I get severely sidetracked when I use the tasks on the Tasks page. I click the task, then click usually into contact or the deal, then review my notes and previous communications, then make my call or fulfill my to do, but then I feel a lot of distance between that task and the other tasks. I don't just barrel through the rest of them efficiently like a task terminator which I feel like I could be.   What I think would be great is after a task is created and properly associated with a Contact, Company, or Deal - that within the Tasks View (Top Menu: Sales > Tasks) that when I click a task and the pop-out shoots out from the right side of the page, I would like to see included in that pop-out (at the bottom, probably) a distilled activity feed showing previous Notes, Emails, and Calls. It would just make the flow so much easier to go from task to task and stay on that Tasks page. ... Mehr anzeigen

Hello team HubSpot, We're using the Azure SSO and users are having issues with the sign in. To give you a background, we somehow have four HubSpot Enterprise applications registered under Azure. This isn’t the the best practice and I want to get rid of this. I enabled SSO on one of the app and decided to disable other three apps. As a result some of the users got effected and faced issues doing sign in and disconnection of inbox and calendar. My concern is could please link all hubspot services to the one app where we are using SSO and unassociated all the other apps . ... Mehr anzeigen

I would like to "mask" my Florida phone number to reflect a Massachusetts phone number when calling potential customers via HubSpot. I make calls via HubSpot browser. The customers see a Florida number. I would like the customer to see a Massachusetts number instead; "masking" my Florida number with a Massachusetts number when calling through HubSpot. ... Mehr anzeigen

Hey all! I know this integration used to be supported by PieSync but isn't yet part of Ops Hub. Looking to see when this may be added. ... Mehr anzeigen

I've had a contact that due to certain reasons had to be pushed back in the workflow, however, my only option was to unenroll that contact and start from the beginning or continue with the automation, however, none of these options were viable, as 1) you do not want to bombard with same emails as previously and 2) the rest of the emails and their timings would make no sense.   Therefore, it'd be great if somehow you could choose a contact and just move them to a specific workflow stage.   ... Mehr anzeigen