Great minds think alike

Sometimes pivot tables in the HubSpot report builders are not laid out as clearly as they could be. I have also had a client desire to add color and other design elements to a report. It would be awesome to have an integration for piping HubSpot report data into Google Sheets where it could be better visually formatted.  ...read more

Need an efficient way to import budget, forecast, and goals by customer. In a bind not being able to import such data and see it live in Sales Dashboards. BIG pain point and almost considering other CRM's to combat this issue. Would love any feedback in ways to combat this issue. ...read more

Now that lists include the "Added to List Date" I would love to see this as an option in the advanced filters for contact views. I have a view that shows Private Tours but only has the added date of the last meeting booked. If I could also add the filter of added to this list in the last quarter, that would get the people I am missing because they are manually scheduled for a Private Tour, not going through the meeting tool.    Ex:  List Membership is XX and Added to List date is XX.         ...read more

Hi, I'm working on a project, and we have an option to send customers to another flow, however, I want to send customers to another flow, after they've hit a cap, for example, we're doing review emails, and once we've sent out 500 emails, we would want to redirect them to another flow, and then reset in the month :), would this be something that you could add :).   Kind regards   Abhishek ...read more

We have clients who do not want to receive our email marketing, but they want to remain on the one-to-one subscription type.   However with the "unsubscribe" link in newsletter, they only get offered unsubscribe from all communication, and on the "manage preferences", they misunderstand where to unsubscribe from, so they end up choosing all communications.   Is there any way to change this so they only unsubscribe from our marketing newsletters? Thank you ...read more

I don't use the Collaboration Sidebar and it does nothing but get in my way. Please add a feature to be able to disable it.  ...read more

Could we please get goal lines on the majority of reports.  Only being able to display revenue goals is very restricting!  Other crm software seems to have no problem providing this feature.   Thank You for your attention. ...read more

Hi team,   Submitting an idea request on behalf of a customer.  Our customer is looking at a location check-in feature like what is available on Zoho and Salesforce's apps.    We think that this will be beneficial in keeping track of their sales team's movements whenever they meet up with a new client. Could not find such a feature in our app and did not find anything too relevant on the app marketplace either so I thought I'd submit a suggestion.   Thank you! ...read more

It is important for every organization to filter their reports based on the date range (time frame). The older version of the dashboard filter had the option to filter based on the Date Range which was very useful for utilizing the dashboard. On the beta version of the dashboard filters, the Date Range filter has been sacked and we need to set the filters on each and every report on the dashboard (Doesn't make sense, we don't need to use the dashboard itself - simply stick to individual reports). 😟 Bring Back Date Range Filter on the dashboard.  ...read more