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It would be very useful to be able to filter the Contact list by being able to add in any Company properties as filterable fields. Really, it would be useful to filter by any Associated item's fields in the lists. If I'm looking at Activities, I would like to be able to create filters that include Contact and Company properties, if I'm in Deals, I should be able to add Contact and Company property filters, etc. As an example, frequently, my interest in identifiying specific contacts has a company property dependant component to it. The reason being, our firm has to have agreements to sell each of our products individually with every Company, so each Company may have a different arrangement of products we can sell to them. If I want to see which of my Contacts are at a Firm where we have an agreement to sell Widget A, I have to first download the all Contacts list and then the All Companies list and cross reference them myself based on the product approval property. ... Afficher plus

While doing some routine clean-up in HubSpot I wanted to remove templates created by deactivated users. When I bulk selected templates created by the deactivated user HS indicated that some could not be deleted as they were being used in sequences. I had previously deleted all sequences owned by the user (after unenrolling any contacts - another time-consuming manual task).   So, it seems as if these deactivated users had shared some templates and I can find no easy way to see where these templates are being used in other sequences.   Can there be a way that a column could be created (similar to properties) that would indicate in how many sequences the template is being used in, with a drill down to view which shows the specific sequence? (Similar to when I view a property I can see lists and workflows they are active in.)   Thanks ... Afficher plus

When creating private content in the knowledge base, I can determine viewership through lists.  If a customer is on the list and not registered, they receive an email to register.  This is a really scary way to send a transactional email.  There have been a few times where customers have been sent a transactional email upon error.  A really terrible experience and I wish there was a stopgap asking if I am sure I want to circulate this email to "X" number of people. Its a terrible user experience and its scary to publish or delegate writing private content. ... Afficher plus

It would be nice to have a Personalize variable to use when sending Marketing Emails to Contacts in which you can dynamically insert a greeting based on the time of sending and language.   For example: If Account Language = English   06:00 - 12:00 = Good morning 12:00 - 18:00 = Good afternoon 18:00 - 00:00 = Good evening 00:00 - 06:00 = Good night    If Account Language = Dutch   06:00 - 12:00 = Goedemorgen 12:00 - 18:00 = Goedemiddag 18:00 - 00:00 = Goedenavond 00:00 - 06:00 = Goede nacht   This could make the feel of Automated Emails more personal in my opinion. ... Afficher plus

You used to be able to upload images and other files simply by dragging and dropping the selected file from an open folder to the upload box on Hubspot, this feature has been removed and now if you try to do it, it opens the image/file in a completely new tab and then when you hit 'back' you have lost any recent changes you've made.    The drag and drop feature was the most convenient and efficient as you could just choose the selected file if you already had it open in a folder, now you need to actually click 'upload file', find the correct file location and then upload it. It is slow and tedious.   Please bring back drag and drop! ... Afficher plus

It would be great if we could search for marketing emails by subject line, in addition to searching by the email name. I get frequent requests to update emails for one reason or another, yet all I have to go on to find and update the email is the subject line.   Unless the subject line and email name match (which they generally don't), it can take a very long time to find the email in question. And the more emails we create, the greater this issue will become ... Afficher plus

I'd love to be able to position the submit button above the recaptcha button on forms.  ... Afficher plus

Our telephone system runs via MS Teams, i.e. all calls to our customer hotline go through MS Teams. It would make sense to have a link to HubSpot so that we can immediately see who is calling and what information about the caller is stored in HubSpot. I can imagine that it is relatively easy to develop an interface. ... Afficher plus

Still looking for the ability to customize weighted by the deal, not by the stage.   Not every deal in stage 7 will be weighted the same way. Not every deal in forecast category "probable" will be weighted the same way.   Creating a custom value on the deal level will not be included in the forecast, therefore not helpful.   We need the probability field at the deal level that overwrites the stage probability.   ... Afficher plus