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The ability to flag/star/favorite a contact that is fruitful would be great. Good to know what panned out well. Maybe even color coding to identify contacts that were good, not contacted, or bad etc.     ... Exibir mais

Allow us to select additional  drill down filters under media plays.  Example:  Has completed Media Play + Title: is/contains any of/etc. + (Do not restrict this to prepopulated lists, allow free text to segment like videos. OR add the ability to add a customizable category to the uploaded video) Date: within the last 90 days/ 1 day/ etc.    ... Exibir mais

Hello,    I was wondering if there was a way to send a report in Hubspot as a csv? At the moment its just a view of the report and a clickable link that takes the user to the reports section not the report itself. Be more useful if it was a csv file or some sort of excel file.   Many thanks   Marc ... Exibir mais

We use AzureAD Integration for authenticaiton. AzureAD is configured with MFA. We do not need Hubspot MFA on top of AzureAD MFA.   Please let administrators disble Hubspot MFA when they are using an SSO Integration, it is redundant and annoying to users. ... Exibir mais

You currently provide an integration between HubSpot and Clio manage. Currently it is not possible to map a field in HubSpot to the Clio Matter Property 'Practice Area'.  I know other 3rd party crm's successfully map to this CLIO field, for example, LawMatics.  It would seem that this is something HubSpot could add to their integration. ... Exibir mais

One of the way I want to define vendor companies is by number of associated companies in the deal and make a report with all deals with number of associated companies 2 or more. However there is no filter "Number of assosiated companies", it should b a very easy update, since theres already a filter "Number of associated contacts". ... Exibir mais

My company is readdressing the requirements to move between stages in HubSpot. We have several properties set up to capture information but we want to be as efficient as possible without overcomplicating each stage and overwhelming our sales team. Does anyone have any recommendations on best practices and/or example of best properties to include at each deal stage? This is how our pipeline is set up: Stage 1 (5%) -> Stage 2 (25%) -> Stage 3 (50%) -> Stage 4 (75%) -> Stage 5 (90%) -> Closed won/lost ... Exibir mais

Hello,   When creating or updating a contact list through the APIs there is no way to set the folder (attribute looks to be parentId) that the list should be created in/moved to. It would be very helpful if the lists that we generate/modify via API could include which folder the list should be in. The two APIs are:   Create API: https://legacydocs.hubspot.com/docs/methods/lists/create_list Update API: https://legacydocs.hubspot.com/docs/methods/lists/update_list   We use folders to categorize work. Without being able to specify a folder in the API, we need someone to manually find and move the list that the API creates into the correct folder, or to change the folder if the update that the API makes results in it needing to be in a different folder. The code calling the API knows which folder it should be in, so if we were able specify the folder in the API call then that would solve this for us.   Specifying a folder to put something in is a very common use case. The structure I've typically seen is either to include a folder ID or the path to the folder.    Thanks! ... Exibir mais

My weekend sales team doesn't need notifications about form submissions that happen M-F and vice versa. Please update form submission filter by form submitted on day and be able to select the different days of the week. It would be helpful to even see that on the reports to see if forms are being submitted more on the weekend than the weekdays. ... Exibir mais