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We just started using conversations inboxes in May 2022. We have one inbox for Orders and one inbox for Support. We are noticing the email activity from a conversation is being associated to the conversation's contact, associated company and more than just 5 open deals in some cases. We would like to have the ability to unassociate or associate the conversation to whichever objects we choose. Right now there is no option to do so (not including the ability to connect 1 ticket). Every other object's (Contacts, Companies, Deals, Tickets) activities allow for this flexibility. Please make it the same for conversations.     ... Afficher plus

im in sales team - better follow up i would like change default task to calendar choice instead of pre loaded options ie: 3 days, 1 week etc I want to choose custom date as often client task will be on a specific day when im chatting with them ... Afficher plus

It would be very helpful to have the ability to edit "Associate ticket with" fields on the "Create Ticket" form. Its a catch 22 having these fields, sometimes its nice and in our instanse of how we use tickets, this info is not useful. Having the ability to turn this field off is highly recomended!  ... Afficher plus

Please bring back the option to have NO lifecycle stage forced in a form. This is horrible and causes many issues. We have customers, MQL, and SQL all fill out the same forms sometimes and to force a Customer as a SQL is wrong. Then to fix it all by workflows create a mess of workflows  ... Afficher plus

The current quote functionality requires a signature before payment; however, we'd love the ability to reorder this and require payment before signature.   If you could add the ability to simply reorder the two steps, that'd be great!   Thank you. ... Afficher plus

In the Gmail Sales extension, a contact who is logged to but not a recipient in an email thread disappears from default logging options on the third email in the thread.   Given that the second email in the thread DOES log to the contact record, the third email in the thread should also log to the contact record, even if that contact is not among the email recipients.   Here is our use case: As a manufacturer's rep agency, our sales reps sometimes need to confirm with the manufacturer that it's OK to work with a lead that comes to our website.   So the first step after new lead Joe submits a contact form on our website is a sales rep sends an email to sales manager Jane. That email to Jane needs to be logged to Joe's contact record since it's ABOUT him, but Joe is not copied on the email.   Jane replies to our sales rep yes or no on working this contact, and that reply is automatically logged to both Jane's and Joe's contact records in HubSpot. Even though Joe is not copied on this email from Jane, the reply is logged to his contact record as expected. So far, so good.   Our sales rep replies to Jane's reply to provide more details, and here's where the issue happens. Joe the new lead is no longer an option in the default logging options in the Gmail extension, even though this is the third email in a thread where he's been logged to. The result is that the third email in a thread typically does not get logged to Joe's contact record.   This means that if a sales rep goes to Joe Lead's contact record, the most recent correspondence is not visible. The sales rep looks at the contact's timeline and assumes they need to reply to the sales manager when in fact that email has already been sent.   A fix for this issue would be greatly appreciated. Thank you for your consideration. ... Afficher plus

Dear Hubspot - we love being able to edit Deal and Contact properties on the fly via mobile.  A big part of our Hubspot buildout uses the custom object builder.  It sounds like you can editvia mobile for Android, but not iOS, which is view only.  Can we show some love to the iPhone users out there?? ... Afficher plus

Are we the only company that doesn't want to lose the Legacy Quote styles? The new styles, even when editing column width, smash up our product descriptions and once downloaded to pdf, turn a 2-3 page quote into a 5-8 page book! How about editing or cloning a quote? Where did that go. We are often asked to update a quote with an option or another product. Instead of a simple edit process, we have to start from scratch. This takes way too long. Anybody agree? Hey Hubspot, there's an old saying that REALLY applies here: If it ain't broke, don't try to fix it!   ... Afficher plus

Right now, HubSpot Insights will only input state by Single Line Text option (not dropdown). It would be helpful if it was able to match the state abbreviation if the list already exists. Right now, we have to manually assign the state because we use drop down, not single line text to ensure proper state names are entered.     ... Afficher plus