Les grands esprits se rencontrent

It would be great if you could add a landline an account to utilize the calling features. That way an incoming call to customers reflects that the company is calling on caller ID and not a random wireless caller. Also employees don't need to use their personal phone number.   ... Afficher plus

The "name" column should have the option to be frozen, along with the title row so that when scrolling through the data, the campaign names and the column names are always in sight. Currently when scrolling through the data, and there are a lot of campaigns to review, the "name" column and the title row disappear. Considering how long HubSpot has been around, this basic design option should have been implemented from the beginning. The only current way to see all the data properly is to download it. Can this be improved? ... Afficher plus

Our sales team was used to the former contact visualization in Business. This means, when clicking in show more, the contacts would appear in the same business page and we were able to scroll down with visual of the contact's company position.  Now, when clicking in "show more", we are redirected to the contact list filtered by company. This was the way the contacts were display in Company, but not in Business. This is very unefficient since we have to click and go contact by contact to be able to find a specific lead and it's position since we no longer have the full vision of the contacts in Business. This has affected our teams daily work, making it more unefficient and time consuming.  ... Afficher plus

Hello, dear hubspots, how about adding a switch to quickly deactivate modules? This makes it easy to take temporarily unused modules offline. Without having to "rebuild" them later. Potential positions can be at (1) or (2) - see screenshot below.   ... Afficher plus

It would be useful if when we create a list that is comprised of multiple Groups, there was a way to optionally name/label each group. Some of our lists are very complex and it's not super-apparent to everyone exactly which segment we're trying to target with all the filters so errors or duplication can creep in. Naming each group would help us say "2022 bookers", "Netball clubs within 50 miles" etc.   ... Afficher plus

It would be good to be able to use the filter options grayed out below in workflows of calculated properties.   Use case:   Company pages can have multiple different custom object Xs associated. A company's associations to X often use the same association label. Some X and company associations are 1-1, others are 1 (x)-many (companies). Company information needs to be copied to X upon association.   1st workflow (company based). Trigger, # of associated Xs is known. The company info is intitially copied on restricted properties in X via a company workflow for all associated Xs using the same association label. 2nd workflow (custom object-based) Trigger: Trigger property is known. (Property set by associated company as it completes workflow 1.) Ideally, the second workflow would only enroll an object X if number of associated companies was updated in the past day. Instead, it runs on all associated Xs of the company and the workflow requires filtering that isn't always as intuitive as filtering at the start would be. Repeated unnecessary enrollments can also affect reporting and cause end user frustration when trying to view workflow history in the activity feed.   The info is filtered and moved out of the restricted properties and into visible properties.* *Direct copy into the visible properties is not done because associations are 1 (x)-many (companies), so format data is used before updating the property. ... Afficher plus

As a knowledge base article writer, I want to be able to change the "default" access controls for a knowledge base article - so that I can't accidently publish an article that is meant to be for internal lists only to all users.   It would be great to be able to set the access controls based off the category you assign the article to instead of on each article. ... Afficher plus

Hello!   When I type a date into a date picker field and tab out of it into the next field, the date picker pop up box stays open. If I'm going from one date field to another, another pop up box opens up for each field. I don't like having to switch from keyboard to mouse any more than necessary. Having to click somewhere else on the screen to get rid of the pop ups is only slightly annoying, but it happens so many times in my day that it turns a slight annoyance into a large aggrivation. 🙂    I know it's not a huge deal or anything, but maybe nobody's ever brought it up before and maybe there's a really easy fix? Like just set the pop up to go away when you tab out of that field?   Thanks! ... Afficher plus

The current process for sending HubSpot form conversions for an event, directly into Zoom Webinar, is great. However, it's very limited due to the fact that it can only send First Name, Last Name and Email. If the HubSpot form contains any further required fields, the workflow to add them as a Registrant within Zoom, fails.    Would be great to consider improving this, as this integration would be incredibly smooth and easy for all those using HubSpot and Zoom. The goal is for all marketing activity, including event registration, to sit within HubSpot. This also means that my team are also able to track the success of the marketing campaign for such event better, as it will all be tracked within HubSpot.  ... Afficher plus