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For compliance reasons, it is required to log annual meetings with customers. To integrate this into the CRM using workflows, a meeting log date is required as a starting point. This way, a notification can be sent after x time to schedule a new required appointment. For now, there is no option to base the workflow on a meeting log variable. I would like to see an option to set up a workflow based on the meeting date in order to stay in compliance. ... Exibir mais

One feature I miss for my business is having different types of contact 'templates' with associated properties. To keep it clear and organized, it would be nice to have some kind of dynamic properties based on the type of contact so that only the information relevant to that contact type is shown.    In our case, customers have many more properties than leads, so the contact page of leads has a long list of irrelevant properties. If the contact type determines the shown properties would make everything tidier and easier to work with. Having dynamic properties or different contact templates would save a lot of effort for the CRM efforts and for the sales team. ... Exibir mais

It would be very helpful if you could set up a workflow that would email a specific email address a chat bot conversation.    I have a chat bot set up and it includes 5 questions. Right now i get an email telling me to go into the hubspot account to see the chat bot answers. But it would be much better if I could see all the answers in an email that I could easily forward to a sales person to follow up.    Or if i could also reply to the chat bot notification email and it would go straight to the reader (and be saved in the readers account).  ... Exibir mais

It'd be helpful to have a date field that updates ONLY when the contact initiates an action, eg form submission, FaceBook Messenger reply, email response, etc. This makes sorting through leads more relevant, as it's not just create date (where you'd miss out on existing contacts that re-submitted a form or messed in) or last modified date (which includes company-initiated activities that may not generate a response and would just add more noise when sorting through contacts). ... Exibir mais

BIG PICTURE: We would like a way to reassign a contact owner if the contact owner is KNOWN and the contact owner is INACTIVE. Currently, we would have to manually select all of our 'inactive' users to create this filter.   It would be nice to have a single 'inactive' group to filter by inside of the contact properties in workflows and reports. ... Exibir mais

Need the ability to save photos/screenshots from a phone (iPhone, in my case) and desktop to a contact and deal without the photo being distorted. Currently, I can scan a document or photo using my scanner, save it as a JPEG after reducing the file size, then add it as a photo to a note within a deal. This is not efficient for those of us in the field though.  The goal would be as a user scrolls through the contact/deal activity, everyone could see the photo without having to hunt it down in the attachments. Having every member of our team appropriately name a photo before attaching it to a contact/deal is proving to be more difficult than I anticipated.      ... Exibir mais

In the recent update, the 3 columns on the contact were changed to be static and can no longer be changed or minimized. Please make the columns adjustable, or return the option to minimize the column on the far right side.  The current layout crowds the activity feed in the center column. ... Exibir mais

Due to another integration, our products had to be setup in QuickBooks Online with the SKU in the Name field.  We were hoping there was a way for HubSpot's Name field to look at the Sales Decription field in QuickBooks online instead when doing the matching during invoice creation.  I was advised by HubSpot support that the field mappings between HubSpot and QuickBooks cannot be customized.  Yet.  This would be so helpful as we want to create our invoices in HubSpot and the products to be able to match/flow correctly to QuickBooks. ... Exibir mais

Hi,   I am new to HubSpot and have been in the process of uploading new contacts and companies. While doing this I found that after I uploaded a file I did something wrong or realized I wanted to add additional fields to track the contacts/companies so I deleted and started over. What I have no found is that my company and contact ID numbers for HubSpot are now 11 numbers long.   Could you please think about adding the ability to reset the IDs back to 0 when the account is completely void of contacts and companies or the ability to to create a field for ID so we can create are own to match the ID of another platform we may be using?   THANK YOU ... Exibir mais