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Ok so yes, +90% of those who want/need Hubspot Starter & Professional SALES plans already meet the minimum amount of users required to purchase the plan (2 & 5 users respectively)   But what about those of us that don't meet this requirement and for some reason want/need features that are only available on the Startes & Professional plans!? Why can't we purchase it??   I find it quite irrational... And most CRM's seem to think likewise! Want to upgrade plan? Go ahead! We're more than happy...    And yes, most of the (team) features on your paid plans I won't use... But there are a few, that I really want/need, and yet I can't get them simply because there's a barrier called minimum users! If I want to pay $50 or $85usd for a license that I will underuse, that should be my problem. And you guys will still happily profit from my decision.   There might be more reasons to this (decision of yours), but the only two responses I got from your CS team were: "It's not possible" and "Tell me your needs"    Why can I do this on Pipedrive, Zendesk, Salesmate (etc) and not here? Those guys charge on a per user basis with no user minimum required.   Hope you could reconsider 🙂 ... Exibir mais

We have complicated account assignments and sales territories. To manage them I have created active lists with domain name criteria for named accounts, plus assigned geography, minus anything owned by another person. Now I need to use these lists to automate incoming lead assignment.   The ability to use active lists to trigger enrollment is necessary. ... Exibir mais

We are having a major issue sorting through attachments because it will only show the first 20 or so characters for the file name. PLEASE show the entire name of the file, or at least increase the viewing characters. We can't change the file name or serach for the file (also would be great to be able to do either of these). When we have a client that has multiple attachments (like 20+) this becomes an admin nightmare. ... Exibir mais

Any email in or out automatically create a new contact within Hubspot. I spend up to half an hour once a week going through and deleting the same contacts over and over because there is no way to stop them from being recreated. We don't need a lot of our actual business contacts listed as Hubspot contacts, only clients. But there is no way to stop, say, our IT contact from being readded back into Hubspot every time anyone emails him. He is not a client. He should not be in Hubspot, but there is no way to stop a contact from being created for him everytime he's communicated with.  ... Exibir mais

We use several software platforms accross our company.. the sinuet of our platforms is Power BI which we use to complie data from the separate platforms to generate a variatey of reports / dashboards. It would be excellent to be able to embed these reports on the hubspot dashboard or reporting pages so that our users stick to one platform instead of hoping to other platforms to gather the data and graphical information they need. ... Exibir mais

The following features are missing when you are posting on LinkedIn through Hubspot: tagging a person - you can only tag a company page from hubspot. You can tag people as well directly on Linkedin. For example, I want to share a blog and I want to mention the author. I can't do that on Hubspot. I have to do it on LinkedIn. Posting a video - You can't add a thumbnail or video title while posting from Hubspot whereas you can do that on LinkedIn. Hope these issues are resolved. ... Exibir mais

Hello,   Today I spoke with an agent to better understand the differences between 1. editing the forms URL like this article suggests: https://knowledge.hubspot.com/forms/can-i-auto-populate-form-fields-through-a-query-string#copy-the-property-s-internal-name OR 2. by going to "options" in a form's editing screen and turning the pre-populate toggle on.   My company wants a form to pre-populate with a contact's personalization tokens, even if a contact has not yet visitied the website or filled out a form. In order to achieve this, we could not use the second method described above, as a contact who has not yet visited the website would not have any cookies to pre-populate the form. The first option would allow for this to work, but each URL would need to be customized seperately for each different contact that is using the form, in order for it to autopopulate.    In the future, it would be great if it were possible to have a form that can pre-fill with a contacts personalization tokens, without the use of cookies. If we already have a person's contact information, then there should be a way to do this, I would think! This would be very helpful for us!   Thank you!   Amy ... Exibir mais

Hi Team,    Submitting this on behalf of the customer.  The customer noticed that the eCommerce products synced from the integration are not editable. They have instances that they need to use the same items in their quotes/line items and they'd not want to import the same items which will look like duplicates.     I understand making it editable might cause the syncing to stop working especially if the items were edited and not properly synced back or affect existing deal information. However, they would like to see if we can make the same synced products editable/usable in other quotes that they're creating in the future.  ... Exibir mais

A new public beta enables you to sync custom objects from Salesforce into HubSpot. With this new Salesforce integration feature, you can seamlessly set up a new custom object sync and start pulling records into HubSpot. With every custom object sync, you will also have sync features out of the box: sync settings, customizable field mappings, and sync health.   This beta is available for enterprise customers. Please contact your CSM to gain access. ... Exibir mais