クリエイティブな才能を開花させよう

It would be super helpful to have some way of filtering contact reports    I am creating a report here to show new open leads, which I do using a contact report where lead status is open and the lifecycle stage is lead. The list populates correctly, but I noticed that the numbers are huge for open leads, especially when I sort it by contact owner. For example, there are 131 people from Company X on the list, when I only really need to see whether the first point of contact for that company is still an open lead. If more people are involved after that first person, then my team has made progress with Company X and I can focus their attention on Company Y that only appears once and has not been contacted yet.   Is there a way to filter out this list so if a company appears here more than once, I only see the first point of contact from them? And if the first point of contact is no longer an open lead, then the others from the same company should not be on this report.   So if the first person to reach out to us from Company X is no longer an open lead, the following 130 open leads from them should not be visible either. ...その他を表示

We have external partners send us referrals via email - which comes into our inbox as a ticket Unable to be through a referral form designed by us.    It would be great if we could map these incoming emails to fields in a new contact profile and automate a task.   Currenty from the incoming "ticket" we copy and paste all our fields across into a contact profile, which is time consuming, and then set a task for a team member to follow up on the contact.   ...その他を表示

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. ...その他を表示

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 🙂 ...その他を表示

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. ...その他を表示

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. ...その他を表示

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.  ...その他を表示

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. ...その他を表示

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 ...その他を表示