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I think many people could benefit from having notifications sent by text or Skype for new and existing conversations within the chatbot. I know my team isn't always logged into Hubspot and can't always be on email to constantly monitor incoming notifications from Hubspot.  ... Afficher plus

We use eSign Genie (esigngenie.com) because they offer similar functionalities to Docusign, Pandadoc and others at a competitive price. Most of what we send out are sales documents which are basically templates in which the only thing we change is contact details that are stored in Hubspot, such as customer name and email address.  It would therefore be very helpful to us if there were an integration between Hubspot and eSign Genie like those Hubspot has with similar companies like Docusign and Pandadoc. eSign Genie has an integration of this kind with Salesforce, therefore adding eGenie would also be beneficial to Hubspot and its user base, which would have  a bigger variety of electronic document platforms to choose from. ... Afficher plus

Hola, anteriormente en Hubspot versión smatphone aparecía en Más  el Resumen de las ventas o montos de Negocios Ganados por cada Vendedor, al Año, Mes y Trimestre, esto para el  equipo de ventas es muy importante y relevante pues es el Ranking de Ventas que todo CRM debiera tener. Hoy sacaron este Resumen, les pido lo repongan, para el área comercial es el indicador prioritario. Hoy se reemplazó por información para nada importante como  Notificaciones/Teclado/Identificador de llamadas, temas que no se comparan con la relevncia del Resumen de Ventas.   Gracias y saludos, Carolina. ... Afficher plus

We imported our Pipedrive contact base into Hubspot. The contact structure was registered in the old CRM differently from the Hubspot, so we had to create more email fields. Now I need to consolidate in the field: E-mail, all the e-mails of the respective contacts that we import, creating the custom fields: Secondary E-mail and Tertiary E-mail. I ask you to evaluate the possibility of creating a workflow that allows this mixture of properties. Currently the flow that has "copy the property", deletes the old data replacing it with the new one. ... Afficher plus

I would like to see the values for a custom property be the actual companies, contacts, and/or deals in our account. I think this slightly different from other ideas out there.   What I've seen in other ideas is loading options from, say, a company value, into a deal property, so that the values are the same for each and automatically uploaded without having to manually enter them. I think this already exists, which makes me think my understanding of other ideas is wrong.    An example of my idea: a deal property is called "Companies Proposed", where the load options are all companies we have created in our account. My goal is that this would enable workflows to trigger actions drawing from a company's properites that are selected in a deal property. So if deal, "Deal A" had "Company B" in "Companies Proposed" deal property, I could create a workflow that could generate emails, tasks, etc for the company owner whose company is shown in the deal property. This is beneficial when the indivudal who owns the deal doens't simultaneously own the company, and I need to send the compnay owner an alert/action item based on someone else's deal.    Going with this example, another helpful action would be that I could set a workflow to automatically upload newly created companies as load options in the deal propery values after the deal property is created. This way, I don't have to automatically create a new load option in the deal property every time someone on our team creates a new company.    Hopefully this is actually somthing new and not beating a dead horse. I appreciate all the feedback I can get.    Thank you! ... Afficher plus

It would be great to have the option to have dates in reports showing the respective calendar week and to be able to compare not the week with the previous year not only by exact dates but also by the calendar week   Example Currently: compare 1-7 January 2020 to 1-7 January 2021 Ideally also: compare calendar week 1 2020 to calendar week 1 in 2021 (regardless of exact dates) ... Afficher plus

Would be good to have the option to, restrict what modules can be used on a template. We have styled our custom modules but not the default ones, if the client uses a default one in breaks styling.  We would like to be able to say what modules can be used or just limit to theme modules? ... Afficher plus

The update that went out today 2.21.19 where salespeople have to create a new contact before just sending an email and hubspot automatically creating a new contact has caused some issues for us. It much more time consuming and we're having issues with company name auto filling.    I could eventually get used to creating a contact before sending a sequence to a new lead, but the company name auto-fills in the sequence with the full company name. Example:  "Stream.io inc" and that makes it obvious it's an autofill generated email, instead of "Stream" what the company goes by.  So then i have to go into each email in my sequence and change it, which is very time-consuming. Even when i create the new contact i enter in the company name I want to use and hubspot overrides that. see photos added "Fresh Layer Foods" hubspot overrided my company name input and did " freshlayerfoods.com ... Afficher plus

Missing Workflow automation functions like: 1) Interactive form for manual enter information (modal window) - can be very useful for Custom fields. Can be mandatory or optional for some specific Deal stages. 2) Workflows with computed custom fields ... Afficher plus