Great minds think alike

Especially in German-speaking countries, it would make sense to be able to set in forms that they are only sent if they do not contain any umlauts. This would help with further data processing, as umlauts are usually not recorded correctly. ...read more

Would be cool to have the column headers of a Deal & Ticket could represent the values in a property such as Application Status {New, Reviewing, Approved, Rejected}   Therefore customer who submits a form, would be given the value of "New" and a Deal or Ticket would be created, in the New Column. An administrator could drag and drop that ticket into "Approved" Column updating the customer value to "Approved" Then, automation begins. **Otherwise, you have to do it via lists, or on the customer profile. ...read more

Absent any field logic of the IF or CASE type, I use workflow to bin numerical information. For instance, if employee count is between 500 and 1000, set the company size to "large".   I would like to be able to set the workflow to run whenever the field "employee count" is updated after "company size" but unfortunately this can only happen once because re-enrollment based on number or date properties is not allowed. ...read more

Hello!   We recently cleaned up our deal pipeline and deleted a bunch of deals.   After that, we wanted to create a list of contacts that had deals associated in the past. For this, I tried using the "first deal created date" property, but it seems like this gets cleared when you delete the deal.   Would be great to keep at least some information about deals on the contact record, even when it has been deleted.    Thanks! Tim ...read more

It would be great if I were the one choosing the hubs.ly link in a SoMe post, and not having HubSpot automatically doing it for me. I often have to use the UTM content parameter and having to add the post to a HubSpot campaign, which is impossible to do at the same time atm. ...read more

I think that the merging feature should include moving all the TAGS from both contact records.  The reason for my breakout here is that when I merge records it may have been entered by two employees with two different emails.  They may have met the client at different events that we have tagged and we dont want to lose that we met them at both events.  Currently the tags are only saved for the primary contact.  But I think the merge should include all tag history. ...read more

Suggestion:  I know users can reorder the sections in Contact and Company records within their own view.  However, I'd like to be able to set the following sections in a specific order as a "global view" for all users as a default setting:   Company Record About this company Contact Record About this contact Website Activity The reason is that we have created custom sections with information that our company would prioritize ahead of these sections.  I'm surprised the order cannot already be set as the default view.  Is this possbily already being considered?   ...read more

Meetings need to have some more analytical data in-app. I know I can create GTM tags to track in GA but if I want, I should be able to go into HubSpot and see when, who, etc., scheduled a meeting. As of right now, the limited information provided is a little underwhelming. ...read more

I will need to manually close both the conversation and the ticket. There has to be a way to simultaneously close both.  ...read more