Great minds think alike

I'm looking to create a report on traffic to our blog filtered on blog tags, but it doesn't seem like blog tags are a data source in HubSpot.    ...read more

Recocmiendo agregar un plugin para registrar los pagos recibidos de mis cliente de mis contactos en mi base de datos sin tener que agregar un negocio contemplando que mis clientes no son empresariales sino fisicos y con eso ver mis graficos de pagos recibidos etcetera, que opinan al respecto? ...read more

hi team, posting on behalf of my customer:    We would like to see a column added to the Quotes Dashboard labelled "Quote piad date", as illustrated in the screenshot attached.  This will enable users to be able to view when a quote was paid  in the Quotes dashboard and in a centralised location as opposed to having to go into each invidivual deal to check the associated quote card. thank you!    ...read more

We have a set of standard rates we have loaded for creating quotes. This works for most companies / clients that are on our standard rates.   However, some customers have their own negotiated rates. To accommodate this, we currently have to manually adjust rates for such clients when we do a quote. Thus, we have to refer to a spreadsheet to check their unique rates and make the adjustments in each quote.   It would be good if we could have an easier way to pre-load rates and associate to a customer.  i.e. when I 'create a quote' in a sales record that already has a 'company' associated to it , the quote will pick up the specific pre-assigned rates for that 'company'. This would mean no need to refer to an excel sheet and make manual adjustments.    We could just create new line items for each individual rate by 'company' but that has other implications. ...read more

Hi team! Just wanted to raise this feature for a customer. Currently, for HubSpot forms, we need to manually add the user's email into settings for them to receive notifications. This is a problem when: -Company has a lot of forms - User leaves the company There is no simple way to see if the user's email is still being set to receive form notifications other than heading into each form separately. We need to have a "form overview" page for the above, thanks! ...read more

When one of our staff members calls out sick or on emergency leave, we would like to have a way to prevent them from getting any more meetings scheduled for that day.   We used to use Calendly, and there was a way to change one person's availability to simply be unavailable for any specific date you choose. This then prevents customers from booking a meeting with them through any round-robin or one-on-one link, all in one go. I haven't found anything similar for HubSpot Meetings.   It looks like you could: 1. Go through each of the staff member's one-on-one scheduling pages, set them to a specific date range rather than a number of rolling weeks, and make sure today is not included in that date range. 2. Remove them from all round-robin events temporarily. But, that's messy and cumbersome and runs the risk of forgetting to put everything back to normal later.   The best solution seems to be for the staff member to put an out-of-office/busy block on their calendar itself, which should work fine for most circumstances. But if someone is, say, without internet access for some reason, they may not be able to do this, and we'd like to have a backup plan within HubSpot.  ...read more

Most (if not all) of our customers use Outlook including the calendar to manage their schedule.   I'd like there to be some way for for our customers using bookings to download a .ics file with meeting information so they may add it to their calandar.   Example: ...read more

Our company would like to be able to move the Associated Company and Associated Contact fields to the top when creating a ticket.  The first thing we ask a customer when they call in for support, is what company are you with and what is your name.  We have to scroll all the way down to the bottom of the create ticket section before those fields appear. It would be very helpful if we could move those fields to be the first two fields when creating a new ticket. ...read more

The social media management tool is great, but I would love to be able to update all social media platforms when I make changes to one of them. I am unable to see the same changes on all of my posts when I change something on one of them.  ...read more