Grandes mentes pensam igual

Would love to be able to customise the Related Companies cards (for example, to add the field 'lifecycle stage' or similar)  ... Exibir mais

Hello, I'm having some limitations with downloading the data from a form. When I go to Marketing -> Leads -> Forms and then click on the form I'm interested in, I get different views of the data. If I scroll down, I find a view where I can see the source of the form. But when I try to download that and get the information of the people who filled that form, it's not possible.  ... Exibir mais

I want to direct people in our live chat to our support form if no one is available but currently I cannot hyper link the support form URL, I have to leave it as a URL which does not look as nice as hyperlinking the words support form. ... Exibir mais

I would be nice to have a list of the personalization tokens that are used by an automated email. I frequently edit emails just to verify the tokens are correct, and locating them all can be tedious.   Workflow review has a similar feature:   ... Exibir mais

Hi HubSpot team, Got a requirement from business that we need to explore if a change management process  is possible  on HubSpot which should have options to set up multiple approvers and there should be an auto creation of a task/request once the request have got all the required approvals. For example if a person from any team needs to perform any change in the company that may impact business that he should have any ways to raise a request through somewhere in hubspot ( like a web form or something else) which should have complete details of the change request ( like date, time, Total Duration of the change & the services impacted etc) and once the form is submitted, it should trigger a notification to his manager and if his manager needs a further approval from his manager, then it should trigger the same process for him as well and finally once it has all the approvals, a task should be generated for the requester for the same. Just want to know if there is way to achieve that kind of process in HubSpot or any workarounds? Thank you. Rohit ... Exibir mais

I would like to create a process playbook and link this to a recurring task. Currently you can only run a playbook from the account level and since it is a pop-up there is no URL to copy and past into a recurring task. It would be great to be able to copy the playbook that you want to use for a recurring task like a weekly or monthly health check audit. Thanks ... Exibir mais

Pre-view pipeline automations/triggers before moving a deal into a stage.  Feature can be for users with access to move items in pipeline. Goal is to be aware of triggers / automations prior to moving deal and to see if criteria is met to move deal OR gain an idea of what is next. This will help team members who are either new to the pipeline or be an aid to those seasoned in the pipeline. AKA allow a clear picture of pipeline.   ... Exibir mais

As a sales rep I want to prioritize my work based on the overall priority ranking of a deal. Hence, when I create a task it would be convenient if you would Automatically assign task priority with same priority as the associated deal's priority.   This will help me prioritize work more effectively and in the end be more successful. ... Exibir mais

To give some context on the request, our sales team has a form that they have to fill out every time they do a demo for a customer. This form is called a "Demo Fact Finder". When they fill it out it will fill in certain "properties" in the customer's HubSpot contact record. I'm trying to make it easier for the sales team to access the form within the customer record. For example, somewhere within the contact record, they click a button, and the "Demo Fact Finder" pops up for them to fill out and submit. Currently, they have to pull up this form in a separate tab and I'm trying to help the sales team work smarter, not harder. ... Exibir mais