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I am working on a Marketing events object but its drawback is I am unable to build workflow based on this and really looking forward to building reports or export files from the view. ... Exibir mais

Currently, in case a user has permission to edit something (i.e. information on a Deal), this user has the ability to change these infos at any given point of the deal stage. For example, the deal owner is allowed to update the amount of the deal even after it's closed.   New proposed feature: after a given stage of the deal (in this case when it closes), the deal owner edit rights is changed, so he/she is not allowed to edit any further information (the amount, for example). This would allow for a better "gatekeeping" of crucial information while still maintaining the initial owner for reporting/analyses (as opposed to creating a Workflow to change the owner of the deal once it closes). ... Exibir mais

I am new to HubSpot, and the Quote Design Beta Editor is basically not useful at all.  If this was a $2,000 a year software tool, then you'd have an excuse to state "use what we have," but when paying over $20,000 a year, your software's customization, which requires contracted coders, is poor customer service at best. Your product dev team should pride themselves in allowing direct customers to self-manage their customization to a large degree, not a small degree. To the project development team who coded it (Quote Designer) up, you should spend time with various salespeople and business owners.    My feedback: Some line items require a very lengthy product description, and your inability to allow user column width control is a big miss. The one template that allows for a long product description omits the total of the unit "cost" time "quantity," forcing our customers to break out calculators to see what the line is actually costing them...add the line total to stop this oversite. The proposal/quote must state a business's Standard Terms and Conditions without having to type in a Snippet every time. An appended last page would work fine that is user-editable and saved in the template. This is a legal thing. HubSpot should have an Avatax configured Quote, Sales Order, and Invoice template. Just play with an Avatax configured instance, and you will see the issue is sales tax is a line item, not a tax sub-footer in the totals section. Your header templates gobble up a ton of real estate; insert some columns so you can provide more product line space on the first page. There are no page numbers to reference once printed/viewed.  Some businesses require lengthy proposals/quotes that can be more than one page, so add page numbers and reference the selling company's name in the header/footer ... its a branding thing. As an FYI, I use sarcasm to get my point across; your product is awesome in so many ways. However, you'll always have room for improvement to ensure HubSpot is the best CRM and marketing tool, which is my intention here.   Joe ... Exibir mais

Hi,   I wanted to ask if there is a possibility for a SevDesk-integration to sync customer data. With the integration we wouldn't have to create every single contact twice.   Kindest regards,   Andre Masooglu ... Exibir mais

I have had to grant individuals marketplace access so that they can connect e.g. Google Meet themselves - so that they can add video conferencing links to meetings. However - I'd really like to not be granting marketplace access to anyone and everyone. It means people can go about installing whatever they want. This feels risky, it only takes one person who doesn't know what they're doing to break something or cause a problem.   So it would be really good if this kind of configuration could be done by an admin on behalf of individuals. ... Exibir mais

Hola,   tenemos varias licencias de sales activas y nuestros comerciales han conectado sus bandejas de entrada con Hubspot para disponer de las funcionalidades geniales de la plataforma. Ahora bien, esta visibilidad de los correos está disponible para todos los usuarios, lo cual vulnera y mucho la seguridad de la información, por lo que hemos tenido que desactivarlo. Lo ideal es que los usuarios puedan ver la bbdd de contactos cuando procede, pero no las comunicaciones internas de los comerciales con los clientes y prospectos.  ¿Hay alguien más con este problema?   Gracias   Luisa ... Exibir mais

To implement the modular approach of HubSpot custom modules consistently, it should be possible for the developer to load the module.js optionally as an ESM module.   Learn more: https://developer.mozilla.org/en-US/docs/Web/JavaScript/Guide/Modules https://developers.hubspot.com/docs/cms/building-blocks/modules   Why is this important? For the same reasons, that make HubSpot custom modules essential. Since ESM modules are supported by all major browsers for almost 4 years now, it should be possible to make use of them within HubSpot custom modules.   What should happen? When the developer chooses to use module.js as ESM module, it should be included in <head> like this: <script type="module" src="...">   How could the choice look like? This could be explicitly indicated by a key value pair in meta.json or by a comment in module.js or implicitly by the fact that the keyword "import" ist used in module.js. But these are just some ideas.     ... Exibir mais

Please make a way to stop receiving email notifications about new reply to emails while already logged in to HubSpot account. It is both annoying and distracting.   Regards. Bhavin ... Exibir mais

When working from multiple conversations inboxes, it would be great to be able to select a default email address that you will always send an email from unless you manually change it.   While you can choose which email address you are sending an email from, occassionally this will randomly default to the incorrect email which can be a pain for managing tickets and further communication later down the line. ... Exibir mais