Great minds think alike

Currently, when creating invoices from the deal card, all contacts associated with the deal are selected by default to be associated with the invoice. This creates an inefficiency as users often need to manually deselect contacts and associate the invoice only with the designated billing contact.   The idea is to have a feature where users can set a default contact association based on the "Billing Contact" association label. This would significantly reduce the number of manual clicks and time required by allowing users to filter by association label and create invoices directly linked to the appropriate billing contact. This enhancement will streamline the workflow, improve user efficiency, and reduce the potential for errors in contact association during invoice creation.   This feature would be highly beneficial for users who regularly manage large volumes of invoices and need to ensure accurate and efficient billing processes.   ...read more

Loving the witty choice for customer agent so far, but it is very repetative with it's introduction when answering questions. "Ah," is used at the start of almost every answer, but then the body of the answer is great and varies each time the same question is asked! Some of the other personality choices are repetative as well, so I think this would apply to all. Having more variance in its segways, the ability to train it more from an admin side, or having a block list of terms would be very helpful. ...read more

It would be a game changer to be able to select custom user properties for the meetings scheduler.    Example scenario:  In an account with multiple business units, that have overlapping contact records (one person might enquire with multiple business units/brands) we have a separate custom contact owner property per business unit (separate sales teams in each business unit). Issue is that the meetings tool only considers HS default contact owner properties. The option to select from a custom user property would come in extremely handy.  This should be applied not only to 1-1 meeting links but also round robins and groups. To fully function with round robins - it should be able to apply teams to custom user properties as well.  ...read more

When translating content, Breeze AI is currently limited to a subset of languages supported by DeepL.   It would be great to support all or a larger subset. Any language helps your global customers.   In our case, we are a Barcelona company, our local language is Catalan. While we generate content English first, it would be a huge help to be able to auto-translate to Catalan - which would also help us comply with requirements of certain subsidies here. ...read more

Currently we are using Dialpad and would love to switch to Hubspot Calling since both our Support and Sales team are using the system everyday. Right now we are waiting for two routing options to become available.    1) For our Support Team we want to route calls based on the agent who has been idle the longest 2) For our Sales Team we want to route calls based on an assigned order   Once these options are available we will have everything we require to make this switch.  ...read more

We would like to be able to dynamically change the consent options shown to website visitors in a form depending on their country.  Different countries have very different data privacy and consent management requirements now, and it would be very useful to only gather the consent required for that region. The existing logic for dependent fields could be used, so then when a visitor selects a country from a field drop-down, a country-specific set of communication consent and privacy options show. It would be useful to still have a "default" set so that the HubSpot user doesn't have to create dependent consent options for every country in their drop-down field. ...read more

Hello! I'm wondering if it's possible to require that a deal have at least one associated company after the first stage of our sales pipeline. In some cases, the company isn't known yet when the deal is at this first stage, but we want to be able to require that deals have at least one associated company before moving forward. Thanks for your attention to this, and I hope to see this developed in the (not too distant) future! ...read more

We would like to enable the form setting: Pre-populate fields with known values   My idea: New ability per form field to turn off the prepopulation.   Our use case is: We would like all fields to prepopulate except for the "agree terms" and "subscribe to newsletter" fields, which should always be set to "no" on page load due to legal requiremetns. ...read more

I would like to suggest adding a new feature to HubSpot for handling deleted contacts and companies. When a user deletes a contact or company, there should be an option to "ban" them, which would prevent HubSpot from automatically recreating them if it receives an email from the same source. This would help in cases where you no longer want any new entries or associations from that email or domain unless you explicitly choose to unban them in the future.   This feature would enhance control over data management, especially for users who deal with unwanted or irrelevant contacts or companies that keep reappearing in the CRM. ...read more