Great minds think alike

Hi everyone, I'm currently facing a challenge in managing communications with Co-Selling Partners in HubSpot. Our process involves associating these partners with multiple deals and companies. However, the system automatically syncs all conversations across these associations, which clutters the deals/companies with irrelevant information from other interactions. Problem Description: When I add a Co-Selling Partner as a contact to any deal or company, the system automatically syncs every conversation related to that contact across all associated deals/companies. This results in a lot of unnecessary and confusing information being shared where it's not relevant. I tried creating a new property at the contact level hoping to use it to deactivate the syncs via a workflow for contacts with this property enabled. Unfortunately, it seems that deactivating syncs this way isn’t possible. Proposed Solution: I believe a helpful feature would be the ability to manually deactivate the default syncing function for selected contacts. Specifically, it should allow: Adding a contact to multiple deals/companies without syncing their communication to those deals/companies. Maintaining visibility of all associations at the contact level to facilitate reporting, without the automatic sharing of communication. This feature would greatly enhance our ability to manage communications with Co-Selling Partners effectively, keeping all associated records clean and relevant. Has anyone else encountered this issue or found a workaround? Alternatively, if anyone from the CRM development team is around, could this feature be considered for future updates? Looking forward to your insights and suggestions. Thanks! ...read more

I wanted to provide feedback on the Help Desk function. Though first, I want to say that it's a great addition to the platform! For efficiency purposes, I think it would be great to create a ticket, have the ability to compose the message right then and send it out to the client/customer. Currently, you would have to create a ticket first, then go back into the ticket to compose a message and then send it out to the client/customer.     It would just be great to have the option of composing a message while creating the ticket!    Thank you! ...read more

It would be so nice if HubSpot had a queue for when a workflow was run too many times at once. It could automatically throttle it and display a progress bar with stats. It could let us know when they have stopped running and the current rate of running. ...read more

Today when you create a slack channel via workflow you cannot control which types of activities get automatically posted to the slack channel. Only the two default of Notes and Calls are automatically selected for you.  In my company, we need emails to be sent to slack too. This means we cannot fully automate slack channel creation -- there is a manual step for someone to go in and edit the association to check the box for emails. It would be really great if we could edit the list of activities associated with the channel right in the workflow step when we create it. Please add this!  I made a mockup of what this could look like  ...read more

It would be very helpful to have the ability to create workflows from HubSpot assets. For example, we have a lot of marketing emails and landing pages, it would be great to automatically create and assign a recurring task to the user that created the item to review that the content is still accurate over time (every quarter for example). ...read more

Would love to have the ability to update Activity properties, such as Meeting outcome, Meeting type etc..  ...read more

Hereby suggest/ propose a feature that enables users to set access levels for workflows on both an individual and team basis.   With this functionality, users would have the ability to create, edit, and delete workflows exclusively for themselves or their team, ensuring focused productivity and accountability.   Crucially, teams would be isolated from one another, with no visibility into workflows created by other teams, fostering a secure and confidential environment for collaboration.  ...read more

I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event flagged as attendees. so a business knows which are valuable contacts.   It would also be helpful to be able to use a workflow to send different communications to clients based on their association tag. ...read more

I would like to share an idea for a feature improvement in the tagging of survey responses that would be very helpful in filtering responses for our team. Our use case is that we would like to be able to filter responses based on certain contact properties that would be copied as tags.   Currently, in HubSpot, there is a beta feature that allows you to add tags to survey responses and then filter off those tags.  However, what is currently lacking is the ability to automate this tagging via a workflow. This would significantly facilitate the reporting and filtering of responses.    I believe implementing this improvement would significantly upgrade the user experience. Thank you for considering this suggestion. ...read more