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It is my understanding that when the account level option to allow call recording is turned on, and a call is made through HubSpot from a state that does not require consent to a state that does not require consent, the call is automatically recorded by defailt with no way to turn it off. I suggest that all call recordings are optional.  ... Exibir mais

Please allow us to choose a default folder view of our Workflows.  It's overwhelming for it to always open up to the full list every time. ... Exibir mais

The option to create new tabs in the middle pane of records is great, but I want more options of which cards can be added. Either an option to add a full Properties card, or remove the limit on the existing Data Highlights card (currently limited to just 4 properties). ... Exibir mais

As a recurring HubSpot user, I’m requesting the ability to create a single custom property (e.g., a dropdown or radio button) that can be used across multiple object types—specifically, Contacts, Deals, and Tickets—and displayed in their respective list views (index pages). Right now, I understand that HubSpot properties are object-specific. If I want to track the same information in Contacts and Deals (e.g., “Engagement Stage,” “Lead Type,” or a client tier dropdown), I have to duplicate the property for each object. That means managing multiple versions of the same data, training users to enter it in two places, and introducing unnecessary complexity. Here’s why this change would be so valuable: Efficiency: One shared property saves time and admin overhead. It allows our team to align data across records without switching between tabs or duplicating fields. Data Integrity: No more inconsistencies caused by updating only one object’s version of the property. One source of truth. Usability: Users can see, sort, and update that property directly from both the Contact and Deal dashboards (or Tickets too), making their workflows much smoother. Reporting Clarity: Shared properties across views would also enhance custom reporting, filtering, and segmentation. I understand that fields like “Contact > Deal” are currently limited to displaying associations, not shared, editable values. But introducing cross-object editable properties—at least optionally—would be a game changer for scaling and aligning CRM data. If there’s any workaround or beta functionality in the works, I’d love to know. Otherwise, I hope this makes it onto the product team’s radar. Thanks for all the great work, Michael ... Exibir mais

Please make playbooks usable in the sales workspace. ... Exibir mais

Idea: Add "Advanced Sort" option next to "Advanced Filters" option in the helpdesk view   Currently, users can only sort by one column at a time in the Help Desk module.   Adding the ability to use an Advanced sort with multiple columns would assist with further organization of tickets and help smooth the user's workflow and views. It would additionally help us    Suggested Location of Improvement: Adding this next to the advanced filters would make it easily viewable and it relates to the filtered views in a way of how to sort information in the user's bucket.   Example Case: A user wants to sort their open tickets by Ticket Status, and then by the modified date so they can see which ticket in each status needs to be addressed first.   You could select "Advanced Sort" right next to the "Advanced Filters" option, and say sort first by Ticket Status, and then by Modified Date (ascending or descending).   ... Exibir mais

HubSpot integration with Microsoft Calendar   Description of the current problem: 1. The client creates a meeting with an employee using the Meetings Scheduler link 2. He registers a meeting, for example, from 2:00-2:30 a.m. This meeting is correctly created in the Microsoft calendar and registered as an event in the Activity in HubSpot. A message is displayed to the client that “Booking confirmed” 3. The client cancels the meeting at 2:00-2:30 a.m. In the Microsoft calendar, the meeting status changes to “Canceled”, the event is registered in the Activity. 4. The client re-creates a meeting at 2:00-2:30 a.m., the message “Booking confirmed” is displayed, but the meeting is not created in the Microsoft calendar, the event is not registered in HubSpot. We're skipping the meeting with the client.   Reason: It has to do with how Microsoft handles calendar events. In particular, Microsoft will return the same event if there is already an event in the calendar with exactly the same start/end time and participants, even if it was previously canceled. As a result, from the point of view of HubSpot, no "new" event is created for synchronization.   Consider the possibility: 1. Fix this feature of working with the calendar 2. If correction is not possible, add stricter verification criteria when creating a meeting, in order to avoid misleading messages for the “Booking confirmed” client ... Exibir mais

I am currently creating a signature with the email signature generator and would like to be able to embed links in the footer under “Legal content”. Example: Are we sending too many emails? Then click here. (With “here” a link would be directly underlaid.) Important for all HubSpot users in the EU, I think, especially in Germany. Best regards! ... Exibir mais

Hello, I would like to request a feature that allows users to manually assign external forms (i.e, Non-HubSpot forms created via the tracking code or WordPress plugin) to a specific brand/business unit within a HubSpot account. Currently, these external forms are automatically associated with the default brand, and this association cannot be changed. This creates significant issues for multi-brand businesses that want to track form submissions separately by brand or route them differently based on brand logic. Use case: Our organisation operates with multiple business units under one HubSpot portal. We use the WordPress plugin to generate and track external forms on brand-specific subdomains (e.g., app.brand1.com, portal.brand2.com). However, all form submissions are being grouped under the default brand, regardless of the domain or brand context. This limits reporting, automation, and contact segmentation accuracy. ... Exibir mais