Great minds think alike

I am trying to set up automated deal alert notifications via workflow that trigger when a deal is moved to Closed Won it sends an email notification to the relevant members of our team that then need to go and action accordingly.   The email would be sent to our Operations, Marketing and Finance teams so Operations can execute the deal, Marketing can market their involvement, and Finance can then go and send an invoice.    Within our notification we then include what products they purchased, and who from the company needs to be contacted for finance, for marketing, for operations.    I have created Company association labels for the contacts to be assigned to, but am unable to insert these data fields into the workflow email    I am also unable to insert the Products on the deal into the email either.    It would be great if workflows could support this functionality in the future  ...read more

Currently, the 'time to close' ticket property is measured using the ticket properties 'create date' and 'close date'. It would be great if we had the option to report on 'time to close' using the 'owner assigned date' and 'close date' properties instead of only the 'create date' property.  ...read more

When working with international customers, templates for marketing e-mails are set-up in the language of each country. By allowing us to assign templates to a User or Team, we can make sure we have a better overview for every user on templates only relevant for them! ...read more

Allow to not display a consent checkbox in forms if a contact already checked it before.   For instance : if a contact already checked the box for newsletter subscription, we don't want to ask him in every other forms, we already know he consented.  ...read more

Currenttly the email field on a ticket in the new HelpDesk is not automatically populated when you compose a new email to the contact associated meaning you have to copy the email address from the contact property and paste the email address before using a email template. It would be great if this field automatically populated to improve efficiencies.   ...read more

It would be great to have a feature in the Conversations Inbox that can highlight the priority of certain contacts/companies that come in through the live chat.    For example, there are top tier companies that should be prioritized and when their chat comes in, it gets highlighted in the support inbox and the support team can attend to their chat first. It can come in a form of a highlighted dot etc.   Requesting on behalf of a customer!  ...read more

Currently, in HubSpot Workflows, it's not possible to create an enrollment trigger for contacts entering the CRM via chatflows.   To leverage automations for such contacts, they need to be defined directly within the chatflow, which is often overlooked.   How to enroll chatflow contacts into HubSpot workflows   Therefore, I suggest proposing the option to create an enrollment trigger for contacts entering the CRM via chatflows. ...read more

Code Action outputs seem to be configured with slight delay, and will not always be properly defined before the next action is run in a workflow.   If you output values with code and the next action copies that value to a property, it will likely fail since the output value isn't properly defined.   To mitigate this, you have to introduce a short delay after the code action. This should not be necessary, and these values should be set and available to the rest of the workflow before continuing. ...read more

Having more columns in the line item select window that pops up when you select from the product library would be very helpful.  Example: You could add a stock-on-hand custom field that is fed by integration which you could then see before selecting an item that perhaps did not have stock.  ...read more