Great minds think alike

Feature request: For meeting summary reports, you use "In-Person" label instead of the individual addresses to report in a summary report. Reason for request: It would be great to be able to track my teams remote and on-site customer activity in a dashboard using a clean easy to read summary report. Althouth it seems this should be possible given the hubspot schedule meeting screen allows selection of "Phone call", "Video Call", "In-Person" and "Custom" as locations, Hubspot actually reports all the individual addresses and not simply "In-Person". This results in an unusable summary report with a significant amount of items, as each address is summarized seperatly. ...read more

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Currently there is no ability on the IOS mobile app to upload or view attachments. At this time, it appears we are only able to upload images via the mobile app in notes activities. PDF/other documents aren't yet supported. We run a construction company with dozens superintendents, sales reps, project managers and project formans on the field. The inability to view attachments is a major crutch right now.  ...read more

Here's an issue we're having that may have an "easy" solve. We have multiple subdomains with team-restricted folders for File storage. So the "Ironwood" team's images and documents are supposed to be saved in the "Ironwood" folder, for example. If people think to load a file to their folder and THEN use it on a web page, there are no concerns. However, it's a lot more convenient when you edit a page to just upload the resource as you edit, but the file ends up in the general Files area and is accessible by anyone. The idea: When uploading a file when editing a page, it should prompt you where to save it. ...read more

We use workflows to send messages to our clients using Wati, but sometimes the workflow sends two times the same message to the client because "The app took much time to respond" the issue here is that the message was sent correctly the first time but for some reason the integration didn't respond on time.    We would like to be able to increase o decrease the time when HubSpot will try to re-execute the action or to activate or de active this feature.   And to get a notification that a workflow is trying to retry an action. ...read more

As active users of HubSpot, we have found immense value in leveraging view personalization within record activities to streamline our sales teams' efforts. One effective method we employ is the use of customized cards, where we aggregate various properties and information for easier access and management. While HubSpot's Report Card feature presents a promising opportunity for further optimization, we have encountered a limitation that hinders its effectiveness. Presently, it only allows for the addition of a generic report, which often lacks relevance to the specific record at hand. We believe that by enabling the integration of record-specific reports within activities, we can significantly enhance the sales process. Imagine if our sales personnel could access a tailored report within each activity, showcasing the record's interactions with marketing emails or previous calls. This feature would provide invaluable insights, empowering our teams to make more informed decisions and nurture leads more effectively. Let's push for tailored Report Cards in HubSpot, maximizing its potential for our teams. ...read more

Inside UI we can see where the user, who asked the question, is located at: This is not supported in the Conversations API, when sending the request to ``` https://api.hubapi.com/conversations/v3/conversations/threads/3476927962/messages ``` There's no such information, full response here. It would be great if you could add support for this (khm.. support automation). Thanks, Erik ...read more

Me encantaría encontrar en HS la opción de saber porque medio se está compartiendo mi calendario de reuniones, allí puedo medir el tráfico y la incidencia de los diversos canales.  ...read more