Gute Ideen sollten geteilt werden

bdarcy · ‎Nov 26, 2021

Adding a quick access filter for close date to the board view for deals would be really useful. Rather than an "in between" or before/after filter, would like to see relative date so the sales function can filter by deals estimated to close "this month", "next month", "last X days" (to capture any that need re-forecasting), etc. At the minute, we can't set up dynamic views based on this. They will have to set the dates each month and it takes a few extra clicks to get this information. Being able to customise the quick access filters in general would be a great feature!

SLoo · ‎Nov 26, 2021

Hi team, Raising this on behalf of a customer. Can we create a filter to list ALL deals created by workflow automation? Understand that there is a current workaround to use a custom property associated with the deal creation from the workflow, and then use that property to filter the deals out in a list. But would definitely be nice to have a filter on its own 🙂

Rangrachel · ‎Nov 25, 2021

Hi Team! At the moment, the meeting only allows a rolling period for up to the next 11 weeks. Even if we were to set a custom date range, it only allows a maximum of 11 weeks between the date range. Some clients would like to book a meeting 3 months/6 months ahead and it would be great if the "custom date range" feature can be set to an infinite date. Thank you!

AyushK · ‎Nov 25, 2021

Within HubSpot itself, we are unable to use create a meeting feature to block a meeting with a prospect. The book a meeting link sycs with outlook calendar as well as workflow that leads to meeting confirmation mail sent and a task created. However this does not happen when create a meeting feature is used. In which case there is no significant advantage of this feature over log a meeting option which is usually used post meeting.

AlexTihonovich · ‎Nov 25, 2021

Some of line items inlcude custom properties and we want to track their decomposition in totals. The issue is when we use different currencies HubSpot sums values, without convertion in currencies (example: ACV total breakdown by something.) Please add

PVladimir · ‎Nov 25, 2021

I would suggest making it possible to use the program in Russian, since it takes 2nd place on the Internet for use. In my opinion, a huge market in Russia will open up for you.

SBOSSUET · ‎Nov 25, 2021

Hello, set up the synchronization of HelloSigne and HubSpot quotes. It is a pity that this does not exist because we waste a lot of time getting all the elements back in, so we lose the interest of the product.

Axhell · ‎Nov 25, 2021

I want to maximize the impact a page have on our overall contact conversions, not only on that page specifically. I would like to see how each page contributes to the lead conversion during the overall session. Right now I can only see on that single page, so if that page does not contain a form I can't track how it contributes to conversions in Hubspot.

CTejada · ‎Nov 25, 2021

According to HubSpot's support, the HubSpot's integration with Jira syncs, as of today: Project Issue Type Summary Description Reporter Attachments But the thing is sometimes you want a task to be scaled up to the developer team (Jira) to fix it, and that would require an update in Jira and then in HupSpot again, which is not ideal. It would be great that in such a case, both priority and statuses moved in sync between both platforms

eugenio_rossi · ‎Nov 25, 2021

Hi, I currenly am in the situation of importing up to 1k records in HubDB table. Each row is composed by a name and an image, located in a remote uri and we're going to turn off the old server so the current uri wont answer any longer. Currently it seems that there is no option but importing each image in Files and then using the HS path to import images in situations like that. It would be nice, as it happens in other CMS to be able to provide a CSV (via gui) or operate directly via API to handle the loading of images with HubSpot to take care of the phase of download of the resources to its file server and use the correct uri path.

Gute Ideen sollten geteilt werden

Add relative close date filter

List all deals created by workflow

Extend meeting link's availability

Create a meeting sync to outlook and confirmation mail similar to book a meeting

Adding of line items company currency

Content languages for websites

synchronization of HelloSigne and HubSpot quotes

Conversions per session instead of per page

Sync priority and status with Jira

Handle import images via CSV/Api HubDB row update

Vor Kurzem umgesetzt

Vor Kurzem in der Beta-Version