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When editing emails in hubspot: When I press Update it pops up with a prompt to Publish but I can close that without losing updates. I didn't realize that because there is a strange quirk where, if you edit the name of the email, if you update and exit, you are forced to leave with unpublished changes, and then the name doesn't update in the list view but it remains changed in the edit view. That's confusing. Thanks for listening. ... Mostrar más

This results in way too many dashbaords that everyone can see. Hard to enforce any data governance.    I would like to flip that. WOuld be better whenever a rep goes to create a report it's private to them only unless they update that and make it visible to other teams.    This would help us a ton on the administrative side.  ... Mostrar más

In workflows, lists, and view filters, we need a filter for "is x days from now" and "is x days ago." As of right now, we need to either enter an exact date that isn't rolling, do "is more than 3 days from now" combined with "is less than 3 days from now," or risk including dates that shouldn't be included.  This is complicated and confusing logic, and I think it would be very helpful if we could get rolling date filters for an exact amount of days in the past or future! ... Mostrar más

Relatório com base em um Snnipet. Utilizamos um Snnipet para todos os contatos com os clientes e queremos um relatorio que englobe tudo, sem precisar separar por chamada, whatsapp, e-mail... ... Mostrar más

I love the meeting scheduling tool @ https://app.hubspot.com/meetings but would love to optimize more of our work by seeing the same capabilities in the "Workflow" portion of Surveys added to Meetings.   More info on exact need: I would like to have it automatically create a task when a meeting is scheduled so that we can have better metrics on the # and outcomes of troubleshooting calls that we are using the link to schedule with users. ... Mostrar más

Since improvements to the HubSpot-Salesforce duplicate Company issue aren't planned (for shame!!), I'd like to suggest an improvement for better overall Company duplicate management.   Manage Duplicate Companies could be improved to add more capability. Currently, next to a browser tab for Manage Duplicate Companies, I need to open another tab to search the company (since there may be more than two dups), then a tab for each duplicate (to remove/add Associated Contacts/Deals), then another to cross-reference in Salesforce. I have two suggestions for better Company management that would even help those who don't have the Salesforce integration! (Checks are things that can already be done.)   If, on the Manage Duplicate Companies page, we could: ☑️click 'Review'  - see a list of all duplicate Companies (not just two) - see which is syncing to Salesforce (Sync Status property?) - edit columns/properties shown to compare between duplicates - multi-select associated Contacts and Deals (for any duplicate) - click and drag or transfer Contacts and Deals to the correct Company ☑️ bulk delete empty duplicate Company records   And/or on the Companies list view: ☑️search Company name ☑️ show Salesforce Account ID column ( to see which are valid/syncing) ☑️multi-select Companies ☑️ click Edit - option to transfer Associated Contact and/or Deals - option to copy properties to empty properties ☑️ bulk delete empty duplicate Company records   Either or both option would go a LONG way in helping to manage duplicates more efficiently.  ... Mostrar más

Context: Marketers need to create tracking URLs for campaigns on a regular basis. There are usually multiple URLs that need to be created for each campaign.  Issue: When trying to view the source URLs that have had tracking links created for them (marketing>campaigns>campaign name>traffic>view tracking URLs), there is no way to differentiate see the source URL for each tracking link without clicking on the tracking link and opening it up in a new browser.  Request: Increase the size of the Original URL field so that users can view the full URL rather than just the beginning - allowing us to differnetiate between each source URL that has been created.   ... Mostrar más

We have a use case where we want to produce a simple list of all users in our HubSpot account along with their respective meeting URLs.   HubSpot's Meeting URLs are not predictive; the first part of the URL is the same:  "https://meetings.hubspot.com/" - but everything after the last slash seems be be generated almost randomly based on the user's first name (e.g. "/greg23", "/cari2", "/barbara428", etc.)   It would be helpful if on the Library/Meetings Scheduler page, you included an Export option that would allow me to download a CSV that included the user's name, email address and meeting URL.   Alternatively, you could include "Meeting URL" in the 'Export users' output.   Thank you. ... Mostrar más

The limit is 1,000 options for a dropdown select property. We have 1,400 partners that we are syncing from Salesforce and now we have sync errors because we've reached the limit. This prevents us from syncing our partners on our contacts/companies which we need to be able to segment and also suppress.  ... Mostrar más