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A 'relationship management system should manage all relationships.   So it should be possible to document the relationships between contacts eg John reports to Susan. Also between companies ie Company X is the auditor of Company Y.   ... Afficher plus

I'm trying to pull info from url tracking links to individual properties (i.e. utm_term to respective property in Hubspot). I have the properties as hidden fields in forms already, but would be great if there was a way to do this post-form submission phase. i.e. Use "First Page Seen" property with tracking URL parameters to populate utm_term field. ... Afficher plus

There should be a possible way to manage contacts in Hubspot those are part of multiple contact list each contact list with unique property       ... Afficher plus

Right now the Zoom integration for CI pulls over ALL zoom cloud recordings on the account -- not just the webinars and recorded meetings for sales reps.    This is problematic because an executive's recorded meeting, potentially containing sensitive information, is made public to sales reps in HubSpot. ... Afficher plus

The idea is to set automatically the person who answers an incoming call as the contact owner or if someone makes an outbound call to someone and has a call that lasts x plus seconds to make that person the contact owner. Also to have seconds timeframe for activity property call duration in the Workflow tool. ... Afficher plus

It would be very helpful a property that will generate the total amount spent per annum by a contact. Currently this can only be filtered by company, not by contact. In creating a list, I want to be able to see the annual revenue of a contact rather than a company.  ... Afficher plus

Hallo!   I have spend a lot of time today to lead very complex conversation and am highly interested in the solutions for healthcare Branche. Whether someone knew where to find the right salesperson with certificate within Slovenian (Maribor) or Austrian area nor i cannot contact  10000 or more people from different countries, which intend to fund & grow our company in this area.   Need some suggestion, here please. ... Afficher plus

Bonjour Je souahite avoir la possibilité de supprimer une liste d'activités, comme c'est le cas pour les contacts, les entreprises.  L'idée est de  supprimer facilement les activités a partir d'une liste donnée ... Afficher plus

I see when I create an automated task from a Workflow I can only manage the due date. I would like to also manage the time since the creation of the task. So for example I would like to put this task with a deadline of 5 mins since task creation.   ... Afficher plus