Grandes mentes pensam igual

When creating a NOTE under a DEAL, it would be very useful to have that NOTE automatically associated with the CONTACTS associated with the DEAL.   Similarly, when creating a NOTE under a COMPANY, it would be very useful to have that NOTE automatically associated with the CONTACTS associated with the COMPANY.   I'd envision this as a configurable option within settings where the Hubspot admin can identify the default association settings. ... Exibir mais

Hi,   As an admin dealing frequently with issues related to user permissions, I'd love to be able to "simulate" what the user can actually access and do. Example : user Ava Gardner says she can't communicate with contact James Dean. I do trust Ava but I'd like to 1) check what she sees 2) make the changes that need to be made - if any 3) check again that she can now communicate with James 4) let her know the issue is resolved.   Ultimately it would be great, not only to test and resolve issues, but also to test and ensure roles are set up correctly, or simply test Hubspot behavior on these issues as I found it sometimes confusing and surprising.   As of now, I have to switch between my admin account (to update user permissions) and a "simulation" profile on which I test with said user rights to make sure it will have the desired outcome - which is of course a pain, but can also lead to potential mistakes as I also use the CRM in a sales/marketing capacity (and end up logging info under the "wrong" profile).   Or I just update what needs to be updated and ask the user to check whether it solved the issue - and sometimes it doesn't > frustrated user.   Thanks ... Exibir mais

¡Hola!   En la esquina superior derecha de cada workflow hay un botón llamado Más. Al dar clic en este botón de despliega una lista de opciones. Una de las opciones de la lista es Exportar.   La opción Exportar nos permite descargar una imagen del workflow completo. Esto es importante porque nos permite tener la copia de cada workflow en PNG.   Es una buena funcionalidad, pero nos gustaría que Hubspot tuviera la opción de exportar masivamente las imágenes de los workflows. Como esta opción no existe, debemos descargar imagen por imagen.   Nuestra sugerencia entonces consiste en implementar la funcionalidad de exportación masiva de las imágenes de los workflows, para no tener que descargar imagen por imagen.   Muchas gracias. ... Exibir mais

Enhancement Request:   I would like the ability to see  Form Submissions in the Activity Feed even though I am not a Contact Owner. For small businesses we "share" the follow up. Perhaps this is a setting that can be turned on/off. ... Exibir mais

You currently have "United Kingdom" but it would be beneficial to also give us the ability to specific England, Wales, Scotland, and Northern Ireland. Would be great to see.   Thank you! Jim ... Exibir mais

We regularly have issues where quotes are created and I am asked who the quote is waiting on for approval.  We have all of the workflows working to send emails to the quote approver, but sometimes people are out.  I have a workflow that I run manually to set the approver, but it would be really nice to be able to see the value of "Quote approver." ... Exibir mais

Have the preview text be automatic on the weekly blog subscription emails so that you don't have to manually type one in every time. Maybe having the meta description from each blog post autofill in the preview text for each blog post email that goes out. ... Exibir mais

It would be useful to be able to use snippets in social posts, or a similar function as these would't contain personalisation tokens. My use case for this is to have saved # libraries relevant to our business so it isn't necassary to type out the same #'s over and over.  E.g Just typing out #hiring and pulling through all relevant #'s rather than having to copy and paste them from previous recruitment posts or typing them out.  ... Exibir mais

¡Hola!   Sabbemos que a través de coexiones con Hubspot, los contactos que obtenemos a partir de formularios que no son de Hubspot, pueden ingresar al CRM.   Además de que los contactos ingresan a Hubspot, desde las Herramientas de Analíticas contamos con indicadores sore el rendimiento de todos los formularios, tanto los que son de Hubspot como los que no.   Sin embargo, para las campañas de Pauta en Facebook también se utilizan formualarios. Los contactos que llenan estos formularios ingresan efectivamente al CRM, ya que las cuentas publicitarias de Facebook se conectan con Hubspot.   En las Herramientas de Analíticas de Hubspot contamos con diferentes opciones de análisis; una de estas opciones nos permite revisar en detalle el rendimiento de todos los formualrios, incluso aquellos que no son de Hubspot.   Pero aunque los formuarios de la Pauta de Facebook ingresan contactos a Hubspot, las Herramientas de Analíticas no muestran información sobre el rendimiento de dichos  formualrios.   Nos gustaría poder analizar el rendimiento de los formualrios de Pauta de Facebook desde las Herramientas de Analíticas de Hubspot. Por eso sugerimos implementar esta funcionalidad.   Muchas gracias. ... Exibir mais