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I need a way to easily copy the Deal Stage text value to Google Sheets or other applications. Currently, I use Zapier's Lookup Table to map out the internal values into word text/the field labels I have in HubSpot. ... Mostrar más

We have a client who does B2B and the current way the prospecting tool is set up is super clunky when they are trying to work a Company as a Lead. They want to be able to have the Company as the lead and then have a few contacts from the company also show up on that lead object so they can directly work that company. Needing to create a lead object for each contact they want to communicate with at one company is clunky and doesn't do anything to allow efficiency. Yes, there are some ways to work around this but they're clunky and don't allow ease of use. ... Mostrar más

I am looking for a feature to send out a report to only the users/owners of the deals on the report.  Dynamic receipients based on the content of the report.   For Example: Once per day I want a report generated on deals which are past their closure date. That report should be only sent to those users who are listed on the report.  If the user doesn't have any deals past the closure dates, then they don't get the report.   I can easily create the report.  I can easily create a schedule for it to run and email users.  I can not get the system to only send the report to the users on the report.     I would really value this feature instead of a workflow triggering reminders, or multiple emails.  I feel it is more useful to have a listing to work through, than individual tasks. ... Mostrar más

the email report screen shows excluding bots first and more prominently, but when the report runs it flips and shows including bots first, which is less relevant to clients so would like excluding bots to show in the report first ... Mostrar más

We have already contacted Hubspot regarding this issue and they suggested to submit this idea here.   If you open a contact, you can schedule a meeting using the button with the same discription. Unfortunately, you are not able to change the text which is sent as an automated reminder.  On the other hand, there is the possibility to write individual reminder texts for meetings that are scheduled via the meeting link. But these individual texts are not used in the first case. ... Mostrar más

When you change columns and "Apply" on what you want to be visible under Prospecting -> Leads, it's not saved.      This means that every day I have to change back to the overview of columns that I want. I want to be able to set a standard on what should be visible to my sales team. This user should not be able to change the view.      ... Mostrar más

Right now, if I want to call from a Third Party Phone System (Aloware, for this example), I had to open the Contact and call from there. In the Inbox, it will always says Third Party is Not Available.  However, once I changed the call option from Contact and keep the window tab option, I come back to Inbox in a different window tab and refresh it. Alloware becomes an default option for every conversation in the Box. But if I close the Contact window, that option is no longer availble. I'm unsure why it is set up this way. Third Party Phone System Integrations should be available from the Inbox.  ... Mostrar más

When I create quotes and invoices, we normally add a credit card processing fee of 3% on the total amount after taxes. This fee should not be taxed, but I can't find a way to label that line item as tax exempt on the invoice.   Another example would be if we are charging parking fee's to the customer. These are not taxable line items but there doesn't seem to be a way around this.    Please help provide a solution. ... Mostrar más