Great minds think alike

Currently, I am not able to use the quote function because quote template are default properties, and HubSpot currently do not support creating a custom line item property for templates.   Why? Can someone please help?  ...read more

I'm trying to access the data from this endpoint.   https://api.hubapi.com/crm-objects/v1/objects/tickets/paged?includeAssociations=true&properties=responsavel&properties=subject&properties=content&properties=created_by&properties=hs_pipeline&properties=hs_ticket_id&properties=createdate&properties=servico&properties=squad&properties=closed_date&properties=prioridade___sla&properties=time_to_close&properties=hs_ticket_category&properties=hs_ticket_priority&properties=hubspot_owner_id&properties=data_feedback_01&properties=data_feedback_02&properties=data_feedback_03&properties=reabertura_01&properties=reabertura_02&properties=reabertura_03&properties=source_thread_id&properties=hs_custom_inbox&properties=nps_score&properties=hs_pipeline_stage&properties=nps_follow_up_answer&properties=nps_follow_up_question_version&properties=data_n1&properties=data_de_conclusao&properties=source_thread_id&properties=source_type&properties=status&properties=tags&properties=jira&properties=solucao&properties=time_to_first_agent_reply&properties=hs_feedback_last_ces_rating&properties=hs_feedback_last_ces_follow_up&properties=demanda&properties=si_jira_issue_key&properties=squad_cs&properties=chave_problema&properties=hs_time_in_1&properties=hs_time_in_10186105&properties=hs_time_in_2&properties=hs_time_in_3&properties=hs_time_in_4&properties=hs_time_in_9582478&properties=hs_time_in_9582479&properties=hs_time_in_9582480&properties=hs_time_in_9604516   Using hapikey it works, using bearer token it gives 500 error, any idea? ...read more

It would be helpful if we could limit the visibility of certain deal stages for certain users. For example, we have an implementation user who should only see our "Sale Confirmed" and "Implementing" stages and not our prospecting or lost business stages. ...read more

The new format phone number option is great for keeping data nice and tidy, and works really well with our Aircall integration.    However once a number has been formatted, you can't delete the number and hit save. You first have to remove number formatting, then delete the number and then save it. It would be great to not have to remove number formatting before clearing the phone number field. Just adds an extra unnecessary step.  ...read more

1. Who (Other users) 2. Goal - Get notified of Deals' updates and activities (new email logs of the attached company) 3. Value - Other users would get updated on Deals that aren't assigned to them. This is valuable to those users who wish to get updated on all the Deals' progress. ...read more

Add countries that are not currently listed here to be available for calling to and from with HubSpot Calling: https://knowledge.hubspot.com/articles/kcs_article/calling/what-countries-are-supported-by-calling ...read more

Hello,   I am disappointed to learn that hubspot does not support the desktop sales add-in for Parallels.   The windows desktop add-in is much more useful and always for use of snippets and templates without pinning out another bar.   Please add the desktop add-in functionality for MAC OS and support Windows ARM such as Parallels.   Thanks, Derek ...read more

Hola, tengo el siguiente problema... tengo un equipo de ventas en donde tengo 4 ejecutivos que trabajan desde 09:00 hasta las 18:00 (hora Chile) y otras 2 personas que trabajan desde las 18:00 a 21:00.... el tema es que no puedo armar un workflow el cual tenga una secuencia de que por ejemplo los formualrios que completan los clientes de una hora hasta una hora, le sean asignado a X grupo y otros potenciales clientes que completan un formulario en el siguiente horario, sean asignados al otro grupo de ejecutivos. Seria ideal poder tener este campo como propiedad para que asi uno pueda armar un workflow por equipo de ventas en base al horario en el cual están trabajando.   Saludos,   ...read more

Use case:  We want to automate task creation when Deals enter a specific stage.   However, it's only possible to set the due date 'immediately' or 'at a set date'. We use a custom property 'follow-up date' and it'd be great to be able to use date fields to set a task due date. That way it's possible to automatically create a task immediately with a due date that reflect when the rep next has to follow up with that deal.      ...read more