クリエイティブな才能を開花させよう

we want to have forecast category as a required property to be updated from a certain deal stage. However, as it is automatically input as 'not forecasted', AEs are not prompted to fill it out once they move the deal in to that stage. I want it to be required from a specific deal stage and onwards, so that when an AE moves a deal into that stage, they have to update the property. However, since the ‘not forecasted’ is the default value for that property, it is not possible to remove it from there. They’ll need to manually pick the value that fits the most and update it when changing the deal’s stage. ...その他を表示

As a performance marketeer, I'm using HubSpot forms as a valuable tool to engage both new and existing contacts on our website.   For new contacts, it's quite easy and clear to find out more about their behaviour because it's their first form submission, obviously. That kind of data can be found in other HubSpot tools like 'Ads'.   But for existing contacts, there's no specific data known in HubSpot. For example: My form has 109 form submissions, of which 26 came from existing contacts. I would love to know which assets made those contacts submit another form.   One contact could be originally created after submitting a form last year, and could be re-engaged by one of our marketing mails. I would love to know that kind of insights.     I'm aware of the 'Submissions by source' feature, but again, there's no filter on 'Existing contacts' or 'New contacts'.    Is this something that is already available? ...その他を表示

A company level property "total open deal value" that exists as a Hubspot default, which sums the amount of all deals associated with a company that isn't in a closed stage. But there isn't an equivalent "Total closed deal value" property that sums the amount of all deals associated with a company that are in a closed stage. (like total historical closed won value) Hubspot Support says there's no way to create that on our own, it has to be done by the Hubspot engineers. So I think they should create that. ...その他を表示

I would like to see the opportunity to be able to have a action in a delay step. Example: your contacts are in a delay step and they convert on your website on a decision form.  It would be great for our SDR team receive an notification so they can take action. The value in this case is to follow up instead of letting the contact stay in the delay step untill the 30 days have passed. ...その他を表示

When you have created a report and added to a dashboard , it would be handy if when you clicked on column , the data you see was the data you have chosen at the front rather than those automatically added to reports as these cannot currently be moved or removed   ...その他を表示

A user who doesn't have the ability to edit a transaction can't pin a note to their track. It would be noce to be able to add this possibility. ...その他を表示

Can we make it available for the chatbots to send an email via chat to a contact when they use a specific word in their answer?    thanks dstear ...その他を表示

I have about 200 lists I'm trying to group into one List.  There should be a MUCH easier way to select more than one group in the filter, than having to add 200 separate filters to include all the lists. ...その他を表示

We define "teams" in Hubspot for Marketing, Sales, and Customer Success. Our Sales team wants to see one set of data synced from Hubspot, our Success team finds some noisy. Allow us to customize what is synced and how based on the "team" that contact is owned by. ...その他を表示