HubSpot Community - HubSpot Ideas - Page 3

abhishek9

The Hubspot CRM inbox is very effective in tracking mails and as well replying to then. It becomes difficult when the mails have to be filtered for a particular person, I think the ability to create custom filters or tabs for the crm inbox should be availabe so that the mails can be filtered by the TO composition of a mail.

emurray

We need to be able to restrict who has permission to delete deals. This needs to be separated from the permission to edit a deal, as many people may interact with/ edit a given deal, but only managers or administrators should be able to delete them. One of the main reasons we use HubSpot is for information sharing. All key information about a deal is stored in one place, so if a salesperson is out of the office, or multiple people are working on a deal, we are able to ensure our customers continuity of service. We need to enable all team members to edit all deals related to their team, but automatically granting permission to delete any deal leaves us extremely vulnerable in the event that an employee becomes disgruntled/ vindictive.

samike

Hi everyone, Our company uses multiple pipelines that base on our departments. For example, our AE department always uses the pipeline name "2019 - AE", My department is CS that we use the pipeline name "2019 - CS". But we have very different operating mode, So we need different properties to display, like "about this deal". There is the same properties display in any deal of pipeline. Maybe the CS department doesn't need the property "Closed lost reason" but AE needs the property. Or CS department needs the property name "Contract Type" but AE doesn't need it. I suggest "about this deal"should be displayed in the different pipeline and can show the customize properties. Just like the pic that is the "Edit colums" we can customize that.

Ulli

To make sure only perfect posts are scheduled we need a approval process for Social Media Posts. Means each post written by someone needs to be approved by a second person before it can go live. This will help to make sure that all is aligned with our CI/CD and our Socical Media guidance.

rachelbrowne

Often times when a two workflows are triggered at the same time, properties are not picked up in the enrollment of one of the workflows. If would be helpful if there was an option to add a delay within the enrollment. Fo example: the contact would be enrolled in the workflow, they would sit in enrollment for a set delay, and then the enrollment would check once more if they still fit the criteria.

AGH

For some support desks, we recieve templated emails/requests. If we are dealing with 3rd parties, or acting as 'middle men', 'gateways', or 're-sellers', we are then needing to forward the email/request onto another email address. Could Hubspot please create the basic function to allow the forwarding of a conversion within the inbox to another email address (not limited to other team members) the same way you can do this from the native email client, such as Gmail or Outlook. This feature would be incredibly useful & will enable not only our business, but a LARGE number of businesses to entirely work within the Hubspot platform. Thank you.

KateBob

I would like to be able to bulk update an activity eg a call, email or contact, to multiple contacts. This is currently available for upcoming tasks, and also for properties, but not for an activity that has been carried out. It would be useful to add it to this screen (see below) This was previously logged as https://community.hubspot.com/t5/HubSpot-Ideas/Logging-an-activity-to-multiple-contacts/idi-p/12996 but HubSpot believe they've delivered a solution on this, by being able to associate an activity with a record, however each contact still needs to be added manually, rather than a bulk update.

emurray

We want to have the ability to log our incoming emails to deals (and other records), directly from Outlook. Ideally, we'd like to have an "associate with records" option available for all incoming/ outgoing emails, on the contact information side panel (pictured below).

diwalsh

David Mayor's idea: I have checked these three API docs https://developers.hubspot.com/docs/methods/companies/get-all-companies https://developers.hubspot.com/docs/methods/companies/get-all-deals https://developers.hubspot.com/docs/methods/companies/get-all-contacts But I'd like to have an additional feature in which I can filter objects based on parameters as in HubSpot. For instance, when bringing up contacts, I'd like to be able to create a filter based on criteria such as Contact Owner or Team, to get only this owner's contacts, not the whole list.

erikblues · ‎04-01-2019

We need a global solution for Countries and States. The problem: With open text Country/State/City form fields, it's common for users to misspell their locations, or do things like selecting Berlin as a city and Brazil as a country. This basically makes it impossible to create reliable filters and often important leads get lost. The Solution: Select country from a dropdown list After that, matching states should load into the State Picklist Could even load matching cities after that This is a problem we find in most CRM's in the world, and not even Salesforce seems to want to solve this. It is a really simple implementation since this kind of information is publically available. Pretty please Hubspot <3, this is simple to solve and EVERYONE would profit greatly from this. Help us keep our data up to date! EDIT: i t is very important that this be implemented in both the backend (CRM contacts + companies) and the frontend (Form submissions), so data stays consistent everywhere. EDIT2: We would be willing to participate in a fundraiser to get this developped. Could some Hubspot developper post a getfunded campaign with a price proposal for this?

Filter tabs for CRM Inbox

Restrict who can delete deals

Different pipeline, different about this deal.

Apporval Process for Social Media Posts

Delay within workflow enrollment

FORWARD MAIL FROM INBOX

Log an activity to multiple contacts

Associate incoming emails with records directly from Outlook

Company, Deal and Contact filter for API

Global Solution for Addresses: Country + State