Great minds think alike

It would be good to be able to compare the dates of meetings that are in the "Activity" category with today's date. For example, if I want to make a workflow that takes into account all the people who have : - "Meeting start time" is after another property "Today" This would distinguish upcoming appointments from past appointments.   By extension it would be nice to be able to compare all the date variables to "Today", "Tomorrow" or even "Next Monday" variables that would be calculated by Hubspot for example.  ...read more

I had some feedback from my colleagues in Customer Service and Business Development. They would find it helpfulf if users could send group notifications via email on meeting notes etc eg sales@examplecompany.com   This is  much easier than listing each person mentioned with their individual email address when you mention them on a notes.  ...read more

We are missing all of our live chats that come through as the sound notifications do not work. I am told they will only sound to the automatically assigned user when using this feature, however the auto assign does not suit our team. I would like an option to have the notifications turned on when ANY new conversation comes into our inbox so we have an opportunity to respond ...read more

Our Sales person will be assigned a Yearly Sales Target for each year.  This Yearly Sales Target is further broken down to each Month's target.  And then this Month's target is further broken down again by category.   Currently, we have created a Deal Property, with a dropdown option of the different catogories.  So, actual achievement (Sales Deal) we are able to track their progress.   In the Sales Goal, however, so far we can only input the Sales Goal by Sales person and by Month.  It would be good if we are able to also set Sales Goal on that sub-category basis to see how our Sales person perform as compared to the Monthly Month target and Monthly Category target. ...read more

When all your deals must start in Phase 1, adding the choice in the creation form creates confusion, and may lead to mistakes.   ...read more

We are running into an issue where we operate as two separate business units in HubSpot with different lead scoring models. The issue is that we are currently using a homegrown integration to push data over to NetSuite, so having two different "HubSpot Score" fields would cause major data issues in NetSuite.    It would be helpful for the HubSpot Score field to have the functionality to collect the sum of the scores from both BU's (with added functionality to see how the score breaks down by BU). This way we are getting an accurate score on each contact whether they visit one company page or the other, and don't run into any issues with the field integrations we have in place. ...read more

To gauge overall engagement from an organization, it would help if you could create a company score based on the Hubspot scores of individuals associated with an account. For instance for each person with a contact score at 10 or above, a point would be allocated towards the company score. You could then create an MQA for companies with company scores above ten or something like that, meaning that you have a group of highly engaged individuals at a prospect account. ...read more

Hi team, My customer wanted to move a deal from one pipeline to another, it would improve the UX if there was an independent action exclusively to move the deal from one pipeline to another, as the concept of Deal stage as a property is not that obvious, making it a bit hard to deduce that to move the deal from one stage to another requires to use the action "define property value". Thanks    Oi equipe, Meu cliente queria mover um negócio de um pipeline para outro pelo fluxo de trabalho, a experiencia do usuário melhoraria se houvesse uma ação independente exclusivamente para movimentar o negócio de um pipeline para outro, pois o conceito de etapa de negócio como uma propriedade não é tão óbvio, já que é um pouco difícil deduzir que para mover o negócio de um estágio para outro é necessário usar a ação "definir valor da propriedade". Obrigada ...read more

If I add a list of "potentially" interested contacts to a private article that requires registration to view, HubSpot tells me it will send registration invitations to all those not already registered.  I'd like to opt out of that automated email invitation feature.     I want to be able to publish the private message and tag it with a list of my HubSpot contacts who would be allowed to access it should they ever self-register.   Reason being:  If I publish 15 articles that the bulk of my users is not interested in (they simply will never self-register) I will have sent 15 requests to over 300 contacts asking them to register (4500 emails).  If I were on the receiving end of this I'd consider it spam.  Wouldn't you?   ...read more