Great minds think alike

It'll be great to have this functionallity so we can have more powerful insights within HubSpot. ...read more

Would love to be able to add a user's headshot to be included in their email preset. Might defeat the purpose, but having the control to adjust email signatures is a big deal for a large client of ours. They want the email signatures to be personable since they are a b to c company and need the individuals headshot in the email signature. Thanks! ...read more

Karbon HQ should be in Hubspot Operations Hub Integrations.   We are a professional services firm in the accounting, advisory, consulting and tax area and we use Karbon HQ (https://karbonhq.com/) as our client management system.   Many others such as law firms, coaches, consultants, and project managers also use Karbon.   However, we also use HubSpot and other tools such as our CRM, marketing, website platforms and need our client data, contact updates, the services / projects completed, etc. data to be in these systems and Karbon HQ is the source for most of these.   Hubspot Operations Hub is very powerful and having Karbon HQ also integrated with it, will expand Hubspot's target audience to accountants, tax people, professional services firms and I am sure that Karbon HQ team will also communicate this inegration to their wide user base.   Please integrate/include Karbon HQ in Hubspot Operations Hub. ...read more

Hi,   It would be really helpful if you could create a view on meetings so that a bulk update of the meeting type and/or meeting outcome could be done quickly.     Currently this has to be done on an individual meeting basis.   Thanks   Pam ...read more

It would be fantastic to automatically generate invoices in HubSpot whether it be via API or in the workflow.   It would help take out the manual work from having to do this one at a time for companies that generate dozens of invoices at a time. We can already do it with quotes. ...read more

We created a custom object for our partners. This way we can associate the partner object to all deals that have been referred by that specific partner. From this we can create reports on commission, and see a clear distinction between the deal and the partner.    Now, there is one big challenge. We also want to send out proposals to the partner when they become our official partner. However, it is not possible to associate quotes to custom objects, or contacts or companies, but only to deals. In our case, we do not want to create a deal for a partner. We also tried it with pandadoc, but unfortunately also with this integration it can only be connected to a deal.    The workaround would be to create a pipeline and deal stage for proposal and associate it to the custom object. However, this is not preferred.    ...read more

Current state: HubSpot Meeting Links can *only* be set up with one  default option for Videoconferencing, i.e. Zoom *or* Teams, despite integrating both/multiple Videoconferencing platforms. This means the "booker" cannot choose which Videoconferencing tool they are more comfortable with: we force adapt to us.    Goal: Downloading or adapting to new videoconference software can be hard for some leads and customers: if we can give anyone who wants to book a meeting with us the option of choosing their preferred way to videoconference, i.e.  1) Teams 2) Zoom 3) Google Meet within the actual booking interface when they book a meeting, we will be able to:  1) Increase the likelihood of the meeting occurring  2) Increase efficiency and cut out dead time helping a lead/customer adapt to a new tool  3) Create a more frictionless experience 🙂    Who is the feature for: Sales consultants, Service Consultants, Consultants, Trainers; anyone who has a lead or customer-facing role    Annie Swann  RECIPE marketing www.recipemarketing.co.nz   ...read more

Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please!    Update from @JoeMayall: Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of June 10th, 2020, we estimate this thread has around 500 upvotes. I'll continue to update this count as the thread receives upvotes." ...read more

Bonjour,    Une fonctionnalité m'est venue en tête et pourraît être utile à HubSpot :   Automatisation des listes de telle sorte que :  Au bout de 1/2 mois par exemple, le lead est automatiquement transféré d'une list à une autre. ...read more