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We've recently switched to using the Helpdesk feature, which has some great added functionality compared to the Inbox. One of the features we like is the ability to switch between different conversations, for example when you have a live chat coming in and you have to follow up by email.   However, once the customer has left the live chat and I'm in contact with them through email, the ticket still defaults to showing me the live chat. It'd be a lot more logical in my opinion to default to the conversation with the most recent activity, so we don't have to do that step manually. ... Mostrar más

We have a bookeeper that needs to be able to view all our inbound payments in hubspot.  The issue is, I do not want them having the ability to cancel subscriptions or issue refunds.  Currently there's not a way to give them view only access to payments so right now this bookeeper has the ability to really cause us problems if they ever decide to go off the deep end. ... Mostrar más

At the moment is it not possible to select a record Id.   I want to associate two records. I can't select the record id. For instance I want to associate a contact with a company via a workflow.  In the workflow I have the company-recordid. Why can't I select the record id?  When applying a label it does works.  ... Mostrar más

Whilst the email logging feature is great, there seems to be a large gap in what it can do - which leaves an opportunity which would greatly streamline operations, which we've done before with Sales Force.   When logging untracked emails received from external sources for 'reference' into the CRM - using the Sales Extension/365 add-in, it would be great to have the option to select the record it goes into using this tool. (https://knowledge.hubspot.com/connected-email/log-your-sent-emails-to-the-crm)   For example, when an email comes from an untracked/blocked tracking domain (for information security purposes), like a leasing company, but has select emails that are customer-specific (like if a customer has terminated their contract) that is relevant to have in a customer company CRM record - currently if that email was tracked by the Sales Extension, it would all sit under the leasing company record - not the customer record as it needs to.   The only current way around this that we have found is manually going into a customer company record and using the 'Log Email' button - however, this is time-consuming and less streamlined.   We'd love to see this suggestion to streamline the process. ... Mostrar más

Currently, the currency on the line items is limited to match the deal. Calculations on the line item level will allow line items to have different currencies while still aggregating accurately.   An example use case is when we have suppliers sending over invoices in different currencies to what we are invoicing. These external invoices are added to the deal as it is a passed on cost but currently we have to convert these values ourselves instead of using the saved conversion rates.   I see this working similar to the product library where there is a cost for price for each currency, we just need a total for each currency so we can decide how the values roll up. ... Mostrar más

Idea: Currently, HubSpot’s line items only allow for calculations based on Quantity and Price. My business requires an additional variable for each product (for example, length, size, or weight). I’m looking for the ability to incorporate a third input into the line item calculation—something like “Length × Quantity × Price.”   Use Case: •Many businesses sell products that aren’t just a single unit. For example, if you sell custom flooring or cables, you might need to factor in both the length of the product and the number of units. •Having a third variable ensures accurate quoting, better forecasting, and a more streamlined workflow for sales teams. Without it, I have to rely on manual calculations or create multiple products (which complicates reporting).   Proposed Solution: •Allow users to define an additional custom property (e.g., “Length” or “Size”) at the line item level. •Add a built-in formula that multiplies (Quantity × Price × [Custom Property]). •Offer an easy way to display, track, and report on that new calculation within deals and quotes.   Benefits: •Saves time by removing the need for manual calculations or adding extra spreadsheets. •Prevents errors and keeps pricing consistent across the sales process. •Improves reporting accuracy and forecasting by capturing all relevant cost factors.   Thank you! ... Mostrar más

You already have the feature that you can preview e-mails in the different e-mail clients, but one thing that is not uncluded is the inbox preview. Meaning where all the different incoming e-mails with their subject lines and preview texts are shown in the inbox. The goal is to check how much of the subject line and preview text will be shown to the recipients and how much will be cut off. Of course, in different clients as well.    ... Mostrar más

When adding a filter in a Help Desk view, the numbers in the column on the left are not taking the filter into account. For example, if it shows Unassigned (8) because we have multiple pipelines, but actually zero tickets are unassigned for the filter that we have set. I want the numbers in the column to match what I am filtering by. ... Mostrar más

As a software provider, we have api's that clients use to pull real estate listing data.  From time to time, there are field updates to these APIs that include elements of a URL. Because these updates often only affect a very specific group, we send these API updates via email.  This may include code that has URLs included. This is a simple code update that should not include a clickable link. But, because Hubspot detects anything that could potentially be a link and forces an unsolicited hyperlink, customers get confused and attempt to click on what should be a plain text code snippet. Ultimately, I would love to see the option to turn off auto-hyperlinking when creating a marketing email.  But, I would settle for a code snippet type style in the email builder that allows for true plain text in an email. ... Mostrar más