Las grandes mentes piensan igual

Hi Guys I would really like the ability to trigger workflows from tasks. IDeally be able to apply conditions to the trigger (such as Task Title Contains). A big benefit here would also to be able to customise and add new fields to Tasks module.  Thanks, Rob ... Mostrar más

We have a small team where the same person is assigned to a Main Team and an Extra Team so they can serve two ticket pipeline requests. The Extra Team member will need to toggle between the custom record that the Main Team can see based on which Ticket Pipeline they are attending to. For example, it would be great if the team member opens a ticket on Pipeline A viewing default record for Pipeline A. And when they open a ticket on Pipeline B they are served the custom view for Pipeline B or can change the Pipeline on the record so it refreshes the browser to serve them Pipeline B's custom view. ... Mostrar más

It would be helpful to have an overview of all records and assets with the customer agent as an owner, like the table available for users.   Current system requires navigating to each record and tool and check ownership for each type individually. An overview would help with management and insights at-a-glance. ... Mostrar más

There is the ability to "check" options for minimum and maximum chararcter limit for properties/fields to pull into forms. However, they cannot be enforced as this time, which means they're essentially not functioning as one would expect. Please make this functional rather than just a "cosmetic" option. Otherwise, there's really no point to having it. ... Mostrar más

My clients want to pay weekly for their subscriptions and I need the ability to make invoices and payments for this. ... Mostrar más

Hi, we have a very complex solution for tracking leads on our website and by phone. HubSpot's tracking / analytics isn't capable of categorizing leads as well as our setup. While this is the case, we still really like the Ads Analyze View inside HubSpot and the exporting of conversion events to Google and Facebook. Unfortunuatly we figured out that although we are changing the original source field of HubSpot to "Paid search" and adding the Google Click ID to the native HubSpot field, those leads are not recognized inside the Ads Analyze View and neither are they being exported to Google/Facebook. HubSpot Support told us this only works if HubSpot knows a ad interaction for this lead before they were created, which is a bit unfortunate in our case. This we would like to have solved by being able to remove this restriction and just show all leads with Paid Search as a source and all those with a GCLID also being exported out. ... Mostrar más

Habitualmente mi empresa manda mailings a un grupo de usuarios, este envio se realiza desde un sistema aparte de hubspot. Cuando esos usuarios responden al mismo mailing, en la bandeja de husbpot se me agrupan como si fueran la misma conversacion, pero son usuarios distintos que entre ellos no se conocen. Si queremos responderles a ellos les llega con nuestra respuesta las consultas en cadena y respuestas anteriores que le dimos a otros usuarios. Nosotros necesitamos desactivar que esas conversaciones que responden al mismo mailing se agrupen, porque nuestras respuestas son privadas a cada usuario y no tiene porque ver lo que le dijimos a otro usuario. Y si le mandamos un correo privado entrando al contacto, se pierde en nuestro correo la interación previa donde ellos responden al mailing que nosotros le mandamos. Es por eso que tampoco nos resulta util esta opción y por eso necesitamos que habiliten alguna opcion que permita separar esas conversaciones que lo unico que tienen en comun es que responden al mismo mailing. Desde ya gracias! ... Mostrar más

Currently in the Leads Page view it defaults to showing 25 per page in the table. Can you allow users to edit this default to show more and give more options? The only option is 25 and 50 per page. We have a ton of leads in various stages and constantly having to change this to 50 per page and sort. ... Mostrar más

We need a way to make payment links to automatically update the total when multiple items are added to the cart.  ... Mostrar más