クリエイティブな才能を開花させよう

Hi everyone! our goal is to set conditional options between two Contact properties when the same conditional options are set on the same company properties: for example we have 2 contact properties “city” and country” with conditional logic. And we have 2 company properties “city” and country” with the same conditional logic and we would like that when a new conditional option is entered for the two contact properties, it would be automatically set the same conditional option on the 2 company properties; all this using API. Is this possible? Any solution for this goal? Thanks, Ylenia ...その他を表示

In Custom Events dashboard, you can see "Used In" to see Reports and Workfows where your custom events are in use. But, you can't see Lists. Some Workflows may have entrance criteria as List Membership. And Lists can use Custom Events as criteria. However, I may want to delete certain Custom Events, but I don't know which I can safely remove because I don't know which might be in use in lists or not. ...その他を表示

When I click within a received email on the “Log Email to HubSpot” button it should log the email and all attachments on all selected records.   Log Email to ...その他を表示

Automatically display the most recent team member who interacted with a contact, regardless of the contact owner. This would streamline visibility into the latest communication without manual checks and provide valuable statistics on each team member's activity🙂 ...その他を表示

I have spent some time, and more work is needed to modify HubSpot to support my career and new seeking new roles.   Has anyone done similar? ...その他を表示

Other CRMs I've used put this elsewhere or had an option to remove it from view in Gmail draft. I would love it if the same were possible here. The tracking, etc is great but it feels a bit too much where it is.  ...その他を表示

Limiting Data Export Threshold for Users Super Admins should have enhanced control over contact exports, including who can export and the quantity they can export from the system. At present, the only options are a toggle to enable or disable contact downloads, and a threshold for notifications after a large export. A more robust feature is needed, allowing customisation within permission sets under the existing toggle. Use case: Restricting export capabilities for sales teams. ...その他を表示

The Conditional Logic feature did not function as expected when assigning the contact owner.   I use Conditional logic for the "contact owner" property that when my manager assigned contact to me he needed to fill in the "reason for assigning" property to log a reason why it was assigned to me.   However, On the Contact page, when my manager selects a contact, clicks the assign button, and assigns me as the owner, the Conditional Logic doesn’t seem to work—the "Reason for Assigning" field doesn’t appear. Assign button   Just a note: The "Edit" button works correctly Edit button   ...その他を表示

Currently, as I understand it, Chatspot doesn't have access to custom objects. We find Chatspot super useful and would love it if the functionality was extended to custom objects. Especially given this is where we keep some of our more complicated, but business critical information ...その他を表示