Great minds think alike

I’m currently dealing with the following challenge at work: For context, we have multiple teams set up in HubSpot, including our Maintenance team and over 20 branches. The issue is that we have a Maintenance pipeline for building maintenance tickets, which both the Maintenance team and our branches need access to. We also have a separate pipeline for invoice entries, where both teams also need viewing and editing permissions. However, for the Invoice Entry pipeline, I don’t want the branches to see each other’s tickets or the Maintenance team’s tickets. But for the Maintenance pipeline, I need the Maintenance team to be able to view all tickets from every branch to manage their requests. I recommend expanding access permissions by adding more configuration options for pipelines, team hierarchy, and other related settings. If any of you have more ideas, please, share with me! ...read more

Hi everyone!   Does anyone know why my 'create email' button is greyed out? I'm an admin assistant.    I'm using a free plan.   Thanks in advance! ...read more

It would be helpful to have the ability to assign chats to a team or contact owner directly from a workflow. Currently, this option does not exist, and if a user is deactivated or deleted, all their chats remain unassigned. The only alternative is to create an overly complex workflow with one branch per user, which needs to be updated every time a new team member joins. ...read more

how do I migrate my phone number for my current provider to HubSpot ...read more

Hello Team,    We are trying to filter our invoice searches by customer type (a customer contact property we have in Hubspot). However the filter in invoices only works for Invoice Information/Properties.    We have discovered a work around but this involves us having the duplicate information in the system unnecessarily by creating another property matching the previous property and create a workflow to duplicate the information. ...read more

If there is an option to UNSUBSCRIBE all why isn't there a button subscribe to ALL? ...read more

It would be really helpful if there was an AI bot implemented that could view an incoming ticket and find past resolutions to the same problem in past tickets and show them.   Currently we have to do this manually. ...read more

My idea is to improve a feature when creating quotes.  This will help any person or sales team that uses HubSpot exclusively to generate quotes.      Currently, HubSpot will not allow you to create a quote without it being associated to a deal.  In our case there are some quotes we would like to create that do not need to be associated to a deal for various reasons.     I am asking for the ability to skip the step in the quote process where you have to choose a deal.  It would be beneficial for our team to skip this step for certain quotes we produce.   ...read more

The smart module option within the email builder/editor is a great addition, allowing you to customise emails for different audiences. However, one really useful modification would be to make it so that the module could be hidden from certain audiences (currently you have to have the module displaying with default text and then custom text for select audiences).  We ocassionally need to highlight an event or publication to one audience, but don't have anything else to share by default (so would then hide it by default). ...read more