クリエイティブな才能を開花させよう

We would like to be able to choose hubspot's default criteria or to create your own for lead progression stages in prospecting. Right now when someone reaches a certain hubspot score they are enrolled into a workflow. A lead is created and assigned to a rep and a text message is sent out. Since the text is sent out, they are then considered "Attempting" due to hubspots default settings. However the rep hasn't called them yet so we would like them to be considered "New." I tried a workaround by trying to assign the lead to "New" within the workflow after the text was sent out, however that didn't work either.  ...その他を表示

I've read the knowledge base regarding invoicing. I believe it is an oversight to not provide a way to create an Invoice from a Ticket. The ticket contains the relevant information regarding the service call that is needed for the Invoice, so why not provide a method for creating Invoices from a Ticket? ...その他を表示

Hello everybody,   We currently had a GDPR audit realised by a independant lawyer, and it turns out that GDPR requires explicit consent on HS documents in order to store and process personal data.   However, HS documents only provide implicit consent, when the person clicks on this button :        The HS forms do propose the explicit consent :        It would be great that HS would be able to correct this and allow explmicit consent on Documents  since it is an official requirement as per GDPR law.   Looking forward to an update.   Best regards ...その他を表示

It would be good if it was possible to set-up a property to auto-fill based on another property.    Use case example:  Product field in a ticket is a dropdown which we have loaded all our product names in as options. If we could set up a Product Code field that auto-fills based on the option selected in the Product dropdown, it would reduce human error when entering the product codes, making filtering and reporting much easier. ...その他を表示

Is it possible for form validation to occur after the submit button is clicked, rather than just after the '@' symbol?   ...その他を表示

It's currently not possible to associate contacts to other objects (e.g. company) by using custom unique identifiers of a company.   Example form A: email (contact property) domain (company property) --> The contact will be associated to the company even if the company is already in the CRM. This is good.   Example form B: email (contact property) Custom ID (company property) --> The contact will be associated to the company but only if the company doesn't already exist in the CRM. This is bad.   Also it would be great if there would be a possiblity to use record ID in forms. E.g. for a support form where contacts would be able to update data for an already existing ticket (but only if they know the record ID of course). ...その他を表示

Hi, As CRM cards are presented inside iframes, there are associated properties with it. One of them is called "sandbox", which specifies what is allowed and not. One of the features we want to implement is a confirmation dialog whenever a user tries to close the CRM card. To implement this, we implement "window.onbeforeunload", and use the "confirm" method in javascript. Provided this context, when we tried this, we found that the iframe's "sandbox" attribute does not have the "allow-modal" value in it. Can you please make this small change so we can implement the functionality mentioned above? ...その他を表示

We have turned on a Invoice sync from Quickbooks to Hubspot, but we are missing curcial information corresponding to the individual line items. Would it be possible to add addiional sync capabilities for the default fields associated with line items in Quickbooks (Service date, product/service, description, quantitiy, rate, amont). Currently only the "product/service" property is able to be synced to the "line item" property in Hubspot. ...その他を表示

There are a huge variety of use cases where a user might want to know the TIME something happened. In my case I am looking at Call records -- I can access a datetime for that but can only see the date the call was made, but not the time. Datetime is already being captured -- please expose the Time portion of that as a property. In my case this would allow things like analysis of when during the day we had the best chance of connecting, for example, but again, there are many other use cases where being able to get at the Time an event happened would be very useful. ...その他を表示