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We are a nonprofit that receives donations both online and via mail in the form of physical checks. Our online payments come through Hubspot beautifully, but we have had to resort to setting up individual DEALS to record our physical check payments.   To complicate matters, we occasionally set up a DEAL for a fundraising event to be able to track donations received from that event alone. Fine if all donations are made online, but recently, a donation via physical check was received from that event. So to connect that donation to the fundraising Deal event, we were able to associate it to the deal, BUT the total payments received from that fundraising event did not include the physical check, only the online ones. So now we have to remember to add 2 totals together for a fundraising Deal event--the total payments shown for the fundraising Deal, PLUS any other payments received in its associated deals that were from physical checks.   Please consider providing a way to track physical payments as easily as Hubspot tracks online payments, so all payments can be easily tracked. Thank you for considering this suggestion!   Karen at Anágo Partners, Inc. ... Afficher plus

I know that's a big ask but the platform hurts my eyes. Every other tool I use has dark mode and I have started to abandon tools that don't offer it.    Please hubspot, save the eyeballs of your users. We'll love you for it.  ... Afficher plus

If you first use the LinkedIn Sales Navigator integration, you need to confirm the matching LinkedIn Profile in Contacts. For my organisation, the LinkedIn Profile is more of the unique identifier than an email address, since the latter changes quite often. This is why I created a custom field to capture manually the LinkedIn Profile URL. If you do a mass migration coming from another CRM tool or upgrade from Starter to Professional, like I did, it is necessary to go through each Contact and manually confirm the matching LinkedIn Profile. My request is to offer sort of an automation, i.e. I want HubSpot to lookup in my custom field and use this URL as a match to the LinkedIn Profile.  Thanks for supporting my idea and vote!  ... Afficher plus

HubSpot is an important part of our marketing workflow and so HubSpot elements are used across our sites. As a developer, it's frustrating when HS makes changes to embedded elements without notifying users. This means that parts of our site break and we have no way of knowing until they've already broken.   We're working on switching to hardcoded forms that post to HubSpot's API because, in truth, my team is frustrated. That means that we won't collect impressions on forms; additionally, there's no API support for developers so we're referred to the forums when we find issues. As customers, we shouldn't need to hack our way to the desired product.   Is there any way my team can stay up to date on changes in HS embedded elements? (Not new feature rollouts -- just changes to form behavior, element naming, styling, etc.) And is HS considering adding developer support going forward? ... Afficher plus

Hi there, For our call-back & question forms; we created a workflow with the event occurrence delay. (see screenshot below) So the workflow is built like this:  If a contact that already has a contact owner, then it goes down to the correct communication channels & adds a task for the owner for example If a contact doesn't have an owner just yet, we first enroll them in another workflow (to assign the lead) & + add event occurrence delay & then continue on another if then branch. HOWEVER, sometimes, a lead is already picked up by sales via the Inbox, that the lead is in the workflow, went on the "no contact owner" branch but milliseconds later, they got an owner --> the current event occurrence delay "property value changed" is then never triggered (because it got updated milliseconds before the delay)   IF however, we would have a "Property value known" filter type; then our problem would be solved.   Now we reverted back to normal "x minutes" delay filters & if/then branches; but that means our lead-to-sales-time is a bit longer (due to implementing a 'safe' amount of delayed minutes).   Event occurrence - Property value KNOWN ... Afficher plus

Please can calls and meetings be 2 seperate toos when it comes to selecting a call and meeting type. I need these 2 activities to have seperate lists of types that can be selected. Eg We have a meeting type called 'Demonstration' a demonstration shouldnt be selected for call as this can only be shown during a meeting, so i need the ability to select that to be taken away. If you untoggle track meeting outcomes on calls, it does it on meetings too.  Calls and meetings are 2 different activities so need to be seperate to each other ... Afficher plus

Would love to see AI chat booking calls for leads. We currently use Woosender. Hubspot could easily implement something like this. It would be a game changer.  ... Afficher plus

I would like to Format the data of some properties (regardless of the object and type), by cutting any special characters or emojis.   Today, to achieve this, the special characters and/or emojis need to be inputed individually which is time consuming and not efficient.   Ideally, it would be nice to have a call or options for special characters and/or emojis that can be inputed directly, instead of doing them one by one.. ... Afficher plus

Our team would love to have the ability to either support multiple personal signatures, or the ability to entirely disable the auto-merged signature in a specific email template (non-marketing automation templates).     The Problem: Currently, in email templates (not marketing automation versions) you will see that an individual's signature will auto-merge (as seen below in the screenshot). This is perfect for most cases when we simply want the template to automatically pull the specific person's signature block.   The downside of this is that you can't adjust for more unique options that a team might wish for when building specific email sequences.   For example, we might have versions where we wish to include stronger messaging for opt-out or more unique follow-up items under the signature block. However, we do not want these options to entirely replace the individual standard signature block, or cause them to have to manually go back and forth to update things all the time.    Ideally, we would like the ability to manage how signatures are handled on specific templates. Hopefully allowing for more custom options for these specific use cases.   ... Afficher plus