クリエイティブな才能を開花させよう

HubSpot just released this great Beta: https://knowledge.hubspot.com/properties/create-sync-properties   However, it lacks one critical functionality: these sync fields currently can not be used as mandatory deal stage fields.  Use case:  You have a field called delivery address on the primary associated company. Before the deal can be moved into Closed Won, that property must be populated. Making the sync property mandatory on the deal level forces the user to go to the company record and update it.  ...その他を表示

In Hubspot payment links, if a client purchases subscriptions that have different term lengths on them, they get charged separately for each subscription with a different term length (even though they paid through 1 payment link). This is not only annoying for our clients who get hit with 2 different charges every month, but it is also very frustrating for our billing/finance team, when it comes to payout reconciliation. Implementing a feature to consolidate payments on payment links that have multiple subscriptions with different term lengths not only improves the checkout experience for our clients, but also makes reporting much easier for our accounting team. This solution is useful to any Hubspot user who offers their clients subscriptions with different term lengths.  ...その他を表示

I would like to turn off online payments by default in my invoices because they are paid by bank transfers, so no link is needed in the invoices and it just leads to confusion for my customers. I can turn this off manually in the invoice before sending it, but the default setting to do this is forcing me to choose a payment method. See the attached images for the default setting that could be used, but won't save unless a payment method is selected, and for the images showing the option being turned off manually in each invoice, each time I want to send one. This is inconsistent and inefficient. It already takes way too many steps to send an invoice as it is and I want to streamline the process. ...その他を表示

I would love to see Automated SMS attributed to goals inside of workflows. We have an SMS only workflow and the only way to track goals from it is UTMs inside of another tool.   Talking with Hubspot support, only automated emails get goal attribution. I know SMS is working to meet the goal because of my other triggers outside of Hubspot, but having the data populate inside hubspot is necessary so that I don't have to do a workaround to take leads out of a workflow. ...その他を表示

When exporting the list of users from your settings ("user table"), there are several properties that are available as filters, but are not included in the exported file.   Specifically, I would like to request that the "Invite Status" user property be included in the user export file.   We are a large organization with many HubSpot users, and therefore automate our user provisioning. Due to variable onboarding schedules, we often have many users at once who are in the "invite pending" status. This becomes a problem, of course, when a user is in a pending status for more than a few weeks.   As part of our adoption metrics, we look to determine the percentage of weekly/monthly/etc. active users. Since the user analytics tools cannot do this in the UI (yet!), we export the user list and report via Excel.    There are two key problems with the export function, as it doesn't behave in the way a list or index page export does:   1. All records will be exported, even if you have filters applied. For example, when you export a filtered index page, you can export just those records in your filtered view. So if I apply a filter to only show users with an "Invite Status = pending," that will not be reflected in the export. This is problematic for us because it will falsely inflate our total number of users when I'd like to only report on accepted users.   2. There is a lack of consistency between the properties shown in the UI filters and the properties being exported. The following properties are not included in the exported file:   Invite status (ironically, this is the very first filter listed on the page, and yet it's not included in the export) Access (this is included, but in the export it's called "Permissions") Calendar status Calendar sync Email status Extra teams (this is included, but in the export it's called "Additional teams") Main team (this is included, but in the export it's called "Primary team") Partner Scheduling pages Seat (the export does include a "Paid seat" property, but it does not specify which paid seat the user holds - it simply says "yes/no")   Additionally, when you generate an export, the shown properties are the same each time (and not comprehensive). It should beave similar to an index page or list export where you're asked if you'd like to include all properties or just those in your current view.   While gaining export acess to the "invite status" property is my primary objective here, I imagine it is quite frustrating for other customers to not have access to properties like "Scheduling pages" or "Seat" in their exports as well.   Please update the user table to behave more like an object index page, and more specifically, update the file export to align with the properties shown in the UI filters.       ...その他を表示

Code Action outputs seem to be configured with slight delay, and will not always be properly defined before the next action is run in a workflow.   If you output values with code and the next action copies that value to a property, it will likely fail since the output value isn't properly defined.   To mitigate this, you have to introduce a short delay after the code action. This should not be necessary, and these values should be set and available to the rest of the workflow before continuing. ...その他を表示

Quando preciso buscar por uma empresa na pesquisa global algumas vezes o telefone é uma coisa necessária. Porém, o HubSpot não permite que isso seja feito e por isso tem que se criar filtros para encontrar o que é muito decepcionante. O suporte responde " Neste caso, existem algumas propriedades que podem ser usadas para buscar informações específicas de objetos na HubSpot. Para os contatos, pode ser o nome do contato, e-mail, ou ainda o telefone, e para empresas pode ser o nome ou o domínio da empresa, porém para a empresa o telefone não funciona desta forma a encontrar uma empresa específica" Minha sugestão é que além de nome e domínio, o telefone também seja uma forma de pesquisa. ...その他を表示

Would love to be able to add a user's headshot to be included in their email preset. Might defeat the purpose, but having the control to adjust email signatures is a big deal for a large client of ours. They want the email signatures to be personable since they are a b to c company and need the individuals headshot in the email signature. Thanks! ...その他を表示

as a B2B business, we're not providing services to individuals and we're not accepting any personal emails. but we also have a "Get demo" button on our website that is connected to a HubSpot meeting link. there are no ways to restrict free email providers like that actual form setting. this way we are getting so many individuals through our demo schedules that is filling up our sales reps calendars. I want to kindly ask to add this setting to the meeting form too. Thanks. ...その他を表示