Las grandes mentes piensan igual

Anyone with the lowest level of permissions within a Hubspot portal can delete all Hubspot files in the File Manager.    Anyone can delete all marketing assets Anyone can delete all sales assets This is very insecure for all Hubspot customers. ... Mostrar más

With more people thinking of and trialing working 4 days a week which is what I currently do, there is no functionality in Hubspot to change which are the specific working days you want your cadence to follow.  I think this would be a good feature to include and I know other systems have this facility. As I don't work Mondays the cadence means I have Monday's and Tuesday's tasks all to do on a Tuesday as they are overdue from the Monday. Not ideal. ... Mostrar más

Currently the merge function takes contact A and pushes it into contact B.  A) It is very buggy. Often times information from A will override B even though B is the primary B) If a mistake is made and the intention was to merge B into A you lose all of the data from B and cannot get it back no matter what! (whereas, if you just delete a contact, it is saved for 90 days).    In short, this method is problematic to the extreme.    In other leading CRMs (the kind that may be associated with thunder or *lightning*) the merge function is such that it doesnt matter which is merged into which since after selecting the two contacts you get a page where you can confirm which overlapping properties you prefer so that you can, for example, keep the contact owner from A, the email from B, the address from B and a custom property from A.    Please do this soon because your current merge feature is TERRIBLE and has caused problems so many time.  ... Mostrar más

We are currently able to log direction of calls, but not able to log and track direction of manually logged emails and postal mails. This is a pretty important function for us as we are not logging the contents of these interactions directly in Hubspot (We need to maintain compliance with HIPAA).    (Also a little strange that custom reports allow you to track activities based on whether email is inbound or outbound, but doesn't allow you to track that for manually created email logs) ... Mostrar más

Currently all dependent fields on a form are listed one per line. I would like the ability to arrange dependent fields side-by-side just like regular form fields. ... Mostrar más

Just like we could set a trigger in a workflow for 'Any Form' Submitted on 'Any Page' - similarly we should be able to trigger a workflow based on 'Any Link' Clicked in 'Any Marketing Email'   Use Case : We have 2 types of emails : Transactional automated emails - Thank you for Downloading the asset - Here is your download link and so on. these are fixed in number, increase rarely. ~40 in count  Targetted Marketing emails - Crafted industry types, with multiple subject lines, for multiple geographies, with multiple types of links. (Links could be to non-hubspot pages, third party webinar pages, gated/ungated content, blogs, basically anything) these are ever increasing, atleast (2 new emails added each weak) x (2 subject line options) x (at least 3 regions) = atleast 12 new emails added each week with atleast 1 link in each have around ~200 of them right now, thats about 300 new emails in next 6 months. Result expected : Now I want to update a custom text type field property as a result which is mapped with a custom Salesforce field. On that Salesforce field - some reports are also dependent.    Trigger Expected : Any link clicked in any marketing email sent. (and not the link clicked in any Transactional email sent)   I though about using CTAs but every email will have a different CTA, different link. Also the boundation to use a button - some of our emails have only hyperlinked text.   Thought about adding emails individually, but how many...? Till when..? One email missed to add and the report in Salesforce goes for a toss!!   Doable for forms.. any form any page.. should be doable for emails also.. ... Mostrar más

A send later function would be a HUGE win for us from a shared inbox. We currently have around 100 service members using one shared inbox and a send later function would impact their day to day greatly.  ... Mostrar más

There needs to be a way to change the default automatic email association behaviour. The default is as follows:   "Activities logged on a contact record will be automatically associated to the record's associated company and the associated five most recent open deals. Open deals are deals that are not in closed-won or closed-lost deal stages."   We need a setting to opt out of automatically associating emails with the 5 latest deals unless the email is sent from the deal withing hubspot. We have a lot of users on outlook  who will be communicating with the same contact for both sales and production related information and we are geting 100's of production related emails associated with deals with which they have absolutly no connection! This makes it very hard to find emails actually related to the deal you are working on. ... Mostrar más

Our company sells through resellers. We started creating the deals and associating it with the end customer, so we can track where our solutions are installed and in case the end customer calls our tech support center we have a way to identify it.   We need to be able to view all the deals by customer, but also by reseller, so we can properly support our resellers and follow up with them on time.   So far we have created some text fields to identify the reseller (partner) and the contact within the reseller who is leading this sales opportunity, but haven't found a way to perform a field search to select the reseller company from the existing database.   We can associate the reseller contact to the deal, because you can have more than one contact on each deal, but it seems you can only associate one company to each deal; therefore, that information requires an custom field, but none of the custom fields are able to search the DB.   I am sure we are not the only company selling exclusively through resellers, so having the ability to add a reseller to each deal and view the deals by resellers would be of great help.   Please let me know if you need any clarification.   Thanks,   JG ... Mostrar más