Great minds think alike

Need to have recurring tasks for marketing projects in marketing hub.  Let's say that weekly I need to submit a status report or do time entry or review my analytics. There should be a way to do this so I don't have to create a task in a project, assign it to me and assign it a date. A recurring project might be nice as well such as end of month items. I have a template for that but seems silly to have to create a new project from a template when I know that it needs to be created every month. ...read more

Title: I want HubSpot to allow user to remove connected app through REST API Desired Capability: We need an API using which we can remove connected app installed in Customer's HubSpot Account Goal: Remove Connected App installed in Customer's HubSpot Account using REST API. Use Case: We have a page in our webapp, where Customer connects their HubSpot account using OAuth2 flow (Connected App). When customer do not want our webapp to access his HubSpot data, he simply disconnects his HubSpot account from our webapp and we also need to uninstall the connected app from Customer's account instead of telling customer to manually do it. ...read more

Currently, you can only set up a daily, weekly or monthly send frequency safeguard rule at a time, but I think it would be of great value to enable multiple rules to be set up at once. This would enable companies to send multiple emails on one day without the worry of people receiving multiple emails but also set up rules to prevent them receiving too many emails over the course of a week and/or month. It would save the time of having to manually assign the rules by adding exclusions lists to emails. ...read more

When a new Property Group is created in Property Settings, the fields associated with that group should show up in a new, seperate 'Card' when viewing the contact.   For instance, when currently viewing a contact, the 'Cards' that show up on the left include Deal, About, Company, Web Activity, and Attachments.  It would be ideal to be able to create new Cards, and would be easy to administer through the grouping feature within Property Settings. ...read more

It would be great if we could please completely disable the Play Button that overlays on videos within emails. From our testing it is very inconsistent wether the button loads or not. If we could have the option to remove it entirely it would allow us to manually add the button overlay in without the risk of it looking messy if the Hubspot version does decide to load/show.   This should be a fairly straight foward fix?   Thank you ...read more

Ability to set a date range for all activities or individual activities based on a filter. And, ability to search for keywords within activities especially notes or call logs. If we could have one clear view of all notes filtered by the specific date range, that would eliminate all of the scrolling within the activities. ...read more

In the new Overview release within a contact or company record, we should be able to customize the tables so that we can see all of the notes associated with the record instead of having to go into the activities tab. We should be able to access any of the affiliated properties within the record and have a simplified view of it there.  ...read more

Often we make more then one quote for the same deal. At the moment we have the following issues: - The only way to keep just one quote is to delete the other ones - The products in the quote are not updated to your "last quote" but stick to the values of the quote that was published last - The only way to adjust the products in the deal is to reopen the last quote and publishing it again It would help us enormously if we could approve just one quote and the following happens: - All other quotes are rejected - The products in the deal are updated to the accepted quote ...read more

When creating a task through an automated workflow, it is today possible to personalize the title of that task with tokens (e.g. contact's first and last name). That is extremely helpful, since many tasks might be created this way and without any personalization they all look the same. This option is however not available when automatically creating a task as part of a sequence, which is quite annoying 🙂  ...read more