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I'm trying to build a workflow that uses the filter logic contains exactly, but that filter is only available in contact search. Workflow (and workaround contact list) filters are limited to contains or is equal to.    Details: I want to assign persona values based on job title. For instance, if job title contains exactly "AR" (accounts receivable) then assign persona "accounting." Here are the problems with existing workflow logic filters when it comes to short, common character combinations (AP, CIO, CTO, etc.) using "AR" as an example:   If I apply filter logic "job title" contains "AR": Anyone with the character string AR in their title is incorrectly included - e.g. mARketing, ARt director, cAR salesperson, etc. Building an exclusion list of every conceivable job title that does not contain EXACTLY "AR" would be impossible.  If I apply filter logic "job title" is equal to "AR": This exludes titles like AR Manager, Manager of AR, AR Director, AR Specialist, etc. Likewise, building an inclusion list of every conceivable job title that IS EQUAL TO anything including exactly AR would be impossible.    Because there are thousands of non-standardize job titles that include short character combinations, it's crucial to have contains exactly workflow logic filters available.   Hubspot support suggested workaround: Search contacts filtering by "contains exactly," build lists from search results, and enroll contacts on lists in workflows. This is (1) extremely time-consuming, and (2) not scalable, since it only allows me to build static lists for existing contacts and would need to be executed regularly for every letter string that's causing issues on a regular basis.    We enroll contacts in email campaigns based on persona, so this is a crucial function!  ... Afficher plus

The Hubspot Outlook Add-In side bar still lists Deals that are already closed/lost, so there are too many Deals listed to show them all.  I.e., Hubspot will show the first three Deals created for a Company, all of which have long been moved to Closed - Won or Closed - Lost, but it won't list my newest Deals for that Company, which are the Deals that I do want to associate with my newer emails.     ... Afficher plus

Currently, Tickets display Open time in Calendar Days.  However, we'd prefer to show them in Business Days as an option. ... Afficher plus

I want to add my campaign performance in the dashboard including emails, workflows, ad campaigns, contacts, traffic, etc. ... Afficher plus

If you send an email out of outlook from a shared inbox, that activity history should display in the Conversations thread.  Use case: - a customer emails into a shared inbox -Hubspot creates a conversation - the support team using that shared inbox replies directly out of Outlook/gmail instead of from the conversations inbox  The email sent does not display in the Conversations thread, so it looks like nobody has responded. You can view the email that was sent in the ticket history if you drill in though in activities.  -The customer then emails back and that reply (along with the email previously sent from outlook directly) show up in a thread in the Conversation.  It is very confusing that some emails sent from a shared inbox display in conversations and tickets, and some do not. Conversations should display all communication in that thread if the email address is the one connected to the Inbox.  ... Afficher plus

The File Manager should give me the posibilities to set the URL of an uploaded file in the root directory that could be domain.com/file.xyz ... Afficher plus

As a CEO/Owner, when I am reviewing the progress of my team in the academy, I want a more convenient way of monitoring the progress of my team in the academy so I can better support and realize success with them. I wish for a report in a course, %progress list format as an alternative to the tooltip-labelled progress circles. It would also be nice if this can be downloadable. Would asking for traffic analytics be asking too much? 😉 Should this be a separate idea? ... Afficher plus

Hi All! As a lurker in the Academy, when I come across a stand alone lesson, I want to find out which course if any that lesson belongs to so that I can explore further the lesson topic. Lesson (content) linking to a course (pillar) Perhaps an additional link in the resources indicating which course(s) a lesson belongs. ... Afficher plus

Migrated from legacy ideas forum with 94 votes.   As it is now, timeline can only be viewed in Hubspot but not retrievable from the API. Suggestion: Please make it possible that we can retrieve the datas such as datetime and activity itself from API Reason: these datas are highly important to be analyzed and we need to analyze them with much more analysis logic. ... Afficher plus