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It would be great if we could sync contacts to Salesforce by lifecycle stage. For intsance, we only want SQLs and Opportunities to sync to Salesforce and Subscribers, Leads, and MQLs to stay in Hubspot for our marketing team to work on them exclusively.   ... Afficher plus

Instead of requiring an Hubspot User to remember to navigate to a specific page to look for workflow errors, I would like to be able to make a task associated with the specific contact that generated the  error in the workflow.    There are likely many use cases of this.  Here's one specific use case I would like to see:   On this knowledge base page: Troubleshoot common workflow errors (hubspot.com) on of the common workflow errors is on Set Contact Property   After the action that is trying to set the contact property, I would like to be able to have a If/then path that would branch on "error generated by previous action".  If an error occured then I would create a task associated with that contact and assign it to the appropriate Hubspot User.   Another option would be instead of an if/then branch that the Set Property Action had a "What to do on Error" setting, which could include things like:   Create task,  then continue workflow Create task, then exit workflow Jump to this node in the workflow etc... Thanks for considering this idea! Iswari    ... Afficher plus

I believe a uselful feature would be to be able to share a particular pipeliine with people outside of the organization.  For instance we have a company that we partner with that refers a lot of their clinets to us for a shared business use that they receive referral fees for.  Inthis case it would be beneficial for them to be able to keep up to date on the progress of those deals.  It would be great if we could restrict access to the deal card only.  They would be able to move deal properties, but not contact properties etc.  So if necessarty they could add notes to the deal, maybe change the deal stage, but wouldn't be able to go in and change our contacts etc which would give access to our entire hubspot network.     ... Afficher plus

Hello fellow HubSpot users,   I hope this post finds you all well! Today, I would like to submit a feature request that I believe would greatly enhance our experience with HubSpot. I propose the addition of native text messaging capabilities within the platform, eliminating the need to switch to a different tab to use other tools like Aloware.   Text messaging has become an integral part of modern communication, with businesses relying on it to reach their customers quickly and effectively. Currently, HubSpot offers excellent features for managing customer relationships, sales pipelines, and email marketing campaigns. However, the absence of built-in text messaging functionality leaves us somewhat limited when it comes to engaging with our leads and customers via this increasingly popular channel.   I believe that adding native text messaging to HubSpot would align with the platform's goal of being a comprehensive CRM and marketing automation solution. It would empower us to communicate with our audience more efficiently, ultimately driving better business outcomes.   I kindly request the HubSpot development team to consider implementing this feature. I encourage all fellow users who support this idea to express their agreement and share any additional thoughts or use cases related to native text messaging in HubSpot. Let's work together to make HubSpot even more powerful and versatile!   Thank you for your time and consideration. ... Afficher plus

As many of you know; The right sidebar of Service Hub is a bit annoying to see in full size the activities and reading of emails, chats and forms. Ideal that there is the option of minimizing the right sidebar for a better use of the tool     ... Afficher plus

We would like to be able to set up slack notifications every time the forecast tool gets updated. At the moment, there is no way to set up notifications for the forecast tool  ... Afficher plus

Currently, there are only a few selected supported libraries for the HubSpot Workflow Custom Code Action.   Using moment.js is very helpful when working with dates and would make using the Custom Code Action much more reliable.   Thanks for considering. ... Afficher plus

Can you add the ability to view and edit the original messages when forwarding or replying to a conversation? I wish to be able to edit, mark, or remove parts/information due to privacy issues, or for ease of reference when replying. Now it is cumbersome to draft a new e-mail when forwarding to a third party and then having to link that email/ticket/conversation to the original contact. ... Afficher plus

I am looking for a way to change the layout of ticket properties in the right side panel when I'm working with conversations.   The current layout contains default properties, I need to display custom properties to ease my team work when working on conversation. I have been able to change properties of the left side panel ticket properties, but not this right side displayed on conversation.  Couldn't find any documentation about this.   After checking with support, this is not possible yet. Maybe one day! ... Afficher plus