Great minds think alike

Please bring back the number that was displayed in workflows in a delay. This was very useful to see how many contacts exactly were at each delay and how they were moving through a nurture sequence.    This was replaced with "Active Contacts In This Action" which to be honest is rather insignificant and does not tell me anything except contacts are waiting. Knowing an exact number allows me to assess how many contacts are there and if I want to change their course of action then what number i am dealing with or if I want to introduce a logic feature and split that delay what number I am working with.   Its unfortunate that hubspot would deem this an irrelevant feature to many hubspot users who use this figure in our nurture sequences and replace it with something that is in fact irrelevant.  ...read more

Would like to see the ability to restrict users from viewing properties, in a similar way that you can restrict the edit access of properties to specific users and teams.   This would give more flexibility to custom fields, and hide team specific information from teams where that information would not be relevant. ...read more

I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly.   For example, I would only want certain fields to be editable against a contact record if another field against the contact had a certain value.   Thanks! Steve ...read more

Hey HubSpot,  We love the use of conditional functionality now within the HubSpot CRM. However, we do struggle with it only being limited to show "If Field A's value is X, then show Field B"  What we're looking to achieve is, "If Field A's Value is this, then show Field B with only options X, Y and Z".  Essentially, we're finding it quite difficult for both reporting and data management purposes to create separate properties to consolidate certain values i.e.  Example If Location is "Newcastle" then show "Buildings" with only "Newcastle Building A" / "Newcastle Building B" as options despite hosting other locations in the same field as values.  A lot of other systems support this so would love to see it implemented - this also applies to both CRM sidebars and forms Thank you Sam ...read more

I'd like to be able to create custom meeting outcomes. We have clients who want to track events, attendance, and other event-related information, but do not want to integrate with a third-party event tool. HubSpot provides almost everything we would want to do, but we are limited by the out of the box meeting outcomes.  ...read more

Currently it is possible to type in a yearly goal in the goals module, past or present years. But even though an account it set up with a fiscal year that does not align with the calendar year, Hubspot insist that "yearly goals" = calendar year.    That does not make sense for any company reporting on a fiscal year not aligned with the calendar year.   If we cannot use the goals module to report on goal attainment in our dashboards, then what is the point?   Thus, I pledge for Hubspot to either DEFAULT make yearly goals align with the fiscal year in an account setting or make it optional when typing in the goal. ...read more

Dependant form fields are a great way of showing users different form fields/properties based on their selection in another.   In some situations, however, we really need to be able to show a subset of the values within one property based on the selection in another.    For this we need to be able to create rule-based, conditional or dynamic dropdown fields that are also dependant on other properties.    Forms are one use case for this, but some users also wish this was supported in the CRM UI, to assist internal users in making the right selections quickly. ...read more

Hi,   I created a report that used cross reporting across contacts and companies, and within the report I can add a date filter.    However, when I add it to my sales dashboard, the date filter for the whole dashboard doesn't seem to affect that particular report.   So, for now, I need to manually change the date range each time. How can we get the cross-object report to change data automatically on the dashboards? ...read more

Please create the ability in the Chat tool to add a post-chat survey where I can configure the questions. There should be a mix of options for the question field type to set up the survey i.e. Dropdown, Stars, text box, etc.    Something like this (very basic example).   This is much more powerful and will have significantly higher response rates than getting feedback after the ticket is closed by sending the survey via email. Also included in this feature should be that if there was a contact associated with the chat, the survey results should be saved in their account, and in the reporting area of hubspot, I should be able to get reports based on these survey results.  ...read more