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We have prospects, customers, and partners who have many attachments/ documents associated with the accounts. Annual Maintenance agreements, Partnership Agreements, POs, Quotes, Presentations...etc. Hubspot CRM currently only allows you to manage attachements on an individual basis, and you have to load attachments into the GUI in smaller groups. This can make attachment management and location very time consuming. It would be great to have an attachment screen with bulk selection for management/ deletion/ download/ upload...etc. ... Exibir mais

Hi, Add possibilities to filter contacts by associated tickets like an associated company in the Lists! Filter contacts by Tickets This is important to send support announcement in the B2B business.  Thanks, Andrej ... Exibir mais

Hello!   I'd like to have the ability to associate a ticket with multiple companies in Hubspot. Occasionally, tickets that we work on will impact a few different clients and it would be nice to designate this more generally, as opposed to a specific contact for each.   ... Exibir mais

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.  ... Exibir mais

It would be great to have more than one subscription preference page for different targeted audiences.  ... Exibir mais

Pricing or Quote templates would be excellent for reducing time and potential errors in creating quotes.   How this would work When adding a quote: Have the option to select from a Quote template Quote text fields are populated from the template All products including template pricing, descriptions, units, discounts, tax, etc are added to the Deal and quote     ... Exibir mais

Issue: Tickets Owner and associated Conversation Assignee are not linked.   Use Case: Our support team rotates who is on call. Whoever is on call during a specified period of time will answer incoming client issues for that period. To facilitate this, we have the Conversations Inbox set to unassigned for new incoming messages. We also have it set to automatically create new tickets, which also have the ticket owner as unassigned. If a support rep claims a Ticket they set themselves as the owner, BUT the associated Conversation is still shown as unassigned.   As a result it diminishes our team's ability to work out of both the Ticket and Conversation areas concurrently, as ownership of something in one area is not reflected in the other. This reduces the usefulness of the Conversations Inbox.   Solution: When an unowned Ticket (automatically created from a new Conversation) has it's owner set, also assign the associated Conversation to the same user. ... Exibir mais

Let's say you wanted to use HubSpot to build an intranet.   Having private pages, a private site, a private blog, or a private subdomain that can only be accessed by registered employees is possible.   Now what if you wanted to use Okta SSO?   Currently, Okta SSO only works to sign in users to the backend of HubSpot.   I'd like to see HubSpot create an option to use Okta to login to private content for accounts that are not users of the HubSpot tools themselves.   Basically, an employee can use Okta SSO to login to view private content even though they're not a HubSpot user. ... Exibir mais

   Hello!    We are facing a lack of HubSpot regarding the cookies settings. The GDPR enforces all websites to notify to all visitors when their data are being stored, this process should be totally explicit for the users, as their data should be treated only when the user accepts cookies, meaning the cookies should be switched off by default, only turned on once accepted.     We know Hubspot can erase their cookies but, however third party cookies are still being used on Hubspot's landing pages (creating these landing pages in Hubspot). Hence, how do we "switch off" the 3rd party cookies at Hubspot landing pages? This should be possible to do so from Hubspot itself.     Also, as many of you might know, many websites offer the possibility to accept or decline certain types of cookies, this is 100% UX, and Hubspot doesn't take this into account.      With this idea my suggestion is that Hubspot should offer the possibility to accept or decline which type of cookies the user accepts. And if this causes to many struggles, than Hubspot should be able to offer the possibility to decline all the cookies (including the 3rd party coookies).     Please vote up! ... Exibir mais