Grandes mentes pensam igual

It would be great if there was an option to integrate the live chat tool into my own mobile app.  I'm helping manage the process of building an app for my company and need a troubleshooting/chat feature.  Rather than coding the whole thing up, I was thinking about how nice Hubspot's live chat feature is on our website and thought it would be perfect for our mobile app as well.  Unfortunately, it doesn't look like there are any API's/SDK's to integrate into other mobile apps for now. ... Exibir mais

We would like to be able to restrict visibility of sales email exchanges on contact records while still allowing our team to view the record itself. Would love an added degree of granularity beyond the object level for limiting visibility/editing access! ... Exibir mais

Hi there!   I would like to have the ability to create multi-language property names for internal use.   My company database is entirely in English and my Dev, Product, Data and other more technical users prefer to use HubSpot in English as well. However, Sales, Customer Success, Collection, and Customer Experience teams prefer to use HubSpot in Portuguese (our country's main language).   HubSpot default properties usually are translated from English to Portuguese, but we use a lot of custom properties because of our business needs and in these properties, we can't auto-translate based on our employee's HubSpot language. This generates a little friction because technical users want our CRM property naming like our database (English) and operational users want our CRM property naming in our country's language.   If a could manually insert the default property name (English) and the translated one (Portuguese) this problem would be solved.   Best, Felix ... Exibir mais

Our product catalogue in Hubspot is growing and becoming more complicated. Currently our ability to organize this list is very limited, basically just folders and sorting alphabetically.    It would save our team a ton of time to be able to have more control over searching for products when creating deals, such as an advanced search and/or being able to filter products based on product properties.  ... Exibir mais

I'm sure I'm not alone in feeling that the attachments section of Hubspot could use a facelift. Here are some of the functionalities I believe are a MUST for Hubspot going forward:   Renaming uploaded attachments Association options (add or remove associations) Easy upload of attachments to emails, notes, meetings, etc. from a contact, company, deal, or ticket Searching attachments for keywords in the title Filter attachments by date uploaded, modified, file name, file type, etc.  A view all menu  A property history menu, to see when files were uploaded when they were renamed, reassociated The option not to associate an attachment to a record  ... Exibir mais

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

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. ... 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

We frequently need to get in touch with the primary contact at one of our customers. In HubSpot, there is no way to identify who this is among the many contacts we have in HS for that organization.   Even HubSpot recognizes the importance of this for your own use, as our Account & Billing page includes a required drop-down field for HubSpot primary point of contact.  Ironic, huh?   Please add a new Company field type, which would allow us to pick from a list of contacts at that Company. This could either be a dedicated Point of Contact field or perhaps just a more generic field that lets you pick from a list of contacts (I'd probably do the latter).     ... Exibir mais