Great minds think alike

We need the ability to grant users access to multiple teams so when they are creating deals, companies or contacts they can specify which team they are doing this for.   This will allow our support staff to support multiple individuals in a way they can't at the moment and in reality, in many businesses, an individual will often work with more than just their own team. The user permissions settings are far too basic at the moment with just 'individual', 'team' and 'everything' not granular enough.     ...read more

Similar to the new folders to organize contact list, the same organization for workflows is needed. Many of my workflows automate specific campaigns or simple administrative tasks. Many of them are related or unrelated in someway. I would love a way to better organize each workflow into a folder structure.   http://ideas.hubspot.com/forums/76407-general-hubspot-ideas/suggestions/5739715-folders-to-organize-workflows ...read more

The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria.   Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement.     -----------   This is now in public beta! View the flow here: https://share.getcloudapp.com/z8u1n51n   Details on existing functionality: You'll be able to create automation triggers from an individual sequence, that then create actions for that specfic sequence. EX: you'll be able to set a sequence to automatically enroll when a specific form has been submitted. Or you can set a sequence to unenroll when a specific page is viewed. The intial 'triggers' are 'Form submission' and 'Page view' We have chosen these triggers first because each are 'reactive' scenarios. Sequences in these scenarios can be built with a personalized/segemented scenario in mind, and would trigger one at a time We still strongly discourage any scenarios of 'proactive bulk automation' at all tiers. As we include new triggers and actions, we hope to be prudent in avoiding functionality that might directly or indirectly encourage this type of use: IE: Enrolling a large list of contacts into a sequence The actions are 'Enroll in sequence' and 'Unenroll from sequence' We currently have this functionality in a public beta. We will be taking in feedback through our internal channels during the beta for the couple of weeks, and will make this feature live without yet the addition of new triggers or actions. ...read more

We need to connect the Microsoft teams Calendar with the HubSpot meeting link  So that meetings that are booked through the link show in the MS Team Cal  ...read more

Today its only possible to enter whole numbers in quantity in quotes. this is very limiting.   For example when you sell 1,5 hours. Or you sell 1,5 square feet of something. or 1,5 pounds...   You get the point. extremely important that this is corrected. ...read more

The Sales CRM functions more as intended for lead capture from a web form where one email would be provided to create the contact record.   You're thinking in terms of the CRM as a Sales and Marketing tool, which it is, but it's also just a CRM: Connected to Gmail it's getting new records daily from people that have multiple email addresses.  Moreover, just doing an import of addresses from other databases can result in multiple Contacts being created for the various email addresses someone might have. Consider myself as an example, I have 12 different email addresses.  When I take a new client or job, I'll have another.  Those are 13 different records. They are all just me and each of those email addresses should be more easily uncovered as associated with the same person and merged.   What needs to improve Today we have to go into a Contact records and use the Merge function to find the other emails and merge them.  That's a manual process. A pain for large Contact databases. The Contact list should have a "Find and Dedup" option.  The CRM should find likely duplicates not based on the email identifier but other personal identifiers: same name, similar name in same location, etc.  Flag those in the list and make it easy to check the duplicate Contacts and "Merge" them. This really needs to be done as part of the platform as growing companies, teams with many people using Gmail as part of their outreach, etc. will constantly result in new Contact records that can go unnoticed as duplicates of existing records. ...read more

My company consults with other companies on a B2B basis for training their staff, we build a company profile and an organisational needs analysis (ONA) for those companies to identify their training needs.   What I find strange is that we can only create forms with contact property fields and not company fields (Deal fields too). A contact record does not need a "Total company wage bill" property for example, but I'm forced to create one in order to copy the property over to the company record using a workflow. See: https://knowledge.hubspot.com/articles/kcs_article/workflows/choose-your-workflow-actions#copy-a-property-value   I'd like the ability to add company fields into a form, to bypass the need to create unnecessary workflows and contact properties. I could see a use for deal fields too as a way to collect order information   (I'd be surprised if I was the first person to suggest this idea, but I couldn't find any related posts around the subject. Let me know if this is a duplicate) EDIT: Deals and other objects should really be involved in here as well, with the Custom Objects beta coming into play, this is worth discussing too!   ...read more

It would be great to be able to upload attachments to a contact record through the iOS App.   This feature has been Delivered for the Android app: https://community.hubspot.com/t5/HubSpot-Ideas/Attachment-Upload-for-Mobile-App/idi-p/25227/page/2#comments ...read more

When a phone number field has data put into it, it is up to the User to format it the way they deem appropriate. That is not the most user-friendly or data-centric approach. This is a good way to allow users to enter incorrect or sloppy data and cause possibly difficulty with search results while also affecting adoption. There are many other CRM platforms out there (At least 12 I could find) which will automatically format a telephone number.   Hubspot does not currently have this basic feature.   Suggested solution: When a telephone number is typed into a phone field, the number should automatically format to the Contact's standardized country format with a country code in front of it.  So, for US, +1 (555) 555-5555, for UK,  +44 5555 555555, etc.  Some countries do not have standardized formats, but widely accepted formats, or multiple formats depending on when the phone number was assigned. I do not know of an easy solution for that, but choosing one format or at the minimum, placing the correct country code in front of the numbers according to the selected country on the Contact or Company would be helpful. Possibly a non-editable drop-down with country abbreviation and code which auto-fills but is still selectable in case of error. This could also help with the calling feature if calling out of the country.   An admin User should be able to toggle in settings whether or not the field will auto format with country code. At the bare minimum, as a US based company, it should at least format any 10 digit numbers into standard US format (555) 555-5555. ...read more