Great minds think alike

Often times we enter fake data into our own form to test workflows or we get spammed with fake accounts. I'd like the ability to delete form submissions so they don't impact the metrics. ...read more

Description: Right now, conditional logic in Record Customization for property cards only allows a property card to be displayed if a property equals a specific value. This is helpful, but it limits flexibility in building more dynamic, context-aware record views. Use Case: For example, I want to show Card A if a dropdown property equals “Active.” But I also want to show Card B if that same property is either blank (unknown) or set to something else (e.g., “Inactive,” “Archived,” etc.). Currently, there’s no way to set conditions for “not equal to” or “is unknown”, which would let us build cleaner and more user-specific record views. Request: Please add support for additional conditional logic in property card display rules, such as: • “Is not equal to” • “Is unknown” • “Contains” or multi-option matching This would be a huge improvement for customizing internal CRM experiences based on record status, lifecycle stage, or any property used for internal segmentation or process control. Thanks! ...read more

When looking at all leads it allows you to add coloums to see who the lead owner is and the date they were assigned. The issue is you cannot save that view so every day when you log in you have to create that view. Would be nice if it would allow you to save that or make it a global setting so everyone would not have to update it everyday.   In the picture below I added the date the lead was added and the owner. This is really important to see who is the lead on the account.     ...read more

Currently we cannot select or reference meeting attendees in reporting. This would be a very important feature for reporting on sales activities.   As several salespeople can attend the same meeting, we're currently unable to accurately report on their customer interactions. ...read more

We have 3 email addresses connected to our Help Desk - one is default and the others are used for specific cases. However, HubSpot is showing them alphabetically when responding to a customer (i.e. every time we need to click and choose our default before ending the email). Can there be a way to choose what is the default sending address, and switch to others manually only when needed?  ...read more

I would love to see a Kanban style pipeline for the leads object in the Sales Workspace.   I believe this would be useful for the sales team because when someone stictly works in the KanBan on the deals pipeline then transitions to the Record List style, in my opinion its a hard transition to get use to and would help streamline processes for the sales team. ...read more

Hi! Could be awesome if we can configurate the proposal / quote template. Thanks ...read more

I'm very excited to have the beta of creating associations and labeling them  between records. But it feels incomplete without the ability to associate records via workflows. My use case is something I've been trying to implement with workarounds since my company started using huspot.   Use Case: We're a solar panel manfacturer. We sell to distributors, that sell to solar installers, that sell to homeowners. We generate plenty of homeowner leads that we would like to send to our customer installer companies.   I want to set a workflow that will assoicate the lead's contact record to the installer company record under the assciation label I made for this purpose, then send a new lead notification to the campany' designated lead-getting employee associated contact , all based on the location of the lead.   I want to be able to look at the lead contact record and see which of our installer companies we sent it to. Or look at an installer company and see all the leads we've sent to them. Or create a deal that is between the lead and the installer company for every lead we send to the company. There's just no way to manually associate these records as we get thousands of these leads a quarter, this seems like such a blind spot for B2B users. ...read more

Within our organization we use Microsoft Teams for all meetings. When people book a meeting through the Meeting tool with someone, we now have to manually send out an additional Microsoft Teams meeting. We would like to these meeting tool invites to already be Microsoft Teams invites. I know this is possible since Hubspot does exactly this within their own organization, except with Zoom.   It would really make a big difference to us if this were possible.   **Moderator Edit** This issue has been merged with Marialll2694's post titled: Automatic Microsoft Teams Invite Link to be sent when meeting is scheduled. All comments and kudos have been combined here.   Marialll2694 When you scheudle a meeting through hubspot it should be integrated with Microsoft Teams in a way that it creates the invite with the conference link. Currently you have to send another invite with the link.   We were considering purchasing HubSpot and this integration threw a wrench in the whole deal. With COVID 19 we are all having to work remote and we use Microsoft Teams (along with 75 million users) because it's part of our corporate suite. Not having this integration is detrimental to a seamless & delightful experience with our clients.   Part of the "magic" with HubSpot is that something like this doesn't happen. I was even more surprised to see that both the Google and Zoom integrations have been done. ...read more