クリエイティブな才能を開花させよう

Currently, you can open an IFrame modal within the UI Extensions actions (https://developers.hubspot.com/docs/guides/crm/ui-extensions/sdk#open-an-iframe-in-a-modal).  However, you cannot close it without manually clicking the close "X" in the modal. This creates an extremely bad user experience for the case of opening forms within an iframe.  Now a user needs to: 1. Open the form (iframe modal) 2. Fill out the information 3. Submit the information 4. Then go and close the iframe manually (it should just close automatically in the last step) Some easy solutions to this could be to simply allow an iframe to be embedded within a react component (rather than as an overlay), then you are masking what is an internal/external resource - in this case you should be able to expose a panel of buttons to programatically close the iframe as you can any other overlay.  This solution would allow you to collapse steps 3 and 4 above by skipping step 3 and ensuring progressive updates in the iframed forms in step 2, and just providing a single "Submit" button.  Either way, even for static content, it's opening and closing can be controlled without leaving the 'hubspot' sandboxed react experience. Another solution would be to add a listener to the iframe, and allow the child window to communicate with that listener using some predefined set of commands.  This is probably more challenging, but would open up the possibilities for devs even more. ...その他を表示

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.     ...その他を表示

Hi! Could be awesome if we can configurate the proposal / quote template. Thanks ...その他を表示

When "training" the Customer Agent, it would be helpful to give instructions on what NOT to say. For example:   "Never share an email address or phone number in an answer"   etc.... ...その他を表示

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. ...その他を表示

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. ...その他を表示

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 ...その他を表示

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?  ...その他を表示

The ability to create more than one Knowledgebase. Similar to having multiple conversation inboxes or ticket pipelines. This allows for knowledgebase segmentation. Could be for Internal Vs External or Client Vs Prospect (Sales Vs Support)   ...その他を表示