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I'd like to be able to control which properties appear on the "card view" in the   Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts   I'd like to be able to select my own 4 attributes, so that the at-a-glance feature is more meaningful to me.   In addition I'd like to be able to color-code Deal Cards based on attributes. (i.e. [if deal amount > $5,000; then color = green]) ... Exibir mais

Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.   ... Exibir mais

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

Some businesses benefit from entering 2 different email addresses for a single contact. For now, they create a custom property "secondary email", but if someone fills in a form with this secondary email, they have to manually merge the contact every time. ... Exibir mais

I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM.   I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' trigger sequence 'Y' ... Exibir mais

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)   ... Exibir mais

I was disappointed to see that I can't do an A/B test in an automated email: https://knowledge.hubspot.com/articles/kcs_article/email/how-to-create-an-a-b-test-email   Marketo (a HubSpot competitor) allows this functionality. Can you add this to the product sometime? It's particularly helpful with a Welcome email sequence which is key to on-boarding new customers. ... Exibir mais

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. ... Exibir mais

Is it possible to create reocurring tasks, such Ticklers?  I like to set-up ticklers to contact  certain customers on a regular basis.  Is this possible in Hubspot?   Barry ... Exibir mais