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The Deal Workflow currently only has two ways to update a Date Property: Static Date - a Fixed Date Date of Step - Date when the action was executed Ask: To be able to update Deal Date properties dynamically in a Workflow, where the close date, start date & end date of a deal will automatically update when a date is in the past. For instance, update a Deal Date property to "20 days from today's date" or "last wednesdays in the month".  These dates should be set immediately and not on the date the action is executed.   Example: Today is 5/16. And there is an active deal with a close date of 5/15, a start date of 6/1 and an end date of 10/1, dates should be  dynamically and immediately updated to 1-month out from those original dates through the Workflow. So now close date is now 6/15, start date is 7/1, and end date is 11/1. ... Exibir mais

There should be an option to change the placement setting of the support chatbox.   A couple of options to move it on the left side of the screen or even have it floating on the right side can be beneficial as the bottom of the screen is prime screen real estate.  Best, Shashank ... Exibir mais

Currently.... When creating a draft, there's a chance that you'll type it all up nice and neat, click create, and then receive a Red Error Box that says something didn't work or whatever, and basically you have nothing but wasted time. Instead, Hubspot should be saving our quotes as drafts every time we click to go to the next page. It's such a huge waste of time when Hubspot deletes all the work I just did. The work-around is to save the draft manually and re-open it, but that's even more tedious. Please, have quotes save automatically as drafts, everytime you click "save" or move to a new page of the quote process. Thanks!! ... Exibir mais

I'd love to be able to organize my workflows by folders. 🙂  ... Exibir mais

We have been receiving spam from chatters on our site that includes all sorts of attachments, from documents to pictures, that are completely irrelevant. I'd like to suggest an option to disable the file attachment feature of the chatbot.   This sort of activity can be dangerous, on top of being obnoxious. We don't want anyone on our Hubspot team to click on a potentially dangerous file. In addition, disabling it would clean up much of our chat conversations.   If we have no need for attachments in our chat, we should not have to have them enabled. ... Exibir mais

When creating an article, we really need a feature where we can add related articles. This would make it much easier for the user, to find the solution for their problem.    Example article: - How to log in   And related articles could be: - I forgot my login - Reset password    Upvote my post so we can have this feature added  ... Exibir mais

Posting this on behalf of my customer! As my customer and I were discussing, we were thinking that it would be helpful to have some kind of workflow pause action. Similar to delay action which holds the objects at the delay step until set time, it'd be awesome if there is a pause trigger that would hold the object to the pause stage until the condition you set is met. With this functionality, you can set a pause trigger: Pause object to this stage until XYZ condition is met.   For example, you can set a pause trigger - Pause contact until contact opened (marketing email name). With this action, any contacts who meet this criteria will just go through the next steps of the workflow, and contacts who do not meet the criteria will stay in that stage until the condition is met. This would be very helpful for the customers who want to use workflows to send email drip campaigns with ultimate goal to have contacts take actions in a marketing email (clicking a CTA, filling out a hyperlinked form, and etc).  ... Exibir mais

We have different departments using different email addresses, and from time to time, emails find themselves in the wrong mailbox, but we're unable to simply move them to the correct mailbox, instead, we have to contact someone from the 'other' team to let them know there is something in another mailbox needing their attention - quite a basic need I thought as was possible with all previous systems we used. And I'm sure it can't just be our business in need of this feature?? We'd love to see that come soon! ... Exibir mais

We have set up integration of Hubspot CRM with Gmail.   If one of my colleagues emails a contact, this email is automatically associated with the last X open deals where this contact is connected to.   For us this does not make sense at all. Let me give an example:   Company ABC has 10 deals running with us. 5 of those 10 deals are associated with contact Jeff.   If one of my colleagues now sends an email to Jeff about a warranty issue totally unrelated to any of these 10 or 5 deals Hubspot automatically associates this email with the last X open deals associated with Jeff.   I don't even see when this automatic association would make sense?    So I vote for have an option to disable this automatic deal association asap.    At this moment our CRM is a total mess because of this and that is the opposite of what I wanted to achieve with this CRM. ... Exibir mais