Great minds think alike

NicoleSengers · ‎Feb 21, 2022

I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event flagged as attendees. so a business knows which are valuable contacts. It would also be helpful to be able to use a workflow to send different communications to clients based on their association tag.

RoystonJ · ‎Jan 15, 2025

It would be great if HubSpot had a calendar for Marketing which showed all content going out - currently there are separate ones for Social, Email, and Campaigns. Please can one be made that combines all of the above calendars?

hickoryparks · ‎May 9, 2024

The new property sync property types have been tremendously helpful, but would be great if we can increase the limit from 25. Very convenient to avoid working through associations, then searching dependent objects....hopefully this limit gets increased!

CoachAaronCCR · ‎Jul 11, 2017

Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we miss having & would make life MUCH smoother for our staff upon creating deals.

KBoehmer · ‎Aug 24, 2023

I love the new Deals Insights - I would like those same insights to be available in the other Deal Views as well. Not just the default view. This would allow for easy understanding of the stats in the views that are important to me - such as quickly comparing LY to TY deals as one factor.

AndyPitre · ‎Apr 4, 2017

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])

DBowers3 · ‎Jun 16, 2017

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

RafiPN · ‎Aug 24, 2017

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.

CCIlumia · ‎Jun 12, 2018

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

Rianne · ‎Mar 8, 2019

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.

Great minds think alike

Set Association Labels On Records via a Workflow

Content Calendar

Property Sync Limits

Sync property values between Contact, Company and Deal Records

Deals insights should be added to all Deal Views

Customized "Deal Cards" in Deals Dashboard

Associate one contact to multiple companies

Delete form submissions

Customize Quote template/appearance

Allow for Microsoft Teams integration with the Meetings tool and scheduling in the CRM

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