クリエイティブな才能を開花させよう

RoystonJ

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?

NicoleSengers · ‎2 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.

KBoehmer · ‎8 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.

CoachAaronCCR · ‎7 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.

AndyPitre · ‎4 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 · ‎6 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 · ‎8 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.

riipenadmin · ‎12 23, 2024

Currently, when you enable regex validation on a single-line or multi-line property, it throws an error when more than 100 characters are inputted (max 100 characters). My company needs more characters than this in this field, so we cannot use the regex. Please increase this limit! valid entry with < 100 chars: invalid entry with < 100 chars invalid entry with > 100 chars: valid entry with > 100 chars

CCIlumia · ‎6 12, 2018

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

Rianne · ‎3 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.

クリエイティブな才能を開花させよう

Content Calendar

Set Association Labels On Records via a Workflow

Deals insights should be added to all Deal Views

Sync property values between Contact, Company and Deal Records

Customized "Deal Cards" in Deals Dashboard

Associate one contact to multiple companies

Delete form submissions

Increase character limit for regex validated properties.

Customize Quote template/appearance

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

実装済み

ベータ