Great minds think alike

Though you can customize the middle column: https://knowledge.hubspot.com/crm-setup/customize-the-middle-column-of-records and you can use conditional logic in the side panels:  https://knowledge.hubspot.com/crm-setup/customize-record-sidebars#make-a-record-sidebar-section-conditional-professional-and-enterprise-only you can't use conditional logic in the middle column. This would be a helpful addition for pertinent information that should be custom and center-focused based on records that meet certain criteria. For example, if a deal is in a specific pipeline, it would be great to show properties in the middle column that are specific to the deals pipeline. ...read more

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.     ...read more

Hi there,    As a HubSpot user, I would like to analyse forms and their submission in the custom report builder. This was already possible in beta, but was unfortunately removed again upon release. Unfortunately, @JoeMayall's  solution to this only works to a limited extent for our use case: "The best place to analyze form submissions is in the Form Analytics page (Analytics Tools > Forms)" What we need:   Filter submissions (e.g. by lifecyclestage of the contact) Further data on submissions (e.g. on which website took it place). Further options for graphical representation. Currently there are only Area, Column and Line. Drill down from the report to the individual contact. Similar to almost all existing reports, a table should open when the report is interacted with. At present, the report only links to the form. And most importantly: A report that depends on the exact time of the submission. First and recent conversion are too imprecise for this.   ...read more

We have just started to use this platform as a method of getting new leads. This platform is an important part of paid advertising, but unfortunately today we are not able to analyse this data in our CRM.   ...read more

It would be great to be able to create custom social reports, or customize the reports on the social page.   Example: See month to month progression and break out by platform ...read more

    linked to these Forume messages, but no duplictates in the IDEA Forum:    I need to be able to respond to instagram messages via my Hubspot account.   Can you please look into utilizing the FB Business Manager API, to also integrate the Instagram Chat Messages.    I would like to be able to respond to those messages, in the same way, as I do with Facebook Messenger through HubSpot.    Hope this is being considered, and expanding the current beta chat scope.      FB Chat Beta: https://community.hubspot.com/t5/HubSpot-Ideas/Integrate-Facebook-Messenger-with-Conversations/idi-p/204375   Instgram Chat from Acedemy:  https://community.hubspot.com/t5/Academy-Learning-Center-Support/Answering-instagram-messages/m-p/273318 ...read more

Need Description Currently, HubSpot offers a deduplication tool that works well for identifying duplicate contacts, companies, and deals based on standard properties. However, many businesses need to identify duplicates based on specific custom fields, such as contract numbers, customer codes, or other unique business identifiers. Current Problem When an organization needs to identify duplicate records based on a custom field (like "Contract Number"), the only available option is to export the data to external tools such as Excel or Google Sheets and use functions like VLOOKUP to manually identify duplicates. This process is: Inefficient and time-consuming Prone to human error Does not allow for real-time proactive actions Makes data cleaning automation difficult Proposed Solution We would like to suggest creating a functionality that allows: Configuring deduplication rules based on custom fields Creating dashboard cards that display records with duplicate values in specific fields Applying additional filters (such as "Active" status) to refine the view Offering quick actions to resolve duplicates directly from the dashboard Implementation Benefits Improved data quality for all HubSpot users Reduction of manual processes and increased operational efficiency Proactive prevention of problems related to duplicate records Greater integrity of business-critical data Reduction of operational costs related to data cleaning Broad Use Cases This functionality would be useful for various HubSpot customer segments: SaaS companies that manage subscriptions with contract numbers Financial service companies that need to ensure uniqueness of records by customer codes Retailers who need to identify duplicates in orders or promotional codes Healthcare organizations that need to ensure patient records are not duplicated Any business that uses unique codes or numbers to identify customer relationships Thank you for considering this functionality in future versions of the HubSpot platform, as it would benefit a wide spectrum of users across different industries. ...read more

Support user provisioning for Azure AD.   For example provide similiar resource or API documentation like this: https://knowledge.hubspot.com/account/provision-hubspot-users-with-scim-through-okta   *** Posting on behalf of a customer ...read more

HubSpot needs to have an approval process for Social Posts that send notifications for post approval to authorized users. User A drafts a post and submits it for approval User B gets a notification (email, slack, push, sms etc) that an approval is pending User B can approve or deny post ...read more