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I honstly can't believe the #1 CRM doesnt have this option. We need to be able to navigate from one contact's profile to another with on click. Its extremly frustrating to exit contacts profile each time you go to the next. I do 100+ calls a day, the amount of clicking I have to do is insane. Such a small fix but is killing the whole user experience.  ... Afficher plus

The analysis tab of the feedback surveys is a great overview however a shame this cannot be saved in PDF format to share with management/teams. Would be great to have a simle export to PDF for that report so it is in a shareable format ... Afficher plus

It would be great if tasks would be deleted directly when the associated contact or company has been deleted to not create any unassociated tasks, you cannot even filter for to delete them.   So there are two options to solve the issue: 1) Delete tasks directly when deleting the associated contact/company 2) Add a filter option to see unassociated tasks to delete them in the task overview   It would be very great if you could implement that so we can keep our system clean. Thank you. ... Afficher plus

I'm part of a franchise business, and we've been testing the new Workflow user access in HubSpot to see if we can grant our franchisees access to the workflow tool and allow them to create their own workflows for their businesses.   In testing this, we've noticed that a franchisee user could create workflows that impact contacts that do not belong to them. So basically, by giving a franchisee workflow access, they would have something similar to Super Admin rights in that they could change the properties of contacts that are not assigned to them via workflow.   In the perfect world, Workflows would work like Lists - HubSpot users would only be able to create lists for contacts assigned to them and would be able to create workflows that impact only their contacts.   If there's anything in the HubSpot roadmap for this, I'd love to hear it. Thanks! ... Afficher plus

Would be good to have the option to export to CSV all the lists the organization has created, for further analysis. ... Afficher plus

It would be helpful to sort our files in a bit more detailed manner.   Currently I am looking for all files uploaded as a document (example gated white papers) however the endless sea of resumes that have been uploaded have buried everything and made the file type near impossible to use.      ... Afficher plus

It would be great if we could customise the tasks that are asked for when someone joins Hubspot, instead of the pre-set Hubspot tasks (create your first contact, connect to your inbox and calendar..) As part of their onboarding, each new joiner has to go through different Hubspot courses (depending on their team) and Hubspot way of doing things (actions to remain GDPR compliant). Unfortunately, we currently have to do this on an external page since we cannot edit these tasks below. Yet it would be much more simple if all can be placed within this user guide so we ensure that new joiners know how to use Hubspot appropriately and can get the most out of it.    Is this any where on the roadmap?  User Guide Tasks ... Afficher plus

Hi!   In Salesforce we currently have the ability to send email external email alerts from a workflow.   We can set up the criteria/trigger such as Account Name contains ____________ and Account created equals __________ . When a Company Record matches this criteria an email is then sent to the specified external email addresses with information pertaining to this event.   For example: We work with a Franchisor and they want to know each time a Franchisee creates a new account with us. We set up the criteria to pull in the new account for that particular Franchise group and then the emails fires each time one of these accounts are created giving the Franchisor information such as the account name, day of sign up, etc. ... Afficher plus