Les grands esprits se rencontrent

I have some beautiful documents I would like to share on LinkedIn or via SMS.    But...    When I share the document, there is no social media preview, because documents require a password. I'd like to be able to include a link to a Document and set an image, title, slug, and description that could be pulled up when the link to the Document is shared over social media. ... Afficher plus

Posting on behalf of a customer here.   When building a list and setting up filters, it's not possible to add in multiple values into a single page view filter.   Ideal set up, but not possible currently with any delimiters like commas, slashes, colons etc  Possible for object properties that have single-line or multi-line text property types (note, these properties are not page view filters) The solution here is to add each page URL as its own filter group as per below.      However, this is time-consuming and can be difficult for users to manage if there are multiple Page view URLs that they'd like to look at quickly. i.e. more than 20 URLs, etc. The other possibility is to use regrex (an advanced function which HubSpot Support does not support) but it may not be feasible for non-technical users. ... Afficher plus

I think the Facebook CAPI Beta has been in place long enough now to take it to the next level - allow more than just page view events to be synced.  Facebook's CAPI Gateway solution and manual implementation options are expensive for small businesses to implement and operate.  The CAPI by Hubspot is so limited right now because it isn't a full CAPI solution, especially for B2C businesses. Apparently it's limited to essentially lead capture and page views, rather than lower funnel events, and we're seeing that ourselves. If someone knows differently, let me know - but it feels like the minimum Hubspot should be able to offer to Marketing Enterprise customers is a proper CAPI now, after over a year of Beta testing. ... Afficher plus

In the Sales Analytics default reports, there should be an option to use the weighted or unweighted amounts in the reports. At the moment you can only use the unweighted amout. Specific reports where this would be useful:  Deal Pipeline Waterfall Historicakl snapshots   ... Afficher plus

Hi   coming from Missive, I really find useful to share emails's draft before to send. Unfortunately, I can't do it in Hubspot when preparing an email inside a Deal   Tks   Francesco ... Afficher plus

Hi,    It would be really usefull to be able to filter deals in the deals page depending on their "Line items". For example, I would like to filter all my deals with items named "Starter Pack" and mass-update few deals properties depending on this.   Thanks! ... Afficher plus

Could be better if there's a way to view emails by Subscription Type settings for us to easily identify what could be added as triggers to our workflows (what could be exempted and/or added) especially if we have lots of marketing emails and subscription types. It is very difficult to manually check each marketing email (one by one).    ... Afficher plus

We are choosing to only use 4 options for Lead Status. It would be much more streamlined and efficient for our Sales Team to only see those 4 options available to them and not have to scroll through all the default status options. We are able to customize Deal Stages. It seems we should be able to customize Lead Status. Thank you. ... Afficher plus

Creating on behalf of a customer. Currently, quotes can only be recalled if they are in a published state. If they are pending (of any kind), signed, paid, etc they cannot be recalled and edited. The customer would like this restriction removed for more flexibility around quotes. The process now is to clone the quote and send a new one even when the customer paid but didn't sign or signed but didn't pay. This is causing duplicate quotes. Recalling any quote at any stage should also alert the customer only when they try to access the quote that additional edits are needed and that they will receive an email once it is available again (Published).  ... Afficher plus