Grandes mentes pensam igual

roland_deshane · ‎jun 20, 2022

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

Ftribuni · ‎jun 20, 2022

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

MAgosta · ‎jun 20, 2022

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!

TreasureM · ‎jun 20, 2022

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).

LoriB · ‎jun 17, 2022

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.

smetz · ‎jun 16, 2022

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).

M_tate · ‎jun 16, 2022

We use a bot flow that prompts users to search our knowledge base. It'd be great to be able to see how many tickets are deflected (closed because the article answers the user's question) so we can understand the success of the flow. Open to workarounds if they exist. Thanks

emcouturier · ‎jun 16, 2022

Hi! Our company works and communicates with our prospects and customers in several languages (Français, English, German, Spanish), and Hubspot does not help much. Many things would benefit from being multilingual: properties, email subscriptions, forms, emails... Having the choice to setup in the languages we need would save us so much time after all... and also help in managing the data in the platform!

GEiselt · ‎jun 16, 2022

I'm trying to create a workflow that will automatically update several blank properties on record close if their values are unknown. Currently, it seems the only way to do this is to add a bunch of branching logic (e.g. if X property is unknown, then update to Y), which quickly becomes super cluttered and a headache to update. It would be great to have a simple checkbox (e.g. "Overwrite existing values?") on copy or set property actions. This would be a huge timesaver for us!

qvant · ‎jun 15, 2022

We have an issue with IP address and all contacts submitted through Zapier action: Create Form Submission in HubSpot. Hubspot doesn't update IP address from the field "IP address" sent from Zapier. And it cannot get actual IP, because of the current specification of the Hubspot IP fields. It appears that the Create Form Submission in HubSpot action in Zapier uses our Submit data to a form API endpoint. What is most likely happening is that HubSpot is grabbing the IP Country based on the IP of the source (Zapier) sending the submission. As stated in our Contact Property KB: IP country: the country reported by the contact's IP address. This is automatically set by HubSpot and can be used for segmentation and reporting. The contact's IP is the one the submission is being sent from (Zapier). We run some tests, and the IP location properties are populated based on the source IP location of the submission and can not be manually overridden. It would be great if Hubspot dev team could fix it with Zapier and get actual IP address from form submissions instead of Zapier application IP.

Grandes mentes pensam igual

Sales Analytics Reports should allow use of weighted or unweighted Deal Amount

Email Draft to be shared

In deals views, be able to filter depending on "Line items" properties

Filter Emails or View Emails by Subscription Type Setting

Customize Lead Status Options

Recall and Edit Quotes

Report to track deflected conversations

We need more multi-language features for multilangual companies!

Choose whether to overwrite existing property values at the action level in workflows

IP address issues using form submission zap in Zapier

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