Gute Ideen sollten geteilt werden

The Hubspot/Netsuite connector works great.  I am synchronizing tons of data.  One of the best features is syncing items.  However, it is limited to for-sale items.  Please add a connector for for-resale items.  Thank you. ... Mehr anzeigen

For creating and importing meetings, it is possible to add a meeting location, but it's not visible on the contact record.    This is bizarre as it's an integral meeting attribute:  - when it is - how long is it for  - who is it with - where it is - what is it about    There's also no ability to update this once it has been submitted...    Does anyone have a workaround? As meetings have no unique identifier, it's not possible to upload and overwrite.  ... Mehr anzeigen

Round Robin management is challenging with larger teams, especially if you have multiple, niche round-robin meeting links. Allowing users to set a round-robin schedule/available users by a Hubspot Team would be incredibly helpful. Meeting management is overall such a challenge. Being able to remove or add folks from a team and knowing that will be reflected in all team-assign round-robins would make management easier. ... Mehr anzeigen

We need to map Shopify's address2 field to our own custom contact property for address 2 in Hubspot (surprised Hubspot doesn't have a default address line 2 property). We have accomplished this by developing our own API using Ops Hub. However, the current version of the Shopify integration concatenates the values from Shopify's address1 & address2 fields into Hubspot's single address property. This is causing significant problems for our workflows that we are struggling to develop a workaround for. The solution would be either of: 1) add Shopify's API endpoint for address2 to the property mapping list so we can connect that to our custom property, or 2) stop concatenating Shopify's address1 & address2 values together in Hubspot's default address property. If option 1 is not possible (we have accessed this and many other endpoints in our own API so it shouldn't be a limitation) then option 2 would at least stop the new problem of concatenated values so that we can leverage our own API to map Shopify's address2 field to our custom Hubspot contact property. If neither option is viable then a third option would be to insert a delimiter or comma between the concatenated values so we can more easily develop a workflow to copy and then delete the value from the default address property. The way it is now is really causing a messy situation. This feels like a very high priority for any Shopify users that need to properly manage address2 data between the two systems. Who's with me?! ... Mehr anzeigen

Before the most recent update, the search box would save whatever search term you used. So if you were looking to complete certain tasks you could search for them via a key word in the task naming convention. If you clicked on a task and hit 'back' the list of tasks would still be filtered by the search criteria   The search box would also save common search terms, so you could quickly navigate the search bar without having to do much typing   Now, if you search for a term, the search box will not remember it in any way. If you pull up tasks with a certain search filter, click on a task, then click 'back', instead of taking you back to the filtered search, it takes you back to all your tasks with no search filter applied. You then need to reapply the filter again and try and find the page and task you were working on    The search box also no longer remembers common search terms, so they need to be typed in manually each time   The search box should continue to save input as it has in the past ... Mehr anzeigen

I think it would be really helpful to be able to send reports to various functions (finance, marketing, etc.) when something in the report has been added or updated. For example: I would love to be able to notify my finance person everytime a new deal is added to my closed won report. I do not seem to see any functionlity like such. ... Mehr anzeigen

I have created a company property called "CIF/NIF" (like VAT Number) , which is a kind of company identifier.   - Can we validate that the NIF field that we create as company property meets a series of requirements: start with the letters B, U, etc. when creating a company or when editing that field? We see that there is the option of limiting by number of characters, limiting to only numeric characters or not having strange characters such as "?", but can we put rules like the ones indicated even if this implies an external development?   - Can we make the NIF a field that, as it happens with the web domain, if someone has it indicates that the company already exists but with the option of creating a new one in case they have the same NIF? ... Mehr anzeigen

Hello, I have a client who needs to restrict access to the quotes section. Apparently, anyone who has a sales pro or sales enterprise license can go to the budget section and therefore view or export their information.   That is, EVEN IF you only have permissions to view and edit the deals you own, you can see the quotes sent to any company or lead. It does not make any sense.   Does anyone know how we can restrict access? Is this a privacy bug on Hubspot's part? Thanks ... Mehr anzeigen

We have several workflows that use if/then branch steps with many branches and/or complex logic for each branch. As part of the normal course of maintenance, I often have to edit existing workflow branch steps for a number of reasons:   To add a new branch To edit the criteria for an existing branch To add new criteria for an existing branch   Every single time I click "Update filter" after completing one of these actions, the following happens:   I am returned to the top of the "Edit action" tab for the branch step, even if the branch or criteria I was editing was much farther down The criteria for each branch is collapsed behind a "⌄ See more" link unless it has 2 or fewer lines -- even if I had previously expanded it or had been working on it   It's very frustrating to have to scroll + expand branch criteria to find my place again for every single edit. I would appreciate if the branch editor would remain in the same spot I was editing and/or the branch criteria would not collapse after being expande -- at least until I hit save on the entire step (not after each save of a step's criteria).     ... Mehr anzeigen