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It would help a lot if links to quotes (both the internal link as well as the customer facing web version) were automatically an actual property within the deal that they're connected to. This would help when using HubSpot with certain popular integrations (i.e. PandaDoc) that don't allow you to pull quote properties already (or automate this via quote-based workflows, if you don't have access to this feature). It would also help when building deal-based workflows or automating emails based on deal stages, etc... again when quote-based workflows are unavailable.  ... Exibir mais

I plan to go to an exhibition. I want to record the: DATE, TIME, associate companies that will attend the exhibition, get notifications when the exhibition is happening, create tasks, deals, divide the type of exhibition into the industry, etc.   E.g. I want to attend  this exhibition https://www.medicaltaiwan.com.tw/en/index.html  -> I can see that this exhibition is happening on this date 2023/06/08-06/10. -> The location is here: TaiNEX 2, Taipei, Taiwan. -> medical devices industry   I would love to input the above-mentioned information into my HUBSPOT so I get a notification that such an event is happening in advance and we can prepare for it. If I put it into Google Calendar, it's not as convenient because I don't have follow-up tasks or records in it. Therefore, It would be great to have such a function in HubSpot for my sales team.  ... Exibir mais

Instead of making us create custom properties and various workflows to copy things like an associated company name to a ticket property just so that we can add the company name in an automated task, why not simply allow me to use the company token in the text of the task? ... Exibir mais

I was trying to set up a ticket to denote interest in a product or service that doesn't have a deal amount to assign just yet. More of a consultation. I would like to have an "Owner" of that consultation. Ideally, when a meeting link is set to round-robin to various staff members, It would be great to have the "meeting owner" as a field to use in a workflow. I would like to set up a ticket for our staff when a meeting is set up with them. Then we can track the interest in that meeting consult and set additional tasks for that ticket owner.    general outline. Meeting Request Link - Round Robin to Staff Member - Set up a ticket when a meeting is set up - ticket owner set to the meeting owner - Meeting owner closes out a request at end of the meeting.      ... Exibir mais

After I create a new view in the contact or company index pages, I'd love to be able to share it with my team. If I share the link to the view straight from my browser, it doesn't work for them because they don't have it turned on.    I usually share the link to the list of "All Views" and ask them to click the name of the view, which is clunky.   I'd like this to appear in the actions menu for the view, or in the manage sharing modal.   ... Exibir mais

Part of the KCS - to build quick and re-usable content for a global internal customer support team it would be great to be able to return 'draft' KB articles in the internal search.    We want to allow our global team to put in draft articles....at some point right from the ticket...so we can share captured knowledge and as a global team build on the knowledge as things escalate, as we work on a solution, and once a solution is found then make public either internal only or to our help center to help self help and ticket defection. Thanks ... Exibir mais

Right now we cannot use snippets directly in the placeholder section when enrolling a contact in a sequence. Currently, we have to find the email with the placeholder within the sequence, delete the placeholder, and then insert the right snippet for each instance of that placeholder.  Having this functionality would save a lot of time and allow for very quick updates to our sequences with valuable information and links.    ... Exibir mais

Adding this in so you can consider...part of getting KCS certified. It would be great if we could link tickets to KB articles and be able to see the links in a tab on the articles. This is so we can see groupings of cusotmers having the same process or product issue.    We want to follow the KCS model, high level ever engagement with a team member or customer is the opportunity to pass knowledge. If you have a product defect and the customer submits a ticket, you can start a new KB draft on the ticket, frame it out quickly, and now the internal team can search and view the draft KB as a working article until curated and formalized. Say the issue is a defect, you can then link all customer requests to the KB article for tracking, once the issue is fixed - hoping for some integration with dev tracking to link defect IDs to tickets - once fixed then it is easy to update the KB, communicate to all the linked ticket owners and customers, etc.    Anyway, I have not tested if the internal search will bring draft articles to the team with a draft status, that is going to be my next idea to post - Please review the KCS and help elevate the use case for the KB to ticket to defect to help center use case - glad to help and talk with anyone on the KCS if you want.  ... Exibir mais

I'm very grateful to join in this  community today  Thank you  By  Gkuany ... Exibir mais