Great minds think alike

Currently, creating a user in HubSpot using the "Create from Salesforce" option via import can only retrieve user's email. Seeing that HubSpot match owners via email and first and last names, it would be ideal for us to be able to include all these fields when using the above function. Thank you! ...read more

Hi,   I would like to have the possibility to choose the system pages template according to the domain and the locale.   You may want to refer to the following discussion to better understand.   Thank you !   Kevin   https://community.hubspot.com/t5/CMS-Development/Search-in-the-right-locale-ok-and-show-the-right-theme-not-ok/m-p/765620#M33181 ...read more

My weekend sales team doesn't need notifications about form submissions that happen M-F and vice versa. Please update form submission filter by form submitted on day and be able to select the different days of the week. It would be helpful to even see that on the reports to see if forms are being submitted more on the weekend than the weekdays. ...read more

Currently, you can view all of the "Workflow Memberships" for a given Contact simply by viewing the Contact itself and viewing the right-hand side menu. However, this does not exist for Company and Deal objects and would be super beneficial if it did.   Additionally, when viewing your Workflows from the "Workflows" page, there are metrics for "Total" and "Active" enrollment, BUT there is no easy way of viewing WHO (or what objects) are actually enrolled in those Workflows. The closest you can get to these is by clicking an individual Workflow, viewing the "History", and then applying filters or searching through the "Select a [object]" dropdown - but even this doesn't give you a definitive anwer because from what I can tell this is just a list of all objects (Contacts, Companies, Deals) that had any association with the Workflow, even if it was just temporary or they have since be un-enrolled.   Summary: There is no indicator on a Company and Deal telling us what Workflow(s) that object belongs to There is no way to see in an aggregate view which objects are actively enrolled in Workflows   Workflows are extremley useful but as they currently stand are an absolute nightmare to manage/maintain/track/review. ...read more

When we click on the Recipients part of an email report, we can filter by who Read, Skimmed, or Glanced at the email. But there is currently no way to create an Active List of people who have Read emails. Would love if this was possible. ...read more

We use AzureAD Integration for authenticaiton. AzureAD is configured with MFA. We do not need Hubspot MFA on top of AzureAD MFA.   Please let administrators disble Hubspot MFA when they are using an SSO Integration, it is redundant and annoying to users. ...read more

One of the way I want to define vendor companies is by number of associated companies in the deal and make a report with all deals with number of associated companies 2 or more. However there is no filter "Number of assosiated companies", it should b a very easy update, since theres already a filter "Number of associated contacts". ...read more

In Analytics Tool for Traffic Analytics, I hope to be able to save as report the Sources table aside from the graph.   More info here.  ...read more

It would be awesome to be able have a meeting link pop-up feature that can incorporated into a form, ie a Contact Us Form (CUF).  Similar to how you can set up a meeting via the chat bot, but instead based on what a user fills in on a CUF - a pop up to schedule a meeting with a paid service hub user could be an option automatically on the screen if the user decides not to use the chat bot feature.    The goal is to make it as easy as possible for a call to be scheduled with a prospect verse having them have to wait for a response email from us after they submit the CUF.    Chili Piper (https://www.chilipiper.com/) has a similar feature that they sell, but we would prefer to keep this all under our HubSpot umbrella!     The challenge will be setting up the if/then braching behind the scenes, but if we look at similarly to how the chat bot chatflow that could work.  Although I know nothing about developing so...there is that. 🙂    Thanks for considering! You all rock!  We love HubSpot at Clearwater! ...read more