Gute Ideen sollten geteilt werden

I need to be able to see specific information regarding my contacts when in Chrome, so it would be great if we can edit/reorganize/add new/delete properties in Contacts and Company section in the chrome extension.   ... Mehr anzeigen

The ability to report conversion rates in HubSpot is a bit challenging, we would like to see things like how many deals in area A were created and how many were closed won (and how many closed lost) and see the conversion rate for these two metrics. The kind of calculations we want to see would include deal conversions by source, deals converted rate by rep etc.   ... Mehr anzeigen

As a sales rep I want to prioritize my work based on the overall priority ranking of a deal. Hence, when I create a task it would be convenient if you would Automatically assign task priority with same priority as the associated deal's priority.   This will help me prioritize work more effectively and in the end be more successful. ... Mehr anzeigen

To give some context on the request, our sales team has a form that they have to fill out every time they do a demo for a customer. This form is called a "Demo Fact Finder". When they fill it out it will fill in certain "properties" in the customer's HubSpot contact record. I'm trying to make it easier for the sales team to access the form within the customer record. For example, somewhere within the contact record, they click a button, and the "Demo Fact Finder" pops up for them to fill out and submit. Currently, they have to pull up this form in a separate tab and I'm trying to help the sales team work smarter, not harder. ... Mehr anzeigen

Hi Community,   This idea is to create a YES/NO property which determines whether an open deal has an open task assigned to it.   It would allow the Sales team to better track their Deals.   The purpose is to ensure open deals are being followed up and don't get lost.   Ideally it would force all deals to have an open task until closed. ... Mehr anzeigen

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. ... Mehr anzeigen

Hey team! Raising this for a customer here. Currently, if a task has multiple records associated (e.g. contact and deal) > the task would always open up on the contact record page even when it's created on the deal page. It would be great if we can allow customers to select the record they want the task to open up to. Thank you! ... Mehr anzeigen

Hello,   It would be immensely helpful to have this Quotes roll out field include the SKU that is set from the product library or make this roll out menu editable as to what is seen.   Right now, we would need to memorize the pricing or have two windows open for our teams to know which product to select.      ... Mehr anzeigen

Currently in attribution reports, you can select multiple dimensions to report on, including "Asset Type" and "Asset Title". This sounds great, however, you are not able to select "Asset Type" and then "Asset Title" to get a breakdown of titles grouped by type. WEIRDLY, you can do the opposite, which provides a significantly less helpful breakdown. This makes me think this may be accidental, and the hierarchy of those two entities needs to be swapped in HubSpot's code.   Screenshot of attribution report builder with existing breakdown: Comparison of this breakdown vs a breakdown with proper hierarchy:     ... Mehr anzeigen