Las grandes mentes piensan igual

In the webversion of hubspot you can set a default page which you see when you log in (screenshot)   It would be really nice if this was also possible in the mobile app and not only available in the web-version ... Mostrar más

When cleaning up contact database, it's suggested to frequently gather contacts who have hard bounced in the past and import them into HubSpot as an opt-out list. To not get billed for these contacts anymore, one can then delete these contacts from your account.   After this, it'd be best to prevent these bounced contacts from being imported again to the system (e.g. from external CRM). At the moment Hubspot does not have a way to tell during import if this is happening, so one would need a workaround. Potentially you could create a workflow to set something up; so that you add the deleted contacts' emails as a workflow trigger and if a new contact is created with any of those emails then a custom notification would be sent to a user. But this is not optimal if working on a global set up with thousands of deleted contacts.   Thus, Hubspot should enable opt-out lists as workflow triggers. According to Hubspot support, this is at the moment not possible, since deleting a contact and then recreating it, you will not get the Contact history, such as list memberships or previous property history; it will in effect be a new contact. ... Mostrar más

There are many times where I want a customer to select a plan or confirm or change data on a Quote.  It would be great to allow this to be possible. ... Mostrar más

Hi team,   It would be great if HubSpot admins had the ability to see some sort of audit log for payment links similar to how properties for objects have a log of their changes.   As of right now, there's no way to see who created or modified a payment link.   This would be a great help for ensuring proper change management. ... Mostrar más

We would like a phased approach to restrict edit access to properties. For example, it makes sense for the sales rep to be able to enter the initial Deal Stage and preliminary Close Date when creating a new deal. However, management needs to be able to control changes to those properties after the initial setup. HubSpot should allow different access restrictions on properties for new data being input versus editing/updating data that was already entered.  ... Mostrar más

We would love to provide a form (more of a calculator in this sense) to prospective clients to compare current and projected performance. They could fill out each field in the form, each of which are used in a calculation. It would be great to be able to have that calculated field displayed immediately after the form is submitted rather than having to make a workflow to send an email with the results. ... Mostrar más

Hi there, I'm a sales rep working on early-stage candidate nurturing. It would be incredibly helpful if DocuSign integration was able to be used within sequences so that templated envelopes can be sent directly from rather than setting a task reminder to increase automation options.  ... Mostrar más

I thought it would be great if we could access to contacts directly from the activity feed. In this attached example, I cant access to the contact I want directly on the page, I have his name in the feed, but sometimes we got too much contacts in the society, so I have to type his name in the search to have it.   If I could simply click on his name in the feed to access his own page, would be great to win some time   Other idea : maybe put in first contacts in the list on the right who we already had a contact with   Cheers       ... Mostrar más

Create a way to trigger the next activity date within the inbox... ie. via "comment" or simply having accessability to "notes" which would trigger the "next activity date"   the issue: we add internal notes, but it APPEARS we are not "working the ticket"   ty! ... Mostrar más