Les grands esprits se rencontrent

Hi all,   When building a chat in Hubspot, you're supposed to let the chat visitor fill in their email address to identify what contact is chatting with you. This step can cost you conversion, especially if you already have their email address.    What I'd like to have is the option to add the contact's email address in the URL as a parameter (for example example.com/?email=firstname@companyname.com) as you can do with fields in Hubspot Forms. This way, I can let Hubspot know who's chatting without having to ask the chat visitor for their email address.   This would be great for example in the following use cases: - A lead starts a chat on a landing page after emailing them. - A user clicks a link from our app and starts a chat (we know who it is, so we can add their email in the URL).   Can we implement this in a similar way to how it works with Hubspot Forms? It would make a huge difference! ... Afficher plus

Hi All,    I do a lot of direct outreach to potential clients and would love to be able to pull up a list of the potential clients that have opened my emails more than once (it would be ideal if you could filter this by no. of times opened).    This would be great as it would allow the sales teams to focus on people that have more of an interest in what we are selling.  ... Afficher plus

Hi there,   Unfortunately, we cannot hide default templates of HubSpot. It is very useful to be able to do that in order to avoid our portal users to create emails with these.   Thanks!   ... Afficher plus

It would be great to include the sender profile image within the data for custom quote templates. This is a feature of the builtin templates, and appears to have been overlooked for custom quotes.   Regards, Jonathan   ... Afficher plus

When a HubSpot user creates a new contact directly in the HubSpot CRM, ownership of this contact is automatically assigned to that user.   However, when the HubSpot API is used to create a new contact, no ownership is assigned by default. Furthermore, there is currently no endpoint available to get the details or even the ID of the currently logged in user. Even though the connection to the HubSpot API is made using OAuth2, and all calls are made through the authorization of a specific HubSpot user, this context appears to be lost.   My suggestion would be to either: a) Create an endpoint https://api.hubapi.com/crm/v3/owners/current  that returns the details of the user whose OAuth2 token is being used, so that we can then assign this user as the owner of newly created contacts/companies/etc. b) Automatically assign the user whose OAuth2 token is being used as the owner of any newly created contacts/companies/etc, making the API behave consistently with the HubSpot application itself. ... Afficher plus

There should be a way to provide a Preview browser link for a Dasboard, or report - so upper management can simply view in their brower without having to navigate the HS universe.  ... Afficher plus

We have an outbound call team that calls contacts from Salesforce using tasks created in HubSpot. Currently, if a task is deleted in Salesforce, it does not delete the task in HubSpot. This creates a lot of dupicate work as the outbound team will delete the tasks in Salesforce and I need to go back and delete the tasks in HubSpot to ensure our reporting is accurate. ... Afficher plus

So how it works right now is that each contact on hubspot will have a corresponding project in another CRM. As of now we are storing the project ID of that CRM in a property on HubSpot. What we would like to do is to have a button on the contacts page which would open a url to that CRM. ex . https:// *{ other CRM url }*.com/ *{ project ID stored on HubSpot }* Attached a screenshot where I would like to add the button on the contact's page. Preferably in the position marked 1. If not then any of the other places would be good too. ... Afficher plus

Here's a happy item to add to this discussion board - one that doesn't seem to involve any new and radical development effort, just better documentation.   I was tearning my hair out recently trying to monitor a Deal object for changes made - which would then trigger a workflow. The options for trying to do property/date comparisions to enrollment triggers are maddeningly different in Contact, Company and Deal workflow (subjetc of a fture post probably) and are fundamentally limited when it comes to re-enrollment support.    Imagine my surprise when a dialog with HubSpot support turned up a pretty simple solution to my true challenge. It seems that the "Is Known" test for any property gets triggered and re-triggered whenever the value of that property changes. So it's possible to make a workflow for a Deal, for example, that is enrolled immediately and repeatedly for any updates to the values of Close date, Forecast amount, etc. in any combination!   This is simple and brilliant - a game changer for me at least - yet seemingly not mentioned in any knowledge base document or on this community site (last time I checked). Let's try and change that - and make our workflows that much more flexible and powerful. Kudos to the development team for making that possible! ... Afficher plus