クリエイティブな才能を開花させよう

I am trying to sync deals from a Project Tracking SmartSheet we use into HubSpot. I am only seeing the capability to sync Contacts and Companies. I am wondering why this is the case and if there is a workaround without another Marketplace App?  ...その他を表示

When working with analytics views it would be useful to enable these to have a "contains ANY of the values in the URL path" but right now it's only an "contains ALL of the values in the URL path" which isn't very useful.    E.g. when regional reporting is desired, e.g. APAC would include .ph OR .th OR .vt OR .kr OR .au OR .nz etc.   Or BeNeLux would include /nl-nl/ OR /lux-fr/ OR .be ...その他を表示

It would be great to have the ability to view associated line items and also their quantities from the main deal list view rather than having to click into the deal record to view the quantities - it would help massively with our reporting as we need to see this type of information at a glance in one place ...その他を表示

We want to see (very obviously) what the one-time subtotal of a deal is on the deal record without having to open line items or look at the quote. Please make this possible!    When asked support:  I have done some research here, looking for workarounds, integrations and possible BETAs, but there is no options for this 😞   I also tried building the property itself with a Calculation property, but this is not part of what can be built on here.   As a result, a New Idea Post was advised. Please help upvote this functionality.  ...その他を表示

After seeing HubSpot bring Qr Codes to payment links I would love to see a fresh push to bring QR Codes to the CMS Hub and Marketing Forms. Most third party landing page and form builders these days have QR code generation built in as a sharing option. Since the covid-19 pandemic adoption of QR codes has skyrocketed and it has become a key part of connecting physical events and marketing efforts to ongoing marketing and sales processes. QR codes are most often used to link people directly to websites and landing pages or forms. So the need to quickly generate one from within HubSpot would be extremely valuable. ...その他を表示

It would incredibly useful for us as a company to bulk modify the status of jobs in the board view.   Company wide our end users only really use this view as we've found it more useful in general. however when bulk selecting tickets and clicking edit, the option for "ticket status" isn't available.   We have alot of tickets coming into our system, especially if incidents occur, and the ability to bulk close them from this view would be particularly usefl ...その他を表示

At our organization, we heavily rely on the Deal List View in HubSpot to manage and monitor the status and progress of our deals. However, we've encountered a significant limitation – the inability to perform actions directly from this view. We believe that adding a "Quick Actions" column would greatly enhance our efficiency and streamline our workflow for the following reasons:   Reducing Tab Clutter: Opening individual deal pages for each action we want to take leads to a cluttered workspace with numerous tabs. Having a Quick Actions column would save us from constantly opening and closing tabs, creating a more organized work environment. Alignment with Advanced Filters: Our Deal List View is tailored to our needs with advanced filters. When using the both Google Chrome Browser -or- Hubspot-functionality to return to the previous page from a deal, it often leads us back to an incorrect view due to our filtered setup. This not only disrupts our workflow but also wastes valuable time. Time Efficiency: Time is of the essence in our sales processes, and having a Quick Actions column would significantly reduce the time spent navigating between deals and initiating actions. This, in turn, would allow our team to focus more on selling and less on administrative tasks. This feature would greatly enhance our productivity! ...その他を表示

Currently, when you set up a feedback survey with a custom question, you cannot include the responses to the question in Slack automation.   This means, for example, that in Slack notifications, you'll see the happy/neutral/unhappy from a CSAT survey, but you cannot include the actual text feedback that was left in a custom question. ...その他を表示

As far as I can tell it is not possible to have an audible alert for website visits (unless you are using the 'Website Visits' prospects tool, where you can set desktop pop-up notifications). The website visit notifications only sit under email alerts - you can not set desktop alerts for this. Along with an email alert, you can enable feed alerts, which push through to the Chrome extension, however, neither feed alerts nor the Chrome extension off an audible 'ding'. This would be useful for our SDR's. ...その他を表示