Grandes mentes pensam igual

The one thing that really annoys me about Hubspot forms is that you have to create custom property if you want to add a custom field to a form.   We have a lot of different forms, most time for just a short amount of time but with multiple entries by the same client.  So we don't want custom properties bloating our contact.    We would like to be able to add an unlimited amount of form fields that isn't connected to a property.  Just like you for example can do in Gravity Forms or Formidable Forms. This data could be saved on the form submission itself or be added to the marketing event attendee (in some cases). ... Exibir mais

Right now the metric is measuring starting from the first time it enters waiting on service stage and the last time is in the stage which is not providing an accurate measurement of this property for some customers.   We need a metric that accurately reflects a ticket's total time in the "waiting in service" stage, regardless of any back-and-forth movement. instead of from the first to last date. So for example if a ticket moves to a different stage this should stop the counting and if it moves the back the timer should only start from the day it moves back to the stage not continue from the first day it was ever in the stage.   this is very important as customer use this measurement as metric to measure their success and efficientness of how fast they are servicing their customers. ... Exibir mais

Hi, for workflows, lists and emailings you can create a folder structure. It would be great to have a rights management for those folders in a way that I can decide for single folders who should be able to only view or can edit. At the moment the folder features are not the same in the three sections. For emailings and lists there is no access management at all at the moment. For workflows you can assign dedicated ones to special teams to edit, but then the non-chosen teams cannot even see the workflows any more. My use case would be the following: we would offer some templates to the team that they should use so they always use the right and most current template. Thus they should only be able to clone it and then create their customized email/list/workflow, but they should not be able to edit the template.   Thanks, best Andrea ... Exibir mais

We use the "Book A Call" feature in Calendy to drive leads.    It's integrated into hubspot, but I can't add it as an asset when building Marketing Campaigns, so there's a blind spot for the conversion metrics.   Hubspot please look at adding other Conversion Points as assets to campaigns. ... Exibir mais

It would be amazing if we could measure goal attribution (revenue) from deal-split value, now that deal-splits is a thing in HubSpot. Example: Deal A has a value of 1.000€, it has a Deal-owner (primary user) and there are 2 deal split owners User A (Deal owner) - 50% deal split User B (50% deal split) Currently when measuring in the goals section of HubSpot, it would attribute 100% of the deal value - 1.000€ to user A, as that is the deal-owner.  Is there any plans on making this more customizable?  ... Exibir mais

Hi   We use different teams to structure the users and security of the crm data.       At the moment, I have no possibility to see the history of the members of a team. I want to see form when to when was a user part of the team. Who added the user to a team, who removed the user from the team. From the other side, I want to see from a user, when did he join a team and when he left a team, who did the moduification. e.g. a user can be part of more than one team, so it would be nice to have a timeline (table) with the history.   Thanks and best regards Bernhard  ... Exibir mais

It would be great if a filter could be added to the inbox, to filter by contact known/unknown. It would speed up the process of immediately identifying relevant emails and prioritize the ones coming from known contacts. ... Exibir mais

I'd like to suggest a new feature for HubSpot that would greatly improve workflow efficiency: the ability to create and save 'Trigger Sets' for reuse in other workflows.   While HubSpot already offers a similar functionality for actions in the form of 'Action Sets,' the ability to create and save sets of triggers would be immensely valuable.   Currently, I find myself spending a significant amount of time building workflows, especially when it comes to setting up complex trigger conditions like the one below:   Example for a complex workflow trigger   With the ability to save and reuse Trigger Sets, I could streamline this process and save valuable time, particularly when working with lengthy and detailed trigger criteria.   Implementing this feature would not only enhance workflow creation efficiency but also contribute to a more organized and standardized workflow-building process within HubSpot. ... Exibir mais

Hello,   I am cleaning my company's template. I identified more than 700 unused templates thanks to the sales content analytics report.    I wanted to select those 700 from there and move them to a cleaning folder BUT that is imposible.   Result: I'll have to go one by one to place the folder in the template.   My request is simply to have the possibility to move the templates in a folder directly from the sales content analytics. It would be such a  time saver.  Maxime ... Exibir mais