Grandes mentes pensam igual

This has become an issue on all records (Contacts, Deals, Tickets) but I'm stressing the want for this primarily for Service Hub / Tickets more than anything since it would be most valuable here...   The Problem: Though we LOVE data and appreciate the ability to access ALL of it..... it can be extremely dificult to sift/navigate. It would be invaluable to have the ability to set default/visible/hidden properties based on a ticket's pipeline... Ability to remove/hide based on pipline— allows HS users to break tickets into general topics and declutter tickets to ensure a smoother, clearer experience and flow! Example: If we have a pipeline for 'Onboarding' new clients, it would be AMAZING to show only properties that are pertinent/relevant to the process/workflow of "onboarding" clients and hide properties that are not needed... If we have a pipeline 'Support' for current customers, it would be FABULOUS to have to show only properties that are pertinent/relevant to the process/workflow of "supporting" clients. This would also be INCREDIBLE for Contacts & Deals. Depending on the Deal Pipeline or a contact type, would determine the types of properties shown/hidden by @JonnyT wrote about this but I don't believe made it an official idea. Discussion: https://community.hubspot.com/t5/Tickets-Conversations/Customize-Ticket-Properties-based-on-Pipeline/m-p/195465#M48 EXTRA: This would also be a great addition to the other idea to display 'grouped' properties in contact cards in a separated fashion (with labels) so data is not so cluttered. This would be great on Contacts, Deals & Tickets. Idea: https://community.hubspot.com/t5/HubSpot-Ideas/Dedicated-Display-Area-for-Custom-Group-Properties-on-Records/idc-p/255202#M30166 Cheers ... Exibir mais

Hi HS community,   I have set up a contact list in HS based on clients who attended a webinar we held and want to look at how many deals we have created with them since they attended the webinar to see if this had an impact on their traffic.   I tried to set up a cross object report to look at deals and contacts but I am unable to add 'list membership' as a filter for contacts as its blanked out.   At the moment there is no way for me to look at the deals created by these specific clients as list membership is only recorded against the contact and not the deal.   I am able to filter my list I created to be for people who attended our webinar and created a deal between a certain date range, but then there is no way for me to visually display this in a graph as it would need to be a cross object report to show the deals by clients.   Can you advise if this is something that will be available in cross object reporting? Or if there is a workaround?   Thanks  ... Exibir mais

We are working with clients in 70 countries including Germany, Austria and Switzerland which adds a level of complexity since we do not only have to identify the right gender but also need to select if a last name is German thus using Herr / Frau (English: Mr./Ms.). The forms we use do not ask for salutation and we wouldn’t want to add yet another mandatory field that contacts have to fill. What I have created is a set of name lists: - German female first names - German male first names - International female first names - International male first names Also, I have created a list with the top3000 German last names. My plan is to check the following: - first name is in one of the female/male lists IF not found, don’t set a salutation. A) IF only in International male/female first name then everything should be clear and we add the respective Ms. or Mr. B) IF the first name is in both lists (e.g. Diana) THEN check the German last names (Schmidt) for a match. E.g. Diana Schmidt is female AND most probably German speaking thus set Salutation to „Frau“ If her last name is not on the German last names list, we would either not fill the field or set it to Ms. I have all those nice and extensive lists with thousands of names. I have imported them into custom properties using radio select field type and try to actually build the workflow. What I am struggling with is the combination of check first name, compare with list A, B, C and the German last names. Anyone with a similar challenge and a solution? If not, adding such first name, last name list for recommendations on gender and language dependent salutations would be a great functionality to add to HubSpot. Alternatively, the freedom to make such checks across multiple list in an easy way would be great. ... Exibir mais

The newest update requires an expiration date for a quote.  Please leave this as optional. ... Exibir mais

Feature request: provide the option to not log outbound emails in the Inbox.   Are there examples of other places or products who have this feature?   You would be hard pressed to find an example of another Inbox that doesn't have the feature I described above. Gmail, Yahoo mail, hotmail. Every Inbox since the dawn of Inbox history shows inbound emails in the Inbox, and shows outbound emails in a different folder.   I've attached a screenshot of how Gmail handles this (with annotation) if that would be helpful for your produce team. ... Exibir mais

Is it possible to allow European format for date picker ? The problem is that when we can pick a date in a form on a landing page, we could only select the US format. Even if the right time and time zone are set.   This detail create some difficulties to get informations from buyers personas who are not used to see this kind of display.  ... Exibir mais

We have a goal to add a certain number of contact records every week. Currently there is no way to report on this. We can only see current user and though we can see who created the contact by looking at the history for date created, there is no real way to report on this. This should be possible for all records.  ... Exibir mais

Enforce formatting in properties Data cleanliness is key in marketing and sales business, especially if certain functions of HubSpot are depending on a certain level of standardization. Prio #1: Telephone numbers Enforcing international format will help a ton since calling an international number from within HubSpot without county code doesn’t work. +49 ...., +1 etc. should be enforced with dropdown property to make sure it’s always present. Best would be to pre-populate that based on the selected country (if available). Other things could be capital letters at the beginning of certain fields, eg first name, last name, street, city, country, state, county etc. Information that comes from e.g. forms is often not fullfilling such standards and it‘d be just the right place to fix this at field/property level automatically. ... Exibir mais

Hi Team,   We are going to integrate API related to Ads, we have looked into API's but not found any API's related to this, and we need properties so that we could make join between ads and contacts, deals and compnies data, please share the solutions if there is any possibilities.   Thanks   ... Exibir mais