クリエイティブな才能を開花させよう

Hi team,   raising this for a customer here. There are times when the customer's business is "event" related and their event are parked under deals. it would be really helpful if we are able to sync these "deals" into the integrated calendar instead of having to log meetings manually. Thank you! ...その他を表示

Integrations are extremely helpful in the CRM world. Syncing emails, Automatic record creation etc. However, if the admin cannot control such settings from an admin's perspective, the CRM data becomes at risk especially if users won't comply to integration settings and how it must be. Let's face it, it is a challenge to have everyone in the organization comply to something especially if it is a user setting. Thus, if an admin can control it, just a few clicks and Voila! all taken care of.    I have used Salesforce in the past and was an admin too. Their integration product with Outlook and Google are way easier to administer, and it has this capability to control or configure the integration product depending on how the users wanted it. The admin can create multiple configurations and add users to any fitting configuration that the admin has created. I think, HS should catch up on this missing piece of the Gmail integration.      ...その他を表示

Hi team, Raising this for a customer here - currently, our users are limited to a fixed set of fonts for their CRM emails (and conversation tool). We can see the KB article here.   It would be great if we can support more default fonts such as Times News Roman. These fonts are classic fonts (similar to Arial). Thank you! ...その他を表示

When using 'create tasks' from the contact page it currently only gives the option to assign to a specific user. It would be great if you could select 'contact owner' rather than a specific user. Currently I need to do a duplicate batch of tasks for each owner, and tasks I create are almost always for the contacts owner rather than a specific person. ...その他を表示

I would find it very useful to be able to add duplicate notes to multiple files after selecting the contacts (or deals or tickets if preferred) and having an 'add note' function just like the 'create task' function.   At the moment my workaround is to select all the contacts that I want to add the note to, then create a task on all the relevant files telling myself to copy the note on to the individual files. It would be nice to cut out the middle step and just directly add the note.     ...その他を表示

Being able to set time triggers based on a users timezone would allow us to craft and deliver content into global regions and view engagement analytics based on timeframes that are relative the to user.    The Australian and English arms of our international business need to send triggered content to their regional contacts however as the database is set to US company time so everything we perform regionally has to be back calculated based on the PST timestamp.    Global Enterprise software requires the ability for all major functions (triggers as an example) to be customizable and reportable by the regions performing the activity.   ...その他を表示

When viewing a contact or company activity feed, it would be good to be able to click on a PREVIEW of a marketing EDM that has been sent to the contact or company without having to go to the marketing area of the application.   This keeps you on the lead you are actively working on and means you can see at a glance what content they were sent and whether they engaged with it.  ...その他を表示

Use case: 1.- Schedule a workflow to send an email marketing selecting the primary email property. 2.- Send an email with an invoice attached selectting secondary email property or a custom property. ...その他を表示

My idea is to be able to add multiple companies to a single contact.   We work with business owners who have multiple locations and it would be great to associate that one owner/contact to their various businesses/companies in HubSpot so that everything is connected.   I hope this is something that is considered and added soon.   Thanks!     ...その他を表示