Great minds think alike

There are a few ways that this could be improved:   1) when you click on "Add Contact" on a deal record, it should list the contacts assocaited with the company record the deal is associated with (if deal not associated to a company record then leave blank). Having to search for each individual contact and it bringing through random other contacts with the same name is inefficient and leads to errors. It also means people are less likley to do what is a vital step   2) Between deal creation and deal close date everyone that is contacted via email alongside a contact associated with a deal should auto associate with the same deal. When working Enterprise deals, more and more contacts get added to email replies. These people automaticlaly get a contact record created if they are not already in the system, I feel there must be an easy way to auto associate them to the deal. Whilst it would not be folproof it would mean that more contacts are associated where they shoudl be without the need for manual intervention ...read more

Hi, is there a way to see when a client opens a quote?  (Not the email with a link to the quote, but the actual quote).  This is important for follow-up in managing a pipeline.  Thank you.  ...read more

Contact workflows can currently be trioggered by a change of task status, i.e. the completion of a tasks initiates the workflow. This needs to be possible for deal workflows as well. There is no technical reason why it isnt possible. ...read more

Currently, HubSpot does not track Zoom activity for users but we would like to see user activity tracked too.   As a membership organization, we have users in our system who are users in our account, but that we also would want to see how they are engaging in HubSpot.   Also, if we do employee training with Zoom webinars, we'd want to be able to track employee engagement as well. ...read more

As part of our off boarding process we need to deactivate HubSpot users. It would be great if I can automate the process via workflows or API. ...read more

The ability to import multiple Company sites, Contacts and Deals under the same group URL is currently impossible as the system de-dupes, it should have an option as when creating a Company to create anyway.   Also URL extensions for branches cant be imported example.com/location – these should be taken and the system could just give a reminder if doing it manually that this could become part of a group or have a parent (but not compulsory).   To import you have to add a fake URL.  ...read more

Is anyone able to access the Free Courses?   Not one of the pages will load for me (tried incognito & alternate browser) ...read more

On the Hubspot page, if I click on the help icon a box opens offering the option to search the help center, open a chat or send an email, as well as request a call back.  I would like to have this option on our website, which seems an easy enough thing as I believe HubSpot uses Hubspot; therefore this feature already exists. However, I have been told that is a custom-made feature only for Hubspot's own use.  Could you please roll this out so any Hubspot customer can use it? Thanks!   ...read more

Hey team,   Would it be possible to incorporate customer's previous purchases from Shopify within Marketing materials sent to them? Currently, it seems that only their abandoned cart can be shown, and not their actual purchases. ...read more