Les grands esprits se rencontrent

TWANG6 · ‎sept. 6, 2023

until now, HubSpot does not work for China mobile phone number, So Hubspot can not enter a one-time code sent via text message. that is really inconvenient. Hope HubSpot can improve it.

MVEISTROFFER · ‎sept. 6, 2023

Tagguer un collaborateur sur une fiche guide conversationnel

SJäkel · ‎sept. 6, 2023

Hello everybody, we are using the social media calender everyday in order to plan our postings. Because we are working in advance a lot, we are creating a lot of drafts for the upcoming weeks. If we want to delete a draft, we can't delete it in the calender. We have to switch to the list view and then we have to find the concerned posting by a manual and time-consuming search. It would be great if there would be a function to delete the drafts directly in the calender. Thx in advance.

johnmarelich · ‎sept. 5, 2023

It would be great to have webhooks for submitted HubSpot FORMS; specifically when a FORM is submitted by a customer and a webhook is able to send the FORM data as a payload to our Private App upon the event, rather than having to run API calls daily or hourly to search for new forms. For context, we are going to be using a HubSpot FORM as a new partner application, and want to get the FORM responses sent to our Private App in closer to real time, rather than with API calls on a cadence. Who: for Wholesale/Retail Sales representatives, and Developers/Engineers Goal: to streamline workflow and easily integrate Submitted FORMS with Private Apps Value: easily organizing and integrating for data in real time, and preventing complicated and sometimes unnecessary API calls

TSullivan5 · ‎sept. 5, 2023

It is ridiculous that HubSpot requires a full license in light of Salesforce providing an integration user license that is FREE. I hope they fix this soon.

jcmercado · ‎sept. 5, 2023

Hola, Estoy intentando crear una automatización con zapier y workflows que me permita asignar el id del primer negocio creado (lo tenemos categorizado con una asociación llamada deal_madre) a los negocios que se creen después de ese primero (que serían los "deal hijos"). El tema, es que mi primer "trigger" será cuando un nuevo negocio se cree de dealtype "add-on" yo quiero hacer una búsqueda y encontrar la empresa asociada con el deal hijo, para así después encontrar el deal madre y asignarle el ID. El problema es que no encuentro por API como hacer esa búsqueda o filtro, porque el único end-point que encuentro solo permite buscar asociaciones entre un objeto y otro pero no permite filtrar por el tipo de asociación.

MrBean · ‎sept. 5, 2023

th The ability to tag others on reports and dashbaords is huge-- the more I use the feature the more I wish that comments tagged on repots showed up in a tab next to the "About" Section. I feel like if it were integrated there, executives would be much more likely to use it. the little Orange bubble is seldom clicked or responded to. . . and is not really the best format to have threaded discussion. I'd much prefer to have that discussion in the actual report editor.

NCOVAREL · ‎sept. 5, 2023

I'd like to know if you have a tip for exporting activities? Thanks in advance

asalerno · ‎sept. 5, 2023

There needs to be some improvements made to the HubSpot scoring feature. It's been a major painpoint for me over the last few years I've used HubSpot and they've made no updates. Changing a lead scoring criteria will retroactively update all your records. There needs to be a way where if you change it, it can be applied for after that point in time like how workflows are set up. Can’t set or clear scores through any automation or workflow. Can’t see the lead score history and what causes a lead's individual value to change over time. Only admins can see that in the settings but a sales rep should be understand how they receive a score. Can't score on conversation engagement. There's no company-based scoring feature. This would be great for organization's who use ABM.

MrBean · ‎sept. 5, 2023

Hey! The advanced Calculation Formula @shajones has been one of the best updates to our CRM this year (2023). Another massive update to Hub this year has been Same object associations. (Currently in the association beta @rwebb1 helped release). Also a one of the most impactful releases. As we shift to a 2+ companies>company association pattern to track partner re-selling. Reporting on which companies are running as part of x network gets a little messy. While a company may be tagged as a customer-- we want to report on which parent company they are partnered through. Example: Child Company (Running as part of Parent B's Agreement) Parent A (Has Active Partner Agreement) Parent B (Has Active Partner Agreement)** Parent C (Not Active Partner) Problem: We need a way to report that the child is running through Parent B and NOT Parent A or C. While having a separate association label would potentially solve for this. . . we have some unique identifiers that already contain this information. It would be really handy if we could roll-up data not only using association labels but also using matching property values between objects. ie we have a unique ID in our system called Company ID (which unfortunately is type string w letters, otherwise we could use a workaround with adv calculations). Both the active parent and child company will have matching Company ID's. Essentially, if we could perform a simple check before rolling-data up or down: if(parent.company_id == child.company_id, rollup, exclude) Thanks for the awesome feature releases. Excited to see the future iterations. Feel free to reach out if you have questions! P.s Parent-Child functionality in workflows might help solve some of this too. . . not sure who the pm on that is though otherwise I would totally tag them too 😂

Les grands esprits se rencontrent

China SMS

Pouvoir tagguer un collaborateur sur le Guide conversationnel

ability to delete drafts in social media calender

Webhooks for Submitted Forms

Re: Using new Salesforce Integration User License?

Buscar por tipo de asociación

Commenting on dashbaords is Under-utilized

activity export

HubSpot Scoring Improvements

Same Object Associations: Additional Matching Property Value Filter in Roll-up / Adv. Calculations

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