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Hi! was just chatting with support and they told me that only super admins can restore contacts from the recycle bin.   I currently have people on my team that is responsible for my contact base and would be very helpful to give them access to this functionality, because as super admin sometimes I don't have the time to be looking through thousands of contacts to restore one.  ... Mostrar más

When looking at tickets in board view, it would be very handy if you could add in additional fields to the tiles. ... Mostrar más

For reporting matters it would be really helpful if we could filter for results based on users from a particular team.   E.g. for a report that shows the number of calls made by 30 different SDRs today, rather than listing all 30 names, it would be great if you could filter for Hubspot users by a team name.   As I understand, currently you can only use the Hubspot Teams field to filter for contacts, what I would be really keen to see is a filter for Hubspot users (i.e. salespeople) by team. ... Mostrar más

Hi,  It would be great to select required deal properties when users create new deals, based on the deal type. Existing business and New business deals may require some custom properties to be filled in. If we're able to list required properties based on deal type as a condition, it could make our lives much easier!  Regards,  Edyta  ... Mostrar más

When creating a deal, the preset is "company-new deal" I would like to change this into "last name, first name-new deal." Would that be possible? thank you very much. ... Mostrar más

Currently, HubSpot has the functionality of having our sales reps be able to view Deals - Pipeline where it's automatically filtered to Deals that the viewer owns.   I would like to be able to have that same functionality when viewing a Dashboard. I want to develop a sales dashboard to report individual commissions, but there isn't a way to have that Dashboard only report on Deals that the viewer is the Deal Owner of.    The alternative of cloning each Dashboard, setting a filter specifically for a user, and giving said user the only viewing abilities, and repeating that for each individual rep is pretty labor-intensive.   If the new beta update that allows for modifying Cards allows me to replace the Close Date property with our custom property of Projected Commissions, that might be a viable workaround too.  ... Mostrar más

It would be great to be able to download chat conversations in bulk so you don't have to go into each personal customer. Also to be able to download those conversations that don't connect to a salesperson/become a potential lead so we can improve our chat services and see what customers are after.  A lot of chat services have this.   Also for all chat/conversations to not come through as 'offline source' to still be able to track where the lead originated. Paid Search/Organic etc ... Mostrar más

Desired State: We want to have Inboxes for the different teams (Sales, Service, Technical Support, etc.).   We want to have a single chat on all pages with a bot that determines the nature of the chat and assign to the appropriate Inbox.   Problem: Currently, the Chatflow automation does not allow assignment to different Inboxes.   Desired Solution:  Create an automation feature that lets you use an If/then Branch to assign chats to any selected Inbox. ... Mostrar más

For a variety of reasons visitors to our websites may block cookies & pixels or otherwise opt out of tracking.   We end up with converted contacts that look like this:   BUT -- we do know 1 or more pages that they viewed from the referring URL data: In the example above we know " This contact was created from  Direct Traffic  from... URL" Axiomatically: we know they visited that page That converting page should be recorded as a viewed page Even if we will not be able to record any other page(s) past, present or future That said... Based on IP address, time stamps, and browser finger printing We should be able to tell via a "chain" of referring URLs a bit more about which pages were viewed. Where possible those pages should be viewed. For HubSpot customers using HubSpot CMS there should also be server-side data that can help provide or augment this data. E.g., much as Facebooks conversion API works ... Mostrar más