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It would be helpful in Deal Pipeline automation to be able to trigger workflows based on Line Item properties. For example: Deal Stage is Free Trial Free Trial ends on the Close Date. Trigger workflow: if close date has passed, move Deal to deal stage Trial Expired ... Afficher plus

We do alot of internal dialogue about a prospective company and/or customer and don't have a way to track them at the company or contact level.  Right now we have to copy and paste the message which slows down productivity and people forget to do it.  Ideally, a solution is created where if we use the @company  or @Contact type of feature that HubSpot recognizes this as needing to log that email into that company or contact record.  Would save a ton of time and truly give the full picture of a company ... Afficher plus

Please add file type support for compressed zip files. ... Afficher plus

In Lists:  Folder View, it is not possible to see all Lists.  You can only see Lists that have been "moved" to a folder.  Lists that have not been moved to a folder cannot be seen.  Lists that are created cannot be seen.  They only show up in All Lists which like All Mail in Gmail, has any list ever created.  This makes it very difficult to find the new list as one must sort through all the lists ever created to find the new one.  There should be a root folder in Folder View that contains all the lists not yet moved to a folder.  This is especially important for email campaigns as List creation is critical to successful campaign and can grow very quickly.   A search of Folder View shows that other portions of HubSpot use Folder View (e.g. Email) so this may be a more widespread issue that needs fixing.  I would suggest to make Folder View the default everywhere once this is fixed.  There is another "Idea" that promotes this default suggestion. ... Afficher plus

Being able to edit the label seen in the chatflows will allow us to utilize the english drop down menu for other languages and will eliminate needing to add many more triggers to multiple workflow and is much more efficient.   ... Afficher plus

sugiro colocar tambem na lista o prazo de : 12 meses . Muitas empresas(dependendo do seu ramo) tem o habito de contatar o cliente após 1 ano para oferecer serviços.(por exemplo manutenção preventiva de veiculos). Hoje o sistema so tem a preferencia no máximo ate 6 meses. ... Afficher plus

Hello, our marketing team is asking to analyze email performance by Global Area, our contact/company property for regions. I'm simply proposing this to be a new feature in the hopes that others are also asking for such an update. Best regards, Caleb ... Afficher plus

Customer replies are mostly based on templates. We use templates for almost every answer we give. Currently, when using template filters, the filters we used previously are never saved and revert to the default filters of HS.  It would be much nicer and easier if the filtering of templates was saved, so we don't have apply the same filter every single time. ... Afficher plus

See the object. For Example: create a dropdown field with only HubSpot User of a specific Team or Role. ... Afficher plus