Great minds think alike

Workflows and calculated properties base on Line Items or Products. This would make HubSpot the best CRM of all time.   OK AI can solve some problems, but this particular functionality it will be to appreciate for all the community. Please hear me on this. AUTOMATION ON LINE ITEMS 😭 ...read more

Hey we're pushing invoices to hubspot and need an easier way to associate them with the organization/company not just contact. Would be great if there were either an easy way to associate invoices to other object types in a workflow.   OR if the super powerful import tool could import invoices+associations 😉 @agirard  ...read more

It's not possible to configure a support person's personal signature in the conversation inbox, you can only configure a team signature. This would help personalize responses from the conversations inbox.   Currently, personalized responses can be sent from the ticket, but then they do not always get synced back to the conversations inbox thread. ...read more

Hi everyone!   I am kind of new here, I just started really using Hubsput a couple of weeks ago.   I am working on behalf of a marketing agency looking for potential leads interested in investing in Sports through partenrship opportunities. I am using Hubspot just as CRM, considering that the kind of emails I always send are very personalized. I had a problem connecting my work email with Hubspot because the work email's domain wasn't recognized by Hubspot so, to overcome theproblem, I connected Hubspot with my personal Gmail account where the work email is already embedded. There, I am sending emails using my work account, tracking them on Hubspot.   The CRM is working perfectly and the email are tracked and up to date. My problem comes when I check the data on the dashboard (ex. total email conversations per rep and so on): I have no data there.   Can you help me to figure the problem out? Thank you and sorry if my question looks so stupid, but I am just trying to learn how to use it at best! Any further recommendations would be highly appreciated.   Thanks,  Alberto ...read more

I would love to see an API Endpoint for fetching the certifications for each team member. Our use case is to fetch any new certification completed by our team, to automatically create a bonus / reward in a third party tool. Could also be tied into some kind of monetary bonus on the upcoming payslip. ...read more

Can you show me how to do exercise no. 1 in the SEO II course practically? Like a Video on YouTube. ...read more

There Should be access on the level of the call. we are looking to use best calls with a coaching playlist to train our sales agents. but as I can see for this we have to give all contacts access also so that they can see all calls. but why we share all leads data with other sales agents? ...read more

Hi Communty, We can't have names of the workflows or form submission in a table or pivot in a custom report builder, while it is visible in a single object report. Instead we are able to see just the form ids and workflow ids. The same functionality should be available in custom report builder also. Names of the workflow are visible in single object reports. ID of the workflow are visible but not the names in custom report builder . ...read more

To sync meetings and tasks, two different calendars are needed. This results in tasks just being synced to a sub-calendar. This sub-calendar is not blocking the respective timeslots within the main calendar which is synced with the meetings-tool. Therefore meetings are still bookable through the meetings tool although tasks are existing which heavily disrupts the workflow. ...read more