Gute Ideen sollten geteilt werden

At the moment the audit log allows us to see which user created or updated a record but we can't see a log of who viewed which record.   This would be required for data security and privacy audit. ... Mehr anzeigen

Hi,   My request is the ability to use a comma separated or delimited list of exact values when the property used for filtering is number based. If I create a filter for a list with a text property, in the options menu I get "contains any of", which from there, gives me the below screenshot option of copying and pasting a delimited list of values to pull with. However, if the property is a number property, there is no "contains any of" option.    I submitted a support ticket and the answer I got was: Jumping right in, this is expected as it is only specific to Text properties as outlined here. This is likely due to the backend logic of how the filter works, and generally only works on text-based values and not number values (also because the issue of overlapping numbers is significantly more prevalent due to the small number of possible permutations).   For example, if we search for " contains any of 38", all of the following would technically be pulled in which would open up a much larger margin of error: 38 138 4343894 383838 038471 It would be significantly harder to filter accurately, which is likely why the team did not include this as a filter.   Seems like, to me at least, you could have an option of "Exactly Contains Any Of" which would tell the filtering to only look for exact values, like a VLookup, and solve this.  Now I am going to be forced to convert a number property to a text property so that if I need an exact list of customers I can use that delimited function.     ... Mehr anzeigen

The title says it all! ... Mehr anzeigen

It would be so nice to be able to take a filtered view and generate a report directly from the filters on the view, for Contacts, Companies and Deals. We feel this would be such an ease as building in the report builder can become cumbersome, this would allow users to generate reports directly from already selected filters & export if needed.  ... Mehr anzeigen

We'd like to be able to hide certain property information within the Company object so that it's visible ONLY to the company owner and super admins.  Currently, you can set up permissions to see ALL data or none based on company owner.  We'd like to be able to create a card or property only seen by the company owner.  Is there a current workaround?     We own a commercial real estate firm.  For example, if company X has a lease expiring 12/31/2025 and "Bob" is the company owner.  Only they can see the lease expiration date.  We would set up the system so that Bob can only become the company owner when they're a client.  This way, all client data is not always visible to all.  ... Mehr anzeigen

Hola,   antes de nada, enhorabuena por activar la opción de realizar workflows basados en diferentes tipos de objetos, por ejemplo, usuarios.   Relacionado con este tipo de workflows, creo que sería muy interesante el poder realizar workflows basados en creación de objetos nuevos, por ejemplo formularios.   Ej real: - Cada vez que se cree un nuevo formulario en la plataforma de Hubspot con X características: 1) envía un email al administrador de analítica para que se encargue de añadir su id al activador de Google Tag Manager 2) Envía un email a X persona para que supervise que ese formulario está añadido como trigger en estos workflows comerciales, forme parte de esta lista, de este informe, etc. --> si este tipo de acciones del punto 2 se pudieran añadir al workflow y automatizarlas (ej: añade este formulario como criterio de entrada a la lista dinámica X) ya sería mágico 🙂   En definitiva, esto serviría para asegurar que se realizan diferentes procedimientos muy habituales cuando se crean formularios en Hubspot.   Comparando con lo que es posible hacer ahora mismo en workflwos, esto sería algo similar a los workflows que ahora mismo se pueden crear con un workflow de objeto personalizado cuyo desencadenante sería "se ha creado un nuevo registro"   Saludos ... Mehr anzeigen

Hi Team,   I suggest one important point in the task section when we close a task, the description part should be mandatory.     Thank You ... Mehr anzeigen

It would be helpful if tickets had a specific email address so that an email could be associated only with that ticket record and the primary contact for that ticket. support+12345678@clientid.hubspot-inbox.com would create an association with the record_id 12345678. ... Mehr anzeigen

One of the key things my Salesforce Users need to see from Hubspot is whether a contact is subscribed (or opted out) from our specific Hubspot Subscription Types.  I would like this as an option for the embed view! Thank you! ... Mehr anzeigen