Great minds think alike

So we would ideally like just one pipeline for all our incoming sales but we have diffrent products within same brand like exhibitions and publishing.   Ideally would like to make stand details compulsory on pipeline stage before move to closed one but don't need it on non-exhibition sales.    Would be great if you could select product type as part of the deal and the madatory requirements could change accordingly. Otherwise will have to have separate pipeline for product type.  ...read more

I just finished going back and forth with a hubspot service rep and was explaining to him that I am an insurance agent creating a crm platform that will help me and my agent users.    I asked if I could create and object within and object. Let me explain. Many of my customers have children. What I want is a custom box call "children". I want the ablility to create custom boxes in that box labled "Child 1" through "whatever".  In each box, I want data fields such as names, dob, gender, Insured or not and policy numbers.    I was told that I am not able to do that but that it was a great idea and was encouraged to come to this forum and float it. I would be more than happy to help with this .  ...read more

Buen día,   Por el chat de soporte me aclararon que actualmente no se puede generar este tipo de reportes, sería genial que sí se pueda en el futuro.    "Ayer cree un informe sobre la satisfacción de mis tickets, obtenida por una encuesta tipo CES. Ahora quiero saber si puedo hacer lo mismo para nuestros chats, tienen una encuesta CSAT pero no encuentro la combinación correcta de los campos"   Ej:      Saludos,  ...read more

I'd like a folder view for Workflows, just like you have for Lists and Emails. We have a lot of ppl working in our account so it's very annoying that I can't see what folders have/haven't been created. Right now, I have to think of all the different ways someone could have named a folder and then search for it.  ...read more

I love HubSpot for organizing leads.  One of the ways I collect leads is from various trade shows.  I find it would be helpful to have a property to identify where this specific lead was generated. (keeping in mind there may be a lead that is at multiple trade shows).  Example if a lead attended Trade Show A  - it would be great to pull all leads from Trade Show A as a follow up.  So 1) How do I identify Trade Show A when creating lead & 2) How do I pull a list of all Trade Show A participants (Keeping in mind that One business may have multiple Trade Shows that they could be identified with) ...read more

Hi all, with the last composer for social media posts you could insert a link, Hubspot pulled the thumbnail from the website and then you could still replace it with another image. But it remained a clickable image that went directly to the website link.  Unfortunately the new Composer is missing this function, you can only decide if you want to have the automatic thumbnail or just a non-clickable image.  Would be great to get this feature back.  ...read more

When creating a "Dropdown select" deal property, it would be very usefull to have possibility to define a limit that each value (label) can be used only once. Exemple, if I create a property such as "Boat number" with values 01 ; 02 ; 03 ; 04... Only one deal can have the value "01". And if I try to choose "01" for a second deal, I cant select it. ...read more

We use Salesfoce today and now we invested in Hubspot. I want to transfer everything to Hubspot one time... dont need to sync between the systems. I used the app and got all conacts over from Salesfoce. But I want the e-mail conversations/information from Salesfoce to Hubspot.... How can I do this? ...read more

Posting on behalf of a customer! On the Chatflow tool, the option to choose whether an instant reply should be sent on Facebook Messenger would be useful to mirror the settings available on Facebook Messenger.  This is so that we can have the flexibility to design the chatflow and mirror the setttings available across all apps. ...read more