Great minds think alike

I already asked the HubSpot Support but no luck 😔 Now I will try this way 😊 We have many customer communications by e-mail and chat every day. As not every request has to be turned into a ticket, we mainly work in the inbox. We increasingly use the comment function there and mention the various employees. To manage these mentions, we have introduced integration with Microsoft Teams. Unfortunately, we do not receive any notifications about this. In MS Teams, you only receive notifications when you are mentioned in a contact, company or ticket. This is apparently not yet possible at conversation level. Would several people like to see this function optimized? 🙌 ...read more

Currently, if I am assigned a task it will specifically state what that task is as long as it is 1 singular task.  ex. "You have been assigned the task "Follow up call" and when I click on that from my notification window it will open the specific task details including the contact name and company they work for. This is perfect and allows me to quickly accomplish that task. If I am assigned 2 tasks at once as part of an automated workflow, it will state "You have been assigned 2 tasks". When I click that notification it brings me to my list of tasks but will not highlight or specify which tasks are new.  This is confusing when I have 80+ tasks created for myself and I need to find 2 new ones that have no other information about including the name of the task.  ...read more

Adding the Google Calendar app to Hubspot only syncs meetings scheduled after installation. Allow for a way to sync or import meetings scheduled before the Google Calendar app was installed.  ...read more

Our team uses the website builder in HubSpot quite frequently. It would be nice if there were a way to comment on specific elements rather than just commenting on the page as a whole.  ...read more

Please please please... allow Regular emails to be selected for use inside of lists and workflows PRIOR to deployment. It is a huge pain to have to deploy the email, then go edit a workflow / list to action off a contact engaging with a specific link within the email AFTER the email has been deployed.  ...read more

Hi! HubSpot has a premade dropdown list with all the countries in the world, which is great for unifying country data throughout our contact records. Would it be possible to implement a similar system for cities? Currently, city information is in various formats, such as Vienna and Wien. Having unified city data would help our list creation and data hygiene enormously. Is there a way to make this happen maybe using the new conditional options feature?   Thanks!  ...read more

I thought it would be awesome to have an option to keep non-institutional contacts away from our database, but there's not a feature to do this. It could be a button that, when activated, forbids contacts with normal email domains (like Gmail, Outlook, Hotmail, Yahoo, etc.) to be created. ...read more

The 'test lead score' function is very cool and useful, however, it is hidden in an area most users who would benefit do not have access to.  Specifically, we do not enable our Sales and SDR users to create their own properties or edit existing properties, and they are generally not in that Setting area of the toolset.  I am working on a CRM card that will (hopefully) help breakdown some of that scoring on the front-end. My initial hope was that there was an endpoint that would allow me to input a VID and get a (probably very long) list of pass/fails.  This does not seem to exist, it seems the function of the 'test score' is a custom internal function that just runs through the scoring criteria based on the contact, and returns whether or not they passed or failed.  Example: { "listId": null, "rawFilters": [ [ { "form": "AFORMID", "operator": "HAS_FILLED_OUT_FORM", "page": "", "withinTimeMode": "PAST", "filterFamily": "FormSubmission" } ] ], "vidsToPassed": { "ACONTACTID": false } } I was then hoping that the core Read a property endpoint would give me the criteria that the Lead Score (hubspotscore) currently has, but that does not seem to be the case.  So, I am left with needing to recreate the full criteria to check against, which means also updating in tandem when we change score criteria, which is doable but not ideal. My suggestion is that for lead score (or even all calculation fields, that would be cool too) we could run a query to say "what is the breakdown for [object] with their calculation property [score]" That way, I can more effectively demonstrate why a lead has a specific score. This question "Why does [person] have score [score]"  ...read more

We would like to limit the actions per certain properties in HubSpot can be advantageous for several reasons. For example, if a property is meant to enroll workflows to action some activity, you ensure that the team doesn't exceed it per day and is focused on what they need to do.  Performance Optimization: Restricting the number of actions per property can help optimize system performance. Excessive actions, such as frequent updates or changes to a property, can impact system resources and slow down performance. Limiting these actions helps maintain a smoother and more efficient user experience. Consistency: Limiting actions per property promotes consistency in data management practices across users and teams. It helps enforce standardized guidelines for data entry and usage, reducing the risk of inconsistencies and errors in data handling Overall, limiting actions per property in HubSpot contributes to better data quality, improved system performance, and enhanced compliance and security measures, ultimately benefiting the organization's efficiency and effectiveness in utilizing HubSpot's features for its business needs. ...read more