Great minds think alike

It would be helpful to have an overview of all records and assets with the customer agent as an owner, like the table available for users.   Current system requires navigating to each record and tool and check ownership for each type individually. An overview would help with management and insights at-a-glance. ...read more

There is the ability to "check" options for minimum and maximum chararcter limit for properties/fields to pull into forms. However, they cannot be enforced as this time, which means they're essentially not functioning as one would expect. Please make this functional rather than just a "cosmetic" option. Otherwise, there's really no point to having it. ...read more

My clients want to pay weekly for their subscriptions and I need the ability to make invoices and payments for this. ...read more

Hi, we have a very complex solution for tracking leads on our website and by phone. HubSpot's tracking / analytics isn't capable of categorizing leads as well as our setup. While this is the case, we still really like the Ads Analyze View inside HubSpot and the exporting of conversion events to Google and Facebook. Unfortunuatly we figured out that although we are changing the original source field of HubSpot to "Paid search" and adding the Google Click ID to the native HubSpot field, those leads are not recognized inside the Ads Analyze View and neither are they being exported to Google/Facebook. HubSpot Support told us this only works if HubSpot knows a ad interaction for this lead before they were created, which is a bit unfortunate in our case. This we would like to have solved by being able to remove this restriction and just show all leads with Paid Search as a source and all those with a GCLID also being exported out. ...read more

I'd like to see the automation be separated for associating a company and contact via domain and email. In some cases companies have multiple domains, or separate email domains and web addresses. However when we're automatically importing contacts through an API from another system, there is only the option to associate contacts to companies and create new companies if one doesn't exist. Therefore there are many cases where a duplicate company is being created with the subdomain in the email, and then we have to discover this is happening and merge the companies and then risk that a company is created again the next time the import runs. If we could separate the field so that there is one checkbox for automatically associating contacts to a company based on domain / email and then a separate field and checkbox determining whether a new company should be created if there is no existing company then that would avoid this duplication problem.  Alternatively, if it was possible to associate multiple domains with one company and have the email address automatically associate to any of the defined domains (without upgrading to the more expensive version of Operations Hub) that would work as well.  ...read more

Habitualmente mi empresa manda mailings a un grupo de usuarios, este envio se realiza desde un sistema aparte de hubspot. Cuando esos usuarios responden al mismo mailing, en la bandeja de husbpot se me agrupan como si fueran la misma conversacion, pero son usuarios distintos que entre ellos no se conocen. Si queremos responderles a ellos les llega con nuestra respuesta las consultas en cadena y respuestas anteriores que le dimos a otros usuarios. Nosotros necesitamos desactivar que esas conversaciones que responden al mismo mailing se agrupen, porque nuestras respuestas son privadas a cada usuario y no tiene porque ver lo que le dijimos a otro usuario. Y si le mandamos un correo privado entrando al contacto, se pierde en nuestro correo la interación previa donde ellos responden al mailing que nosotros le mandamos. Es por eso que tampoco nos resulta util esta opción y por eso necesitamos que habiliten alguna opcion que permita separar esas conversaciones que lo unico que tienen en comun es que responden al mismo mailing. Desde ya gracias! ...read more

On the mobile app a user is only able to view leads assigned to them. It would be nice if we could "view all leads" or filter leads by user similar to the option available when not in mobile app. We have sales managers and other users who are working remote and not on a PC so having this would allow us to monitor and manage our leads better. ...read more

Currently in the Leads Page view it defaults to showing 25 per page in the table. Can you allow users to edit this default to show more and give more options? The only option is 25 and 50 per page. We have a ton of leads in various stages and constantly having to change this to 50 per page and sort. ...read more

We need a way to make payment links to automatically update the total when multiple items are added to the cart.  ...read more