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We use the quote feature to issue contracts to our clients.  Presently, if we issue a contract, it gets signed, and the deposit is paid, HubSpot will automatically produce a series of invoices based off the payment schedule included in the quote. Magic? Yes! But it could be more magic... Currently there is no way for HubSpot to generate these automatically created invoices into the 'integrated invoices' section of a deal. It will only create drafts in the 'invoices' section. The problem with this is that the automation does not communicate with accounting software (which provides our company details, correct invoice number, oh, and it also correctly attributes line items to our accounts!). So this is a petition for the dev team at HubSpot to make quotes and automated invoice generation even more magic by allowing quote payment schedules to automatically generate integrated invoices as opposed to regular ones. ... Afficher plus

Form are the best source of consent. If a portal has 100 form, it could be essential to know which subscription types these forms enables at glance. I recommend adding a column in the Form section to see and filter which subscriptions are in use ... Afficher plus

Hi, This is to improve the "Task Cues" management. Over time I have created cues for different set of tasks. Of these, the views. However, over time the automation creating certain tasks might have been discarded and so the cues might now be empty. There is no way to see that, hence management of the cues is really hard. One has to create a view, go see the view..if empty, go back and delete view and cue...  Could we have more columns in this page listing : number of tasks i nthe cue? Date last task added to the cue?    ... Afficher plus

I advertise on instagram and I created interactive videos on TikTok  ... Afficher plus

Hi,   Ever find yourself browsing an article and wanting to quickly check if certain names or companies are already been captured in HubSpot?   Imagine how much easier it would be if the HubSpot desktop extension offered a 'Search HubSpot for [xxxxx]' option right at your fingertips. Doing this a few times, you'll quickly realize how much such a tool would help. It's a simple addition that everyone will find incredibly useful. Thanks ... Afficher plus

Issue :  A user without the Hub Service can see the 5 first snippets created in the account   Proposition :  Allow more snippets : at least all the ones created by their team Allow to choose a certain number of snippets to be seen and the selection will be different by team   Why ? We understand the ones without a Service Hub cannot create snippets but they could at least see the existing ones created by their team The account can be used by several teams so the 5 first are not useful for every team. Maybe one team has the 5 they want but all the other team as none of the ones useful for them. Thanks in advance !  ... Afficher plus

It would be great if the Gmail integration of HubSpot Sales everywhere would also allow you to see the same features as when using it to see information on a company website, such as the contact activity and the ability to add notes. Actually, the features and presentations of those features are better, and the view is more comprehensive on the web integration. ... Afficher plus

To improve the efficiency of HubSpot CRM, consider implementing a feature to detect redundant data when adding contacts. This feature could automatically identify duplicate entries by comparing key fields like name, company name, or LinkedIn URL and prompt the user to merge or update existing records. It would streamline data management, enhance accuracy, and save time for users. This addition aligns with HubSpot's goal of being a user-friendly, efficient CRM solution. Thank you for considering this enhancement! ... Afficher plus

Hi,  It would be beneficial for customers if we could set a default blog author.  We can create blog authors but can't choose another user as mentioned here or set a default author.  https://community.hubspot.com/t5/HubSpot-Ideas/Blog-Author/idi-p/949134  ... Afficher plus