Great minds think alike

I need to be able to customize when I get Hubspot's notification that we are approaching our marketing contact tier limit. Right now it comes at 98%, which is typically too late. And with Hubspot's billing structure that they total up all marketing contacts for the month rather than month's end, you get moved to the higher tier anyway.    I'd rather get notified at either 90% or 95%.  ...read more

Often we have internal email chains related to contacts, companies and/or deals that need to be logged in CRM. The customer contact name may or may not be part of the email chain. There needs to be a way to manually log an email chain to a contact without using email automation.  This is a standard feature of most other CRM's including Salesforce and Netsuite. ZenDesk provides this functionality by offering a unique forwarding email address for each contact that can be used to log any email chain to any contact through a manual forward to the log address.  ...read more

I feel that adding row numbers to our views and lists would make it easier to see when a contact or company has been removed from a view or list. As an example, I am currently looking through the Prospects tool (for website visitors) and adding filters to remove "data centers", "telecom" companies, etc. When I add a filter, I have to scroll to find the company name (not alphabetical) to make sure my filter worked correctly. I think it might be handy to see company name "Telecom USA" was on Line 55 and now it has been removed, seeing as Line 55 contains a different company now. This may have already been suggested, but I can't find it. Thanks and, if you agree, please upvote and leave a comment below! 😁 ...read more

This feature would allow for dashboard revenue reporting in HubSpot to reconcile to other financial systems, and ensure that the reporting is accurate.  Currently the rates have to be manually updated every day, and unless the dels are closed in HubSpot on the same day as they are invoiced that rates will be out of sync and the rpeorting unreliable. Guidance should also be provided on what rates to use. We are using HubSpot in the UK and originally set up our USD:GBP rates in the standard way (e.g.1.4) when we should have been using the inverse (0.714), so ur reporting in Hubspot is wildly inaccurate and of little value. ...read more

It would be great if we could change the number format in a custom report.   For example, we're building a pivot table that includes custom calculated properties and deal probability. In our report, the custom calculated properties are a formatted number even though they're representing revenue. It would be great to designate the relevent columns as currency/accounting/etc. to show the data properly. Additionally, we're including deal probability in the report and it shows as a decimal. It would be great to change this to a percent (.1 vs 10%). These are 2 specific examples, but it would be awesome if this type of functionality was available more broadly. ...read more

It would be handy if you are in a specific contact record, you can move to the next contact record, without having to click the Contacts button at the top left. ...read more

We heavily rely on HubSpot on a daily basis, working collaboratively with multiple team members. However, we often encounter an issue where links, texts, and other content disappears when more than one person is editing a note simultaneously. Is it possible for HubSpot to introduce a feature, such as an icon or a lock, that restricts access to only one user at a time? This would greatly enhance our team's efficiency and prevent content loss during simultaneous edits." ...read more

It would be amazing if we could edit the fields.json in the design manager, we could have an advanced edit fields in the actions drop down or something. Or maybe under the settings there could be an advanced option to allow you to view json files in the design manager. This would be super useful to go along with the copy json field as we would be able to past json in modules without having to download it through the cli. I know this has been asked for multiple times in the developer slack ideas channel ...read more

The new way to associate Parent and Child companies is so awful. So many more steps and clicks. If I want to associate 10 child companies I have to search for them all and then associate the labels one by one x10 rather than how it was previously where you could just search for all child companies and they would all go under like that! Horrible and frustrating update, way too many steps!! ...read more