Great minds think alike

Please add the capability to export form submissions by date range. Currently, when exporting, it includes all submissions for the selected form. It defeats the purpose of selecting a date range when viewing the submissions. This requires additional effort to scrub the CSV or Excel file of the submissions outside the date range I set. ...read more

Would be great to be able to organise surveys into folders for better management. Currently you can't. ...read more

We want to limit the deletion of snippets for certain users. We have an employee who deleted a snippet by mistake and want to prevent this from happening again. ...read more

Tasks can be created from the sales extension tool - Chrome, Outlook on Web and Outlook on Desktop - and will be associated to the contact the email is sent to.   However, if this email is logged to associated records to the contact, the task will still only remain on the contact itself and not appear on the associated record's acitivity. This means we'll need to open each task and manually log them to the other record's activity.   It would be great to have this feature since we can already log an email to associated records, the task created from that same email should follow suite ...read more

"Company" is not currently a property that can sync between Shopify and Hubspot contacts.  This is a very standard and important data element for a CRM system.  Please add this to your list of Shopify contact properties.  Thank you. ...read more

We'd like to be able to manually set an individual marketing contact status property value as "Marketing" or "Non-Marketing" from the individual contact record (ie. without having to go to Contacts > Contacts) - or by means of the other methods indicated here in the knowledgebase. ...read more

When clients reschedule a meeting and they select the new date and time they are directed to the Your Information page.  It is assumed as the meeting is being rescheduled that your contact details are already held in HubSpot, hence .... you are not able to populate the fields on the page.   However, it is not intuative to click confirm when the contact field are not populated.  Hence, we continually have issues where a client doesnt click to confirm the reschduled booking.   Would be nice if these fields were populated even if not editable? ...read more

Hi there, When we implement HubSpot, we get a lot of confusion between lead status, lifecycle stages and deal stages. We have multiple documents that show the difference, and how they're used. One request we get a lot is "can we just track when leads are qualified in the deal stages?"   We typically explain that, Yes, you can, but really you shouldn't, because they aren't truly pipeline at that point, etc. But everyone wants to do this because they understand the board a lot better (left to right = progress).    So I'm suggesting we get a board view based on lead status! People understand that. They get a lead that's new on the left, and they have to move it to qualified on the right. Progress! Let's do it!    To underscore my point, no matter the level of operational ability, if you see one thing being used in HubSpot, it's the deal pipeline - everyone gets it, and that's the thing they keep updated. Lead status is rarely used, unless they have BDRs/SDRs and a clear handoff to an AE OR they're more sophisticated.    (while we're at it, if you just copy the pipeline process deals, we could get required fields too!)   ...read more

It's frustrating to have new contact/company records populated with significant amounts of missing information through the Outlook integration.   Emailing a new lead automatically creates a contact record, but with basically only the email and company information. This means we miss out on a lot of the data we need/want -- including everything that is required when creating a contact manually in HubSpot. It's hard to build good processes and maintain data integrity when that is the easiest path to creating new contacts.   Please require all required properties when creating a new contact/company from an integration! ...read more