Great minds think alike

When using the deal object, currently you can only select a specific person to assign to a task in a workflow or someone on the deal. It would be nice to be able to assign another field (ie CSM Coach) to assign a task without creating a separate workflow starting with company to get to that data.  ...read more

It would be nice to be able to add your position title as an employee of the company using Hubspot.  1- When you create a Team it would help people in this team know who is what. 2- When you send email from upspot it only say your name which in my eye make it less professional then your full information like phone number, title of your position in the company, etc. 3- It's the first time I see a CRM that dosent allow to add a position title for the employee.   I think it's a pretty easy one to add. What do you think ? ...read more

It would be great to be able to embed iframes in the HubSpot KB tool. So that we can add interactive product videos as part of our documentation.  ...read more

Hey HubSpot,   We'd love to see something in the way of adding conditional logic as to WHEN somebody can edit a property rather than just WHO can edit/see etc   E.g When the Deal is Deal Stage "Pending Approval", properties such as "Conditions", "Amount", "Submission Date" cannot be updated.   This would allow for greater confidence and control around time crititcal processes and ensuring that information is not being incorrectly updated after a submission where details must remain the same for verification purposes etc   Ideally this would be similar to, but is not quite the same as User Permissions on Properties.   Thanks! ...read more

When logging a call from a ticket record, the call should automatically log to the contact record.   If a contact calls in regarding multiple tickets that they've called in about before, HS users will have to open up every ticket record simultaneously to try and piece together the call history.  ...read more

The idea is that we can use the Teams functionality to add a meeting link (Round-robin) based on a team. To add a full team here without selecting every single person within that team.   This way we only have to add or delete people in the settings, and this information will be changed all throughout HubSpot.  This will make it easier for clients to adopt the new software. ...read more

Currently, all major browsers support the WebP format. Which is a great format performance-wise. Now I know that HubSpot converts other formats to WebP serverside, but we should expect users to upload the WebP format as well. One of the most powerful HubL functions is the 'resize_image_url' function, which allows you to resize the served image without having the client resize the image themselves (which is great, because clients never do this 😜). HubSpot also offers the option to clone, crop and resize images, which is a great feature of the file manager. The problem: The WebP format does not work with the 'resize_image_url', also, passing the name, width and height in the image URL does not seem to resize the image at all. So this is a major issue performance-wise. Furthermore, it currently is not possible to clone and resize a WebP image from the file manager. The solution: Make sure that the 'resize_image_url' and the file manager functionalities also work with the WebP format. ...read more

The Customer Portal is a new feature that enables clients to create new tickets and read replies generated by CRM representatives through email threads. However, when a new email thread is created under the same ticket, the previous threads disappear from the customer portal, preventing clients from accessing past discussions and information. This inconvenience affects not only CRM representatives but also clients. Currently, CRM representatives have to manually copy and paste content from previous threads whenever they need to refer to previous information. Moreover, I fail to see any advantages of restricting clients' access to previous email threads. Therefore, I strongly recommend adding a feature that allows clients to view all previous email threads under tickets on the customer portal. This enhancement would greatly improve the user experience for both CRM representatives and clients. ...read more

Having the ability to use line item data in the Revenue Goal reporting would be really helpful.    We have a field called "Recognized Revenue Date" on the line item level that all of our reports are built on. Having that ability would be really helpful. ...read more