Great minds think alike

Sometimes we need to re-trigger a workflow when the contact's email is updated but currently, that's not possible      Would you please advise? It'd be great to have a workaround for this   Thanks, Julian ...read more

I activated a workflow without selecting the existing deals and now need to enroll the previously existing deals in the workflow. There should be an option or workaround to manually enroll the records in bulk   ...read more

It would be super beneficial to include any report on Hubspot to the Dashboard, such as Form Submissions per landing page, List Data, Data on a specific email or grouping of emails, etc.    Thank you!  ...read more

Hello folks,    Today I am writing about the "Invoices" object for the french users (in France only).    Actually, "Invoices" object becoms functionnal only if you have a QuickBooks integration.    At the same time, quickbooks is stoping its activity in France by the end of this year "2023" (And already does not take new customers) - communication Quickbooks    Actually it would be good to delete this standard object "Invoices", atleast for those who do not have Quickbooks integration.    And by the end of 2023 for all the french users since there will be no more Quickbooks in the french market.   Why ?    If you ever want to create a custom object and call it "Invoice". You cannot create it with these internal values as they are the same as the native useless object "Invoice" !!  ...read more

Hello,    I think workflows should be turned on or off in bulk. So that we don't have to browse each workflow to turn them on or off manually. ...read more

Synchronization of invoices is a big weak point on hubspot 🔻   Qonto Bank is modern and sync with other CRM and not HubSpot.   👉My idea : Synchronize your transactions and receipts with HubSpot for simplified accounting.   ...read more

I got very excited when i saw this in BETA but now feel like the day is ruined. HS support inform me that this can only be used when creating new records.   I want to use it on all records, mostly existing ones.   I set up all the logic and properties when someone clicked a specific Key Sector, for example, construction. Then a secondary field opens with the list of secondary construction sectors for them to update.    Please tell me support have got it wrong and I'm just missing something - otherwise I cant see the point of this? ...read more

Currently in the conversation inbox there is only an open and closed status. We funnel our support channels through 3 different conversation inboxes and often email threads will need to sit in an open status for up to 2 weeks. It would be very helpful if there was a 3rd status we could set in the conversation inbox to "in-progress" or "pending" in order to move the actioned emails out of the "open" folder so they aren't bogging up the "open" folder even though the conversation can't be closed as of yet. Create an "in-progress" status for conversations and a new folder called "in-progess". A simple change that would allow for much better management/organization inside the conversation inboxes. ...read more

When sending an email in the HubSpot plugin for Office 365, you can search any deal in the HubSpot portal by Deal Name, so that you can link the email you're sending to that deal.   An email being sent could contain all sorts of things that would identify what deal it should be linked to, such as reference number, billing address postcode etc. Putting all of this information into the deal name would make the deal names very long. Can you make it possible to search other standard fields (at least Deal Description, like you can in the HubSpot UI)? This will reduce so many clicks on every single email in order for Deal records to contain complete information. ...read more