Grandes mentes pensam igual

Sería posible habilitar la capacidad de inscribir contactos en secuencias usando workflows desde la versión Service Pro?   Sería de gran ayuda para los clientes que no podemos acceder a la versión enterprise por la diferencia abismal de precio. ... Exibir mais

Uploading pictures on deal level custom property like the Attachment. ... Exibir mais

It is a great feature to be able to email contacts from within HubSpot, but it is important the contents of an email are private (with the option to set Owned Only or Team Only Permissions to allow certain Users to see the contents).    Ideally, emails added to a Contact's record should have the same permission behaviour as Notes (they can be hidden to other Users, depending on permissions). Aren't emails more sensitive/confidential than Notes?    Who (what type of role or team) is the feature for? All Users (Standard or Sales Professional) What is the goal? Privacy What value will this add? More Users being able to securely and comfortably use email integration. I have already seen several threads where this has been raised as a 'deal-breaker': Solved: HubSpot Community - How can I make my emails private? - HubSpot Community. Are there examples of other places or products who have this feature? 'Notes' have this fetaure.  ... Exibir mais

We really need the ability to customise the deal card info displayed in the iOS App.  ... Exibir mais

Hey Team, at the moment on the desktop version of HubSpot, when looking to choose an option from a dropdown property there is a search field at the top to search for the option you want to select.   In the mobile for most properties, it is currently not possible to search for the option.   For users who have dropdown properties, they need to scroll through many options to find the right one.   Adding a search option would make things much more convenient. This is currently possible with the "User" field on the mobile app.   Could we make it possible on other dropdown fields as well?     ... Exibir mais

So we likely all use a PDF form filler and signing software of some sort to close deals... Docusign... PandaDoc... etc...   It's a pain to have ot leave Hubspot and then fill in all the information in standalone software to get a deal signed. Integrations I have found aren't amazing, and may require further payments or subscriptions and such...   I think it would be an amazing idea if Hubspot built their own in-house document Fill & Sign software.   Every second counts on the phone, and the longer our prospects have to wait for us to set up a document for them to sign, the more chance they have to change their mind.   It would be great to be able to...   1. Upload forms. 2. Choose if fields are directly synced to Contact or Deal properties (and pre populated) or if they are independent fields. 3. Pre-set fillable or signable fields (text, phone, dates, checkboxes, sigantures, initials, etc... This should be available as a template for use with any Contact or Company. 4. Have shareble signing links for email AND texting. 5. Integrate this with tasks, work flow automations etc...   This is just a great idea, no?   The more I can simply work within Hubspot and not leave it, the better. ... Exibir mais

You can add Text, images or videos to a Dashboard however they don't sync between other dashboards like Reports do.   I manage the dashboards of all our sales agents. They each have their own personal dashboard. I use the 'Me' functionality to adapt the Report to that sales agent specifically, which means a single report can be synced and funciton between all my sale agent's dashboards.   This is not possible with a Text or Picture Tile. I need to literally create a inidividual tile for each Dashboard.   Would be nice if Text, Picture, and External Content tiles could sync and funciton much like the Reports do. ... Exibir mais

For auditing purposes, we would like to have a PDF version of our forms with the responses filled out. This would be available to download on Hub and would look exactly like the actual form, just with the answers provided by whoever is filling out the form.  ... Exibir mais

It would be nice to trigger a Workflow on a whole property group. This would save time for people making workflows that trigger on multiple properties.   I have a contract validator that ensures all the fields are valid and leaves a message to minimize errors with the Drop Box Sign integration. The trigger I have right now has 23 OR clauses looking for any of the properties 'is known'. This way it will run the validator whenever any contract related property is updated.   It would be nice if I could have the trigger be 'Deal Property - Any Property in the group DBS is known'. That way I could have set it up a lot faster, and if we add properties to the contract generator in the futre I would just need to add them to the correct group instead of going into the workflow and adding each new property manually. ... Exibir mais