Great minds think alike

HubSpot auto creates a contact for anyone that emails in - or is cc'd into a reply in conversations. For some customers who manage through support, this will mean a large number of contacts can enter the database. The only way to prevent this at the moment is by setting filtering rules, as all filtered emails do not create contacts. There is a use case from a customer in this post..   This is a request to build a "Create contact" rule giving us the option to disable automtically creating contacts for people we communicate with in Conversations.   ...read more

Hi team,   It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals could then be automatically updated to have that product associated with them.   This would reduce friction for sales teams and allow more seamless Deal creation - the teams wouldn't have to go back and add Products later. Thank you! ...read more

It will be great to add as many tasks types as possible, not only Call, Email or To-Do ...read more

I would like to see the option to unpublish a form and or to set a limit to the submissions. For example I would like to set a limit of 100 submissions due to a webinar subscription.   November 7, 2022 Edit: 931 days and counting. Can someone please make this a meme?   April 6, 2023 Edit: 1081 days and counting. This isn't funny anymore. ...read more

We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically.   Benefits: Saves times Avoid mistakes ...read more

We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record.   Example 1: Following a training, we provide our clients incentives. Currently our team manually adds a Note to the contact record of the individual who attended and also associates it with the company record of that individual. The note is the same for every individual that attends, but the incentive differs depending on the training. This helps our sales and support teams know exactly what was offered and when the incentive expires.   Example 2: Occassionally we use workflows to fix/update/change properties as we improve our internal processes. For these situations, it would be helpful to include a generalized Note on either the Contact or Company record explaining why the record/property was changed. Especially since we typically delete the workflow after the updates have been made. ...read more

Idea: Make all Date-filters available everywhere they are relevant.   Background:  Hubspot is missing date-filters in multiple places and is not consistent (i.e. different date-filters are available at different places) about them. This issue drastically reduces the power of filters, reports, automation and marketing, etc. Fixing that would be high impact, it's a core platform feature, with impact on all products.   There has been 15+ ideas on the forum about missing date-filters for filters, reports, lists, workflows, ... everything. Those ideas were at first aimed to request one date-filter in one place. This master idea aims at grouping all smaller ideas, giviing visibility to this "Date-filters" issue and getting it prioritized as one overall review of "Date-filters" across Hubspot. Because the only solution is for Hubspot to fix Date-filters everywhere, by working just on that.   Things currently not possible on Hubspot (i.e. use cases): 1/ Filter contacts with last activity is more than 10 days ago 2/ Filter deals with a close date that is in the past 3/ Build Report on Deals with last activity is more than 30 days ago I want to give my sales team a filter of contact not contacted since 14 days. I am expecting to go to contact and to save a filter but the Date-filter required to do that is missing. 4/ Build List of Contacts with customer/deal who expire in the next 30 days 5/ Build List of Contacts with deal created last week. Etc...   Research: I've been comparing all Date-filters and noticed there are 11 types of Date-filters currently available on Hubspot (see screenshot below). The issue is that those Date-filters are randomly available on: - Contact WF but not Deal WF - on List but not on Report - on Dashboard but not Contact Table Etc. There seems to be no logic and that this is just the results of features coming one after the other while Date-filters never receiving focus as one topic.   This feature request is not about creating new Date-filters but only about making all the ones currently existing available everywhere, it is relevant to have them. In a nutshell, that means turning all Red cells below to Green.     Some of the smaller ideas this master idea is grouping under one roof. 2017, Use 'relative' dates for enrolling contacts and companies in workflows by @Daniel1  2017, Allow the use of relative dates in workflow... by @CCasemore (marked delivered but that's not fully the case) 2017, Filter using relative date values ("TODAY" etc.) by @Frank  2017, Lead scoring - Add the option to refine... by @laurao93  2018, Sales workflows deal properties based on dates by @Peter-marketing  2019, More than filter for report timeframe by @krispag  ... ...read more

Hello, would be great if you could extend the same email logging/tracking to the mobile platforms.  My company uses exclusively Android, and we have an unpredicable break in the the chain when emailing from Mobile.  I cannot yet identify which incoming/outgoing emails will be logged.  I am aware of the workaround to add the Hubspod address in the BCC field for outgoing messages.     All that said, it's an added step for outgoing, and the feature is lacking completely for incoming emails.   ...read more

Some of my team members use Spark and they really love it. I want them to be able to benefit from the same kind of advantages that the Gmail / Outlook add-ons, but not force them to switch! Please make an integration! ...read more