Great minds think alike

Hello,  I was wondering if it would be possible to add a feature in HubSpot where HubSpot teams can be mentioned in the Notes area of a contact, company and deal record. We want to avoid mentioning several names when receiving a payment or processing an invoice. We would like to mention a team and have all those that belong to a team receive a notification about certain communication.    Thank you,  Orlando  ...read more

It would be excellent to have the ability to report on a "time between" calculated property that permits the exclusion of weekends or certain dates and times. For example, for the HubSpot default ticket property "Time to close," it would be ideal to have the ability to edit this property OR create a custom calculated property that permits you to not include weekends. That way you could report on the days that passed between ticket creation and ticket closure in which your reps were scheduled to be actively working on the tickets. ...read more

We need a way to pre-set the value of a property field. I am constantly creating new Contacts where 85% of the time, the values of several properties are always the same. For example, I have a property called HaveX that should almost always be a value of 'yes', but I cannot set the default value of this (and other properties).   Hubspot Support response:  It is not currently possible to set a default value for properties within your account, as we don't have the ability to force a property to always have a value. However, you can set a default value for a property in forms by checking the "Pre Select" box next to an option in the form editor. You also have the option to create a workflow to automatically update records that don't have a value for the property in question.   my response >>  I know about setting workflows and forms, but neither would fit this need. Can I ask for this to be considered for future development? ...read more

We want to use "Tasks" more intensively to register and measure all marketing and sales activities. But we cannot create a user-defined Property - please make this available. It should also be possible to see "Tasks" on the contact card on the right together with Deals, Tickets and other info. In Calls you are using "Type" and "Outcome"  which is something that could be used but not only on calls but on all activities / tasks ...read more

Because activities can't act as re-enrollment trigger, it would be great to have activity based workflows.     An example of an application would be that every time I log a phone call with outcome = left voice mail, it will send an automated email to the contact.  You could create similar workflows depending on the outcome of a call or meeting.   ...read more

I was under the impression that when a Deal is attached to a Company, the contacts would automatically be pulled into the "Contacts" box.   I would love the contacts to automatically be added when a company is attached to a deal so that 1. It saves me time but 2. When making calls, I know exactly which people are affiliated with deals from their companies so I don't call them by accident.     ...read more

I'm very excited to have the beta of creating associations and labeling them  between records. But it feels incomplete without the ability to associate records via workflows. My use case is something I've been trying to implement with workarounds since my company started using huspot.   Use Case: We're a solar panel manfacturer. We sell to distributors, that sell to solar installers, that sell to homeowners. We generate plenty of homeowner leads that we would like to send to our customer installer companies.   I want to set a workflow that will assoicate the lead's contact record to the installer company record under the assciation label I made for this purpose, then send a new lead notification to the campany' designated lead-getting employee associated contact , all based on the location of the lead.   I want to be able to look at the lead contact record and see which of our installer companies we sent it to. Or look at an installer company and see all the leads we've sent to them. Or create a deal that is between the lead and the installer company for every lead we send to the company. There's just no way to manually associate these records as we get thousands of these leads a quarter, this seems like such a blind spot for B2B users. ...read more

An autoresponder on the conversations inbox would be really helpful.   Our customers use an email address to report issues. When an email comes in, our support team manually creates a ticket and that triggers an email to the customer to say we've received it. We've chosen not to use the ticket auto creation feature from conversations because we were finding that when customers replied about a ticket, it created a new one. (Meaning multiple tickets for the same issue).   However, this means that out of hours, the customer doesn't get any response when they email us, because a ticket doesn't get created.   An autoresponder on the conversations mailbox would be really helpful to acknowledge the enquiry.   We can't use the mailbox itself (Gmail) as this only sends autoresponses to an individual every 4 days, not to every message. ...read more

We've conducted an internal review of properties and one of the needs was to see the values in dropdowns/checkboxes, and the only way was to manually copy out the values. Would be useful to be able to export them instead.   Also do you need an idea category of "properties"? I can't find the best category for this idea. ...read more