La fonction de suggestion automatique permet d'affiner rapidement votre recherche en suggérant des correspondances possibles au fur et à mesure de la frappe.
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we miss having & would make life MUCH smoother for our staff upon creating deals.
... Afficher plus
I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM.
I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' trigger sequence 'Y'
... Afficher plus
When I schedule a task (eg call) I'd like a check box to show the task in Google Calendar (like meetings, but without mailing the contact).
... Afficher plus
Migrated from legacy ideas forum with 146 votes.
I'd love to see 2 way synch to google contacts as an option. Many apps use google contacts. For example, Evernote app has a business card scan function. Take a picture of a business card and it can add the details to your phone contacts. This can then synch to Google contacts. By just having the ability to sync from google contacts to Hubspot you gain this business card scan functionality.
If a contact has a new email or phone number, I need this on my phone, so a change in Hubspot CRM should be synched to google contacts.
I consider this to be fundamental, and this functionality exists in the Insightly free CRM - I am surprised I couldn't find a request for this (apologies if I have missed it).
... Afficher plus
Hi HubSpot Development Team,
I recommend revisiting the idea to customize log activity in HubSpot Sales. I would like my team to track "Direct Mail," and I've seen others asking about logging texts and in-app messaging.
Thanks for considering!
Grayson
... Afficher plus
Sales users should have the ability to customise the deal boards i.e. what information is displayed on the board. Currently it's set by default to show the deal name, close date and an associated contact tag. User should be able to either select from a list or better yet, drag and drop the fields that wish to see on the deal boards.
... Afficher plus
Hi there, we really need to run filters on dates using relative terms like "today", "yesterday" etc. -- Salesforce has this ability and it's extrememly useful: https://help.salesforce.com/articleView?id=custom_dates.htm
Currently, if we want to run a List around our customers who expire at some point in the future, we have to go in and change the "after date" fitler each time to update the current date. (The rolling dates filter doesn't work in this case, because the dates we're looking for are in the future and not the past.)
Hopefully this is easy to do, thanks!
... Afficher plus
Migrated from legacy feedback forum with 116 votes. Right now, only forms on landing pages can be assigned to a HubSpot campaign. However, we have forms embedded on our website's pages that are campaign-specific and not HS landing pages. Therefore, leads generated by a non-landing page form will not count towards the total number generated within a campaign. Can you allow forms without landing pages to be associated with campaigns?
... Afficher plus
I have talked to a few users about being able to access social publishing/scheduling tools while on the go. This could incredibly useful for trade events, in order to centralise all of the social posts, and possibly launch campaigns on the go.
... Afficher plus