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

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! ... Afficher plus

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.   ... Afficher plus

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! ... Afficher plus

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? ... Afficher plus

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 @Anonymous  ... ... Afficher plus

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. ... Afficher plus

Allow a workflow whereby if a deal is associated with a company (and than cmpany has associated contacts), then the contacts are pulled and automatically assigned to the deal.    This would also work the other way where if a deal had an associated contact, the company assocated to that contact would also be assigned to the deal.    This prevent double data entry and would ensure that all deals hve he appropriote associations.  ... Afficher plus

It would be nice to have an undo button in Workflows, similar to emails. Sometimes we will edit a workflow and then quickly decide we want to revert back to the original creation. It's hard to remember what has to be changed back, especially for more complex workflows. ... Afficher plus