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The ability to manually deduplicate companies by street address would be tremendously helpful. Several companies we deal with all use the same central company domain so that does no good for that purpose (unless we were able to use URLs). However, if we could deduplicate based on the street address (or even City, State) it would save a huge amount of time!   Thanks in advance. ... Mostrar más

Manually managing duplicate records can be time consuming.  Having an active list that is automatically populated, much like the current "Manage Duplicate Records" section, would allow developers to more easily target the duplicate records in a workflow and use custom code to mass-deduplicate records. Not only would this save time for account managers, but it has direct cost implications for companies as the unwanted duplicate records can increase the number of contacts listed as "marketing contacts", forcing the company in to paying for a higher contact tier. Our team currently has a workflow with custom code in place that dedpulicates records, except we cannot directly target the duplicate records listed in the "Manage Duplicate Records" section. Because of this, we are forced to create a large scoping contact based trigger that runs through thousands of records needlessly, which has also been causing the workflow to timeout. ... Mostrar más

  Importance of Editable Subscription Preferences for Business Units   Segmentation and Customization: By allowing subscription preferences to be editable for different business units, organizations can tailor their communication strategies to different segments of their audience. This ensures that the content is relevant to the specific interests and needs of each business unit's target audience. Compliance and User Experience: Editable subscription preferences enable businesses to comply with various legal and regulatory requirements related to email communication. It also enhances the user experience by giving contacts the ability to unsubscribe from one business unit while remaining subscribed to others. Marketing Efficiency: Customizable subscription preferences can lead to more effective marketing campaigns. By aligning subscription types with specific business units, marketers can send targeted communications that are more likely to resonate with the audience.   Current Restrictions and Their Implications   The current restrictions in HubSpot's subscription types (BETA) include: Default subscription types like one-to-one emails, customer service communication emails, and transactional emails cannot be associated with business units. Contacts who are imported in an opt-out list or manually opted out will only be opted out of the Account business unit. Only one default subscription preference page is allowed for all business units, and it cannot be customized. These restrictions might lead to the following challenges: Lack of Flexibility: The inability to associate certain default subscription types with business units may limit the flexibility in managing subscriptions across different segments of the business. Limited Customization: Having only one default subscription preference page for all business units restricts the ability to provide a tailored experience for contacts interacting with different parts of the business. Potential Confusion for Contacts: The current setup might lead to confusion for contacts who wish to manage their subscriptions across different business units, as the preferences are not fully aligned with the structure of the business units.   Proposed Enhancements   Allow full customization of subscription preference pages for each business unit to enable a more personalized and user-friendly experience. Provide the ability to associate all types of subscription preferences, including default ones, with specific business units for better alignment with the organizational structure. Implement a more intuitive interface for managing subscriptions across different business units to reduce confusion and enhance user engagement. These suggestions aim to enhance the functionality and user experience of managing subscriptions in HubSpot, aligning them more closely with the diverse needs of modern businesses. ... Mostrar más

Hey community, following situation: We use the meeting tool very intensively and therefore have a full calendar. However, it always happens that a customer cancels an appointment. For this reason, it would be really good for sales if there was a mandatory reason why this cancellation occurs. So that the approach to the customer can be better planned and there is better traceability. It would be just great if this idea would be considered and we could benefit from the implementation. Thanks in advance. Best regards Eric   ... Mostrar más

Would be great if we can create Feature/Sub-feature/Category/Root Cause for Live Chat as we have in Tickets. This is very crucial to understand the number of issues we have in live chat.  ... Mostrar más

Hi,   I would like to request that the integrations work for all objects including custom objects as well .   As we have a use case where we woud want to track the updates of software for our products ( custom object) and create tasks or view comments from the Jira issue as well.   Currently the integration is only limited to Company, Contacts at least we can have deal as well as it just becomes to generic then. ... Mostrar más

Right now, you can add dynamic meeting links in templates, such as inserting your meeting link, or inserting the meeting link of the sender. However, this is not possible within Snippets.   This would be really helpful as our company commonly use the same snippet/CTA at the end of emails but have to add in our respective meeting link manually.  Alternatively, having a Sender Personalized Token for the sender's Meeting Link.    The current workarounds are not ideal: Create a unique snippet for each person on the team of the CTA with their individual meeting link , which gets very messy and crowded very quickly. Creating a template just for a single CTA sentence with the dynamic sender meeting link, again this gets messy, lost among other email templates the team uses, and perhaps most importantly can't be used in conjunction with any other templates.    Having individual lists of starred templates and snippets is something that Apollo.io offers, and is quite handy with the Gmail extension, as you can more quickly find and use important templates and snippets without searching, and isn't limited to templates/snippets you own or have recently used.  ... Mostrar más

Dear HubSpot Devs (Target Accounts, Workflows, Deals) As working in Sales with larger organisations, it is not only needed, but also highly relevant for a business, to sort the companies / business units into either a Parent Status or Child Status. This is possible with your current software, which is highly beneficial.  There is no built-in Org Company Structure Overview (Grafically). That, you have to pay 1200 dollars a year to get via a 3rd party integration. (OrgChart) I have more than 1000 different companies/business units acting as a Child Company to one Parent Company. I utilize your Target Account feature to keep track of these big companies, and how many deals/contacts we have with their child companies. However, the Target Account feature cannot include Child Companies into its data its giving, therefore I was searching for a way to include child companies into the Target Account structure of data, or make it possible to associate deals created on child companies to the parent company, and preferly via workflow to ensure automation. So to recap, please consider the following: Allow Target Accounts to factor in data from the associated child companies (deals, contacts etc)   OR Allow the option to associate deals/contacts with companies in workflow.  Thanks for your attention and continoues effort to pursue customers satisfaction. Kind regards, Johan ... Mostrar más

There was an incredible update this year to allow for calculation properties to be formatted as currencies (see idea: https://community.hubspot.com/t5/HubSpot-Ideas/Display-Calculated-Deal-Property-in-Currency-Format/idi-p/252997/page/3#comments)  However, it seems the calculated values can only display in the company currency and cannot leverage the deal's currency, which can be quite a blocker. Please allow for an update on this - thank you! ... Mostrar más