Las grandes mentes piensan igual

Hey Team,   Right now only Super Admins of the production portal can access the sync logs for the sandbox by heading to settings settings icon in the main navigation bar > Sandboxes in the production portal.    There are certain users such a Web developers who need to manage the sandbox sync via the production portal but cannot be set as a Super Admin in the main portal as that could give them access to the entire portal and actions.    It would be great if Non-Super Admins in the production portal can manage the sync for Sandboxes ... Mostrar más

The fill rate in the data quality property insights feature is an amazing idea, but the calculation to get the rate is not useful. It currently calculates the rate by dividing the number of times the property has been filled by the number of all contacts in the system. It should really be divided by the contacts exposed to that property. For example, a form that has been sent to a contact would be factored into the calculation but a contact who did not receive that form should not. This is obviously different for properties that are not included in a form but at the very least the form usage fill rates calculation should be adjusted. ... Mostrar más

Hi there, I've noticed when merging contacts that the "original source" field will update to reflect the most recent "original source" value of the two contacts. This seems to work the wrong way - the original source should reflect the oldest source for the contact. This causes problems when reporting lead flow by sources as we often need to merge and that will disrupt the original source data. Can someone on the hubspot team look into this? Why should original source update the reflect the newer original source? Original implies that it would be the oldest source for the contact. ... Mostrar más

I work in a Business Development Capacity. Part of that role is to engage clients and book introduction calls. When an introduction call is booked, we select the property "Demo Booked" as "yes". HubSpot tracks all of these property changes on the backend. It would be great to be able to make the dates these properties were updated reportable. The use case for this is to accurately track pipeline progress and conversions with static and event driven dates.  ... Mostrar más

wonder.io is a great tool. All you need to do is create a chatbot like this that your clients can use. I need this so that I can do FAQs but I don't want to pay wonder.io   ... Mostrar más

It's very fustrating that I can't designate team leaders the ability to add new users with permission sets for that team.    At the enterprise level this is a feature needed to scale. thanks. ... Mostrar más

While creating a list or WF if you want to select replied contacts to a certain Marketing email you need to select each Email individually and apply multiple times the same additional filters that you need for each email. For example, if you need to see all replies for 20 Marketing emails, that are not unsubscribed and are not customers - you will need to select individually each message and repeat 20 times the unsubscribed and customer filter. But as probably every marketing automation person does, I too organise the internal titles of the emails to have abbreviations that explain multiple things, it will be useful to be able to use those phrases to navigate results. Ideally to have a filter that could do "Replied to Marketing email" >>> +  drop-down form we can choose all those emails at once OR >>> + the internal title contains any of ... - where we could use the abbreviations or phrases that are strategically there. ... Mostrar más

We would love to be able to pull data into a report where each row is a rolling 12-month period (i.e., February 2023 thru January 2024, next row would be March 2023 thru February 2024, etc.) with 2 columns - 1st column for the Total Sum of Dollars and 2nd column for the Total Sum of Days in Session - for each row. At the bottom of the report, it would have The Grand Total of both columns. This type of report would give at-a-glance information at any given month in the year.   This is an example of a report I pulled for a one-year span. With the capability to have a rolling year in each row, this report would be 1st row July 2023 - June 2024 then columns to the right would still be total earned and # of days in session but for that year and each row would follow suit with the next row being August 2023 - July 2024 and so on.   ... Mostrar más

Is there a way to convert HubSpot blog previews to PDF's? We have some clients who preview to review content this way. Let me know if there are any tips! Thank you!  ... Mostrar más