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Could we get a feature to brand the HubSpot platform? E.g., change the HubSpot logo to our brand logo, update the color scheme to ours, and change the website address to include our company name.   We'd like the platform to feel familiar and brand-sponsored to our sales team as they adopt this new tool ... Exibir mais

We're using feature of 'update deal stage properties' feature a lot in our pipelines to gain more information from the deal owners about a deal record as it moves through the deal stages of the pipeline.   However, in our case, it depends on the type of deal how much infromation we want to capture.   We are using a property called 'Deal type' with the options: - New customer - Upsell - Cross sell   In case of a 'New customer' deal we want the deal record owner to store more information on the deal record than when it is a upsell or cross sell deal.    Therefore, it would be great if we could make the mandatory properties that pop up when the deal record is moving through the stages conditional on the value for the 'Deal type' property.  ... Exibir mais

Please don't hide the last and next activity from closed deals in the deals board. We are using this as a way of monitoring customer adoption and subsequent engagement and we need the option to have the activity info on ALL deals, not just those 'pre closed'.   ... Exibir mais

It would be great is we could have auto-number field option when adding properties to a record. I appreciate all records have a unique Record-ID, but thats a very long reference and its not specific to my orgnisation. For us, we find it really useful to number our deals i.e. we are now up to deal 804.  ... Exibir mais

Our support team communicates as the company, not as individuals, so they sometimes collaborate on Conversations. We still assign Conversations for reporting purposes and to have a "lead" rep for each ticket.   HubSpot automatically reassigns Conversation owners when a new team member chimes in (example: If Team Member A is assigned a Conversation & Team Member B emails the customer, then Team Member B automatically becomes the new owner). Because we have Tickets set to inherit the Conversations owner, this affects both.    Can we please have an option to turn this automation off? We do not need ownership changing automatically if another team member joins the conversation.  ... Exibir mais

Actualmente tengo un objeto personalizado y quiero que los registros de ese objeto se asocien con el objeto Contactos, por el proceso de la API no se pueden asociar todos los registros, lo que me gustaría es que pueda generar un flujo de trabajo para asociar automáticamente los registros que no se lograron asociar en la API ... Exibir mais

When creating a deal in HS using the browser version today you do have the option to associate the deal to a contact and/or a company as well. Using the IOS HS app you don't get this option. Instead you need to create the deal first, and then select the deal and manually add the associations. That is really not effective. What is currently in the browser version but is missing in the HS app ... Exibir mais

I've been trying to display some data that requires OR filters on a single object, but that I also need the "Total" aggregation option (which is a cumulative total for a period of time) to do. I reached out to Support who confirmed that this genuinely isn't possible, because these features only exist independently in the two main report builders.   Can we get the "Total" aggregation type in the Custom Report Builder? ... Exibir mais

Hi  Is it possible to create a property for forms which combines a dropdown and multiple checkboxes?  We have a lot of possible options where several could be picked together. And if you have a lot of options, it doesn't look nice when all are lined up below each other. Best regards Milos ... Exibir mais