Gute Ideen sollten geteilt werden

AFoggs · ‎Dez 20, 2022

The new WhatsApp functionality is a great tool except it is almost impossible to utilize completely. Due to the nature of communication opt-in and the strict rules around HubSpot, the way the functionality exist requires individuals to manually 1by1 opt in each individual. If there is a way to import WhatsApp Communication subscrptions that have been previously collected on other platforms OR update WhatsApp communication subscriptions through a native HubSpot form, that would be very helpful. Ideally both would be utilized, but at least one of them would be an effective strategy to help manage this. This is a feature that will help those who work with international customer populations as it enables teams to more efficiently reach them on commonly preferred platforms. This reduces the amount of manual work, as well as reduces the time and money spent on alternative solutions when many individuals would prefer to keep all communication centralized in HubSpot whenever possible.

JKrauss · ‎Dez 20, 2022

In the new Overview release within a contact or company record, we should be able to customize the tables so that we can see all of the notes associated with the record instead of having to go into the activities tab. We should be able to access any of the affiliated properties within the record and have a simplified view of it there.

NicoleJ · ‎Dez 19, 2022

Idea based on this community post. Currently, if a contact attends a GoToWebinar and submits Questions, the questions themselves sync to HubSpot, but we are not able to do anything with the information. For example, we are not able to build lists to show contacts who asked Questions, nor are we able to create workflows to notify us that a contact submitted questions to a synced GoToWebinar, or build reports.

hee10 · ‎Dez 19, 2022

I have created deal with line item having zero quantity using workflow. I am moving that deal to Closed Won stage, at the time of moving, I am taking some values from user and based on that one calculated value generated in calculation property. Now I want to set it as quantity to the added line item on that deal using workflow. This feature can be useful to update recurring deals with dynamic counts of line items in any system.

bendonahower · ‎Dez 18, 2022

In general HubSpot uses the most recent property value when merging records. There are some exceptions, such as create date. I think it would be more accurately reflect the merged record if the merged record used the oldest "became a certain lifecycle stage" date.

IRozen3 · ‎Dez 18, 2022

It would be super helpfule to have the option as an admin to restrict contact creation on Hubspot or via sales extention to users that are added to the account on the purpose of using the marketing tools and other options that do not require creating contacts. The value is avoiding mistakes in data from users that shouldn't add this information, while this can easly happen when a user dosn't use the sales extentyion properly for example.

Augustus · ‎Dez 16, 2022

The new feature to enable creating association types is a great improvement but there is still a limit of only 10 association types, and this will probably become a constraint at some point. It would be great to increase this limit - or not have a limit at all. https://knowledge.hubspot.com/crm-setup/create-and-use-association-labels

walterl · ‎Dez 15, 2022

With the release and enhanced functionality around business units, we see a need to assign business units on web domains/sub domains rather than brand domains.. The Domain interface indicates secundary domains can be set to a business unit, however on submission the BRAND Domain takes control. Can the business unit /web assignment be diversified to levels lower than brand domain please?

MHoffman8 · ‎Dez 15, 2022

I see with the current Customer Portal system in HubSpot it currently deals with showing tickets. It would be great if we could have a more full experience with the customer portal such Contact Information- allow customers to manage their contact information Billing information- allow customers to add a new credit card, update billing info etc for their account with you Invoice History- customers can download old invoices, see product purchases etc Tickets- which you currently have and is great Existing subscriptions- see their current subscriptions. Think of it kind of like an e-commerce customer portal you would get with WooCommerce or Shopify. It would be amazing if we could give customers the ability to see their account with us if that makes sense. I mean if you think about HubSpot does the same for us, we can manage our subscription, see billing info etc. We should be able to offer our customers the same with a full service customer dashboard.

jjones41 · ‎Dez 15, 2022

The native HubSpot/Netsuite integration has come a long way and is very useful for basic needs, but there is still one glaring flaw: lifecycle syncing. It is not currently possible to keep HubSpot and Netsuite Lifecycle stages in sync. There is no way to know in HubSpot if a Netsuite synced company (let's say originally created in Netsuite for this example) is a Lead, Prospect, or Customer in Netsuite. As I understand from support, this is becuase the Netsuite Lifecycle stage/status property (properties) are dropdown fields. The integration can surface the internal ID of a value, but not the value itself. Because of this, the integration does not allow the integraiton to use the Netsutie status/stage poperties at all. Ideally, this would be resolved by some upgrades to the integration that could pull the dropdown values. In the meantime, allowing those internal IDs to be pushed between systems would solve the problem. The ID could trigger a workflow in to keep the life cycle in sync.

Gute Ideen sollten geteilt werden

Import WhatsApp Communication Subscriptions.

Overview Tab Notes

GoToWebinar, filter on

Set line item quantity using workflow

Use oldest date for lifecycle stage when merging records

Restricting contact creation for specific users

Increase association type limit max to more than 10

Business unit assignment by (sub) domain vs brand domain

A Full Customer Portal Experience

Netsuite Integration - Dropdown Fields

Vor Kurzem umgesetzt

Vor Kurzem in der Beta-Version