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It'd be great if there was a way to click on a user and see every Workflow they may be a part of.   This would solve a problem that currently exist.   Mainly, right now, if someone is on vacation or off for any reason, I cannot just remove them from any automatic rotations that they're in.  I have to search the Workflows and edit it manually. If I could click on User A, and have a list appear showing all Workflows they're specifically in, I can then click that Workflow and make the edit manually. We already have this function within Properties that we can see any Workflows, Forms, etc, that the Property is associated with. I'm just hoping we can duplicate this feature for each User as well. ... Mostrar más

Hi all, please up-vote and comment if you are also hoping for this enhancement.   There is not a current way to measure chat bot responses within reporting or list tools, as these tools are dependent on object property values being attached to an object (in this case a contact).   We have unknown prospects entering our chatbot flows, and if they don't convert it's hard to report on drop-off point, abandonment rate, etc.   Thanks! ... Mostrar más

Currently, only users with "Edit access to Everything" for Contacts and Companies can deduplicate contacts and companies in their account using the duplicate management tool.   This renders the tool mostly useless when your database is partitioned by HubSpot Teams. It means that "Edit access to Everything" users would have to know everything about the contacts and companies within every team's database in order to make the right decisions on what merges and how it merges. Therefore, the users on individual Teams (with Object access set to "Team Only") should 100% be able to deduplicate their owned records!   I recognize that many times duplicates cross teams — but in this case wouldn't you simply indicate before the dedupe is conducted that other Teams duplicates (records that match) will not be included in the search? ... Mostrar más

Currently, Google sheets that are made available to the the user that connected Google Sheet to HS can be utilized in Workflows. It will be nice to change this functionality in the case that person leaves and they dont get bombarded with every user's sheets. ... Mostrar más

Currently, when we create lists, we can use the "is any of" filter for dropdown field properties. However, when we want to filter out records that belong to specific imports in the portal, we are unable to select multiple imports within a single filter and hence the need to create multiple group filters within the list to add in the same 'and' filter to exclude a particular import per se, but may be in any of several imports in the portal        ... Mostrar más

We see much use of this in our business. If a client has a scope reduction or makes good on a certain line item, we would like to have that as part of the quote instead of showing that as a discount on the bottom.  ... Mostrar más

Being able to see all of your contacts or companies on a map in the Hubspot app while you are on the go would be super useful. Otherwise being able to build reports that show accounts based on location on a map, or have a map tab on the company/contact view to zoom in and out to navigate through your accounts. ... Mostrar más

I would love to be able to use RingCentral and have my texts appear just like my phone calls. This integration needs to be updated. ... Mostrar más

Hi,   I can't get line items to correctly depict upgrades on subscriptions with an annual or longer term.   We have a couple of cusotmers upgrading during the subscription term which usually is around 12 to 24 months.   But the line items in hubspot don't depict this upgrade correctly. The line items need include a plan with the new upgrade for 9 months and a 9 month credit for the old plan    Currently I've tried to add the line items for a deal which remaining subscription period is 9 months and set the billing frequency to monthly.    Then I get the correct Deal Amount but I get a wrong subtotal. The subtotal shows the monthly value like USD 10. But it should be the same as the deal amount which is USD 90.   The problem is that I need to add a billing frequency that says 9 months instead of Monthly.    And of course this billing frequency will not be repeated, it should then move to a 12 month or 24 months on the following subscription.   If I change the billing frequency to yearly or one time, I get the wrong MRR value on the deal.   Would be great if you could add a custom billing frequency option that can enable upgrades on deals which have been prepaid for 12 months or more. ... Mostrar más