Grandes mentes pensam igual

Dear Community,    We'd like to know which contact created by a web form has been new to the system and which one is an existing contact. Currently it is possible to take a look on a form's performance report "Contact Type" (see attached). This report can be saved on a dashboard, but not as a list to take a look on the exact contact names.    This feature can definitely help to nurture content based on a contacts status to lead them down the sales funnel even faster.        ... Exibir mais

Not sure if this is the same for others, but there is a lot of formatting and standard features that slow down the quoting. When sending a large volume of quotes it can really start to add up in time! Eg would be good for each salesperson to be able to set standard parameters for quoting. Including:  Automatically adding GST  Standard purchase terms  Comments to buyer  Ability to set a standard unit discount parameter so they don't have to change each item individually  Alternatively, the ability to set up standard 'quote templates'    Thanks!  ... Exibir mais

We have the ability to assign users to multiple teams via the additional users function. However, these users are not recognized when trying to incorporate them into workflows and sequences. Could we make the system recognize these users as a part of the team when it comes to incorporating them into more complex workflows? ... Exibir mais

Hi, At my company we run and track our Google Ads and Social Ads from Hubspot. We would like an option to export Ad Campaign details such as the Campaign Name, Budget, Conversion etc. to our data warehouse. Currently we pull hubspot data into our data warehouse using the Hubspot API, however, it appears that the Hubspot API only includes details related to Email campaigns and nothing for Ad campaigns. Would be great if Ad Campaign data and related metrics were available as part of the Hubspot API. ... Exibir mais

We would like to be able to put a limit on how many meetings a user can have booked on a calendar day through the round robin function of the meetings tool.   Let's say that we want to limit users to 6 meetings booked on any given day. On Monday, 3 people book with a user for Friday. Tuesday, 2 more people book with that user for Friday. And on Wednesday, 1 more person books with the user for Friday. We want that user to become unavailable on Fridays unless one of those meetings is moved to a different day.   This will keep our users from having to manually block and manage their calendars on a daily basis to make sure they aren't overwhelmed with meetings while keeping their timeslot availability as open as possible. ... Exibir mais

Add Google Search Console data to the traffic analytics page and allow you to select items like queries, impression and rankings to use as reports in the dashboards you can create.  ... Exibir mais

It would be great to be able to align custom questions correctly. As you can see from this example the lines of text are not justfied with each other.     ... Exibir mais

We use the standard hubspot module "menu", with style "breadcrumbs" to create breadcrumbs on our site.    This works great, but it generates the breadcrumbs based on an advanced menu. This means that a page must be added to the menu manually to display breadcrumbs. It would be great if the breadcrumbs could be automated so this step wasn't needed. It seems that as a site grows and changes we will need to constantly update and adjust our menus.    Perhaps the breadcrumbs could be auto-generated by URL structure? E.g. if the URL is https://domain /section/page the breadcrumbs could automate to be Home > Section > Page recognising each level.   With the introduction of the site tree neatly creating a content tree based on URL maybe this could in turn automate breadcrumbs? ... Exibir mais

I would love to be able to use a leads inbox in conversations, or a facebook messenger chat conversation to create a deal directly from the conversations inbox. This functionality would allow inbox leads to be created automatically without needing to be manually created. many businesses have external parties who don't have access to the CRM (freelancers, brokers, agents etc) who want to email deal information to an inbox without needing the CRM team internally to read and manually process that deal. ... Exibir mais