Great minds think alike

So I have a Deal associated with a contact of XYZ company, but I have multiple contacts of the same company and I want to add those contacts to the same Deal, instead of creating different deals per contact of the same company.    Or if I already have multiple contacts of the same company associated to different Deals be able to merge those deals. ...read more

Hi,    I am looking to trigger a workflow and send a email after a customer purchases a certain product.    There is a contact I know has purchased this product from my website but the contact on hubspot I can only see their deal amount and not what is in their deal.   How can I make this deal contain what was purchased and then use this data to trigger a workflow based on prduct purchase.  ...read more

Hi HS team,    The "send later" feature is quite useful within Deal, Contact, etc. records. Please add the same feature to the Conversations inbox as well.   Thanks ...read more

For context, we are referring to HubSpot payments which include quotes, invoices, and payment links.   Customers are taken aback by suddenly receiving a notification from HubSpot.   I hope there is a way that we can set the email from which these notifications will come, or even better, set it by default to the domain the admin set for their emails, webpages, and other assets. ...read more

It would be best if we could filter contacts that have submitted and not submitted the NPS survey to follow up or call them. ...read more

Hey everyone - I'm very new to HubSpot and I've just started messing around with my Quote Templates.  For whatever reason, unlike most of the form builders, the Quote Template editor lacks a lot of customizability in its UI. . . I basically just want to be able to "Clone" the "Comments from Buyer" default section and/or the "Terms" section so that there is a Personalization Token that allows the Sales person to enter a few more bits of data during the quote generation.  For arguments sake, lets call them "Study Details," "Timepoints," and "Notes for Protocol Development."  At the moment, I am kind of just stuck trying to pile all of this into the "Comments" section and I'd love to organize it a bit further.  I don't need any high level customization, I just want to mimic the two editable objects/modules that are pre-entered in the most simple way possible.  Any input on this would be greatly appreciated!  I'm not exactly a coder by nature but I'm not completely inept. . . If I know where to find the modules and a bit about what elements I would need to edit I recon I could figure it out. ...read more

Please please please please please please please bring back the number (quantity) of notifications as an alert option. The red dot thing? I always have alerts- it means nothing and does not get my attention. Having a count so I can see when it jumps from 5 to 30 in 45 minutes? That's extremely helpful.     Our team found counted alerts helped communication efficiency. Now we miss more. we don't really use it. It is quicker/ more reliable to call a colleague.   The option of choosing the type of notification alert would be much appreciated.   THX ...read more

It would be nice to have a filter in a report that would allow you to filter based on an aggregate calculation used as a field. For example, if you wanted to view total sales by company in the last 365 days, you can sum up those deals. But you can't filter out amounts. Maybe you only wanted to see companies that have $100K in sales in the last 365 days. There's no way to filter out those with less than that. ...read more

Our company is currently using Dialpad for all communication, whether with individuals or companies.   The integration of HubSpot with Dialpad moves every call to a CONTACT. From there, I am unable to switch to a COMPANY when relevant.   For future consideration, please either (a) give me the option to convert from a contact to a company OR  (b) prompt me to inquire whether this number was a contact or a company prior to uploading it in HubSpot.   Thank you! ...read more