Great minds think alike

In the Deals section, if an enquiry is in the first initial stages, we can see if there is a meeting scheduled (i.e. "meeting in 15 days"). But once the deal is moved to "Won" or "Lost", we can no longer see these details. It would be really helpful to continue to see this information even after the deal is won or lost, as it will remind us to follow up with the client.   ...read more

Hi, When I changed the knowledge base access setting to "Private only", all 300 published articles became unpublished and moved into drafts. In order to republishing all the 300 articles from the Drafts, I had to go through all of them one by one which possibly could have taken 1-2 days to complete. To avoid this time-consuming task, I had to contact HubSpot's system team, who republished all 300 draft articles at once. My suggestion is to add a "Publish X selected drafts" button, which will appear when several drafts are selected, similar to the existing functionality for "Archive", "Delete", and "Control audience access".   Thank you in advance     ...read more

Hello, I think to create an extra filter for deduplicate contacts, as "Deduplicate contacts with phone number" works better than the same with surname and name,..    Sometimes persons give different e-mail addresses, so it's impossible to understand if it is the same profile or not.   So my personal idea to share you, is to have a filter as "same number" to compare the data of the deduplicate contacts. ...read more

The marketing WF function should have a provision to check against existing quota limits. Currently, the function sets contacts to marketing contact, regardless of available space. Although this may be a sales strategy, it is unacceptable from a user perspective. Since WF cannot check quotas at runtime, a setting should be added to prevent the creation of additional marketing contacts if it exceeds the quota. ...read more

It seems with the outlook / hubspot integration that meetings scheduled in outlook appear on the hubspot contact record. It would be good to be able to stop this or opt out of automatic logging and instead be able to continue seeing outlook calendar meetings coming up on the hubspot app or select a log option for meeting to the record like you can email. I.e. not automatically log all for privacy.  ...read more

Hey,   It would be great if we could enable the forwarding address for more email clients.   If I use any email client that is out of the approved list, it's challenging to get my emails to sync with HubSpot (e.g., tencent qq) ...read more

Currently, the ability to fully embed a Hubspot calendar to book a meeting into a 3P email provider such as Mailchimp is not an option. Instead, a link can be added requiring the receipient to click through to the calender to book. Love to see the embaed feature added to minimize the "friction" for the recipient to book a meeting. ...read more

It would be nice to be able to associate a company with a contact when filling out a form. We were able to add this to our create contact form within the system, however, it is easier to have our team fill out a form when adding a contact as it requires no training in the system and we are not adding everyone in our company as a user in our account. Since we are unable to associate a contact with a pre-existing company, the company may not match up and could create a new or duplicate company in the system.  ...read more

We often have emails go out where we'd like to give our contacts the opportunity to opt out of a specific set of upcoming emails. They wouldn't want to unsubscribe, but maybe they just don't want to hear about XYZ topic.    Right now, we have a "click here" hyperlink in the email that takes them to a confirmation page for opting out. The trouble is we cannot set up a workflow to add them to a static list that we can exclude in the future based on someone clicking that specific link until the email has been sent.   So on the day email is scheduled to send, and after it's actually sent, our team goes in and then finalizes the workflow to add anyone that clicked that specific link to a static list that we then exclude from future emails of that nature. We'd like to have the ability to see and choose these links when an email is scheduled. This would allow us to have all of our set up done in advance when scheduling the email.  ...read more