クリエイティブな才能を開花させよう

Currently the Outlook calendar sync only works with the 'Meetings' links. When scheduling a meeting with a contact (from the contact page) my calendar availability does not sync and I can book for times that are not available. This is holding our team up from using Hubspot. ...その他を表示

Who: The feature can be for anyone interested in seeing how their quotes are performing  Goal: So if you were to go to Sale --> Quotes the table there shows you some information about the quote. It would be nice if one could edit the table to view specific details about the quote such as the units quoted column and the quotes that resulted in a deal or not such as a closed won or a closed lost deal column Value: Easy of finding information about a quote without having to look at each individual quote or need to create  a report before accessing the information Example: I am not aware of other products I only use HS. I know this could be tricky to implement, but the idea is to be able to look at this quote table and know at a glance which quotes resulted in a deal and how many units were sold.   ...その他を表示

When generate a quote amd the reference number is auto generated copy it as deal-based property on a deal record (just like the product lines do and the deal value). ...その他を表示

It would be good to become a follower of a company, rather than the owner. Sometimes there are some leads that I need to follow and would get notifications whenever there is an update about it. Also It would be great to see the list of companies that I am followig ...その他を表示

i am doing xero api 2 factor authentication from Hubspot workflow custom code.. and i want to hit the user autherization redirect url that can be open a new xero login window and after login,  i select the organization and  he gave me the access token and refresh token.but i am not able to open the new  login window from autherization  redirect url in workflow custom code. ...その他を表示

Dear Hubspot,   Please add to the Target Accounts window the exact same functionality that you already have on your Prospects window, that allows you to see Related Companies.   This will help my sales team replicate the success that they've had with our current Target Accounts with prospective Target Accounts   You already have this code written for the Prospects page, so it should be a simple task to graft this code onto the Target Accounts List page.   Easy Job for Hubspot + Big Win for Customers ! 😉 ...その他を表示

The short explanation: - In ticket pipeline automation we want to be able to create a task for the owner of the ticket, when the ticket moves to a specific step of the pipeline, and then assign the newly created task to the ticket that triggered the automation.   The end goal: - When a task is completed, it is registered in the activity timeline of the ticket, and updates the "last activity" property of the ticket.   For more context: We are building our customer support and success rig on Hubspot and have successfully built a lot of automations to help us efficiently deliver great experiences for our customers. When building the onboarding process and setting up automations, we are using tickets to keep track of the process and how the customers moves through the different stages.   One BIG problem we have stumbled upon, is that we are not able to create tasks and associate them to the onboarding-ticket. This really mess up the tracking and reporting for us, as task completion is not tracked back to the activity on the ticket.   The result is that the ticket seems to be "untouched" and we end up asking the CSMs or Support agents why they have not done anything to move the ticket forward.   Ideally, we want task completions to: Be able to trigger automations for the ticket. Update the "Last activity" property for the ticket. These things are simply not possible when the task cannot be associated with the ticket. ...その他を表示

It would be hugely helpful to have the option to integrate fields from a DocuSign template into properties within HubSpot. This would save a lot of time and would help capture important information. I understand that at the moment the integration only goes one way (i.e. from Hubspot fields into DocuSign) but not the other way around. ...その他を表示

Hello, The WhatsApp integration is great news, could there be an option on live chat to chat via WhatsApp instead of live chat? Customers could select a link on live chat which automatically creates a new WhatsApp conversation with your business. This benefits the customer as they will be in control over which channel they prefer to communicate on. Please see example screenshots Thank you, Junior  ...その他を表示