Great minds think alike

I've created numerous workflows to send internal user communications of certain activities on Deals and Tickets.  I wanted to have these notifications sent to members of Teams, but have now learned that only those assigned to a team as their Primary team will receive the notifications.  So anyone assigned to a team as their "additional team" will not receive any notifications.  The workaround is to select individual user names directly in each workflow.  But as a new member joins a team, I would then need to update multiple workflows to include them (or remove expired users).  Being able to assign members to/from a team and have the team permanently assigned to the workflow is a more streamlined programming process. Perhaps consider creating "notification teams" that are used specifically for these type of notification purposes, and not worry about primary/additional assignments.   Does anyone offer any other suggestions? ...read more

Scenario: The customer has scheduled working hours for their support team as well as and after-hours on-call persons. They would like to be able to route all tickets that come in after office hours to enroll in a workflow that would then send an internal email or SMS to the on-call person.   Allow enrollment trigger criteria to be set based on the time of day. Currently, the system is date focused but not time focus. So I can choose a trigger based on the date or date range but not on a time or time range.  ...read more

Please increase the ability to go up to 5 years in the Totals box if a Term has been set in the Library. I have included a pic. It will adjust the TCV for total deal for us. TYSM.   PLEASE UPVOTE! ...read more

Right now, when viewing your deal pipeline in Kanban, it seems that only Amount and Close Date are populated (and only if there is data in those properties) and there is no way to customize which properties are visible by default. It would be incredible for us to have the ability to customize which default properties populated underneath the deal name in the Kanban view on the Deal's pipeline page. ...read more

Please make it easier to manage the tasks system by making it possible to wipe or reassign tasks associated with a contact or deal as an action in contact/deal workflows.   We create a lot of automated tasks for our sales agents in Hubspot. This includes automated reminders to follow up with leads or opportunities that haven't progressed. Often these build up and agents can have a backlog of hundreds or even thousands of tasks.   If the agents are not really diligent about managing and marking their tasks as complete they end up in a situation where the task list is not actually making it clear what is important to work on next. This means that in turn we need to be watching them carefully. It is creating additional work we don't need.    This would be massively ameliorated if it were possible to wipe or reassign tasks associated with a contact or deal as an action in contact/deal workflows.   Two scenarios:   1. We decide to reassign 100 leads from one agent to another.    What happens to the existing tasks for the first agent? They are still sitting there. So now we are asking them to do tasks for a contact they no longer own.  How can we sort this out? We must manually go through all the tasks assigned to that agent and delete the ones associated with the relevant contact.   2. A lead becomes an opportunity - but the agent who owns the contact has not been diligent with their tasks list and still has a bunch of tasks in the system reminding them to qualify the lead   What happens? The tasks sit there incomplete and have to be manually reviewed or deleted.      In both cases - if it were possible to either delete or reassign tasks associated with a specific contact as an action in a workflow, the task list would be much more under control.   To make this foolproof, I would also suggest an option to only delete/reassign tasks created by workflows, or to do so for every task associated with the contact.    ...read more

My company has a ton of files uploaded in Files Manager. This am, I wanted to filter all of my files to only see our uploaded PDFs and I realized that this option wasn't available. As of now, you can only order (ascending/descending) a search result by the file type but can't filter the results directly to only see a specific file type. When you have a ton of files uploaded, this is quite critical to easily access certain types of files. It would be great for Hubspot to implement this. Thank you! ...read more

We've just implemented HubSpot as a CRM for one of our clients, who needs to be able to send a version of their dashboard to their investors. After working together to set up a series of reporting dashboards, they've found getting the various reports they need to deliver very fiddly and limited in all formats - from in-email to emailable PDF - and finally had to settle for printing the screen as a PDF and sending it on manually! It gets particularly tricky with table-style summarized/unsummarized reports, that can span over multiple pages on an individual report. Reports can get split across pages, and the output is quite basic. More customization on how the emailed PDF is populated with the reports is needed, how the individual reports look in the PDF, and the ability to send them to internal/external stakeholders that don't have HubSpot access. I'm sure they're not the only organisation that could benefit from such an improvement, as the need to deliver quality reports is a key requirement for most teams. PS. It would be nice for them to be able to add their logo to the dashboard and PDFs too! ...read more

We use HS marketing and HS services, we are starting to get a lot of projects. Currently there is nothing in place to organize projects.  Would be great to create folders for projects so different teams can access their projects faster.  Or it least separate HS marketing from HS services.  ...read more

Since almost everyone is confined to their homes, it is very difficult to exclude employee views from pages view statistics tracked by Hubspot.   It is already possible to exclude IP addresses, but this poses several problems: - not everyone has a fixed IP - employees may need to change their connection - marketing staff has to list and then add every IPs to the exclude list   This problem was already present for companies employing teleworkers so it will continue to be an issue even with the end of the present COVID-19 situation.   It would be very convenient to be able to exclude users from the statistics based on a custom http header that would be sent with each request.   This header would be injected using a Firefox or Chrome extension on the domains that we would like to visit without contributing to the statistics: - Firefox https://addons.mozilla.org/fr/firefox/addon/modify-header-value/ - Chrome https://chrome.google.com/webstore/detail/modify-header-value-http/cbdibdfhahmknbkkojljfncpnhmacdek   Suggested name: - X-Hubspot-Exclude="*.kuzzle.io, blog.kuzzle.com"   This header would be processed by Hubspot, during a visit on one of the corresponding domains, the view statistics would not be updated. PS: the solution could also be cookie based ...read more