クリエイティブな才能を開花させよう

For our use case (and I'm sure others may run into it), we have a contact records that are associated to multiple company records. There is not currently a way to see a raw number of associated company records for an individual contact like we are able to do with Deals (# of associated deals).  Similarly there is a function for a company record to see # of associated contacts.  It would be useful in cases where a contact record has multiple company records and for us to see a raw count on the contact field that is automatically produced.  ...その他を表示

Would be really helpful if the payment schedule was referenceable either within the CRM itself or the API. By accessing the payment schedule from a quote, it unlocks the ability to create reminders, generate invoices, and track pipelines more effectively ...その他を表示

Would like to be able to roll up minimum or maximum dates from child to parent.   Would also like to flag the record as being included in the calculated field so they can be enrolled in workflows.   For example: Which contact has the Minimum (first) Became an MQL date? Copy that first MQL contact's source type to the company. ...その他を表示

this idea impacts the teams who receive pretty long forms, like for a repair request, where you need to provide a lot of meaningful informations, and have them all available at a glance. It will definitely help the ease of research of properties, especially in realities where the crm is used to track the repair process of an item, who goes through various phases, and different teams are involved in the whole.   Here below you can find an example of it.     ...その他を表示

1) Super admins 2) Mass update users with an import 3) Eliminates the need to manually update all users individually 4) See use cases below Use case 1:  In preparing for Go Live, we would like to mass Activate all the users that have been previously imported.  If we had a spreadsheet, we could simply change deactivated to no, import the spreadsheet of over 300 users and mass activate them.  If HubSpot can identify that a user account already exists for that email, why can't it allow for updates in mass?    Use case 2:  We would like a controlled access rollout.  Therefore, when we mass activate users in Use Case 1, we DO NOT want a system message sent out because we do not want them in PROD before our Go Live date.  We want to announce the access in a controlled release from a Corporate HQ email. Use case 3:  We have added regional "additional teams" to each user.  We would like to mass update all users with their appropropriate "additional teams" via a spreadsheet import. Use case 4:  Users have set Two Factor Auth unnecessarily.  As a Super Admin, I want to be able to revise this for users to reduce the number of steps upon system sign-in.  We have the Okta app that we use as our security standard for secure system access.  Therefore, 2FA is not necessary. ...その他を表示

When setting up workflows and sending emails to thousands of contacts, the "Internal Email Notification" feature sends an email notification for every contact enrolled in a workflow.    For example, on a recent campaign we had over 3,000 contacts included in this workflow. We had an action "Send internal email notification" added to the workflow to confirm to our team that the emails had been delivered. This resulted in thousands of emails which was super inconvenient to clean up.    Idea: Have a check box for the "Send internal email notification" action that asks if you'd like this notification to for every single contact in the workflow, or the first contact.    Goal: Inform members of the team about workflow progress and status of campaigns. Internal email notifications can include reporting links, etc. to keep everyone informed.    Value: This will help users stay on top of results, which will ensure they continue using HubSpot since they're more aware of the value that HubSpot provides.    This would help marketing teams keep additional stakeholders informed without crowding up their inboxes. Example: My first workflow I ever created, I was trying to create an informative internal email notification like the below. I added a link to the workflow itself so internal recipients had easy access, and visibility through the automated email. Instead, we all received multiple copies which our department received many complaints about.    If there's another workaround for this, please let me know!    ...その他を表示

Can you add the option for Deal Collaboration to the Create Deal form please?    This will save time for users in creating Deals and prevent them from forgetting to do so.  ...その他を表示

Hello, I have noticed a (fairly large) missing property copy using the pipeline automations, that being copying the line item associated to a deal. Context.  When we close a deal, we automate the creation for our Customer Success Pipeline.  There is no option to copy the line items in the Sales Deal over to the Customer Success deal.  The only options are to select the exact line items in the automation or copy the amount...whith every deal being different and having multiple sku's, this makes the CSM's job harder to uncover what was sold in the deal. Copying the Line Item from one deal to the next should be added to support the knowledge capture for the next team.   ...その他を表示

We often have to log meetings against our Hubspot deals after they happen (last minute, unplanned etc). When logging the meeting and noting who was there, you can't add internal attendees. Given we are often sending two or three team members to a meeting, it would be great if you could add Hubspot users as attendees so there is a clear record - rather than trying to remember to name them all in the notes ...その他を表示