Great minds think alike

Our team would love to have the ability to either support multiple personal signatures, or the ability to entirely disable the auto-merged signature in a specific email template (non-marketing automation templates).     The Problem: Currently, in email templates (not marketing automation versions) you will see that an individual's signature will auto-merge (as seen below in the screenshot). This is perfect for most cases when we simply want the template to automatically pull the specific person's signature block.   The downside of this is that you can't adjust for more unique options that a team might wish for when building specific email sequences.   For example, we might have versions where we wish to include stronger messaging for opt-out or more unique follow-up items under the signature block. However, we do not want these options to entirely replace the individual standard signature block, or cause them to have to manually go back and forth to update things all the time.    Ideally, we would like the ability to manage how signatures are handled on specific templates. Hopefully allowing for more custom options for these specific use cases.   ...read more

It would be great to have the ability to manage responses in the conversation tool with WhatsApp integration. We observe a need to collect and categorize responses received via WhatsApp to then trigger specific actions based on these responses.   For example, the ability to send a message offering response options such as "yes" or "no" and then create logical branches in HubSpot based on these responses. This would enable increased personalization of interactions and finer automation of processes.   Anticipated Benefits: Enhanced Customer Engagement: The ability to customize responses based on customer choices would strengthen engagement and satisfaction. Process Optimization: By automating actions based on responses, we anticipate significant optimization of processes, leading to greater operational efficiency. Impact on our Operations: This functionality would be essential for our overall strategy of automation and continuous improvement in customer interactions. Its current absence represents a hurdle to implementing a more nuanced and responsive approach. ...read more

Hey there,   We have just undergone serious endevors to make the customer status of our contacts and companies visibile. The property we wanted to have as a result has three stages: New customer (has exactly 1 won deal associated) Returning customer (has more than 1 won deal associated) Not a customer (has no won deals associated) Since this was quite tricky to develop, I would like to suggest a native HubSpot property like the one explained above. I could imagine other companies could find this useful, too. So ... anyone? 🙂   Best, Isa     ...read more

We'd like to be able to add a unique document to a contact record and send it via email. This would be for bespoke documents that were only relevant to a single contact or company.    These documents would have the same tracking as standard HubSpot docs but would be unique to the speccific contact or company.      ...read more

I have some issues with validation rules for products. They don't apply for line items. In my case I want to send the line items to a ERP-system for invoicing and I want to restrict my sales reps to use more than X amount of characters on a single line property since the PDF invoice only can display X characters.    What do you guys think? Wouldn't it be great to have the product porperty validation rulse apply on line items as well? ...read more

Hi team, Creating this thread on a behalf of an user.   With the new product roll out, when an user tries to delete a contact record, now by default it prompts "permanent delete" when before the default option was always "Restorable delete".   That means, when deleting a record, users need to click on the other option.  This could cause some confusion or human mistake and users forget to make this changes.   Is there any chance to roll this back to always have "Restorable delete" ?    ...read more

It already exist general filters (owner, creation date, last activity date...) in the top bar of companies filter but we need to add a dedicated filter based on our personalized properties. Example in each company information profile we have a personalized property.    We always search a company based on this property so we will win a lot of time if this property was available in the filters by default instead of going into Advanced filters > Add a filter > searching > input the reference > validate the filter. ...read more

It would be good if we can choose ourselves which properties to compare duplicates on. The current duplicate manager is great, but only identifies duplicates if they fit all the criteria. I want to identify and manage my duplicates based on a singular property only (company domain). I can identify the duplicates easily using this function in excel, but there's no way in Hubspot to bulk merge these companies (except in the duplicates manager). ...read more

Currently to clean up properties and archive them you need to remove the property from all views it is used under which might be created from other user meaning you would need to contact them and check manually who created each with.  This is a time consuming effort that requires a to get involved all parties that created views.  There should be a simple way to remove a property from existing views for admins and potentially leave a note as notification for the reasoning to people that had it in their views.  ...read more