Las grandes mentes piensan igual

Hi team, Commenting for a customer here. Currently, when deals are associated with a contact, the "order" of which the deals are arranged seem to be random. This is confirmed with the community thread here. I feel that we should allow customers to have default ordering of associations, be it by create date or close date. Even if such an option is not available, it shouldn't  be random. I tried within my own portal, close date/ create date/ alphabetical etc, but they don't seem to follow any real pattern. Thanks! ... Mostrar más

I'm a big fan of the quote function taht allows the customer to digitally sign agree to the quote sent, however many of our products have 'optional extras' that a client might wish to purchase. It woudl be great if there was a way to include a tick-box finction so that the customer could shoose which prodcuts they would like to sign up to. ... Mostrar más

It would be great to have a 'selective' double opt-in feature in HubSpot.   Currently, it is only possible to disable double opt-in for certain pages created in HubSpot. But when creating new contacts in other ways (e.g. via the API), it is not possible.   This is an issue for us, because we use the API to sync contacts who register through our website. When they register, we effectively send them a double opt-in email already as part of the registration process. Now, with double opt-in enabled in HubSpot, they get two emails.   It would be great if double opt-in could be disabled in more scenarios, such as: When certain conditions are met, e.g. a particular field in HubSpot in filled Disable it for certain subscription types Disable it for certain forms ... Mostrar más

For embedded forms, we need more formatting on the inline thank you message. It would be great to be able to have access to a HTML source button where we could drop in embed codes or format colors of the text. ... Mostrar más

Our Customer Service Team uses a Shared Conversations Inbox.... They create tickets from emails and close out the emails in the inbox once a ticket is created - the inbox then reflects only 'unworked' emails.   When using the conversations Inbox it would be great if an email automatically closes (removed from the inbox) when a ticket is created....  I know it is currently only one click to manually close off an email but it would ensure that every email that has a ticket logged against it would no longer be in the Conversations Inbox... saving the team time in trawling emails that actually already have a ticket logged against it and don't need repeated viewing in the shared inbox. ... Mostrar más

In HubSpot CRM you have the ability to log a call outcome, however, you don't have the ability to log a meeting outcome.  This information would be extremely helpful to the Sales Team and management.  A standard report to complie this information per HubSpot owner would also be very useful.  Because this information is not available in HubSpot we are forced to utilize another system to track this information.   ... Mostrar más

Integrate HubSpot with the new 'Inbox for Gmail' in a similar way as you already have for Gmail. ... Mostrar más

Many organizations need more than 2 "Phone Number" properties on various objects, and some objects have NO Phone Number properties available. Currently the workaround is to add a custom property with field type of "text" or "number" .... but the formatting is useless and confusing. It also does not work with any dialer tools.   Please add "Phone Number" as a custom field type, or add "Phone Number" format option to the Number field type.  ... Mostrar más

It would be great if there was an option to integrate the live chat tool into my own mobile app.  I'm helping manage the process of building an app for my company and need a troubleshooting/chat feature.  Rather than coding the whole thing up, I was thinking about how nice Hubspot's live chat feature is on our website and thought it would be perfect for our mobile app as well.  Unfortunately, it doesn't look like there are any API's/SDK's to integrate into other mobile apps for now. ... Mostrar más