Great minds think alike

Currently, there's no way to report on New Contacts or New Customers created by a web page beyond the defaults in HubSpot. Meaning, if you'd like to look at any contact properties of a New Contact or Customer created by web pages (e.g., Postal Code, Lifecycle Stage, Original Source Drill-Down 1, etc.,), you'll have to save a/add to a static list each time, and for each separate page you're reporting on.   When looking at the page performance for a web page, you can only add New Contacts or New Customers to a static list. We need the capability to "Create an active list" or even report so we can do further analysis on new contacts/customers without having to manually add New Contacts or Customers to static lists each day.   Another option would be to create a property for this, similar to First Touch Converting Campaign, so there's a way to filter for this, as there's currently not. Thank you! ...read more

Context: For data enriching and outbound initiatives, our sales team needs to be able to export the company records they are assigned to. However, at the moment, enabling the Export setting allows reps to export ALL records they are assigned to, including Companies, but also Contacts, Deals etc. which isn't suitable for data confidentiality reasons (particularly Contacts data).   Request: Would it be possible for Hubspot to add more granularity in the Export setting so we can select the type of records we wish to allow reps to export? In our case, this would allow only allow reps to export company records, and not contact and deal records. The more granular export settings could look something like the existing permissions in the screenshot below:   ...read more

The current logic in workflows allows for delaying actions for minutes, but only allows for checking property updates within the last day minimum.  Our workflows require checking for updates within several hours, and sometimes minutes.  We'd love to have an option to check for property updates with better precision. ...read more

It would be beneficial to have the ability to bulk update already created Marketing Emails for the reply-to function, along with the subscription type. This would eliminate the unnecessary time consumption of editing large emails individually.      ...read more

I would like to have "or" combinations when creating task views because I want to make a default view for our company where everyone sees all their tasks that are due today plus any tasks from previous days they haven't finished yet. This would need a filter like "due date is today OR due date is before now".   Otherwise, you have to choose between not seeing today's afternoon tasks or not seeing your tasks from previous days. I'd like to make it as foolproof as possible for all users to see everything they have to do today and anything they missed previously, even if they forget to check multiple times or click through multiple views. ...read more

I would like to use ChatGPT data to enhance our Hubspot Knowledge Base. Would be great if it could use Hubspot customer data and our Shopify customer data to create personalized answers to questions, direct customers to products that would be good for them, but have guardrails to make sure the conversation stays on topic (we don't want it to just be an open ChatGPT discussion about anything in the world - we make banjos so we would want the conversation to stay banjo focused).    We would also want to be able to monitor conversations so that we can make sure the answers are correct and that we can add more data to make the answers better as we go along. ...read more

This Idea would specifically be for the Customer Portal in relation to the Ticket Permission Settings.  The Idea: Provide an additional option on the Ticket Permissions to allow the Customer Portal to also display tickets created by any Deals that they are associated to.   E.g. Instead of this:   The new options would be something like: Allow your customers to view only tickets that their contact is associated with Allow your customers to view any tickets that their company is associated with Allow your Customers to view any tickets that are associated to any Deals they are connected to   The Justification for the Idea:   Our B2B business model operates within two key categories - End Users of our Product and Partners (as I am sure it is the same for other HubSpot Customers). The Partner Model requires us to work on a 1:1 Deal = Project basis where multiple contacts from different companies via association labels will work to and assist on a particular project.    Not every contact within a Company will want to see tickets relating to a seperate project with another company but will want to see any tickets created / relating to a specific Project and or Deal.  ...read more

Is is possible to have a contact's activity was associated automatically to all the deals, not just the five most recent open deals?   Currently this is the standard: "If a call, one-to-one email, meeting, note, task, postal mail, LinkedIn, SMS, or WhatsApp message is first logged on a contact record, it will be automatically associated with the contact’s primary company and the five most recent associated open deals (i.e., deals that are not in closed-won or closed-lost deal stages)." ...read more

Currently I can create a list of contacts based on the "Parent Company" field on the associated company record. This works ok where there is one layer of parent-child companies only but in more complex markets where we have e.g. 3 layers in the hierarchy: - Grandparent    - Parent 1         - Child 1        - Child 2    - Parent 2   I need to be able to make a selection for all contacts within that company's hierarchy (so all contacts associated with grandparent, parents 1 & 2, and child 1 & 2 companies)  ...read more