Las grandes mentes piensan igual

GKell · ‎oct 20, 2021

The new Customer Report Builder does not include relative date filters like Today, This Week, Past Week, This Month, etc. This is a feature in Single Object reporting, how is it not a feature of the new Custom Report builder. Using "Is more/less than" or "is between" are not an acceptable workarounds. Is this a feature that is coming soon? Pretty glaring hole in this new reporting feature.

DarylWui · ‎oct 20, 2021

Submitting on behalf of a customer: At the moment, only contact personalisation tokens can be used in Slack notifications when enrolling in a contact-based workflow. The idea that we can use associated objects or engagements (activities such as meetings) in the e-mail notification, would be a great addition to see in the workflows tool!

Brookeannsor7 · ‎oct 15, 2021

We track our keywords, ranking, and competitors in SEMRush and it would be helpful to be able to collect all data in one place (HubSpot). We are working on creating monthly reports on digital efforts to share with shareholders, and being able to combine keyword/ranking/competitor information with our HubSpot analytics in a single dashboard would be optimal.

CirrusAubrey · ‎oct 14, 2021

Right now when you post a social post, you have the option to link the post to a Blog/Landing page but not a HS Form. Would be AWESOME to allow that. I want people to be able to go to our Contact Us form from our LI post.

KCooper7 · ‎oct 13, 2021

Our fiscal year runs July 1-June 30th, which means that choosing quarterly reports in HS is not straightforward. We have the ability to set our fiscal year in HS - why can't that link to the reporting analytics?

LWinkler · ‎oct 12, 2021

At the moment, there is a first deal "creation" date, but not a first deal "close" date. We imported 3 years worth of historical transaction history when we came on board with Hubspot. So for all my historical transactions, the first deal created field is based on when the data was imported, not the actual deal close date. It doesn't seem there is a way to do this through a workflow either. It's not feasible to go through 1,000s of contacts and set this manually, it should be native functionality.

meggoindy · ‎oct 12, 2021

Hello, when I build out UTM tracking links for social media, there is a prepopulated list of social platforms (Twitter, Facebook, etc). My organization regularly posts to our Google Business profile page to build traffic. Yet there is no "googlebusiness" option in the drop down -- only "googleplus". Given that Google+ no longer exists, can you change Google+ to "googlebusiness"?

kbaine · ‎oct 12, 2021

I have been the victim multiple times now of having a contact's email address auto-populate into an email I'm sending through a deal. Because it's automatically provided, I don't always think to check and this has resulted in some unintentional and uncomfortable situations. I feel there is more to lose by having it auto-populated than there is to gain. It's not hard to click the email address I need and would rather have control over this one. Could it as least be a setting that I can disable if I so choose? Would love feedback.

PNanney · ‎oct 12, 2021

Hello - I often use the "Used in" tab under property settings to make sure I understand how and where a property is being used. Currently, if a property is used in a workflow, a report, a list, or is "required in" a stage moving check for a pipeline, it will show me and provide links to these locations. However, I believe this has not been updated to show when a property is used in records customization/sidebars. When I am trying to clean up our database and alter or delete a property, I use this tab to find out which teams are using this property to make sure I am not disrupting their work. It would be extremely helpful to see if certain teams have this property as part of their left sidebars in records, so that I could understand where it is actively being used.

SJain8 · ‎oct 12, 2021

Note: Hubspot has a field(properties) named Salesforce Account Id which is read only, and it is updated automatically with salesforce record id when hubspot companies synced with salesforce account. Scenario : We have multiple existing account records in hubspot and same records we have uploaded in salesforce. Now we want to sync same records and as well as new account records from salesforce to hubspot(one way sync). Issue : when we sync salesforce account to hubspot it will create duplicate records for those accounts which are already exist in hubspot and same records are sync from salesforce, because the record created in hubspot don't have value in salesforce Account Id field, while syncing if hubspot found null value in salesforce Account Id it will create new account records whereas it should update existing records. Requirement: Our requirment is to make Salesforce Account Id field in hubspot editable or is there any other alternativeto handle this scenario.

Las grandes mentes piensan igual

Relative Date Filter on Custom Reports

Activity personalisation tokens when sending e-mail/slack notifications

SEMRush (and other SEO software) integration with HubSpot

Allow links to forms from Social Posts

Linking fiscal year to reporting

Natively show the first deal "Close" date

Change UTM social media source from "googleplus" to "googlebusiness"

Remove or disable auto-population of email addresses in deals with multiple contacts

In "Edit Property" settings, expand the "Used in" list to include Records Customization/Sidebars

Make Salesforce Account Id Field Editable in hubspot

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Recientemente en Beta