Grandes mentes pensam igual

Hi,   I'm thinking of switching our webinar tool to GoTo Webinar and use Hubpost landing pages&forms to registrations. I took the free trial of GoTo and did some testing. However it seems like, while it's possible to create unique URL's in GoTo webinar to track the edifferent sources where leads are coming from, this data is not available on hubspot.  It would be essential to track where the leads are coming from (e.g LinkedIn, paid ads, keywords etc.). So I can get nice lists to hubspot for webinar sign ups, but have no idea how they found the landing page. This would obviously be very important data to measure the effectiveness of our different marketing efforts. Is there a workaround to this or something that could be developed? ... Exibir mais

We have had many instances of bad data created on contact records because people forward on marketing emails with links to forms, and someone else completes the form and it updates the original person's contact record.   I know that this can be resolved going forward by switching on the setting "Always create contact for new email address" on the form.   The problem is that this setting defaults to Off for new forms, so it is often missed.   Please would you add a setting in the settings > marketing > forms area to be able to control the default for that when new forms are created, so that we can make the default On.   Thank you ... Exibir mais

It would be nice to communicate to all users/teams via hubspot internally or be able to export a list of users. We actively send messages out to update/clean the CRM on a regular basis and there is no easy way to always have an accurate list of users. ... Exibir mais

It would great if you could log a text message the same way you can log a phone call. ... Exibir mais

It is currently not possible to prioritise filtering on parent company records which is very frustrating. For instance we have many child records that are classed as prospects but the parent record overall is a customer which means if i try to filter at a parent level it will display everything only showing child records which then list the parent next to it as a prospect when in fact they are a customer.   Please can Hubspot add a feature whereby you can prioritise filtering at a parent level. For instance can you have a tick box which will ensiure that only parent records are displayed and filtered NOT everything. I can imagine that this feature is needed by many more people than just me! ... Exibir mais

While is it possible to add a many contacts, companies to a Deal and vice a versa, it is sometimes neccasary to create a field of that type that stays on the record itself. If I have a source for a deal, I need to associate that person with the deal on the left side so that I can atribute the deal to that person. If I just add them on the right as a contact there is no way to tie the reason for that person to be on the deal. For example Jon Wick from the continental reffers a client Wild Bill of Buffalo Inc. to me and I write a big deal with Buffalo Inc for 500K. I want to create a property called 'refered by' and pick Jon Wick from my contact database.    Thanks ... Exibir mais

It would make a lot of the requests I see on use of full name in reports and tokens if you just created a dynamic field that stores full name from a concatenation of First and Last name. then we could add that to reports and email templates.  ... Exibir mais

The title basically says it all. I wish there was a way, when a new invoice is created in Quickbooks that it would link to an exisiting deal in Hubspot. We send monthly invoices and creating a new deal for each invoice clutters up the pipeline.    This could be done by adding the deal ID somewhere on the Quickbooks customer side.  ... Exibir mais

There needs to be an ability to remove the emails that are being associated with a deal. Currently, if you create a new deal (could be for a new client), it attaches all the previous emails connecting to the contact.    This has two MAJOR issues. 1) If I am sharing the information with a client, then they see all the previous conversations with this client that they shouldn't be seeing. 2) It affects workflows that use the email subject line as a trigger.   On note number 2 I had over 12,000 records get effected and it took me over 80 hours to "fix", I gave up on it and now my records are super messed up. ... Exibir mais