Great minds think alike

The "language" field of a contact in Bexio isn't available for synchronization with the Hubspot-Bexio integration.    I checked with Bexio support and this is their answer:    This information is already available from the fetch list of contacts (documentation here: https://docs.bexio.com/#tag/Contacts/operation/v2ListContacts) or the fetch a contact (documentation here: https://docs.bexio.com/#tag/Contacts/operation/v2ShowContact) endpoints. In both cases the “language_id” contains this information. As this is an identifier, it will be a number that then needs to be compared to the list of languages found with the according endpoint (documentation found here: https://docs.bexio.com/#tag/Languages).   Dear Hubspot team: Can you please add this field to the Hubspot-Bexio integration? Many companies work with customers in different languages and rely on this.  ...read more

I need a way to view and edit properties of the primary associated company directly from the contact record.   I just discovered the new feature that covers some properties (12 features can be displayed maximum), but ideally, I would like to have a card on the contact record where I can select the associated company (defaulting to the primary one), and then see an iframe-like display of the company’s properties—specifically those that I’ve preselected.   ------ New features looks like that: Handling is suboptimal, but would be ok. ------   Our use case ist the following: Our Sales team does outreach from the contact records but the info we select and research to qualify a company is always in the company record. So to have a more seamless experience we need the editable company records on the contact view.   A possible workaround: Create features on contact records which synchronize with the primary company. BUT that has its disadvantages: We have certain individuals who are affiliated with more than just one company. So when working with them we need to edit company records of differen companies.  BUT #2: When we have more than one contact per company we need to select the primary info that overrides the other info. And after a lot of trial and error the only way is to only update the company info and don't collect data on contact record.   Concerning the handling an iframe-like feature would be greatly appreciated. ...read more

In the create ticket form in in the helpdesk (the plus-icon), I would love to see the correct matching pipeline.  For example: 1. Automatically based on the which user is creating this ticket. For example if the user is from team Belgium, automatically Support Pipeline BE should be the first in the dropdown of pipelines. If the user if from team the Netherlands, then Support Pipeline NL of course should be the first.  2. Or the possibility that we could set-up which user belongs the which team emailaddress connected to the Helpdesk. In this case HubSpot can see based on that, which pipeline should be on top of de dropdown 'ticket pipeline' in the create ticket form. This will prevent making unnecessary mistakes which can cause much more work and incorrect reporting data.    ...read more

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Salesforce Hubspot Visualforce embeded window. I understand that this is or was in beta in 2023- Add the HubSpot Embed window to your Salesforce page layouts   We've updated to the above window but find for our purposes it provides too much information as it now shows additional top tabs to potentially view Workflows, Sequences, Properties, Meetings and Copilot   Is there a way, or is there an opportunity to enhance this to allow the Timeline only to be shown? Which is what the old embeded window offered (we've moved to dynamic pages so cant support the old window).   This would provide users who are only SF users and only need to view timeline activity related to marketing communications, to be shown the relevant information only to them. The Open in HubSpot tab provides the option to navigate directly to HubSpot for users to then view the record in HubSpot directly and see information if required.   ...read more

Hi,  We're looking into using the Customer Agent with the knowledge base search in the chat. If a chat visitor wants to chat right away and not search the knowledge base, it seems confusing to have to click on "chat" at the bottom and then either click the chat icon on top or the welcome message to be able to enter the first message to the chat bot. It would be more intuitive to have the first message box open when the "chat" in the bottom menu is clicked. Thank you!   ...read more

The "error log" in the workflow tool has provided valuable insight at the 30k foot level. However, its impact is felt beyond 30k feet.  My idea is simple. Quantify the number of records impacted by each error and enable automatic static-list generation to segment these records and resovle.    Finally, bulk task assignment within the tooling to resolve these issues would help keep users accountable and stakeholders abreast in real time.  ...read more

I work with a lot of states that have cities or counties of the same name. In order to have the cleanest data in the CRM and for things not to get mixed up (human error). It would be extremely helpful to have the ability to configure the very top left Company detail to replace "domain" with "state". I work with Public Safety and for example: there are 28 cities in the US that bare the name "Franklin" and 27 named "Clinton", "Madison" and "Washington". If each of those has a Police Department or Sheriff's Office- it becomes time consuming and messy very quickly. Thank you for the consideration! ...read more

Hubspot forms now allow multiple page forms. We have created a 5 page form with only the first section required, and the rest to capture 'nice to have' data. However, the lead is missed if they only fill out the first page and drop off at any point in time after.  I would like to either Capture the lead as soon as they enter information on page 1 of the form. This is a standard lead gen need.  Any help or insights appreciated. Appears to be a big issue when searching forums on the internet. ...read more