Great minds think alike

New User Export Missing Previous Fields - Email, first and last name seperation, MFA, last login Come on HubSpot if you are going to update a function/feature at least add to it not take away! ...read more

  HubSpot team,   Thought I would share this small enhancement request.  When you go to merge two contact records into one, I oftentimes don't select the right record to properly facilitate the needed merging.  Per the graphic below, you have the contact on the left (labeled #1) and the contact on the right (labeled #2).  The graphic below is showing that contact #1 will be merged into contact #2.   But there are times when I select the incorrect contact for merging and what I actually need to have happen is to have contact #2 to merge into contact #1.   So the enhancement request would be to have a button or something that I would click that would allow me to change the order of these two contact records.  Contact #2 needs to go to the left and Contact #1 needs to move to the right....    As it stands right now, when I realize my mistake I have to exit this screen and search on the correct contact, go to the contact record, then click the Merge link which then takes me back to this screen.  From a UI perspective this is not ideal.  Would be great if you simply had functionality on this screen that would change the order of these two records.    Hope this make sense.         ...read more

I would like my team to be able to manually choose the Associated Company for a new Contact from the first input screen in the Gmail Sales Extension. If HubSpot's AI wants to recommend the right Associated Company based on the new Contact's email address, great, but in addition, I would prefer that team members can search all possible Associated Companies and manually attach it when creating a new person record. ...read more

I think one of the biggest problems with hubspot forms is that, whenever there is a reason to make changes to a form (for example add new fields, edit dependent fields, change GDPR settings etc), you need to do it one by one on all the forms. It would be much easier if you could create different template forms (for example one for newsletter signup, one for lead gen, one for book a meeting etc) and then clone from these templates. Once you need to edit a form, you can just edit the template and have the option to edit all forms that are using the template.  Using the same form is often not an option, because of different CTAs, the form being added as an asset to different campaigns, or different languages for example.  I really hope you will work on this, its a really messy job right now... ...read more

Well, I would like to show my anger to the developers team, because they have made a change without giving an optimal solution to what was already there. When you enter an owner property, there used to be a search box, so that you could identify the user name according to the ID. I do not understand what was the reason, nor who was the genius who approved this change, but I can tell you that it was a mess.   Please, I would like to ask you to implement again that search box, as it is something very useful and necessary for many of the developments and integrations that are made. It is something that in my work I have to consult very often. I don't understand why it was removed if it worked well. Please, give us a solution. ...read more

Since HubSpot updates us when someone opens emails, clicks emails, or even then visits other pages on the sites and so forth, is there way to have those types of actions trigger a follow-up task in the CRM for someone to reach out? (ie Sales) Rather than someone having to just see the update emails, sort through all of that, then go to the contact directly in the CRM to do that manually?  It'd be awesome if certain actions that contacts take from an email automatically create or trigger a follow-up task or to-do, so that someone could then reach out in a few days, a week, etc. to engage with them as a courtesy.   ...read more

Hi, Simple request. We need more fonts on email templates which are used for one-to-one email.    users now have to change the font when they select a template from HubSpot through the Outlook HubSpot Sales tool. Or even when you send an email from the contact record in HubSpot, the number of fonts is very limited.   Now users have to change the font on the email (in Outlook) when using an email template due to the limit of 7 fonts that are available. See attached image. Thank you. ...read more

Right now in the CRM, access to Dashboards and Reports are combined (Dashboard, reports, and analytics).  We need the ability to separate out Dashboards and/or Reports so they can be managed independently of each other.   We have Roles where the user needs to be able to create and edit their own Reports but not have the ability to create or edit Dashboards, just view them.  Having them combined in the CRM permissions does not allow us to manage this, and are constantly having to clean up Dashboards that are inadvertently created.     ...read more

Hi there,   Line items's can be created without name property using APIs but It's not possible from the Hubspot UI. And also if the line item don't have a name it can not be associated with a Deal but using APIs It's possible.   I think that the behavior should be same on both sides.   Cheers! ...read more