Great minds think alike

Allow contacts to have more than one persona ...read more

Hi team, it'll be great if we can set up test contact records solely for the purpose of testing, such that if we use it for form submitting and other tests, they will not be counted under the assets' statistics such as form submissions or page views. ...read more

It would be helpful if several people could be assigned to the same company, so that the company then appears visible to several people. Most of the time in b2b there is more than one person responsible for one company and as the and since visibility is linked to affiliation, this can lead to problems because not every contact sees the company.  ...read more

Who: Deal owners and other employees associated with supporting a deal (inside sales, pre-sales, customer success, implementation, executives) Goal: Idenify all deals that a user is part of and their role with the deal. Also, specify if the user has read-only or edit access to the deal - currenly they get full access with Deal Collaborator functionality - which is a great first step.   A gold star would be to be able to specify if there is one or more than one of these associarted to deal - i.e. there should only be one Executive, but maybe 2 pre-sales users.   I also need to be able to report on these values, so would want to output a table with the following columns: Deal Name | Pipeline | Amount | Owner | Pre-Sales | Customer Sucess   Value: This will allow us to determin the roles of  users associated with an opportunity - i.e. if my inside sales team is part of the deal team, they are compensated at specific deal stages.   Examples: Salesforce has Opportunity Teams where this is implemented. This should be similar to the Deal Contacts with the Association Labels. ...read more

As an Analyst, I would like to automate reporting. In order to do this, I would like the time stamp of when contacts enter and exit the workflow, to be synced automatically from the Hubspot workflow to the Salesforce campaign. There is no option to set any other property on the Salesforce Campaign Member from Hubspot directly. ...read more

When looking at influenced revenue, data from contacts "enrolled in associated workflow" is accounted for in the influenced revenue.    This should be removed or updated to "completed associated workflows". For instance, a contact is enrolled in a workflow with an email. The email has not triggered, there is nothing received by the contact, they have simply been enrolled in a workflow - attributing the revenue to the workflow without any real action from the contact is not really influenced revenue. The revenue should ONLY be applied after the contact has completed the workflow.  ...read more

I have created a custom object and I want to add playbooks to the customer object that is linked to an active account. Currently not able to do this, is there any plans to allow this in the future. Also, when can we edite the name of the custom object tab from 'custom' to something that makes sense to my global users. Thanks ...read more

Hello- I am a new user to your "Risks" feature in workflows, and I understand the feature is relatively new on your end.     Workflows are like programmed processes, and one one isn't working, it is critical to understand why, so that it can be troubleshooted immediately. Some workflows are more critical than others and require immediate attention, while others wouldn't.    Currently the only way to find out if there is a "Risk" is to view the Workflows page. How about offering a notification service so that certain selected users can be notified when there is a new Risk?   Secondly, it said we had 30 "Risks", so I went through all of them to clear them out. The majority of these Risks were from bounced emails, or the contact was on a supressed list. These types of Risks are not critical, and I would like to option to "mute" these types of Risks, or bucket them into "non-critical". Currently there is no designation between "critical" and "non-critical" risks.    Both of these features point at something larger: the ability to have more control over how Risks are handled, and how one can be notified of when certain types of Risks occur.    Overall, I see this feature being incredibly valuable. Thanks in advance for your conmtinued development of it.  ...read more

Hi everyone,   The design of the knowledge database is almost impossible to influence. The layouts are therefore very boring. In addition, it is not possible to put the website URL under the same URL as the knowledge database. Example: www.example-URL.com and www.example-URL.com/knowlage-base. It would be really handy if the knowledge database could be editable in a similar way to blogs (listing page and sub-articles) and if it could be located directly on the same URL as the website. I hope you can help us.   Best regards, Dani ...read more