Great minds think alike

Team would like to have our product application domain allowlisted in order to test the Transactional Email API in lower environments between a HubSpot test-dev account and our product's lower environments.     While we understand security protocol, the current way is to add an email test account to the test dev portal user group.  This is just not managable.  We leverage automation testing with a string of testing ids that fall under a domain.  We leveraged this in 2022 until HubSpot policy changes in December.   We will be forced to rig up a workaround so our automation testing can test the Transactional Email API connections end to end.   We encourage the technial product owners to find a way for this testing to occur in a secure manner.   Thank you! ...read more

It would be so helpful when I click on a customer profile if a "pop up box" would show first thing before I can do anything on the profile, asking me if "Are you actively working this lead?". Then I would be forced to answer "Yes" or "No". This would then update the answer for the "Property" listed as "Actively Being Worked". ...read more

Would be really helpful to be able to track the senders of emails into the conversation/inbox data. Ideally to associate these with a team/location as well but at large just to have this data available for exporting when creating conversation reports. ...read more

Currently there is no possibility to see in which folders emails are stored. This creates an "internal chaos" due to many emails. This option could optimize internal processes, and marketers could quickly see which specific categories or subject areas the emails are assigned to.   The already existing function from other areas (for example lists) should be adapted for emails.   As an extension, it should also be possible to assign the emails to a folder directly during creation. ...read more

It would be quite helpful if there would be a possibility to mark a user as "education/training user". This option should allow the super admin to delete all personal settings and reset all user activities in HubSpot for such a user account. Used Case: If I do train our teams, I use a special user account in order to give the teams the possibility to learn HubSpot as realistic as possible. I create a user having the same permissions as the team members will have later and then I walk trough the system. After such a training course it would be great, if I can easily reset this special "education user" back - so that I can start from scratch within the next training. Especially the basic configuration such as email-connection, meeting planning options and so on should be deleted and setup wizards should pop-op again when I use the account within the next training. Further the activities or data entries created during the training course should be deleted by one click so that I can easily avoid waste of data in the system. ...read more

On the object activity page I can filter by various activities. I would like to be able to add custom activity types that can be used with the API to create new engagements of these types.  Example:  - A contact has activated some feature on our website - A contact has posted a question to our forums - A contact has physically unlocked a device he rented ... For these and many more activities it would be nice to have custom engagement types so I can send new events to HubSpot as soon as a customer/contact interacts with one of our services.   ...read more

When to contacts are merged in HubSpot they will receive all old email confirmations from forms again. I suggest finding a way to turn off this as it also means sending things like "Thanks for signing up to our newsletter" years after submition. Just because the contact  was created twice (once with a faulty email adress) and merged.    I tested this out on myself We changed brand and I got a new email adress. In HubSpot I was previously created as intitials@brand1.com. To keep all my collected data I now created myself in HubSpot in my new email initials@brand2.com.  I merged the two contacts and on initials@brand2.com I received 10 old email confirmations. These were confirmations from over 4 years ago - before we even knew about Brand2.  I now no longer merge contacts because I am afraid of our costumers being spammed with old useless stuff.    I know I in the above mentioned case could have just edited the email of Contact1 to be the new email. But I am not always as luckt with customers who sign up with strange versions of their email - where I want to keep data of both.    I know I can remove the old form follow ups for events that have been held. But I still want to keep some active (newsletter sign up ans so).  ...read more

When to contacts are merged in HubSpot they will receive all old email confirmations from forms again. I suggest finding a way to turn off this as it also means sending things like "Thanks for signing up to our newsletter" years after submition. Just because the contact  was created twice (once with a faulty email adress) and merged.    I tested this out on myself We changed brand and I got a new email adress. In HubSpot I was previously created as intitials@brand1.com. To keep all my collected data I now created myself in HubSpot in my new email initials@brand2.com.  I merged the two contacts and on initials@brand2.com I received 10 old email confirmations. These were confirmations from over 4 years ago - before we even knew about Brand2.  I now no longer merge contacts because I am afraid of our costumers being spammed with old useless stuff.    I know I in the above mentioned case could have just edited the email of Contact1 to be the new email. But I am not always as luckt with customers who sign up with strange versions of their email - where I want to keep data of both.    I know I can remove the old form follow ups for events that have been held. But I still want to keep some active (newsletter sign up ans so).  ...read more

When you're currently forwarding a conversation message it's not possible to edit the text you're going to forward.  It would be ideal to have the option to edit the text. You can't see what you're forwarding.  ...read more