Great minds think alike

Hi! It would be great if notes taken at meetings, calls, could be used in workflows.    For us, it would be great if the content of the note could be pushed into slack for the whole team to see what happened.    It could also be used to trigger workflows, tasks based on the content of the notes.  ...read more

If I cut/paste from email or calendar notes, the background is aways grayed.   If I paste without formatting, then it deletes my blank lines and I have to re-insert them manually.    I guess it is the way Hubspot handles rich text etc.   Can we get it to just cut/paste as-is, or not remove the blank lines if pasted without formatting? ...read more

In short, I want to be able to use the invoice properties as triggers in a workflow to copy them to another property.   HubSpot stores all of my invoices synced over from Quickbooks. But from what I can tell there is no way to work with that data. You can only view it. HubSpot says:   "When the QuickBooks Online integration is installed, you can create workflows using the new invoice deal properties listed below."   But that's not really true. After speaking with support, there's no way to work with that data in a workflow. I need to access the invoice number in a workflow and copy it to a contact property. ...read more

I would like to be able to share relevant form submissions with our clients, but when I export the data, asset upload links (files, images, etc) require the user to sign in to Hubspot.    I would like to suggest making those uploaded asset links available without logging into Hubspot, so that when I export and share Form Submission Data with clients, they are able easily to access image and file uploads.    I've had to use an additional forms services (JotForm or Google Forms) to acheive this goal, but would love to keep everything in Hubspot! ...read more

We need the possibility to add another business unit info and let our sales reps choose the business unit shown on a quote. And we need to have reports by business units!  ...read more

Hello, would be great if with the new Native Integration with WhatsApp, exist a structure do create WhatsApp Campaigns, similar to the existing one for GoogleAds + FaceAds in "Campaigns" > Marketing. ...read more

It would be great if one of the filters that could be used as a smart rule for modules could contain the ability to target visitors - people that are not yet contacts in the CRM. ...read more

¿Por qué ahora todos hablan de RevOps? Ven a este HUG para comenzar con energía y foco el 2023.   ¿Dónde será? Espacio dayOne by CaixaBank - Calle Juan Bravo n.3 Madrid, 28006 ¿Cuándo será? 17 de Enero de 2023 a las 13:00 (CET) ¿Por qué asistir?  En este HUG te desvelamos no solo qué es, sino también el motivo por el cual debemos poner el foco en las operaciones para hacer mucho más eficientes y rentables nuestros motores de ingresos.   ¿Dónde inscribirme?   Aquí     ...read more

I am trying to create a report that shows the number of contacts that, since Dec1, have reached a certain stage 3+ in their lifecycle while skipping a prior lifecycle stage. For example someone who was on stage 1 and move to stage 3 directly without reaching stage 2 before. It looks like this logic does not exist at the moment. ...read more