Les grands esprits se rencontrent

 I like the Free Email Signature Template Generator.  I think it will be extremely helpful for our nonprofit.  I particularly like the customizable Facebook, Twitter, and Instagram social media links.  Can I make one suggestion?  Can you add a YouTube social media link?  Thank you very much! ... Afficher plus

Hello,   Our company transitioned to HubSpot in May 2022 after using an existing database for 25+ years.    We imported over 500,000 companies with over 1 million contacts.  Some of those 1 million contacts don't have email addresses associated with their first/last name.    The HubSpot email sales plugin is a great feature to track emails to customers, see opens, clicks, etc.    Since we are a customer transitioning to HubSpot from a previous CRM, while using the email plugin to track emails, if a customer didn't previously have their email address listed and was not present during our import and then a Sales Rep emails the customer because they had previously, or obtained the email address, in our case we would prefer to NOT have HubSpot create a new contact that is 'the email address' vs a message that could populate saying something like, "You just emailed this contact but their email address is not saved.  Please update the 'email address property' for this contact."   We end up having an existing contact that was imported during our transition, then we end up having a contact created off an email address but it is incomplete and causes confusion with our Sales Reps while we are all new to the software.  More controls around this feature would be helpful for our use case.  ... Afficher plus

HubSpot form pre-population is currently limited to cookied data from prior form submissions from a contact, even if the property value is known in your CRM from a non-cookied entry.  It would be nice to be able to pull CRM data for form pre-population, especially when it comes to company properties. ... Afficher plus

As of today, the "Tracked terms" reports, that pull data from call recordings count the total of times a certain term, or terms are mentioned in a call. Regardless of who is mentioning the term (Sales Rep or Customer).    There should be a filter available so we can see who is mentioning what term.   The recording transcript is already fairly consistent in identifying who is speaking, so it shouldn't be too hard to use that as a starting point to add this feature.     ... Afficher plus

HubSpot team, do you have a solution for this yet? In order to keep using your product, you need to add "ticket description" field to the list of items that customers can see on their ticketing portal. If not, what good is it? Our customers have dozens of tickets, and how are they supposed to keep track of Ticket #1 - titled "help with error" if they add a description and they can never see that description again?   Please address this immediately to avoid us moving to another ticketing system.  ... Afficher plus

I have created a pick list that is linked to all product properties as it describes the type of sale i.e. new or renewal etc. I would like to make this field mandatory but this currently isn't possible. ... Afficher plus

It would be good to be able to choose which users can merge records.   i.e. we may want someone to be able to edit records but not have the ability to merge them. This could avoid accidental merges by the wider user group. ... Afficher plus

Is there a way to customise the font colour and footer backgound module colour?   If not, it would be ideal if we could control those branding elements. The customer portal branding edit experience is so ideal and easy to do.    It would be great if the knowledge base is moving in a similar direction.  ... Afficher plus

Hi erveryone, As I was working on an app developpement, we needed to check if a quote is added in a transaction to throw a webhook. However, there isn't properties in a deal to show number of quotes or date where last quote is added. Deal and quote are associated but it does not allow to trigger a webhook. I think it will be useful to add a property that contains id of the last added quote. Like this, we can add a webhook on that property to check if a quote was added.   Mi4 ... Afficher plus