Grandes mentes pensam igual

Add option for "payments" as an option for the Default Home Page please.  It would be easier for our accounting dept 🙂  ... Exibir mais

we want to have forecast category as a required property to be updated from a certain deal stage. However, as it is automatically input as 'not forecasted', AEs are not prompted to fill it out once they move the deal in to that stage. I want it to be required from a specific deal stage and onwards, so that when an AE moves a deal into that stage, they have to update the property. However, since the ‘not forecasted’ is the default value for that property, it is not possible to remove it from there. They’ll need to manually pick the value that fits the most and update it when changing the deal’s stage. ... Exibir mais

Hi, I would like to request the feature of downloading/exporting all attachments from company records in one go. ... Exibir mais

We use the salesforce sync a lot, and would like to be able to create lists / run reports / workflow enrollments based off the sync status and deatils.    For example, if: Salesforce sync status = Not syncing Sync detail = Salesforce record removed or unavailable  then we could make a list of accounts that should have been deleted in Hubspot to match Salesforce to make sure the systems match.   Another example, if: Sync status = not syncing Sync detail = HubSpot company record has no associated contacts that are syncing with Salesforce contacts. then we could trigger a task to investigate the data quality ... Exibir mais

Our organization has to do paperwork for each payment deposit to our bank account. It would greatly reduce overhead for our finance department if we could set these payouts to deposit weekly or monthly. This feature is available if we set up a separate integration with Stripe, but it is not available within the built-in Stripe payment system in HubSpot. ... Exibir mais

It's frustrating to have new contact/company records populated with significant amounts of missing information through the Outlook integration.   Emailing a new lead automatically creates a contact record, but with basically only the email and company information. This means we miss out on a lot of the data we need/want -- including everything that is required when creating a contact manually in HubSpot. It's hard to build good processes and maintain data integrity when that is the easiest path to creating new contacts.   Please require all required properties when creating a new contact/company from an integration! ... Exibir mais

When writing Sales emails from Hubspot, we have a number of basic formatting options, but we are missing the ability to indent text without a bullet point.  This is a suprising missing function especially since it's present in most wysiswyg editors on the web (WordPress, etc ...) The main use case for us would be the ability to break a bullet point into two paragraphs:  This is the first paragraph of the bullet point. In a lot of our emails we like to be able to break out this into two paragraphs           Like so, (which I've mocked up using spaces, since the tab key doesn't work; and which is ugly because the second line is NOT indented, does not have the same font size as the first, and has too much vertical space ...)   And then we go back to another bullet point. This idea was actually first put forward in 2017 (https://community.hubspot.com/t5/HubSpot-Ideas/More-formatting-options-in-Sales-Email-Templates/idi-p/21007/page/2#comments) but it was bundled with the ability to change fonts... which was delivered, hence the whole idea was marked as delivered.  But if you read the comment, people have continued asking for this feature. I'm not sure what the protocol is in that case, which is why i take the liberty to reiterate it on its own. ... Exibir mais

A company level property "total open deal value" that exists as a Hubspot default, which sums the amount of all deals associated with a company that isn't in a closed stage. But there isn't an equivalent "Total closed deal value" property that sums the amount of all deals associated with a company that are in a closed stage. (like total historical closed won value) Hubspot Support says there's no way to create that on our own, it has to be done by the Hubspot engineers. So I think they should create that. ... Exibir mais

It would be great to take better advantage of the attachment section for that ticket, contact, or company.   Internally, if we did not have to re-download/re-attach a file already present in the attachments section, it would save us time and storage space long-term for something we can already access.   Although we can share a 24-hour link, it would be better to have a public-facing link that won't expire or has an extended expiration time. We have many clients that don't read their emails immediately. ... Exibir mais