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I am loving the Copilot tool. However, If I use it to create a task it always dates it for today, even if I ask it to create the task for a specific date. I will even tell me it created a task for the date I asked but it's actually not on that day. It's created for today. Is this a glitch or should I try to tell it what I want in a different way? ... Afficher plus

We would like the email tracking to be off for our sales enterprise org within hubspot, but for our customer success team, we'd like the email tracking to be on.  given adding a tracking pixel to outbound emails can lower deliverability, we've turned the email tracking off, but for our customer success team, they use the tracking to support their process, and given they never outbound, we don't have to worry about deliverability with them ... Afficher plus

Hello, We have an issue where numerous emails are associated to a single contact record in HubSpot in the default, out-of-the-box email field. I would like assistance with how to clean up the data so that we can parse out these emails tied to one contact and create single contacts from them, all with single email addresses in that one default email field. After speaking with HubSpot support, they helped with identifying the issue and provided the following: Thanks for the examples shared! This first contact has had their Email updated and additional ones added by two different sources, the first one is a non-hubspot form, this one , and it is due to the following "When using non-HubSpot forms, all submissions associated with the same cookie will be added to the same contact record. For example, if a visitor submits a specific form multiple times with the same device and browser, all submissions will be attributed to a single contact, even if each submission uses a different email address." this results in new emails added to the contact if the same cookie is detected, meaning the submissions are done from the same device.     Because these behaviors are due to external factors, HubSpot cannot prevent them. Alternatively, you can consider working with a developer to connect your non-HubSpot forms directly using HubSpot's Submit data to a form API or an existing form integration. At this time, I have a ticket in with my web developers to help prevent this issue. As far as cleaning up the issue, I was told to post the idea here in this forum and the following: Currently, we don't have a direct way to identify these records, we can try creating a contact list and using contact property "Secondary email is known" but this would include also those contacts that only have 1 secondary email, thus I'd suggest exporting this list and in the export file filter for those that have more than 1 value so you can come back to Hubspot to update them. Any HubSpot product updates to help prevent and clean up this issue would be appreciated, as I have quite the mess on my hands that I've inherited as the new HubSpot admin for my org. ... Afficher plus

Every other piece of content in HubSpot shows updates made and by who except for forms. I thought I could get around it by going to the Audit Log, but there is no form updates in the audit log either.   Forms are a huge part of why people use HubSpot, yet they seem to be the least built out section of the platform.   We need more visibility into forms including reporting, audit logs, tags, folders, etc. ... Afficher plus

Can you provide an endpoint so we can fetch a worflow's issues via the api? Can you also provide a webhook that gets notified when new issues arise? This way we can integrate issues into our own issue tracking system. ... Afficher plus

It would be amazing to customize the payment options for recording a payment that didn't go through hubspot. Right now, the only options are: ACH Cash Card Check Wire Transfer Other This can be found under "record payment" by going to an invoice, clicking preview, then "actions," and then "record payment."   Please make these properties customizable to so those of us who use third party vendors as well can add that in.   Thanks.  ... Afficher plus

Had a client ask, "I've been entering notes under company records. But I don’t remember what companies now. Is there was to filter to see companies that have notes under them?"   We can see associated notes on the index page, but it's not a filter for "associated notes is yes" or something similar. That would be great!  ... Afficher plus

Hello, Since the update to the Quote interface, a quote template is pre-selected, which can lead to errors. Additionally, choosing the quote template at the end of the process generates errors within our teams. Would it be possible to revise the process so that the template is chosen at the beginning without any pre-selected template? Thanks for your feedback and your support ... Afficher plus

It would be really useful to be able to create associations and update association labels in Lead based workflows. Leads can be manually associated to other record types so I don't see why these associations can't be automated like they can be for other objects. ... Afficher plus