Great minds think alike

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Sometimes I just do not want to make all these Ticket Properties only to publish a new form.   If I have 10 forms with 10 fields each, I need to maintain 100 Properties.   Maybe sometimes it would be better to just open a ticket and save the form as a text or pdf file (maybe as a note). Something like Google Forms.   Let's say I want to collect some technical specifications for one product. Each time someone fills out the form, attach the form to this Contact Tab as pdf attached.  Imagine what will happen property-wise if I have 50 different products. A mess. ...read more

Fetch more data from Stripe for each Customer. I would like to be able to have an overview of the spendings of my Customer in the Hubspot under the corresponding Contract.   Fields like "Total Spent", "Total Payments" and each "Payment" (Stripe Objects) should be mapped in the "Payments" in HubSpot ...read more

Currently, when you click a TASK title, it takes you to an associated record where there may be many tasks.  I suggest when you click a TASK it brings you to the task itself via the unique engagement ID link.  ...read more

I created, cloned actually a workflow, and I am trying to create a Delay. It seems identical to other times I've done it. The criteria are: Delay > Event Occurance > Output from earlier action... > when I go to "Choose Action" to choose the completion of the prior task, it gets stuck and says "Configuring" but never finishes. I'm copying a workflow we already use. I could be me - but could this be a Hubspot issue. Please help! Thanks   ...read more

We'd like to restrict record merging separetely with a specific merging permission. Currently the merging functionality is enabled within the editing privileges, but sometimes we want to restrict merging even though the user can edit a record. Today, we have that capability with importing records. A user can import records if they have editing permissions, but only if they also have the specific importing permission set. It also would be good to define a specific merging permission within the object settings: ...read more

Hi!    Our team would love to suggest extending the "One Time Discount" functionality beyond the "Quote" object and into the "Line Items" object.    Currently, in line items, you can add product based discounts but you cannot add a one time discount to the subtotal. This would help our account management team and billing team better project revenue on first year renewals. We often extend "Year One Discounts" to customers and would love to track this in "Line Items" as that's what we link to our contracting / e-signature software.    Any help / tips appreciated!  ...read more

The addition of this feature to the desktop version is fantastic. However, it's essential to activate it for the Mobile App as well. Users must not overlook these required fields when creating a Deal using the App. ...read more

If I have a user with a permission set, and an admin applies a manual permission change on something, I do not know that has happened and I cannot undo it.   For example, I have Bob using Permission Set "Sales" and it includes CRM Export. Some admin at some point in the past manually set him to not have export. That manual setting overrides everything I do.   If I create a new permission set for our sales team, and applie to all the sales people, I get no notification that Bob is different than the rest of them. I will think Bob has all the permissions of the new set, but any manual change persists. Worse, when I finally figure out what happened, all I can do is flip Export to on. It's now overridden to be on. I actually want the override to just go away. I want that field to follow his permission set and cease to be a field that an admin has to "remember" was adjusted.   If I assign Bob a new set, I want a notification: "Bob has 4 permissions that were manually set that conflict with this permission set assignment. [ Review ]   [ Reset manual settings ] [ Cancel ] ...read more