Gute Ideen sollten geteilt werden

Hi, for workflows, lists and emailings you can create a folder structure. It would be great to have a rights management for those folders in a way that I can decide for single folders who should be able to only view or can edit. At the moment the folder features are not the same in the three sections. For emailings and lists there is no access management at all at the moment. For workflows you can assign dedicated ones to special teams to edit, but then the non-chosen teams cannot even see the workflows any more. My use case would be the following: we would offer some templates to the team that they should use so they always use the right and most current template. Thus they should only be able to clone it and then create their customized email/list/workflow, but they should not be able to edit the template.   Thanks, best Andrea ... Mehr anzeigen

Hi everyone, I'm currently facing a challenge in managing communications with Co-Selling Partners in HubSpot. Our process involves associating these partners with multiple deals and companies. However, the system automatically syncs all conversations across these associations, which clutters the deals/companies with irrelevant information from other interactions. Problem Description: When I add a Co-Selling Partner as a contact to any deal or company, the system automatically syncs every conversation related to that contact across all associated deals/companies. This results in a lot of unnecessary and confusing information being shared where it's not relevant. I tried creating a new property at the contact level hoping to use it to deactivate the syncs via a workflow for contacts with this property enabled. Unfortunately, it seems that deactivating syncs this way isn’t possible. Proposed Solution: I believe a helpful feature would be the ability to manually deactivate the default syncing function for selected contacts. Specifically, it should allow: Adding a contact to multiple deals/companies without syncing their communication to those deals/companies. Maintaining visibility of all associations at the contact level to facilitate reporting, without the automatic sharing of communication. This feature would greatly enhance our ability to manage communications with Co-Selling Partners effectively, keeping all associated records clean and relevant. Has anyone else encountered this issue or found a workaround? Alternatively, if anyone from the CRM development team is around, could this feature be considered for future updates? Looking forward to your insights and suggestions. Thanks! ... Mehr anzeigen

We use the "Book A Call" feature in Calendy to drive leads.    It's integrated into hubspot, but I can't add it as an asset when building Marketing Campaigns, so there's a blind spot for the conversion metrics.   Hubspot please look at adding other Conversion Points as assets to campaigns. ... Mehr anzeigen

It would be great if we could Customizate HubSpot Search result views to bring up the properties we need and also what ´different user groups need. Example. Searching with mobile phonenumber, the result view shows the right contact, the name, e-mail, phone number (not mobile), Primary comppany and Jobtitle. But not the Mobile number what was search. Same if you search with contact name. I rather have the Mobilephone in the vie than the phone number property. If we could customize views we could add few other cotact or in this case also primery comppany related info which would help the users to see faster the information without going into contact card immediately. ... Mehr anzeigen

My team are struggling with the space the new sidebar takes up when it is hovered over, as it blocks a lot of their view.  Is there anything we can do to change this? ... Mehr anzeigen

The one thing that really annoys me about Hubspot forms is that you have to create custom property if you want to add a custom field to a form.   We have a lot of different forms, most time for just a short amount of time but with multiple entries by the same client.  So we don't want custom properties bloating our contact.    We would like to be able to add an unlimited amount of form fields that isn't connected to a property.  Just like you for example can do in Gravity Forms or Formidable Forms. This data could be saved on the form submission itself or be added to the marketing event attendee (in some cases). ... Mehr anzeigen

L'utilisation des guides conversationnels depuis l'application mobile Hubspot n'est pas possible pourtant, sur Pc c'est possible et nous payons la licence Sale Hub Entreprise  Je trouve cela regrettable  à faire évoluer très rapidement ! ... Mehr anzeigen

L'utilisation des guides conversationnels depuis l'application mobile Hubspot n'est pas possible pourtant, sur Pc c'est possible et nous payons la licence Sale Hub Entreprise  Je trouve cela regrettable  à faire évoluer très rapidement !  ... Mehr anzeigen

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