Grandes mentes pensam igual

Hi there,   I thought a great idea would be to embed a calendar view on our website that links with Hubspot meetings. I've seen a nice view from Calendly and from Chili Piper.   We don't want to have to move to these programs. So I'm suggesting it be developed by Hubspot. This would assist our sales team to reach goals of more meetings booked. This will add value to both our team and the potential customer.   Here is a snapshot of what we would like, this is from Calendly:   ... Exibir mais

It would be super useful to be able to assign tasks to members of a team on a rotated basis just like the "Rotate Record Owner" function in workflows.   Not only would this mean that tasks could be distributed evenly, it would also mean that when a team member leaves a team or a new one joins you only need to change their team status and not every single workflow that they were tasked in.   Currently task assignment options are only a specific (named) user or a contact owner. As people inevitably change roles or leave the organisation this becomes a problem when you have lots of automated tasks in different workflows. Since the "teams" function already exists perhaps this could be an easy solution to this issue. ... Exibir mais

Currently the Funnel Report doesn't remove any Contacts or Deals that moved backwards.   For example:   Bob Smith was created and assigned a Lead Bob Smith is a Sales Qualified Lead Bob Smith is a Lead In the above scenario, Bob Smith will forever be logged on the Funnel Report as a +1 Sales Qualified Lead, which causes overreporting and the conversion rate to be inaccurate. Changing his Lifecycle Stage does not remove him from the Funnel Report.   I'd love to have this fixed to reflect actual record data rather than historical in this instance, or at least give us the option to filter it out. Lifecycle Stage is often mistakenly updated as a result of inconsistent sales processes, automation that runs on records it shouldn't, and such, but when we find the mistake there's no way to fix the Funnel Report. ... Exibir mais

The product object page should operate like the contact object page showing property association history etc, but it does not.   Use case: I am testing product integrations and can't tell which product properties are updated by which integration. It only shows which integration created the product. ... Exibir mais

Hi,   The current system is quite cumbersome. Users are left with two options: either they attempt to locate an old email, often unsuccessfully, or they must navigate through a form process. This form entails sending them a document, which they then need to fill out. However, the text within the form is not intuitively designed, making it difficult for users to recognize the clickable link. Upon clicking, they receive another email containing an unsubscribe option, making the initial form submission redundant.   Consequently, many individuals mistakenly believe they have been resubscribed after submitting the form, when in fact they have not. This process requires a thorough reevaluation.   Thanks. ... Exibir mais

Hi,   Improving our sales email reporting is crucial. Currently, even fundamental metrics like the number of emails sent and their senders, as well as the count of opens/clicks within a specific timeframe, are not easily accessible.   In contrast, the metrics and reports for marketing emails are more comprehensive but still fall short of what we need. ... Exibir mais

Hello!   I'm interested in implementing the ability to create property names in multiple languages for internal purposes.   Currently, our company database and the preferred language for our Dev, Product, Data, and other technical users in HubSpot are English. However, our Sales, Customer Success, Collection, and Customer Experience teams prefer using HubSpot in Portuguese, our country's primary language.   While HubSpot default properties are typically translated from English to Portuguese, we extensively utilize custom properties to meet our business requirements. Unfortunately, these custom properties cannot be automatically translated based on the language preference of our employees in HubSpot. This situation creates some friction because technical users prefer CRM property names to align with our database (English), while operational users prefer CRM property names in our country's language. Implementing a feature where I could manually input both the default property name (English) and the translated one (Portuguese) would effectively resolve this issue.   Thanks ... Exibir mais

In regards to attachments related to a company, there does not appear to be a standard "view" option to see how many attachments a company has associated from the main companies page. In fact, attachments is not even available as an idea category below. I am new to Hubspot, and we are importing our pdf files customers have signed to their account and our partner is importing them to the attachments section.  It would also be helpful to be able to resize the "show all attachments view" as we have some long file names that cannot be seen without hovering. Overall, I am concerned there is not an "important agreements" place to place contracts within Hubspot that will not also accumulate other types of files like attachments to emails.   ... Exibir mais

iam new here can i suggest something ... Exibir mais