It is great that we can count or sum over objects using calculated properties. However, we often have cases where we want to put not just one but multiple conditions. So if we could have filter functionality similar to the normal list filters or workflow filters where we can combine multiple conditions with AND / OR that would make calculated fields much more powerful for us. ... View more

In a perfect world, you have the ability to create global property fields that you are able to add to any module. These would update accordingly as you update them throughout the system. This would effectively do the following: - reduce workflows related to updated information across modules (ie companies, contacts, etc) - reduce the amount of fields/data entered into Hubspot (ie creating Lead Source if you want it to appear in Companies, Deals, etc). - create more unity in reporting/data and analytics. - allow Staff to correctly update information and have the most up to date information anywhere and anytime.    I find myself having to create way too many fields and properties. You can't clone Lead Source (for example) from the Contact module, to the Company module, and to the Deal module so imagine how cumbersome the task gets recreating all modules in each one when the Lead Source may have 30+ sources.  ... View more

It'd be great to be able to get Workflows visualized outside of HubSpot in a flow tool like Lucid or Google Draw. Here are a few reasons: Workflow documentation. This a workflow can be visualized and commented on. This would be especially useful for more complex workflows. Especially if you are handing them off to another person when you hire or leave a company. This way, the visual could also be piped/integrated into platforms like Confluence. Proposing updates. This could feasibly be done by just cloning a workflow and making proposed updates without ever making it active. But you wouldn't be able to comment on any of the proposed updates inline. Exporting Workflows as visuals. You can export workflows as a CSV from within the portal, but this gives limited information about it. You could also take a screenshot, but this doesn't work great if you have a large workflow (you can only zoom out so far and take a good resolution screenshot). Having the ability to load workflows into Lucid makes them more portable.   The HubAPI already has the ability to dump the JSON structure of a Workflow. I'm sure the JSON structure could be used to easily visualize a workflow outside of HubSpot. Someone would just need to put in the time to map it out and generate the visual. ... View more

It would save so much time if we had the ability to make a marketing email ALSO into a template. Especially because we'll f/up with contacts on an email sent, and they ask for it to be resent. There's no easy way to do that, unless you go into the marketing email, copy everything, then send it as an email, then make it as a template.   It is a huge waste of time.   Please make this feature available! Thank you! :) ... View more

I found out something that is a loophole in pipelines (deals and tickets) When you select a property as mandatory in a stage, you'll have a dialog box that will prompt when you move an object to that stage, but if you create the object directly in that stage you won't be asked to fill the mandatory property... This is not good for process automation because some workflow actions may need the property to be filled in order to start.   This community post is interesting (https://community.hubspot.com/t5/CRM/Mandatory-properties-on-Deals-get-skipped-when-creating-a-deal/m-p/252165/highlight/true#M112280), but I have properties that I can't require at deal/ticket creation since they are unknown information at the beginning of the process (i.e contract end date) ... View more

We need a way to report on content performance across teams and using more advanced filters. The new upgrades to the Enterprise platform with teams is helpful but it must be supported with reporting functionality on assets wher team leaders can report on individual blog, landing page, email, CTA and traffic metrics so that every team can be compared and so that managers can dig into their metrics as a whole. It would be great to be able to compare those metrics with the overall account trend or increase the comparisons options but the most important thing I have seen is the need to be able to filter reports similar to the filters in traffic analytics by team.   ... View more

Hi, It would be great to allow a maximum number of meetings to be booked per day. That way there isn't one day with an incredible number of meetings and another day with none. Say the maximum is five per day, then after five meetings through HubSpot are booked, the day would become unavailable. There could also be a choice of whether this affects already scheduled events (non-HubSpot meetings) so say either five HubSpot meetings or five meetings total. ... View more

In a nutshell, required deal STAGE properties work great when moving EXISTING deals through deal stages. However, these required deal stage properties are ignored at deal creation time.   The separate functionality -- required deal CREATION properties -- work great at deal creation time. However these two separate features do not cooperate.   In other words, users can circumvent required deal STAGE properties by creating a deal and setting its stage beyond where required deal stage properties may occur.   Example Deal creation requires: Deal Amount* Stage-1 requires: Deal Amount* and Deal Name* Stage-2 requires: Deal Amount*, Deal Name*, and Deal Description*   Based on the current functionality, we can create a deal and set its stage to 'Stage-2' with only the Deal Amount being required -- because it's the only property required at deal creation time. (not good) Use Case: We create deals for prospects who meet with us after showing interest in our products/services. In stage-1 (Exploratory Meeting), we name and value the deal by requiring a Deal Name and Deal Amount. In stage-2 (Pre-Quote), we additionally require a Deal Description. In stage-3 (Quote Sent), we additionally require a Quote Number. Based on the current functionality, we can create a deal and set its stage to 'Stage-2' OR 'Stage-3' with only the Deal Amount being required -- because it's the only property required at deal creation time. This issue was originally raised here (with screenshots), and only worsens as deal stages progressively require more engagement data.   Please vote for this functionality. ... View more

While currently we can view the locations (what page(s) a CTA is located) for a single CTA, we would love to be able to  export this data for multiple CTAs. Essentially, we want to know the URLs a CTA is embedded in for 100-200 CTAs. This would be immensely convenient for spring cleaning/maintenance. ... View more