Las grandes mentes piensan igual

This is a very insignificant update and right now I only have one use case for it but I would like to be able to update notification settings for specific people. Right now my only example is that I am notified every time our SEO agency visits the website, submits a form etc. but they are all related to testing. It would be nice if you could adjust these settings for specific users or create a folder of users to not receive notifications for.  I could see this being beneficial if someone is also the owner of a demo account or coworkers and they receive all those notifications.  Again, totally minor but would be a nice adjustment to have  ... Mostrar más

Please allow customer satisfaction surveys to create a URL that can be embedded in other forms of communications.  Right now, the surveys can only go out to an email group that is created within Hubspot or treated as a pop-up on your website.  For example, we have a webinar event through Zoom that people registered for - I need to send just those people an email with the feedback/customer satisfaction survey, as required by licensing.  So, now I have to download my registration list from Zoom, then upload all those people I presume, as a static list into Hubspot, and then email them out that way.  That is an unnecssary step.  I should be able to create an email either through my outlook or directly from that webinar in Zoom with a URL link (to the Hubspot survey) for them to complete the survey.  Thank you!  ... Mostrar más

I am trying to create a report on the recurring billing frequency and would like to have the ''one-time'' as a filterable value as well. Right now it is still implemented as a (No value) and once a different value (''monthly'' for example) is selected within the line-item it is not possible to select ''one-time'' again. Could this value be implemented as an actuall value since we sometimes use ''one-time'' line items within deals.  ... Mostrar más

Be able to set up a recurent export of a static or active list of contacts or companies.   You may consider the following case :   When a contact meets certain goal criterias, a workflow adds him to a certain static list. Every night, the list is exported to csv and will be sent to another software for automatic send of paper mail. The workflow then takes the contact off the list. ... Mostrar más

I have created a total of 36 deals and have associated all of them with Company A.  Another colleague has added extra information to all the 36 deals.   However, at a much later date, I realised I have associated those deals to the wrong company, it should be Company B instead of Company A.  Thinking that I can override the company association, I imported a list that contains all Deal IDs and the Company Domain (the company domain of Company B).  When I check back those deals, they are now associated with 2 companies:  both Company A and Company B. I have checked with HubSpot support team, I'd need to disassociate those deals manually because there is no way of deleting those association by bulk. ... Mostrar más

Create a way to view the next available appointment date/time for multiple Round Robin meeting links from one centralized dashboard (as opposed to having to click into the meeting link for each individual link to see when the next available appointment date/time is for multiple meeting links). This feature would be helpful so that when there is limited appointment availability on one (of multiple) round robin meeting links, more teammates could be added to that specific round robin meeting link to increase the availability of appointments. ... Mostrar más

1) I'd like the ability to reorder the lead score criteria. After you add a new one, there is currently no way to move them up or down the positive/negative lists.    2) Editing a lead score property should be a full screen experience with the ability to sort and filter all the criteria. For example, show all the positive criteria between +20 and +40.  ... Mostrar más

Hi,   It's great to be able to track how many eMails and phone calls I have completed to get a good estimate of my progress. However, with a lot of sales activity done through Linkedin, the inability to track linkedin activity hurts and doesnt allow me to see an accurate picture of total sales activity. ... Mostrar más

following the Hubspot update i believe to have been released 21/04/2021 the association of an email thread to a support ticket, contact etc has now been moved to the bottom (previously shown at the top of the tread). This is, I hope an oversight in UI design as quickly Associating/Disassociating emails is something I find myself doing regularly. And now having to expand the tread then navigate to the bottom is overly time consuming.       ... Mostrar más