Great minds think alike

David Mayor's idea: I have checked these three API docs https://developers.hubspot.com/docs/methods/companies/get-all-companies https://developers.hubspot.com/docs/methods/companies/get-all-deals https://developers.hubspot.com/docs/methods/companies/get-all-contacts But I'd like to have an additional feature in which I can filter objects based on parameters as in HubSpot. For instance, when bringing up contacts, I'd like to be able to create a filter based on criteria such as Contact Owner or Team, to get only this owner's contacts, not the whole list. ...read more

Currently, we are only seeing the ability to relate Companies as either a parent or child. However, we have the need to relate as "Affiliated with." Can another relation of "Affiliated with" be added to relate Companies?  ...read more

It would be really helpful to be able to add my tasks to my dashboard, view their due dates, and mark them as done, all from my dashboard. This would make the dashboard more functional.   I think the dashboard overall should be more customizable. It shouldn't be limited to just reports or external content. I would love to actually be able to work out of my dashboard and add the HubSpot features I use the most, instead of having to find each one individually through the dropdown menu. ...read more

This may be useful reference.   Our business operates and manages three brands, that each have 1 Twitter account and 1 Linkedin Page.    When looking at the Hubspot Social Media analytics, it seems we like can filter by Account Type, i.e. Twitter vs Linkedin, and then the individual accounts. I don't think we can filter by individual accounts, to do 1 Twitter and 1 Linkedin account.    I would like to suggest that HS built in a way that we can report on different combinations of social media accounts rather than just Account Type. For now, we will have to keep using a third party solution.   ...read more

Refine the form submissions enrollment filter in Workflows to point to external pages, on this dropdown only Hubspot pages will appear.   Specifically, when creating a workflow for a Zoom webinar, my Hubspot webinar form template lives on my external website page. If we have several webinar pages live at the same time you can't point to each external webinar page to capture its registration.   ...read more

I've noticed the multilanguage selection in KB menu is based on country.   We're an agency who serves several international company across globally and its headquarter is in Taiwan. I've been receiving feedbacks behalf of our clients that it's quite sensitive to have it categorize Chinese as Chinese - China and Chinese -Hongkong.   Most of their cases were to provide Simplified Chinese and Traditional Chinese documentation for their users, but then currently they're only limited to select these thru country/region.   I would like to propose into just shortening these and rename it to "Simplified Chinese" and "Traditional Chinese" instead.   There were many races across the world who understand Chinese Mandarin and it's really a bad idea to use "places" to categorize these.   Hongkong isn't the only place that uses Traditional Chinese.   We have several clients onboarding having this issue and been very unhappy regarding this. There's no difference either Taiwan or Hongkong in using Traditional Chinese characters or wordings.   Are there any chance for us to give this feedback to the product team? I'm not sure if this is a feature or it haven't been fully implemented yet. But it's definitely a stepbackward to our prospects who wants to move from Zendesk to HubSpot KB because of this multilanguage with region selection issue in menu.    Alternatively, maybe proposing another way for us to modify the text on menu so users won't be offended to this? Thank you   ...read more

HubSpot Team - In our experience, people have so many E-mail addresses these days that using E-mails as the primary/only de-duping mechanism for HubSpot is becoming increasingly ineffective.   It would be GREAT if HubSpot could allow people to pick other fields to use for de-duping contacts.  For example, people might have a bunch of E-mail addresses over their careers but will likely keep the same LinkedIn URL.  In that use case (ours LOL), it would be SO MUCH EASIER to de-dup via LinkedIn URL.  (P.S. - This use case could also be applied to other contact fields - Instagram URL, Facebook URL, mobile phone number, etc...)     Thanks for all of your help!!   - Mark ...read more

Currently, when using deal personalization tokens in sales templates, it will only show that value for the deal that was most recently associated with the contact. It would be helpful and ideal to have the option to insert deal personalization tokens and have the option to display their value for all associated deals instead of just the most recently associated deal. This could look like some sort of checkbox at the moment of choosing the token for "Display values for all associated deals." Thank you! ...read more

Hello,  Is there a functionality, where one can activate/diactive workflows on specific time/date. This helps to auto turn off without the need to manually turn off workflows.  ...read more