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Currently, if you change the default form consent text from settings, existing forms will not be automatically updated. To update existing forms, you would need to delete the current data privacy options field from the form and re-add it to include the updated wording or select "None" from "Data privacy options" and then select the correct consent to get it updated.   It would be good if there was also possibility to push consent text updates to all forms without having manually go trough forms. This would save time and make it easier to do updates to form consent texts. ... Afficher plus

Hi team,    I would like to submit idea to implement the ability to use emojis in the Body Modules across the entire CRM (ads emails etc).      ... Afficher plus

I’ve got a bigger question for in regards to inbound call attribution tracking. I have been struggling with this for a longer while now, also tested different software options (callrail in the past) and so far wildjar has generated the “best” results but still a major challenge. I'm braking down the situation below:   Inbound Call Attribution Tracking Problem Situation Companies running marketing campaigns across various paid and organic channels such as Google Ads, Meta Ads, LinkedIn Ads (one first pain point: Bing Ads is not supported in Hubspot Ads) to attract leads/enquiries.   These campaigns drive traffic to the website. Then, the user can perform one of two conversion actions, a) submitting a contact form (Hubspot form) or b) make a phone call.   Using Hubspot’s native capabilities to track ad interactions and attribution (UTM data: Source/Medium/Campaign/Term mapped into HS default properties: Original Source/Original Source Drill-down 1/Original Source Drill-down 2) this works well for any new contact who’s conversion action was a Hubspot Form submission.   For phone calls however, attribution is not successful.   Case 1: Hubspot Number and Inbound Calls through Hubspot Pain 1 (biggest pain point): when the User creates a new contact through the inbound calls UI while on the call, original source and drill down 1 and 2 will show: Offline sources, CRM UI, Sales Rep name -> This means, all call attribution data is being lost from any Paid Ad source (but also organic sources). However, it’s crucial to understand attribution (source/medium/campaign/kw) data precisely for all conversion actions in order to optimise campaigns and media spend. Pain 2: The user answering the call through Hubspot can only answer the call from the web browser and only if the calling tab is open, but not the Hubspot mobile app Pain 3: Existing contacts with the same phone number aren’t being picked up automatically (HS also struggling with the same number formatted with and without country code at the beginning)   Case 2: Wildjar Call Tracking Software HS Integration (tried different other software options, but all with the same end result of not working) Pain 1 (biggest pain point): Wildjar HS native integration does not pass any attribution information into Hubspot. Even though Wildjar does have all this information stored. Instead a new contact is being saved as: First Name: Inbound Call from Google Ads from [phone number] Original Source: Offline Sources Drill Down 1: Integration Drill Down 2: WildJar Again, this does not help with reporting and optimisation of campaigns at all. Pain 2: Contact records only being created at the end of the call - This means, to capture any information from the call during the call in HS - there is no contact record existing to do that. And any manual contact creation, same as mentioned above, would have this information for source properties: Offline sources, CRM UI, user name.   Case 3: Wildjar + Zapier Using Zapier to pass correct attribution information (source/medium/campaign/kw) into Hubspot. The way it’s set up: User performs google search > user clicks paid result > user makes phone call > call ends > new call contact being created in Hubspot after call ends Pain 1 (biggest pain point): Hubspot automatically sets attribution information automatically as: Original source: Offline Sources Drill down 1: Integration Drill down 2: Zapier which is incorrect as we need to track the actual attribution (organic/paid and then campaign and kw or audience information) Pain 2: In order to pass the correct information (Source: Paid Search, Drilldown 1: Campaign Name, Drilldown 2: Paid Keyword), I need to manually create new custom properties and map attribution information in these. This then however leaves the HS default properties untouched and with false information. Then, I need to create separate reporting for Call contacts and Form Contacts due to different properties used for reporting. Pain 3: Contacts only get created when the call ends, which means, if I want to directly add information from the call into HS, I would need to manually create a contact and then afterwards merge with the Wildjar/Zapier Contact which is tedious. Pain 4: Related to the merging is, that due to HS only using Email Address as unique identifier, call and manual/form contacts don’t get updated automatically with one existing prior to the other.   Solution Required: When creating a new contact from a call within HS using the inbound call UI - obtaining the correct attribution information for both paid and organic sources. Receiving calls directly in Hubspot on both browser & mobile App. Automatically pulling up existing contact record if phone number is recognised in the database (secondary) At the moment, the most viable option is Case 3, and there, the recipient would make notes with pen and paper, and once the call is completed and created in HS, the user would transfer the notes from paper into Hubspot and update that contact manually (name, email, etc.) In saying all of the above - it is still a big struggle and not efficient nor effective.    Thanks for considering.  ... Afficher plus

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? ... Afficher plus

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! ... Afficher plus

Hi everyone,    I encountered difficulty when attempting to apply custom styling to a CTA popup form using a CSS file. Unfortunately, it appears that this functionality is lacking. I strongly recommend to the HubSpot development team that this feature be prioritized for implementation as it is greatly needed. Your prompt attention to this matter would be much appreciated.   Thanks   ... Afficher plus

From the index view on any object type, we can check boxes to select multiple records and a Bulk Actions menu appears:   Please add the ability to "Bulk Associate" records to this menu.   This should honor the association settings and limits defined on the object settings. For example, if Ticket associations are not enabled, the option to associate a Ticket record won't appear.    Or if there is a finite number of maximum associated records, it would prevent the user from exceeding it via the Bulk Associate action.   It would be even better to set Association Labels in this same manner or remove associations entirely.     ... Afficher plus

HubSpot just released this great Beta: https://knowledge.hubspot.com/properties/create-sync-properties   However, it lacks one critical functionality: these sync fields currently can not be used as mandatory fields.  Use case:  You have a field called delivery address on the primary associated company. Before the deal can be moved into Closed Won, that property must be populated. Making the sync property mandatory on the deal level forces the user to go to the company record and update it.  ... Afficher plus

Magic links for private content are great but no system template appears to exist to customise the one-time link sent for the new passwordless login success page.    Given system templates exist for all the other related pages - login, logout etc.. nothing for the passwordless feature is a handbrake on the UX.  ... Afficher plus