Great minds think alike

Love the new customer portal, we launched it already to a beta group of clients for feedback! I'm sure more features are coming, but it would be really helpful to be able to edit the login page navigation and copy for the external users. Hubspot customers will have all types of applications for the portal, so the message here would be able to be specific. As an example:   "Sign in to view this page" for us would be Sign Into the Client Support Portal "This page is only available to people who have been given access." is awkward, and has a widow regardless of screen size(?). For us would be: The portal is available to clients, if you would like to receive an invitation, contact xxxx@xxxx.com The ability to edit the header navigation would be great too, so we could direct users to other resources, SaaS application log in, or even a link to request access to the portal through a form!   ...read more

Our online platform will be feeding data back to the Hubspot CRM via the API to populate certain custom fields.  It would be ideal if we could mark these fields as 'read-only' so that they cannot be modified using the Hubspot UI.   Another possible solution to this is intorducing permissions by field, which would allow us to restrict the editing of certain fields to admins only (who know not to edit certain fields). ...read more

What doesn't exist now: Ability to filter for "Enrolled by X User" (or use as a workflow trigger)   Use Case: Specifically in this use cause, set ownership and other properties through a workflow based on when a particular user or team enrolls a contact into a sequence.   Value: Admin time for BDR/AE when enrolling contacts into sequences. If I could just build a workflow that does certain things for them in the background, they will be more efficient with their time. ...read more

    FROM HUBSPOT SUPPORT TICKET:   Thanks for reaching out to HubSpot Support! Just to confirm that we're on the same page, you're looking for a way to get a list of contacts that have bounced from sales email sends?   Because sales emails are sent using your email provider's servers, which looks to be Office365 in your use case, we don't have the information stored in the portal on a contact property of which has bounced. The information in the knowledge base about sorting contacts based on email bounces relates to our marketing email sends as they do leave from servers that HubSpot employs.   The best way to see which contacts have and haven't bounced is to check on their contact record individually. I have already gone ahead and submitted internal feedback that there should be a way to sort based on these bounces since they are visible on the contact record, but if you'd like to get your specific use case and any other feedback or requests in front of the Product Team sooner, I would recommend posting in the Ideas Forum here. Once you post in the forum, if you send back the link I'll be happy to give it a thumbs up as I think it would be a great addition to the functionality of the product.   Please let me know if you have any other questions or concerns on this issue or if there's anything else I can do to assist on this one.   Thanks again, Maddy ...read more

Our sales team uses deals to do their work and we have workflows set up to send emails to prospects when different actions occur (e.g. they missed their demo, they need to onboard etc.) However, marketing emails do not show on the associated deal record, only the contact record.   If they were also logged on the deal record this would make it easier for reps to see all the emails a deal was sent in one place instead of having to go into the contact record, especially if there is more than one contact and if each contact has received a different email. ...read more

Provide instructions or API to setup SCIM via Jumpcloud. Currently only supporting Okta and would like to provision users on other platforms.   For example provide similiar resource or API documentation like this: https://knowledge.hubspot.com/account/provision-hubspot-users-with-scim-through-okta   ***posting on behalf of customer   ...read more

It would be fantastic if we could setup a recurring email for a specific report. I'd love to receive the information as either an image or a PDF. ...read more

Scenario: I have a Form connected to an Inbox channel auto-generating tickets. Based on the value selected under the form field Request type, Sales Inquiry, or Service Request a workflow will direct these tickets to respective pipelines. I wish there was a way to create a workflow based on the Ticket pipeline to move the conversation to a respective Inbox.         ...read more

Hi,   As much as we love the custom objects functionality as part of the CRM. One of the key things that are missing are : 1. To have a way to track the historical data and convert it as a report in the dashboard section 2. I understand that we are able to "Export" the property history but the format and # records does not provodes any insights.   An example of how the report would look like is : " I have a field and I could track the changes across all the different week or at least limit to the past 6 months or something"   This will allow us to track changes on the blockers that lead to changes in the pipeline. ...read more