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Understand that personalization tokens currently do not work if there are associations with multiple objects on the record from which the snippet was created within (i.e. Ticket/Company/Contact - in my use case it would be a ticket, where a user would be trying to log a call with a specific contact).    However, is it possible for personalization tokens in the snippet to work based on the actual associations in the ticket's activity record (E.g. Call Log), rather than from the record (i.e. Ticket/Company/Contact) itself?    Especially for tickets - we likely will have many contacts associated with a specific ticket as we try to resolve it.   Note: There is a workaround - which is to go back to the specific Contact record, log an activity from there, and then manually associate a ticket with the log after the personalization tokens have been updated. But this takes my users away from the ticket itself. ... Afficher plus

We want as many contacts as possible to be associated with a company but when enabling the setting to associate contacts based on domain it will automatically create a company for all new domains hubspot doesn't already have associated with a company. This causes us a lot of extra duplicate companies we just can't handle so we'd prefer if the setting had an extra option to not create the companies and just leave the contact unassociated if it cannot find a matching domain. ... Afficher plus

Hello,   In our company, we  only schedule physical meetings with a field technicians in our customers' homes. They don't take appointments themselves. We have Google calendar connected with Hubspot, where a scheduled meeting appears on the team member's calendar, but we need to see the global calendar view within the CRM to see different meetings of the day/week by each technician. I realize I can't find it on Hubspot? So everytime I have to check a meeting scheduled I have to enter to the customers record? It is not practical at all.  Is the only option to go outside to the Google Calendar for the whole team? (The CRM we used before would provide a native calendar view with all planned meetings with possibility to update the meeting outcome with color codes etc.) screenshot of our previous CRM calendar below: ... Afficher plus

Currently the tax rate amount on Quotes isn't being reflected in the "Tax rate" field when exporting Stripe payment reports. So it'll be great if it can be automatically fed into this corresponding field on Stripe's end!    The usage of the Stripe integration becomes extremely limited if the tax that is applied in the quote does not go into the respective Stripe field for taxes when pulling a payment report in Stripe. That means an accounting team would have to go through each and every quote and deduct the taxes manually. ... Afficher plus

It would be a decisive feature for our University when acquiring the Marketing Hub Pro, if we could add comments and mentions within a Campaign task. ... Afficher plus

Currently, in HubSpot, we can upload files from Google Drive as attachments in the Deal Record. However, users is not able to select Shared Drives in the Google Drive. It would be beneficial if there would be an improved functionality where user would be able to link their Shared Drive in Google Drive as well with HubSpot.   ~submitting on behalf of Craig ... Afficher plus

We have a lot of old workflows with old emails we no longer use. It would be great to be able to archive these workflows, same as we can archive the emails within them. It would clean up our workflows a lot and help us be more organized.  ... Afficher plus

When creating a round robin meeting link, it would be great to have each rep involved have the power to set their own availability.    Maybe I can't meet on Fridays, but my colleagues can. Yes, I can manage it in my own calendar app (Google, Outlook, etc.) but having that power in my HubSpot meeting link would be great. Thanks!  ... Afficher plus

We sync contacts and companies via the Salesforce integration app. We noticed that HubSpot contacts that also exist in Salesforce and have multiple related companies, don't have multiple linked HubSpot companies.    Is this something that will be picked up in the future? The CRM associations improvement will be released on April 18th: https://community.hubspot.com/t5/Releases-and-Updates/Heads-Up-CRM-Associations-Improvements-Coming-April-18-2022/ba-p/598794 https://knowledge.hubspot.com/crm-setup/associations-enhancements-beta   Thanks! Thomas     ... Afficher plus