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I would be extremely usefull if: Changes done to the product library records, SKUs (aka LineItems) could be selectively propagated across the CRM to existing associated records.   Job done: Recently added a new property into the product object and mapped each record accordingly. Expected behaiviour: The user being able to select whether the change to the object should propagate to existing associated records OR only reflect into newly created ones   Concrete Use Case: The added property and its values would help roll up line items for reporting purposes, however the corresponding value for the property will not propagate to line items associated with existing deals. Leaving me with the daunting task of going through the Line Items API and updating 1000s of line items across 100s of deals programmatically.      ... Mostrar más

The new tool of "Insert proposed times" for scheduling meetings is great!   However, there is some issues in the calendar management, especially for the sales team where the users tend to schedule a lot of meetings each day and the calendar fills up quickly.    Typically the issue is: 1. You send a few proposed times to customer 1 2. Before Customer 1 has booked, you also send some proposed times to customer 2, 3 and 4.  3. As customer 1, 2 and 3 book their meetings, customer 4 experiences that none of the suggested times are available.    A second issue is your colleagues inviting you to internal meetings when your calendar looks available, when in reality you have sent out a lot of proposed meeting times.   To sum up, this is an issue for users whose calendars fills up quickly, where the recipient of the proposed meeting times will often find that none of the suggested times work.    Suggested simple solution: Give us the option to "create a placeholder meeting for proposed times". This will "book" the calendar slots you've proposed until a meeting is booked. When a meeting is booked, the other placeholder-slots will be deleted.    This solution should fix most problems related to this. Note that it needs to be optional, as I understand why the way it works today is great for some users (particularily the ones who don't book a lot of meetings at once). ... Mostrar más

Please help! I have a header with dropdowns in it. The 'active' pages font color of the dropdown items does not change from the normal settings unlike the header items that don't have dropdowns. What can I do? ... Mostrar más

I'm trying to figure out a way to create a new field on the "deal" object that takes the "amount" field and multiplies it by a certain number depending on what's selected in the "forecast category" field (e.g., if "forecast category" = "commit", then multiply "amount" by .75 and put that value in "forecast category weighted amount" field). I spoke with HubSpot support, and this isn't possible to do at this time. It would be great to be able to use if/then statements to calcuate fields via a custom field creation and/or a workflow. ... Mostrar más

Hello! The company I work for uses Hubspot to manage customer information as well as project information for our clients. We have multiple new clients who are being referred to us on a regular basis by previous/current clients as well as by other groups in our industry. We are trying to make it so that when we create a Deal or Company record for new clients, we are able to cross-reference existing Contact information in Hubspot. For example, having a "Referred By" Custom Property that allows 'tagging' existing Contact records in our company's Hubspot database. The idea is to have consistent spelling and information being populated in our Deals/Company forms so that we can eliminate manual entries as much as possible and further automate our reporting processes. ... Mostrar más

I regularly use sections in my page builds, as they're a great-time saver when creating simple layouts. I also regularly add custom classes to these sections in the backend, when I need to add some additional css styling that can't be set in the section settings.   However, because these custom section classes can't be controlled within the editor, I find myself having to create multiple section clones for every single tiny variation I make of them.   If developers had the ability to view and edit these custom classes in the page editor when in developer mode, it would be an absolute game-changer. ... Mostrar más

A reporting feature or an export feature in HubSpot Academy; The current dashboard is nice but features such as filtering and export would really be beneficial  ... Mostrar más

We are looking for a way to organise our contact into different lists based on the source. We have multiple sources to get leads into our system - 1) Form on our landing page 2) Live chat on our landing page 3) Direct meetings booked on calendar from Hubspot meetings 4) Other sources like LinkedIn, etc. We are trying to create separate lists for all of them so that we can run different workflows and sequences based on the context. With the given set of filters, we are able to filter out and create lists for all the above sources except the ones who got enrolled via chat. We tried to talk to support but got to know that currently there is no way to filter them out and hence lists cannot be created.  Please provide a mechansim to filter contacts who are enrolled via chat when we ask the name and email through bot and the contact gets created.  Would be a huge help!     ... Mostrar más

It would be extremely helpful to be able to create folders within folders for better organization leading to fewer duplicates and improved efficiency. ... Mostrar más