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It would be nice to have conditional logic based on whether a property value is KNOWN. Rather than equalling a specific value. ... Mostrar más

We have BDMs setting up meetings for Advisors. The BDM is the meeting organizer, the Advisor is the meeting host. The meeting is in the Advisor's calendar (Outlook, Google...).   The BDMs would like to be notified in HubSpot when a contact accepts a meeting with the Advisor that the BDM has organized.   Possibly this could be done by copying a notification to the Advisor (whose calendar is integrated with HubSpot) that the meeting has been accepted TO the organizer of the meeting?   Many thanks, Katie ... Mostrar más

For one-to-one emails, HubSpot enables this option by default for any user that connects their personal email address:     For admins, there currently aren't any options to disable this for all users or for select users (that I'm aware of). Each user must disable this checkbox individually.   For some HubSpot customers, certain types of one-to-one emails do not require an unsubscribe link. Typically, ticket and customer service communication falls in this category of communication. For a customer reaching out to customer support, it's strange to receive a reply that suggests unsubscribing.   This becomes a bigger problem the larger the support team in a company. For each new support team member, an admin has to keep in mind that during their onboarding, they should disable this option.   Please either create an option under Settings > Privacy & consent or include an options within presets so that admins can disable and enable this settings in bulk for users. ... Mostrar más

When your full team has access to HubSpot, it is inconvenient that sales reps have to scroll through all employees to find a sales team member to assign as contact owner. Would be good with a simple function where you at least could have sales team appear on top of contact owner drop down list on the contact cards. ... Mostrar más

In Hubspot payment links, if a client purchases subscriptions that have different term lengths on them, they get charged separately for each subscription with a different term length (even though they paid through 1 payment link). This is not only annoying for our clients who get hit with 2 different charges every month, but it is also very frustrating for our billing/finance team, when it comes to payout reconciliation. Implementing a feature to consolidate payments on payment links that have multiple subscriptions with different term lengths not only improves the checkout experience for our clients, but also makes reporting much easier for our accounting team. This solution is useful to any Hubspot user who offers their clients subscriptions with different term lengths.  ... Mostrar más

Ownershp of an article when using the pull down menu on the main KBase page is deternmined by the origanl person who authored the article.   Search field   If someone leaves the company it is important to be able to 'change the author' to the person who is resoponsible for it. This allows them to sort for their published articles quickly, otherwise, they need to remember who owned it previously.    It is also unlear what occurs it the original author is removed from Hubspot ... Mostrar más

I have a client with the use case where we would ONLY like the Deal Amount to be updated by the values from Line Items.   We can create a Workflow to 'clear' the Amount of the Deal if it has no Line Items, but ideally just need a check box that allows you to define that the Deal 'Amount' should only ever be populated by its Line Items. ... Mostrar más

Currently, it's possible to add list memberships as a rule to show a module on a landing page. Could it also have the option to exclude specific lists? For example, when creating Thank You pages and displaying content (Reports, Whitepapers), it would be good to hide specific modules from competitors to get access. Thank you. ... Mostrar más

We create lists for reporting data for multiple emails at a time. When selecting a date and  using the "between" function, I select, "This Month" and I get the month to date instead of the entire month. Example: If I'm creating a list to track progress during the month of April, in a data parameter for "This Month", my results are 4/1/2024 to 4/17/2024. I need to manually change the end date to 4/30/2024. The same thing happens for "This Year" and "This Week". I only get the data for the period so far.   I'd like "This (Week, Month, Year)" to return the entire period. So in April, if I want to return results for the entire year, selecting "This Year" would give me 1/1/2024 to 12/31/2024, instead of 1/1/2024 to 4/17/2024. ... Mostrar más