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I often import large lists of contacts that do not have a general email domain associated with the auto feature that HubSpot uses to associate companies.   It would be great if there was a way to bulk associate companies manually within HubSpot rather than use a separate importing app.  Doing this manually one by one is very inefficient.    Perhaps HubSpot can create built-in functionality to associate objects via a workflow or do this some other way.  ... Afficher plus

Hi everyone,    today, when you schedule an email using the time zone tool, you can only use the property “IP time zone” to send email at the proper time for your contacts. The property “IP time zone” isn’t editable and very often is not accurate (it depends on the customer’s browser and ad blockers can stop this field from being enriched).    I would find indispensable that HubSpot let users to choose between the properties “IP time zone” and “time zone” to schedule emails in a more accurate and effective way.   Thank you, i ... Afficher plus

Tokens can only be added into the subject line for meeting invitations at present. My suggestion is: allow tokens to be included in the meeting invite description.   People generally expect an invitation to include their first name within the description/body and not in the subject line.   HubSpot users will really appreciate this enhancement, and the clients/customers/prospects we are dealing with will too!   Below are the steps taken to add a token - which only inserts tokens in the subject line.   ... Afficher plus

Hi,   We have 6 seats for HubSpot Sales Professional. We have 1 out 6 reps using the calling minutes (16 hours - 960 minutes / month) and the other 5 users dont use their minutes AT ALL. Can WE please have the ability to share minutes across team members? It is so frustarting every month near end of month i have one rep asking for more minutes and he cant use from other team members. We pay way too much for this not to be a functionality. Please update/fix ASAP. THANKS! ... Afficher plus

As a super admin I would like to restrict (as in hide if no access) access to menus and screens by Team and user.   Today, even the most basic user can see a lot of screens and menus that in best case is confusing ("no, you don't need to look at that screen, even if it is visible in the menu, it is not for you") or worst it allows them to probe into areas that really is none of their business.   Examples of bad application "behaviour" today: as a sales rep I have menu points visible at the top for Conversations, Files and Tickets, as well as Reports. Confusing, if my job role doesn't cover those things. as any type of user I can access MANY settings using the cogs in the top right corner and a) view many things that are none of my business account defaults Property settings currencies domains tracking code ALL users and their access rights b) even change some things: e.g. Hubspot access to the entire portal!!! c) in a few cases even need to access them for things completely unrelated Under settings it even says "only administrators can change these settings" on some then screens. Then DON'T show them to users without edit access!!  as a ordinary sales rep I can switch on / off Hubspto access to the entire Portal. Surely this is a bug! This is a HUGE issue both for security and compliance reasons (you cannot show all this information to none-admin users) AND for training and onboarding reasons ("no you don't need to bother or worry about that menu/screen; it is not for you but Hubspot shows it anyway")   Suggested actions: Under settings: DON'T show screens that the user doesn't have access to edit. It is simply wrong on so many levels Allow Super Admin to completely switch the Settings menu off for either all users, by team or by individual user Allow Super Admin to control access rights to ALL screens by Team and/or individual user, e.g. Switch off "Files" for some, on for others; switch off "Reports" for some, on for others, etc Stop showing upselling menu items to common users: example "Playbooks" is visible to a basic sales rep, but when he clicks on it he is told that the company has Professional and need Enterprise, and is then shown a screen to "Talk to Hubspot Sales". No!!! my common sales people should NOT have to deal with whether the company buys a bigger package from Hubspot or not.    ... Afficher plus

We are a tech company and create hundreds of knowledge articles for our clients. Many of our knowledge articles are very similar (only differ in title and tags, for example) and it is time consuming to create a nearly identical knowledge article each time we need to create a new one. We would save a lot of time if we could just clone one of our existing knowledge articles and change the one tag that is different, and then publish that KA.   Examples of this feature are also in Hubspot, but are only available for files and landing pages, etc., not for knowledge article pages.   ... Afficher plus

With automatic hyphenation, e-mails can be more beautifully designed and, above all, block sentences can be used without the lines being partially stretched ou. ... Afficher plus

I'm trying to run a report capturing all the contacts that have a note containing a specific key word. In addition to filtering by note content/keyword. I would also like to be able to report on and filter by the date of the note in question.   These are the report filters that I set:   What if my"packet"note was not created/updated in the last 365 days, but some other note within the account was? This filter seems not specific enough to my cause.    Also the "updated in the last" and "NOT updated in the last" doesn't even seem to work - in the "activity time" column in the report results, you can see two future dates showing up , 7/20/2022 and 8/10/2022. I would have assumed that those would have been excluded by my "NOT updated in the last" parameter of 20 days, but apparantly this parameter doesn't account for future dates.    These are the table values I am showing:     For the second entry, Kevin, there are actually 3 tasks in the contact record with the term "packet" in them. One of the tasks, dated 12/14/2021 mentions "packet" in the description. That seems to be the only one appearing here. There are other tasks with packet in the title, dated 12/15/2021 and 2/3/2022, that are not showing up on this report.   For the third entry, Brian, there is a task due 7/20/2022 with "packet" in the description.   For the 4th entry, Doug, There is a note dated 6/8/2022  which mentions "packet" and also a task due 10/10/2022 with "packet" in it. The task, not the note is the one showing up in this report.   I don't understand why this report is spitting out the data the way it is.   I also know there are many more mentions of "packet" within contact records.  UPDATE: I since updated my first set of filters to expand the reach as best as I could tell (see below), but  only captured one more result.     ... Afficher plus

Hello,   I love the concept of association labels but have a few issues with them.   One of the issues is having a max of 10 that can be created.   The other, which is the main issue, is having the association labels be bi-directional.   The example to show case why this does not make sense is as follows.   In the nature of our business, we have integrators, resellers, and end users. We end up working with all 3 to ensure a smooth product set up and arrival. That means we can have 3 companies with different contacts associated with one sale.   We have started associating contacts with multiple companies in these situations. For example, the main point of contact at the end user location will be in communication with someone from the integrator side and or reseller side as well as us.   We want to be able to have unique associatio labels that are one direction.   For example, the contact to company association will be purchaser, but within the company to contact label, that contact would be end user.   I do not know if I am articulating my message in a very transparent way but the main take away is that it should not be bi-directional and not have a limit of 10.   I hope this makes sense.    To try and spell it out some more.   Company X is end User Blue is contact at X   Company Y is Reseller Red is contact at Y   Company Z is Integrator Green is Contact at Z   I would associate Red, Green, and Blue with each comapny, X Y Z   The associaiton labels being bi-dircetional causes issues because a contact for the company is a pucharser in one direction, but the other direction would be reseller.    Essentially, it needs to be unique to where when you are in the respective contact record or company record, the associaton labels do not connect.    A easy solution would be creating more assocaiton labels to comabt these scenarios but is not possible with the limit of 10.     ... Afficher plus