クリエイティブな才能を開花させよう

Hey HubSpot!   The new associations columns from the index page are fantastic.    When there are one-many associations, it'd be really cool to have a shortcut link to the other index view that lists out those records of the different associated object type.    For clarity let me walk through an example:    A deal is associated with 8 companies. From the deals index page, I'd like to add Deal→Companies as a column. Then when I click into the "8 Companies" cell, I'd like to be redirected to the company index page listing out those filtered 8 records associated to that particular deal.    That would save many clicks and make those index pages next level. Because then you could view and edit properties for those associated records 🙂   THANKS FOR READING! ...その他を表示

We would like to request the implementation of the Estimated Size on/off function, because there are cases where the Estimated Size is displayed as [Estimated size: xxx contacts] when a list is created, but there is a big discrepancy from the actual number. The context is that the number of actual extracted list is all about, and the existence of Estimate Size causes confusion. If it is for us to predict the processing time based on the Estimate Size, it would be more helpful to show the Estimated Processing Time to be completed the list instead. ...その他を表示

We have a drop-down select Property that has two values e.g. 'I am Interested in' - Let's say the values are X and Y.   The Property is used across multiple forms and a Contact may select X on one Form and Y on a different Form. We need to build Lists based on the value from the individual Forms.   At the moment we can't build a list soley by Form but we can see the data in the Form Analysis. The workaround is to export the Form Submissions and reimport (creating a list)  or use an API.   So we either need to be able to select that Form and Value when List building OR save the Form Analysis data as a List.     ...その他を表示

Who (what type of role or team) is the feature for? Operations, Data Analytics, Sales Managers   What is their goal? To use the deal split amount and deal split percentage property in Tableau for reporting, Hubspot workflows, and Hubspot left sidebar.   What value will this add? This will help our teams report correctly on sales commissions.   These are the fields that will be helpful to have access to: Deal split amount Deal split amount in company currency Deal split forecast amount Deal Split Owner Deal Split Percentage Weighted deal split amount Weighted deal split amount in company currency   ...その他を表示

I understand that "the lifecycle stage of a contact or company can be changed by automatic syncing and therefore cannot be edited", however, I'm pretty sure that the way HubSpot is set up is with the internal value of the property. If not, I would suggest connecting the "Automatic sync of the lifecycle stages between certain records" based on the internal value so that we can change or customize the label or the name of the HubSpot lifecycle stage property. ...その他を表示

I'd like there to be a way to hide emails from a given email address or subject from the activity/email feed.     For example, we send our users platform notifications via emails, and these are all sent from team@riipen.com.  We do want these emails logged in the HubSpot contact, but most of the time we don't need to actually see them.  I'd like to be able to filter out all emails from that address.   See this screenshot here. ...その他を表示

It should be possible to avoid the automated creation of contacts via Facebook Messenger. To do this, it must be possible to deactivate the automatic creation of contacts from the inboxes of conversations (bot). ...その他を表示

We're struggling a bit with our SCIM provisioning and HS permissions.  The issue is we have so many titles and HS lacks the ability to do a wildcard or regex matching of titles.  An example if I understand how HS works is Sales Rep and Sr Sales Rep would be two different permissions sets based on title?  Ideally it would be anything with Sales Rep in the title or just Sales would match a specific permission set.  Even if we could just add an or statement to the permission set that would help.  So something like " if Sales Rep or Sr Sales Rep then match Sales"    Another option would be to create a custom attribute in our IDP named something like HubSpot Role and we could then configure HubSpot to look at that attribute when passed to match permissions sets.  This is the way other vendors that we use handle this.   The ask is to allow customizing on the HubSpot side of the SCIM field HS is looking at for permission set matching.  We only have 3 permission set needs but probably 100 titles that need access so we have 100 permission sets instead of 3.  SCIM is required in our environment for timely deprovisioning of user account when an employee leaves. ...その他を表示

Create a report or a notification to let you know when something has changed on your dashboard.  ...その他を表示