I find the ability to manage duplicate contacts/companies quite useful - congrats for launching that. However, to make really use of this feature, I would like to assign a task automatically to the contact/Company owner, once a contact is becoming part of a potential duplicate pair. Currently there is no property of a contact or a company that mentions if that object is part of a potential duplicate relationship. I would like to propose that such a default property is created (i.e. "possible duplicate of") and the value points to the other entity (possible duplicate contact or company object) Having this would allows us to trigger workflows to the contact or company owner in Hubspot to determine if that relationship is actually a duplicate with the possibility to merge them - or dismiss the info. If the info is dismissed, the "Possible duplicate" property should be cleared.
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Some contacts of ours are service providers and they would write to various team members. At the moment, the email asignee is always the contact owner but this doesn't make much sense in this scenario: I propose that the email assignee should be who the mail was sent to.
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Situation: We are a travel agent and have service providers who work with us on a large number of deals. Some service providers might work with us on 100+ deals. Every time an email from our service providers comes in, this mail gets assigned to all 100+ mails where this service provider is also part of the deal! --> Please let us assign emails to a deal based on the thread title, not merely on who sent the email
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If an incoming email is no yet correctly assigned to a deal there is no easy way to do this. One can easily create a new deal but assigning this mail to an already-existing deal is cumbersome*. -->Please add a button to assign an email to an already-existing deal. *The only away to assign an incoming email to an already-existing deal is to a) make sure there is a contact created b) go from the inbox to the deal I want to assign to b) assign this contact to the deal d) return to the inbox to find the email assigned to the deal now.
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Dear HubSpot-community, our technical support uses the HubSpot ticket system to answer requests from our customers via phone or via e-mail. With more and longer e-mail conversations in one and the same ticket, some of the tickets are getting hard to look through. HubSpot shows the latest answer to an e-mail on top, but the editor is way down, so we sometimes have to copy the customer request into notepad or so to see the all questions at a sight. We would love to have it just like in Outlook. Latest answer to the e-mail on top and the e-mail editor jsut above that, so that you can read the questions by only scrolling down a little.
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Hi there, What I'd like to be able to do is be able to set individual days in the month as available and others not. So for example, if one week in the month I need to work a Tuesday instead of a Wednesday, then I could go into my availability and make that change. But as it is, I'd have to make EVERY tuesday available in order to make ONE Tuesday available. Does that make sense? Ha! I want to go into a calendar, for example, and set up August 21st with a specific availability and either have the following Wednesday with a different availability or unavailable altogether. At the moment, this is a fantastic feature on Calendly but not Hubspot Meetings. Here's a quick video to explain what I mean: http://somup.com/cqjDqce0Ie
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Hello HubSpot Community Unfortunately, it is not possible yet to change or delete certain contents of an ongoing email conversation when answering in HubSpot. This means, that for an example a forwarded email of a team member which contains certain internal information, this forwarded message and internal information can not be deleted as well as signatures or content, that is not necessary to have in your email answer to your customers. Why would really appreciate this function though. What do you think about this feature?
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Hi We would like to propose that in the future it will be possible to have some sort of deal sorting on thre company view. I was told that the deals is listed by create with the oldest first, which seems odd to us as we would think it makes more sens to have newest first or perhaps by close either way it benefit if it was possible for the user to define his own sorting. Any thoughts?
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I think it would be great idea for HubSpot to either add a heatmapping feature within their platform that allows users to heatmap A/B tests especially. Currently we cannot do this because the two variations are on the same url. Otherwise, I would like to see HubSpot split the two variations on slightly different urls so that they can be heat mapped using a third party tool. This would provide us with valuable insight that we cannot currently gather on our A/B tests.
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Hi, recently we have noticed that our booking calendar is pulling across cookies. We are using this booking calendar internally to book clients in for appointments so the information is different each time. Currently the two options are: 1. Work on incognito mode 2. Clear your cache after submission of a form As a number of people in the office are using the calendar it creates an issue because if someone just changes information it will change clients contact properties and is a risk for us. Unfortunately for this reason we have to stop using the calendar booking system and move away from Hubspot for this. IDEA: To create the ability to clear the form, like what you can do when using custom forms in Hubspot.
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