Great minds think alike

Hey HubSpot,    The parent company record really should be the sum of it's children. It would make since for there to be a default association pattern where when contacts are added to the children companies they are also associated to the parent record so all activity flows there.    then if someone wants to get specific, they could just click on the child company and view activity related to that one child company!   thanks!! this is a major painpoint for adopting hubspot as our sales CRM ...read more

Would be really helpful to be able to run a test with an email using personalization tokens of an associated custom object in its body.   Right now it appears empty in the arriving test mail, even if the test contact I choose has all the values set in its associated custom object.   Pls make sure that this relation can also be tested and I do not need to run live tests with every email I create like this.   Thanks! ...read more

One of the time-saving items I used regularly in Salesforce is the Global Actions button.  This button is at the top of the page so that I could get to it easily and from any page.  It allowed me to quickly Log a Call, add a New Contact, New Company, New Opportunity, New Meeting, etc.  In Hubspot, if I wanted to add a new Opportunity for example, I have to do a search for the Contact or Company record, go to the relevant record page, click on the Deals tab, and click the Add button. ...read more

Problem: When editing default sidebar view by adding/removing cards, the order becomes locked for individual users to edit their view.   Proposed solution: Have the ability to still move the cards shown on the 'trimmed/selected' default view   More detailed description: We are looking to have the functionality of removing/adding cards on the default right-side bar view, but still have users move them individually. When working across a large organization with many types of stakeholders in Hubspot, it is important to be able to help set a default but allow our different users to change on the go based on needs and specific use-cases.     As an external Hubspot consultant working across many clients we are looking to be able to add/remove  ...read more

Hello product team,   For HubSpot admins, one of the biggest challenges is keeping a portal organized, cleaned up and prevent overall chaos. Especially in Enterprise portals with sometimes hundreds of users, it's almost impossible to get users to follow a naming convention for email names, landing page names, workflow names. Quickly this becomes a cat and mouse game where HubSpot have to constantly chase and remind users to name their assets correctly.   Why is this currently a bad user experience for users?   Naming conventions are usually documented outside of HubSpot, in a wiki, stored as a Google Doc or something similar along the same lines. Forcing them to interrupt what they're currently doing, look up a naming convention and then come back means that they're losing time. They also have to leave HubSpot momentarily. Even then, they might misunderstand the naming convention and type in an incorrect name.   Why is this currently a bad user experience for admins?   Incorrect naming means that list or workflow filters for Recent conversion might not work. It can also mean that reports become a mess, if these reports are pulling in asset names.   If admins have to look into this on a permanent basis, in portals where there are new assets every day, this takes time away from developing the HubSpot portal and generating more value for all users.   Here's what a solution could look like   To solve this, it would be great if there were tools to enforce a naming convention. Ideally, admins would specify what constitutes a correctly named asset and similar to the forms editor, arrange fields to their liking.   Here's a quick mockup of what this could look like when creating a new page.     The user could select from dropdowns which team they belong to, the language of the assets, the asset type, include a title and date. The system would then generate a title from this that cannot be further edited.   Admins should be able to specify the options for each dropdown, separators, order and field validation (e.g. max length for a title).   (In case this is eventually introduced, please consider to make this a feature that is at least included in all Professional and Enterprise subscriptions.)   I would love to see this for all assets in HubSpot: emails, workflows, lists, campaigns, imports, properties, files etc.   Thanks in advance for reviewing! ...read more

It would be nice to have custom options for html capabilities and css integration in the Cookie Consent generator, as well as maybe a template builder for further personalization. ...read more

This is a two-for-one idea.    First, ideally searching would open a search window that could be recalled once clicking away by using the browser's back button.     Second, the search results would be a customizable table or card view.    As a sales rep, I'd like my search to open in a window, so that I can return to my search results if I click on the wrong result, without re-searching.     As an admin, I'd like to customize the fields shown for search results. I'd like to do this from a search layout, not a field option, so I can see exactly the way the search will appear for users and design an optimized view.  ...read more

It would be super useful to have support for Tags like are available on Deals and Tickets on all of the other object types. ...read more

The ability to sum a value within a deal, filtered to only calculate if another propety is within the current or previous calander month.   This would be incredibly useful so we can see whether a client has hit a threshold within the current and previous calander months and then use a workflow to submit an email notification to their account manager. This is possible to track in reports, however as workflows can't be triggered by reports, this is not ideal.     It is possible to botch this using workflows that set a hidden deal property to the month the date value is set and then the calculated property feeds from that. I've done this before for calander years, but this isnt ideal for months as it means that we have to update the calculated property every month. ...read more