Great minds think alike

We've purchased Sales Enterprise in order to use HubSpot the way we need to use it.   We need to be able to display Associated With Contacts in table and pipeline views.   Please fix this function as it is impossible for our team to use unless you create a field and manaully name associated contact within the the object   See screenshots below of deals object, Associated With is displayed and contacts listed. Table Associated with view Pipeline Contacts view ...read more

The subject explains itself.    We have a case where we have cars as a custom object and cars have a property called "Last service time". We would like to run automation that sends reminder emails to clients when X amount of time has passed after the last service time.    Contact automation has this already. The company version is coming and has its own post. Also, there are similar discussions about Deal automation here and here.   Date-centered and date property-based workflows are necessary for multiple of our clients. And this kind of automation is needed for custom objects also. This helps our clients to deliver a better customer experience. ...read more

Our case: We've created a custom object to differentiate between direct customers (companies) and agency partners (agency custom object). To automate our partner programme in Hubspot, we wish to count the number of direct customers related to a specific agency. Exactly like the "hubspot delivered" number is doing for e.g. companies and deals.    ...read more

Olá!   Recentemente criei um relatório de atividades personalizado, baseado em tarefas, e meu objetivo era listar todas as tarefas em aberto + vencimento dentro deste mês.   Não obtive exito, pois senti falta da propriedade: data de vencimento, disponivel para exibição no relatório.   Entendo que consigo filtrar diretamente na aba de tarefas, mas acredito que a visualização e organização fica melhor diretamente nos relatórios.   ...read more

Who: Non-technical marketers & sales Goal: To track customer events and actions in Hubspot (without engineering help) in order to send corresponding communications (E.g. we want to send emails to customers who haven't submitted referrals in our product with the goal of encouraging engagement, and we want to send emails to customers updating them on their referrals when they reach new milestones in the underwriting process to let customers know what to do or expect next.  Value: This will allow us to tailor communications based on what customers do or do not do, which will further their engagement with our product and improve customer experience.  ...read more

Hubspot currently supports a native field of "number of deals associated with a company." This same functionality should exist with tickets. It would be very helpful to know how many tickets, or open tickets, are associated with a company. Currently, this requires tremendous amounts of workarounds that are not entirely reliable.  ...read more

Custom objects should be able to defined in the HubSpot interface, without the need for a developer using the Custom Object definition API ...read more

Custom object records should support the ability to be merged ...read more

Hi Team, Usually, send option is the default option for E-mail templates. If we want to send later mails such as follow-up mails and some time sensitive mails, we have to always manually select send later options. So, If it is possible to swap send and send later option as default option according to our requirement for custom made / defaults e-mail templates It would be great!!!     ...read more