Great minds think alike

There is very rarely only one contact that is involved in any one deal. Partners, group members and even other companies are coming to the table.   In communicating and convincing groups, we need to inform all the stakeholders of each otherʻs information in email or other documents.    We need to make a personalized list (table) of fields from the contact that will impact the delivery and completion of the deal.   In my case, itʻs the name, birthdate and gender of each person attached to a deal.   I can personalize using tokens only on the first contact added to the deal but no other contacts attached to the deal.    Joe Yes, that is a limitation that we are going to run into here, unfortunately. I have tested this on my side and can also confirm that it is only possible to use tokens to pull in information from one Contact and the rest would need to be entered manually.  ...read more

Submitting on behalf of customer    At the moment, if a visitor were to use their browser in a different language, the meeting link form shows the values in that language e.g. If the portal is primarily based in English but the visitor' browser is in Spanish then the form submission will be converted to Spanish then when the meeting link is populated the meeting notes are in Spanish for the meeting card for the activity timeline.   It will be great to either  - Provide two versions of the properties captured in both languages - primary language and the translated language  OR  - Provide the primary language  ...read more

Our company measures treands based on the days of the week.  A great feature would be to add the day of the week directly following the date:   Ex:    04/16/2021  Fri 04/17/2021  Sat 04/18/2021  Sun 04/19/2021  Mon   etc... ...read more

Beside where you have all users and all teams - it would be great if we could filter out completed workflows vs still active in workflows! ...read more

Automatically creation of lists when you import companies, like done with contacts. ...read more

The widget that shows the total number of pages and the page flip takes too long to load; because of this, your contacts assume that it is only one page instead of multiple pages when they open it. A remedy to this would be to have the side-panel showing all the pages to be open by default. The icon showing 9 squares is also not a clear indicator of scrolling through all the pages. The documents cannot be sorted by "Most Recent View", "Most Views" or "Most Shared". The latter two are in the columns of the Documents tool but we are unable to click on it. As for "Most Recent View", this was something in the previous Documents tool that was relied on a lot.  The current Reports do not show these metrics. ...read more

We create custom modules (CM) because we like them. We want to re-use them whenever it's appropriate through our site so that any change in content is reflected wherever the custom module is used.   For whatever reason, you can't do this in HubSpot. We need the ability to make CMs global modules (a "Global Custom Module" if you like).    For example, we have a testimonials section that is a CM. We'd like to repeat that on some of our landing pages. But to do that, we have to add the CM and then add all the content again. If we get another testimonial, we need to remember on which pages the CM was placed and go and edit them all. Silly, right? ...read more

Dear Hubspot team,   an automatic property that logs the creator (Hubspot user) of a company or contact (and other objects, too) would be really very helpful.   This would, for example, make it easier to research incorrectly created entries.   Many Thanks, Harry ...read more

Hi - we are trying to utilise the Playbook function more and we have a 'Sales Playbook' which includes specific information relating to deals. One of the team suggested it would be useful to be able to filter deals by:    * Playbook vs No Playbook * Information within the Playbook  ...read more