Great minds think alike

Bonjour, quand on entre une tâche je n'ai pas accès au calendrier mais uniquement un J+1, J+2, J+30... c'est très frustrant, savez-vous comment entrer une date précise comme dans les autres CRM (Salesforce, Pipedrive...) ? ...read more

I wish you could add conditional properties to a form based on what is entered on another conditional property. Example   If Deal Pipeline is any of: New Business Then show: Deal Type   If Deal Type is any of: Bid Then show: Bid Due Date ...read more

It would great to be able to quickly filter the view using filters at the top of each Column, similiar to what Excel does.      ...read more

Allow the ability to replace an image directly in the file uploader for faster more efficient editing and eliminate unnecessary duplicate images with less clicks.    When working on a marketing email often small changes need to be made to the images within the email. Allow more functionality with replacing and editing these images.    Current process.  Replace image upload new image return to uploader delete old image ...read more

Hi, is there a way to see when a client opens a quote?  (Not the email with a link to the quote, but the actual quote).  This is important for follow-up in managing a pipeline.  Thank you.  ...read more

There are a few ways that this could be improved:   1) when you click on "Add Contact" on a deal record, it should list the contacts assocaited with the company record the deal is associated with (if deal not associated to a company record then leave blank). Having to search for each individual contact and it bringing through random other contacts with the same name is inefficient and leads to errors. It also means people are less likley to do what is a vital step   2) Between deal creation and deal close date everyone that is contacted via email alongside a contact associated with a deal should auto associate with the same deal. When working Enterprise deals, more and more contacts get added to email replies. These people automaticlaly get a contact record created if they are not already in the system, I feel there must be an easy way to auto associate them to the deal. Whilst it would not be folproof it would mean that more contacts are associated where they shoudl be without the need for manual intervention ...read more

Contact workflows can currently be trioggered by a change of task status, i.e. the completion of a tasks initiates the workflow. This needs to be possible for deal workflows as well. There is no technical reason why it isnt possible. ...read more

Currently, HubSpot does not track Zoom activity for users but we would like to see user activity tracked too.   As a membership organization, we have users in our system who are users in our account, but that we also would want to see how they are engaging in HubSpot.   Also, if we do employee training with Zoom webinars, we'd want to be able to track employee engagement as well. ...read more

As part of our off boarding process we need to deactivate HubSpot users. It would be great if I can automate the process via workflows or API. ...read more