Great minds think alike

I suggest for same email trail to be grouped together under the activity view to have a easier way of reviewing the activities. I understand that it can only be done currently under the "Email" section, however would suggest under "General Activity" to also reflect this grouped email communication trail for easy reference.  ...read more

Team, the Hubspot integration for opportunities is missing important sync information.   The following would be advantageous to any ConnectWise partner:   1. The engagements on an opportunity syncing to activities on that opportunity   2. The products attached to that opportunity syncronised so that the opportunities are not $0 value.   Please consider these as it's a major roadblock for the integration, and eliminates the purpose as the opportunity in CW is what converts to the deliverable, invoices, etc.   Thank you! ...read more

He estado intentando generar reportes que permitan hacer gestión sobre la rotación de mis negocios y tanto en el generador de informe personalizado como en el de objeto único, no es posible crear los calculos o comparar dos etapas de esa forma. Sería genial contar con la opción de generar indicadores provenientes de otros datos y verlos de manera simple en los reportes. Por ejemplo: - Cantidad de negocios que pasaron por una etapa A en el ultimo trimestre (10 negocios) divivido cantidad de negocios que pasaron por una etapa B en el mismo periodo (20 negocios). Resultado 50% o 0,5, un indicador simple de desempeño del embudo en estas etapas específicas.   Atenta a consultas para profundizar o ideas para resolver mientras no contemos con la solución. ...read more

Leveraging influencer marketing is essential in today's digital era. In my opinion here's how introducing multiple featured images for a single landing page or blog post can amplify this strategy:   Tailored Experiences for Influencers: Customize visuals specific to each influencer, enhancing their connection with the content. Boosted Engagement: Influencer-specific images can lead to greater resonance with their audience, driving longer page visits. Unified Messaging, Diverse Presentation: Share the same content, but let each influencer offer it with a unique visual twist. Efficiency: Avoid the hassle of creating multiple pages or posts. Instead, simply swap the featured image to suit the influencer. Integrating this feature could revolutionize our influencer marketing campaigns, making them more personalized and impactful.   Currently it is only possible to change it for internal linked social accounts or after something is posted changing it to be reflected to change the preview picture for external. This doesn't work however if you want external people to post on the same time with their own personalised featured image. ...read more

The stage conditional properties are a critical part of our setup and therefore it is a huge time consumer to build up it up from scratch. ...read more

Workflows and calculated properties base on Line Items or Products. This would make HubSpot the best CRM of all time.   OK AI can solve some problems, but this particular functionality it will be to appreciate for all the community. Please hear me on this. AUTOMATION ON LINE ITEMS 😭 ...read more

Being able to manage users on the go would be extremely helpful. ...read more

Hey we're pushing invoices to hubspot and need an easier way to associate them with the organization/company not just contact. Would be great if there were either an easy way to associate invoices to other object types in a workflow.   OR if the super powerful import tool could import invoices+associations 😉 @agirard  ...read more

It's not possible to configure a support person's personal signature in the conversation inbox, you can only configure a team signature. This would help personalize responses from the conversations inbox.   Currently, personalized responses can be sent from the ticket, but then they do not always get synced back to the conversations inbox thread. ...read more