GabrielaM

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Gabriela Miron

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samara1 on September 11, 2020

Mandatory fields on imports

It would be great if we could choose which fields are mandatory for importing contacts (initially), in addition to those that are already pre-defined in Hubspot.

Reply Idea Contacts & Companies

116 upvotes

30 Replies

GabrielaM

Member

December 08, 2021

For an enterprise-level organisation, this is mandatory, because it would allow us to ensure nobody ever imports data that cannot be immediately attr...read more

folked on August 11, 2020

Access copy of marketing email a contact has received from contact timeline

We often send out marketing emails using contact propery tokens (e.g. first name last name) or dynamic content. After the email has been sent, the contact timeline is updated accordingly: "[CONTACT[ was sent [EMAIL NAME]". When clicking on [EMAIL NA read more

Reply Idea Marketing Emails

82 upvotes

30 Replies

GabrielaM

Member

December 01, 2021

It would be great if we could CC a specific inbox, or a specific property (e.g. Contact Owner / Company Owner / HubSpot Team / any e-mail property) t...read more

GabrielaM on December 01, 2021

Goals for Custom Object Workflows

At present, Goals are not available for Custom Object workflows, which is deeply limiting and very annoying as a feature. These should become available, as they are within the Contacts workflows, with the ability to reference any other associated ob read more

Reply Idea Workflows

9 upvotes

4 Replies

GabrielaM

Member

December 01, 2021

For reasons unknown to man, Custom Objects and their related properties cannot be used in Workflow goals. This is an absurd choice - if we've gone th...read more

GabrielaM on December 01, 2021

Goals for Custom Object Workflows

Reply Idea Workflows

9 upvotes

4 Replies

GabrielaM

Member

December 01, 2021

For reasons unknown to man, Custom Objects and their related properties cannot be used in Workflow goals. This is an absurd choice - if we've gone th...read more

Greenthumb on November 09, 2020

Goals within Deal-based workflows

Why are we unable to have a goal set in a deal based workflow? That is, goals that will unenroll someone from the workflow when they meet the goal. It seems when i use a contact based workflow i'm unable to use any personalisation tokens fro read more

Reply Idea Deals Workflows

50 upvotes

4 Replies

GabrielaM

Member

December 01, 2021

Indeed, Deal workflows have strange restrictions compared to Contact workflows. For example, you also cannot set Date centred and Date property centr...read more

JackMoreton on November 11, 2021

Custom Objects - Missing Key Functionality

We are heavy users of custom objects and use these for a variety of reasons. However there is key core functionality missing Association of Tasks On a custom object you can create tasks and associate them to the custom object from within the read more

Reply Idea Custom Objects

71 upvotes

9 Replies

GabrielaM

Member

November 15, 2021

I'd also add that there should be owners of custom objects available as a default field, in the same way they're available for every other object. We...read more

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