Ability to require minimum/maximum number of charcters in a form field. This would prevent users from entering a "space" to get through the required field. My application is for a zip code, where the user must enter 5 characters.
Hubspot currently has a feature that allows users to set up recurring emails of a chosen Dashboard. Hubspot also has a feature that allows users to create custom reports, and export them to Excel. I want to be able to set up recurring emails of read more
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no read more
Hello, I have a form that employees in our company use whose purpose is to automatically create a contact (fname, lname, phone, email) and ticket (with ticket info) and associate that contact to the ticket. Therefore, each ticket and contact hav read more
When users are creating Quotes, there are 3 Quote Templates Available: Original, Basic and Modern.
It would be great if there is an additional settings where user would be able to set the default Quote Template for the portal. For example, setting read more
At the moment Date-picker type properties are not supported by Playbooks. One use case for updating date properties via Playbooks is if we want to update information like the next meeting date we want to arrange with the contact, their preferred app read more
It would be nice to be able to make one time address change to a company physical address during quote creation
Currently the only option is to change the company's address and then reverse it manually afterwards.
I work for a company with multiple business units, each business unit has its own sales pipeline to keep us sane. Becaue of the multiple business units we also segregate out marketing to address the specific needs of the customers within each busine read more
With all properties in HubSpot we have the ability to see previous changes that have been made, but currently this is not possible with products. This would be extremely helpful with large product libraries (1K+ or even small libraries) to tell read more
In HubSpot you can comment on many things - emails, notes, meetings, workflows (very helpful) BUT we cannot comment on lists. My team creates lists all the time for different email campaings, internal projects, ect. and while we try to have good, c read more
I have recurring Dashboards exports with the filters "this week" or "last month" sent to my sales team. It would be really helpful to have the exports specify the time they are filtered by and relevant to, for example "this week" should be 9/14-9/20 read more
I don't know if this is a recent change in HubSpot but all users with sales hub professional or enterprise seats can create and view products in the product library from any deal. Does anyone have a clever way to restrict peoples access from mod read more