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Love inbound, particularly bottom funnel, sales enablement, marketing and sales alignment. Favorite small talk conversations: Mets, Giants, Warriors, Mobile Technology and Politics
Is it possible to add e-sign to the bottom of a hubspot web form - that sits on a website. I have seen adding a PDF for signature into a workflow. But we wanted to include it all into one web process.
We can already upload files. While I know the product team is trying to remain focused, perhaps there's a solutions partner that could develop this....read more
The Never Log feature is an essential tool for preventing sensitive comms from being logged in our client's databases. It would be nice to automate contacts being added to this list given certain behaviors, lifecycle stage or other properties.
I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.
If this is done through the expansion of HubSpot Payments or through the automation of Deal Records > Quotes, we need a way for Customers to have ...read more
It would be great to be able to change the default meeting reminder email or meeting booked email when creating a scheduling page. The minor customization allowed in the form of additional unformtted text is not enough. It would also be great to be read more
The tasks I create for myself have very similar settings (if not the same every time) yet I have to create each one of them manually which is a real timekiller. I'd love to see a new feature allowing to duplicate an existing task and/or to create read more
Duplication seems to be a hurdle for the HubSpot product team for some reason. Like deals (and other objects for that matter) I would love to see th...read more
It would be great to be able to change the default meeting reminder email or meeting booked email when creating a scheduling page. The minor customization allowed in the form of additional unformtted text is not enough. It would also be great to be read more
I have client that has a large team with many different user roles. Most of them are very similar save one or two small permissions but you have to start all over creating a new role. It would be so easy to clone and edit roles. Currently I juxta read more
I am surprised this hasn't been addressed but I would love to see dependant fields available on the contact, company, deal and ticket record. Clients ask me, almost weekly, if there's a "another drop-down that would pop-up depending on what I read more
I love the new ABM Tools and the Target Account Dashboard but every Hubspot Client is different. Sometimes organizations that match their Ideal Buyer Profile might not have the default Buying Roles. I get we can add more but there's no way to edit read more
Please expand the number of competitor streams we can monitor simultaneously. 😁 We've been using the Competitor Streams for a while now and finding them incredible valuable in gaining intelligence on our competitors through their publishin read more
The Never Log feature is an essential tool for preventing sensitive comms from being logged in our client's databases. It would be nice to automate contacts being added to this list given certain behaviors, lifecycle stage or other properties.
Would be wonderful for contacts exhibiting a particular behavior or property to trigger a workflow that adds them to the Never Log List. One particular group of contacts we don't ever want to log is job applicants. Very sensitive salary informat read more