Looking for the functionality that will automatically (maybe with an on/off toggle, in case some people won't use this functionality) copy notes recorded within a deal to the notes activity for a contact. For example, if a customer has a deal open read more

Hello, I was wondering if it would be possible to add a feature in HubSpot where HubSpot teams can be mentioned in the Notes area of a contact, company and deal record. We want to avoid mentioning several names when receiving a payment or process read more

Hey team! It would be great if it were possible to customize the default deal name. When creating a new deal from a contact/company record, for example, some customers may want to automatically pull in both the contact and the associated company's read more

"Hi there, I am working with deal pipelines. I would like to limit which pipelines certain sales reps of mine have access to. For example, when they go to create a deal I would like them to only be able to utilize pipelines that are related to t read more

In a nutshell, required deal STAGE properties work great when moving EXISTING deals through deal stages. However, these required deal STAGE properties are ignored at deal creation time. The separate functionality -- required deal C read more

I've set up a workflow that creates a deal in our sales pipeline when the lead status of a contact is changed. The problem is that the timeline activity/emails from the contact or others from the company is not synced automatically with the deal in read more