JMartin9

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Jonas Martin

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Activity

JMartin9 on August 25, 2023

Make "Import" available as a filter everywhere not just in the records overview

What am I talking about? After an import of records into hubspot via Excel or CSV files it is possible to filter all affected records via a filter. This filter only exists in the overview table for each recaord. It so far it cannot be use read more

Reply Idea Contacts & Companies

0 upvote

0 Reply

rkimmerling on January 02, 2020

Block User from Chat

The chat function is a great way to allow our website visitors to get in touch with us quickly and conveniently, but it is also a tool that can be abused by the few mal-intentioned indivuals we see on our sites. Whether they believe the individual t read more

Reply Idea Conversations

83 upvotes

36 Replies

JMartin9

Participant

August 24, 2023

Any updates on this? Sadly we've had an individual missappropriate the livechat on our website for the last couple of weeks. I'd also appreciate ...read more

AMacLeod on March 21, 2022

Aggregate Form submission by source

Would love to have a way to view aggregated form submission % by source, as opposed to having to view each form individually to see the sources! I'd like to be able to track the overall conversion rate of forms by organic search. 🙂

Reply Idea Analytics Tools

6 upvotes

4 Replies

JMartin9

Participant

August 21, 2023

This would make our live so much easier!

supriya on February 24, 2017

Track Form Submission Source Automatically

Just like the "Sources" report tracks lead source automatically, can we have that functionality for form submissions? It will be great to know if a form was submitted via direct/organic/paid search/email/social media etc without having to use custom read more

Reply Idea Forms

132 upvotes

29 Replies

JMartin9

Participant

July 10, 2023

I'd love to see something like this implemented. And as a next step this could be extended to include the ability to track all conversions in the...read more

KevinFMTV on June 28, 2019

Allow workflows to delete or mark tasks complete

USE CASE: We use a custom property to identity when a contact is known to be a dead lead. However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead. PROPOSED FUNCTIONALITY: Add a feature to w read more

Reply Idea Workflows

373 upvotes

119 Replies

JMartin9

Participant

July 10, 2023

This would be very useful. Our sales team relies heavily on tasks to structure their work. I'd like to be able to remove all pending tasks from a...read more

catan on January 30, 2020

Control timeline activity associations to associated objects (contacts/ companies/ tickets/ deals)

Currently, according to this KB article , there are certain set rules for activity associations: Generally, activities logged on a contact record will be automatically associated to the record's associated company and the associated five most read more

Reply Idea Contacts & Companies Deals Tickets

126 upvotes

59 Replies

JMartin9

Participant

December 14, 2022

I can second the sentiment of a lot of the previous comments: THIS FEATURE IS ABSOLUTELY ESSENTIAL. With the current system it is way to easy to ...read more

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