TArnoldGZ

Se debe instalar y activar JavaScript para utilizar estos foros. Parece que el navegador tiene JavaScript desactivado o que no lo admite. Consulte el archivo de ayuda del navegador para determinar cómo activar JavaScript.

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TArnoldGZ en Marzo 22, 2024

Ability to choose what 5 email templates are available for free users

We NEED the ability to choose what 5 email templates are available for free users. We onboarded with HubSpot in 2021. We have a temp that started yesterday. They need to be able to send emails using ONE email template. That's the ONE thing they Leer más

Responder Idea Snippets & Templates

1 Me gusta

0 Respuestas

FlywheelKinetic en Agosto 22, 2023

Permission Setting to Turn Off Merge Capability

I'd like to be able to control who (which team) can merge certain records. For example, an integration we have will break if two records are merged. The team using the integration should obviously be able to edit the records they are assigned but sh Leer más

Responder Idea Users & Teams & Permissions

14 Me gusta

4 Respuestas

TArnoldGZ

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Marzo 19, 2024

@FlywheelKinetic @DustinFrazier Jump into this thread & bump it up if you haven't already - apparently this request is 4 years old and no pr...Leer más

jcj87 en Febrero 04, 2020

Merge contacts permissions

AS admin in companies with more than 50 users, we should be able to manage permissions to merge contacts since it implies "manipulating" the database by anyone who can edit contacts even if he is not aware of the impact merges could have.

Responder Idea Contacts CRM Permissions

183 Me gusta

95 Respuestas

TArnoldGZ

Participante

Marzo 19, 2024

Bump. This needs to happen yesterday. I have a team member that frequently merges companies that are not the same. Just found they merged a company i...Leer más

SarahCame en Agosto 14, 2020

Filter by property value AND who/what updated that property

Is there any way to filter or make a list or somehow see in bulk who or what updated a specific property? For example, I want to see if forms, or a human on our sales team, or an API integration updated lifecycle stage but I want to see this in a li Leer más

Responder Idea Contacts & Companies

30 Me gusta

10 Respuestas

TArnoldGZ

Participante

Enero 18, 2024

This would be helpful to set a timestamp and update a Deal Stage if the appropriate AE moved the Deal. For example, if the AE working a Deal moves f...Leer más

EHardy1 en Noviembre 16, 2023

Form Submission Reporting

It would be so beneficial if we could create a report which divides the form submission data so that we can clearly see what source the submissions have come from, and whether they're new/existing contacts. Currently, on the performance tab, we can Leer más

Responder Idea Dashboards & Reports Forms

1 Me gusta

1 Respuestas

TArnoldGZ

Participante

Diciembre 20, 2023

Hopefully there is a product update on this soon, as fragmented data on forms is not helpful. Being able to see that a form submission or # of form ...Leer más

brandonschaefer en Septiembre 27, 2023

Need Adobe Acrobat Sign Integration

This is a popular integration on other CRM platforms and is a great selling point as more companies adopt Adobe Acrobat Sign into their tech stack. I'd love to see it natively integrated into HubSpot.

Responder Idea Integrations

16 Me gusta

11 Respuestas

TArnoldGZ

Participante

Octubre 23, 2023

We just acquired a company that uses Adobe Sign integrated with Salesforce. They have complex contract needs with customization and tables that go be...Leer más

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