We frequently need to get in touch with the primary contact at one of our customers. In HubSpot, there is no way to identify who this is among the many contacts we have in HS for that organization. Even HubSpot recognizes the importance of thi Beitrag ansehen

When creating a deal from a contact record, Hubspot will automatically title it as the Company Name (great) and add "- New Deal" on to the deal name as well. There is no way to configure the system so that it does not automatically do this. Beitrag ansehen

Migrated from legacy feedback forum with 116 votes. Right now, only forms on landing pages can be assigned to a HubSpot campaign. However, we have forms embedded on our website's pages that are campaign-specific and not HS landing pages. T Beitrag ansehen

For your CRM, it would be amazing to have Xero integrated similar to how other CRM's do it e.g. https://capsulecrm.com/addons/xero/

Some deals are closed once, but are renewed every week, month or year without having to close them again. Therefore, it would be great to have renewable deals that are automatically shown in the dashboard as recurring revenue. This means Beitrag ansehen