ktclayton

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Ken Clayton

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sgagliano on January 22, 2020

Allowing Lookup Values as Properties

It would be valuable to be able to create proprties that are lookup values of records from other entities. As an example, On "Companies" I would like to be able to lookup a "Contact" where I could have the contact be a property on the company. The read more

Reply Idea Contacts & Companies

227 upvotes

79 Replies

ktclayton

Member

November 01, 2023

This is functionality that Hubspot desperately needs, we would greatly benefit from this enhancement and reducing the amount of associated records on...read more

DMcClure on November 24, 2021

Slack integration to multiple workspaces

" Please note: only one Slack workspace can be connected to HubSpot through this integration. " It would be wonderful to be able to integrate Hubspot with multiple Slack workspaces. We use a separate workspace for channels shared with other read more

Reply Idea Integrations

27 upvotes

8 Replies

ktclayton

Member

May 22, 2023

Latchy on July 17, 2018

Add email to CRM record button

I would like to see an enhancement that enable being able to capture inbound emails in HubSpot with an "Add Email" button, similar to what Salesforce already has in place for MS Outlook desktop and Office 360. The current Hubspot method to capture e read more

Reply Idea Connected Email Sales Email Extensions & Add-Ins

222 upvotes

94 Replies

ktclayton

Member

May 03, 2023

This is a major roadblock.

CGoodwinOlsen on February 09, 2022

Enable Playbooks for Custom Objects

We are working with a custom object ("Projects") for our post-sales Delivery and onboarding process. Playbooks are available on all standard objects (Companies, Contacts, Deals, Tickets), but not Custom Objects. This would be such a game changer f read more

Reply Idea Custom Objects

78 upvotes

25 Replies

ktclayton

Member

February 02, 2023

Would be extremely helpful.

ktclayton on November 18, 2022

Association Label Applied/Create Date

We have a custom object setup for "Partners" that help us track referrals recieved and referrals given via association labels. Unfortunately, we are not able to track the association date (ie. the date the referral was recieved or sent) and therefor read more

Reply Idea Properties Sales Reporting

1 upvote

0 Reply

Dylan on January 04, 2020

Require specific deal properties based on pipeline

Breaking apart from this, 2 part idea: https://community.hubspot.com/t5/HubSpot-Ideas/Pipeline-specific-Default-Deal-Properties/idi-p/12943 HubSpot should allow admins to define a different set of required properties based on the pipeline a deal read more

Reply Idea Deals Tickets

344 upvotes

141 Replies

ktclayton

Member

March 11, 2022

Can we get an update on this enhancement? This continues to cause major problems amongst our user base.

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