It would be great to have the functionality to create deals from playbooks. Meaning, a sales rep fills out a playbook collecting deal properties (so Sales Hub Enterprise level needed) although no deal currently exists and after filling out the playb read more
It's a little unclear how this works @DMcDaniel . For example, we have a Playbook for a client that receives a lot of inbound calls. The person rece...read more
Update 14-12-2023:
These have been available for a while as columns that can be added in a view, and they will show a clickable record name if there's 1 association, or "X <objectnames>" if there's more than 1, and you can click to get read more
Agreed, our client wants to be able to see associated custom objects in the deal board view. There are no deal properties relating to the custom obje...read more
We have multiple documents that we use in both Marketing emails and Sales emails. Support tells me I can't use Sales documents in Marketing emails and that I need to upload them as Files if I want to link to them from an automated Marketing email. read more
Agreed, it would be great to be able to use Documents in marketing emails, such as for delivering a lead magnet after someone opts in. It could creat...read more
Currently, the round-robin meeting option allows a meeting link to be shared with a group or team. You can either have the booking times only shows the time available when all included team can meet or you can choose to show available times for any read more
Agreed, it would be great to have the option to assign a priority of users in the round robin. Right now the only option is whether it's the contact ...read more
Why can't we add an option in a property list field called "Other" that allows you to input manual info? For our sales CRM we have many custom dropdown select properties (customer & company information) that we use to build data on usage tre read more
Marketing need to stagger email sends so that the call centre can manage traffic produced by campaigns. Currently we can manually seperating the static lists and cloning campaign emails and sending seperately over 4 hours. Not an efficient use of ti read more
This needs to be looked at in more detail. Email deliverability is getting tougher than ever. With lists of 20k or more contacts, sending a marketing...read more
With more and more people using mobile devices to consume content, it's time consuming and fiddly for visitors to your website to fill out a multi-field form on a landing page by typing in text on a small screen.
Some other landing page tools read more
Sequences are surprisingly limited in the control they allow over delays.
For example, there is currently no way to add a delay at the beginning of a sequence. We want sales people to be able to send a quote, then enrol the person in the sequ read more
Currently the invitation to access the customer portal looks like this:
This is basically unusable for most businesses and our client cannot start using the Customer Portal functionality they are paying for because it would send the read more
Hi all, we are using the Google Sheets integration to export a list of contacts from HubSpot to Google Sheets via a workflow.
The problem is that the "Create Date" property comes through as a long number, rather than an actual date. Here are read more
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var allHoverCardTriggers = '.author-name-link,.friend-list .friend a,.username a,.avatar,.user-avatar,.author-img, .authors a, .messageauthorusername a, a.lia-user-name-link, .js-latest-post-by-from a, .user-online-list li a, a.UserAvatar, .customUsersOnline a, #authors a,.dashboard-followers a.user-name, .dashboard-following a.user-name,.author-login-wrapper a, .hb-leaderboard a, .author-img-floated';
// Forward calling page's URL params to endpoint URL as well, helps with testing!
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var userApiUrl = '/plugins/custom/hubspot/hubspot/hovercardendpoint?' + ((params.set('user_id', '') == []._) && params.toString());
if($('.hover-card-container').length<1){
$('body').append('');
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var error = false;
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var thisUserLogin = '';
var userLink ='';
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else if(thisEl.attr('href')=='#' || thisEl.attr('href')=='' || !userLink.match('viewprofilepage')){
return false;}
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var thisLen = (userLink).split('/');
thisUserID = (thisLen)[thisLen.length-1];
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if(thisElbottomoffset != "auto"){
bottomparam = 'px';
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//get the background
$.ajax({
type: 'GET',
url: userApiUrl+thisUserID,
dataType: 'html',
success: function(data) {
$('.profileCard',cardWrapper).hide();
ajaxReturn = data;
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cardWrapper.append(profileCardHtml);
$('.profileCard[data-user='+thisUserID+']',cardWrapper).eq(0).empty().html(ajaxReturn);
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$('.profileCard[data-user='+thisUserID+'] .preloader',cardWrapper).parents('div.profileCard').remove();
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//uh oh - bail out!
$('.profileCard',cardWrapper).hide();
});
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}, 360);
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function mouseleave(e) {
clearTimeout(cardTimer);
// glowingblue: When the user leaves the hovercard trigger, wait because the leaving could be
// to interact with the hovercard, if we don't wait it will just disappear...because
// we left the trigger, right...so we'll have another handler that check if the mouse is
// over the hovercard and if so clears this timer, so the card doesn't close here
leaveTimer = setTimeout(function() {
if ($('.profileCard[data-user="'+thisUserID+'"]',cardWrapper).length) {
$('.profileCard[data-user="'+thisUserID+'"]',cardWrapper).fadeOut('fast');
} else {
$(".profileCard").fadeOut('fast');
}
}, 2400);
}
$(document).on("mouseenter focusin", allHoverCardTriggers, function(event) {
if(!($(this).parents().hasClass('custom-header'))&& !($(this).parents().hasClass('green-wrap'))){
(leaveTimer !== []._) && clearTimeout(leaveTimer);
mouseenter($(this));
event.stopPropagation();
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});
$(document).on("mouseleave focusout", allHoverCardTriggers, function(event) {
(leaveTimer !== []._) && clearTimeout(leaveTimer);
mouseleave(event);
event.stopPropagation();
});
// glowingblue: Add handlers for when the users interacts with the hovercard, no closing!
$('.hover-card-container').on('mouseenter', function(e) {
(leaveTimer !== []._) && clearTimeout(leaveTimer);
});
$('.hover-card-container').on('mouseleave', function(e) {
(leaveTimer !== []._) && clearTimeout(leaveTimer);
if ( $(e.target).is('.profileCard[style*="block"]') ) {
leaveTimer = setTimeout(function() {
$(e.target).fadeOut('fast');
}, 2400);
}
});
// glowingblue: add one global root level click handler to also close any visible hovercards
// if the user taps/clicks outside the hovercard
$(document).on('mousedown', function(e) {
if ( !$(e.target).parents('.hover-card-container').length ) {
(leaveTimer != []._) && clearTimeout(leaveTimer);
$('.hover-card-container .profileCard[style*="block"]').each(function() {
$(this).fadeOut('fast');
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To access this area of the Community, please log in.
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To access the HubSpot Community Champions program and complete opportunities, confirm you are logged in by clicking here. Find additional troubleshooting steps here
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