Currently, there is no way to customize what information is shown on the right hand side bar within the information cards. For example, if you're in a contact record, the company contacts will be listed to the right, however it only shows thei read more
Side bar to the right edit the fields that I see with contacts / company etc. I have custome contact field (primary contact yes/no) that I would like to have show up in the right side bar when staff is looking at a deal so they know who is th read more
In Salesforce CRM you're able to define 'controlling' and 'dependent' fields in order to manage the selection of values between two fields that are related to one another i.e. Region and Country. If I select the region 'EMEA', then I need the 'Count read more
Rather than limiting the custom field integration to "matched" options, users should be able to map additional fields when creating Custom Fields within the DocuSign integration to allow for more flexibility when pulling in pertinent data to a parti read more
I know the DocuSign Integration is available for HubSpot and overall it works well; however, there is no way to add Custom Fields. We have a contract 99% complete; however, one field that is not available is Contact Phone Number, which seems like a read more
I keep reading that " you cannot sync information about contacts, companies, deals or documents between HubSpot and DocuSign". Am I right in my interpretation then that it is only custom property fields that you can sync with Docusign? This severel read more
With the current SurveyMonkey integration, survey r esponses will not update contact properties, but they will appear on the contact timeline. While it is possible to segment contacts in lists, based on their answers, it would be very handy to read more
With the current Zoom integration, when a contact books a Zoom meeting an event is automarically created in the contact's Google calendar.
It would be great if an event could be created in a contact's Google calendar also when a contact regi read more
I would like to suggest an idea that has been requested by more than one HubSpot user. The ability to customize the properties seen, in a recod's feed, about the associated records. For example, in the screenshot we can see that this company has two read more
It is now possible to view a call log of API activities for up to 7 days directly form the UI. Which is Fantastic!!! It would be great if it was possible to export this data directly into a CSV format.
With the current integration the permission to " View cloud recordings for meetings and webinars" allows to create contacts in the connected portal from cloud recordings.
Since the integration reads webinar and meeting cloud recordings as t read more
Currently the only way to limit contacts that sync from Zoom webinars via the Zoom integration is in the integration settings by specifying one domain. Only one domain can currently be added. It would be great if more domains or specific email addre read more