Salesforce Hubspot Visualforce embeded window. I understand that this is or was in beta in 2023- Add the HubSpot Embed window to your Salesforce page layouts We've updated to the above window but find for our purposes it provides too much inf read more
Agree re requirement for email address reduces response rate. And no record of incomplete responses in HS is frustrating. I find I'm going between S...read more
I have the same issue and it drives me insane. Why not have it as a left hand sidebar sub-heading under Tools or Account Management or really anywhe...read more
We use workflows a lot to create journeys. We also use the goals to auto remove contacts from the workflow once they're no longer eligible. Without hyperlinks to easily display the list that's applicable within the workflow (whether a filter at a read more
When cloning a campaign, should be given the option to clone, with or without assets. At a minimum it should inform that the clone will include all assets being cloned so that a decision can be made prior to cloning. The lack of prompt and flexibil read more
Currently the association label on the contact recrord itself, only shows how the associated contact is associated to the contact record you're viewing. This can be confusing if you are not aware with the association is between the 2 contacts. read more
Hubspot have filter options for excluding/including based on the property being updated in last X days, what would be useful is the ability to filter based on the property being updated after a particular date. so instead of just options for 'upd read more
Fix - add percentage row for Unsubscribes, Successful deliveries, Not sent, Spam reports, Hard bounces and Soft bounces. Problem - The email comparison page shows the email health, click performance, readability, open performance and deli read more
I use workflows and sometimes find that 2 versions made me used as drafts before other workplace decisions are finalised. On cloning from the 1st workflow, no comments are saved to the clones workflow though they are just as necessary. The abilit read more
On setting up some association labels and associating contact - contact records for 'Parents of students' and 'Students' I have found that the functionality of the association is quite limited. You cant use contact - contact association labels to p read more