Currently, Deal Collaborators cannot be used in Workflows, but we would love to see this feature. We would like f.ex. to add the deal owner automatically as a deal collaborator, but this isn't yet possible.

Custom Owner Propierties work well for Users and Permissions ; when assigning the following permissions to a user [ See Contacts > Team only ], HubSpot takes into account users from HubSpot User Property + User Custom Properties. Howeve read more

Currently, you can't create a workflow that contains cross-object properties (i.e., Deal, Contact, Company) like you can with Reports. As an example, some organizations transition accounts from Sales to Account Managers post-sale. Therefore, the sal read more

Because activities can't act as re-enrollment trigger, it would be great to have activity based workflows. An example of an application would be that every time I log a phone call with outcome = left voice mail, it will send an automated email read more

This is a two-for-one idea. First, ideally searching would open a search window that could be recalled once clicking away by using the browser's back button. Second, the search results would be a customizable table or card view. As a read more

We currently have custom properties for contacts, deals, companies and tickets. We need custom properties for activities too, which means custom properties for task, meetings, calls, etc. Examples: - Calls: Aircall has to "print" text into the read more