Brucey

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Participant | Diamond Partner

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David Leahy

Hey I'm Dave, marketing consultant and founder at Brucey, a specialist B2B Industrial marketing consultancy for manufacturing, engineering and construction businesses.

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vanessahunt on October 20, 2021

Custom Objects for Professional plans

I have several clients on Sales & Marketing Professional Plans, and they require the use of Custom Objects . CRM solutions like Salesforce include custom objects whatever edition/plan you subscribe to - and no matter how many users you have. read more

Reply Idea Custom Objects

23 upvotes

15 Replies

Brucey

Participant | Diamond Partner

October 03, 2024

There's a new Beta available now for Professional level: "Expand your data model: new objects and data templates" New Objects (Courses, A...read more

Mike-Caliguri on July 21, 2022

Remove Attachment limitations

In the Conversation Inbox, there are set file types that can be attached, even when uploading them. This makes no sense. We are a software company where we send "license files" and customer configurations (think of ini files) to our clients. Most al read more

Reply Idea Professional

1 upvote

1 Reply

Brucey

Participant | Diamond Partner

December 11, 2022

We have this exact same scenario - also with a Software company. @Mike-Caliguri were you able to find any other Ideas Forum posts on this to...read more

KFrancis18 on January 28, 2022

Improving Conversations Inbox Search Functionality

Search function in conversations is not currently very useful for anything other than searching by a known/exact email address. It would be great to improve the functionality to include: Searchability within both conversations AND the internal com read more

Reply Idea Conversations

59 upvotes

18 Replies

Brucey

Participant | Diamond Partner

December 11, 2022

Agree per original post and some of the comments herein. Additionally, the Filter options on the left side, once you start a Conversation Inbox...read more

kal06g on July 19, 2019

Bulk Manage CRM Attachments on Company and Contact Records

We have prospects, customers, and partners who have many attachments/ documents associated with the accounts. Annual Maintenance agreements, Partnership Agreements, POs, Quotes, Presentations...etc. Hubspot CRM currently only allows you to manage at read more

Reply Idea Contacts & Companies

259 upvotes

66 Replies

Brucey

Participant | Diamond Partner

November 09, 2022

Yep, had multiple variations of this request from various clients - on Deals and Tickets too. Long, complex sales cycles. Complex customer fault find...read more

Herschel on May 09, 2019

Assign Ticket Owner to Associated Conversation

Issue: Tickets Owner and associated Conversation Assignee are not linked. Use Case: Our support team rotates who is on call. Whoever is on call during a specified period of time will answer incoming client issues for that period. To facilitate t read more

Reply Idea Conversations HubSpot Support Tickets

173 upvotes

62 Replies

Brucey

Participant | Diamond Partner

October 31, 2022

Hi @callie - OK further to my last message (humble face) it seems Conversations does do what you said - except not for the very first assign Owner ...read more

Herschel on May 09, 2019

Assign Ticket Owner to Associated Conversation

Reply Idea Conversations HubSpot Support Tickets

173 upvotes

62 Replies

Brucey

Participant | Diamond Partner

October 31, 2022

Hi @callie - OK further to my last message (humble face) it seems Conversations does do what you said - except not for the very first assign Owner ...read more

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