Great minds think alike

Currently we cannot select or reference meeting attendees in reporting. This would be a very important feature for reporting on sales activities.   As several salespeople can attend the same meeting, we're currently unable to accurately report on their customer interactions. ...read more

  Currently, it is not possible to set the lifecycle phase for new contacts created in the meeting links. However, this would save a lot of work as currently the lifecycle phase has to be assigned via workflows. This is already possible in the forms (see screenshots) Best regards ...read more

Looking for a way to limit who on my team can connect hubspot to a personal email. I need to strictly limit connections to select people. This could be either through permissions or by getting an alert when someone wants to connect - either solution would be fine. Checked with HubSpot customer support and it seems there isn't curently a solution for this.    The concern is that some of our employees may have email with sensitive data and I want to eliminate the possibility of them connecting.   This is a significant hurdle for our adoption of sales hub so if anybody has ideas I'd love to hear them.    Thanks! ...read more

Currently, there is no feature in HubSpot that allows me to communicate/show information to all users within the portal.  For example, if HubSpot has an Issue, the team puts a banner at the top of the screen letting us know there is an issue.  We'd like to be able to do the same, this would be a quick and effective way of communicating key information.  ...read more

It would be great to be able to use multiple categories for smart content instead of just one. For example, country and list membership (e.g. if I want rules to target users in the United States in List A or List B, and users in the UK in List A or B etc.). I shouldn't have to create different versions of List A and B based on location as well. ...read more

My client has spun out a second company from their original company, and we are partitioning data within two business units under the original portal. All the contacts in the original portal had a contact owner assigned, but a different set of employees are responsible for the new business unit and we would like to assign them respectively as contact owners without writing over the existing data. In essence each contact needs a contact owner per business unit. An example of where this would be useful is in setting up meeting scheduling links. There is already the ability to associate the meeting to a business unit, but when you prioritize the contact's owner for scheduling in a round robin meeting type, it defaults to the native contact owner and there's no way to differentiate the owner per business unit. The workaround of creating a custom HubSpot user property isn't applicable here because there's no way to set the meeting to use that custom property instead of the native contact owner. ...read more

Hello Friends, I bring to your attention the fact that the File field type only functions as an actual File upload field IF you use it on a form.  Within the CRM, it functions as single-line text.  This is a significant limitation.   Here are some challenges that it presents: 1. Cannot enforce business process - One should be able to require a file to be attached to move along in Deal or Ticket stages.  This way you can ensure that a Deal or Ticket (or custom object) cannot progress to the next stage until the requisite Files are attached.  Consider a BDR > AE handoff mid-funnel. 2. Cannot support an approval workflow - if the above were true, then a document could be uploaded and "submitted" for review within a pipeline, which could serve as an approval workflow.  This request comes up often as other CRMs do this very well.  Consider a Change Order approval process, or an Invoice Approval process being built directly in the CRM! 3. Poor documentation - A completed Deal or Ticket record should have all necessary documentation attached to it in an organized manner that is reportable.  The Attachments association pane allows for attachments on records, but nothing of the above   I am really curious as to why this is not (yet) possible, but I believe that it would have a major positive impact on the user experience and allow HubSpot to stand up stronger against other CRMS where this is possible.  I would welcome an opportunity to hop on a quick chat with a member of the product team to talk through this use case and demonstrate the value that this would bring to the CRM. ...read more

Can this please be added into filters for deals. A rolling 90 days forward close date filter for deals. You can currently do last 90 days, but would be really helpful to have a 'next 90 days'.  ...read more

For the Tasks function, it would be helpful if the following were available which would make it easier to create and filter tasks.    Option to clone a task from the Task list and Task Edit popup - currently, no clone feature - all task info has to be re-entered for each new task Ability to assign more than one user to a task - currently, tasks only support one user assignment. For tasks that more than one person should act on or tag team, an additional task must be created. Option to add Watchers to Tasks - for tasks you assign to others, you're unable to track after creation. If there was a Watcher feature, you could be notified on the statuses of those tasks. Ability to tag tasks for easy filtering within the task list ...read more