Great minds think alike

It would be really useful to be able to add an extra property to the associations, such as 'Account number' or any other property.   Why this is very useful: because some teams do not use the entity name for their work tasks, instead they would use other properties, for example, 'account number'. So if we mention our team colleague in a note, advising them that the accounts associated to the note can proceed to the next stage, they will have to dig in and find what their account number is. This leaves the door open for mistakes (when entity names are too similar) and it slows the process down. ...read more

Service Hub is lacking visibility on agents available/offline status (reporting, notifications).  Would be very interesting to add Availability Status to user based properties in HubSpot.    This would open some possibilities for team activity reporting. ...read more

It would be great to have a course on best practices for maintaining high data quality in the CRM.   Particularly: - managing and flagging hard bounces, automatically unsubscribing them for marketing emails - introducing periodical data checks - etc..   ...read more

We organize our sales email templates and sequences in folders. There is only a single folder-level structure inside of Hubpsot which limits our ability to keep things organized. Having a second or third level folder structure (i.e. subfolders) would help keep us much better organized.      ...read more

Would love for there to be better email template organization within the template drop down within gmail when using the sales extension. It currently opens to all templates in alphabetical order and only filtered on the ones you own. It would be great if it opened to a folder view because in many cases the reps using the templates are not the ones creating them. Thanks!  ...read more

Would like to be able to create an attachment card filtered on name, create date, or created by that I could then put in its own tab (or any tab) on the company view.  ...read more

Currently, form reporting only displays the total number of form submissions by each frequency (weekly, monthly, quarterly, etc.). It would be great if we had the option to display the total number of form submissions accumulated over time. For example, if there were 10 form submissions in Q1 and 25 form submissions in Q2, the total accumulated form submissions for Q2 would display as 35.  ...read more

For certain product release betas, admins don't have immediate access to turn them on/opt in -- you must select "Request Beta." I'm not sure why some are "gated" like this vs. just being able to turn them on/off, but I digress.   As far as I can tell, there is no expectation communicated to the customer as to if/when their request will be reviewed. Furthermore, when the request to join the beta is granted, customers are not notified when it is suddenly turned on.   This presents a few problems:   Betas are notoriously buggy; not a problem in itself if you are aware of the risks and can monitor for issues, but this is hard to do if you don't know if/when the beta is turned on. Some betas don't allow the "enroll just me" option; if something suddenly changes in the UI, we are unable to notify users proactively about the upcoming change.   Just today, we requested access to the new "customize associations" beta (for which we were really excited!). At some point later in the day, we suddently began experiencing HUGE issues with rogue calls being associated to completely unrelated deals. We scrambled for 20 minutes tring to figure out which workflow was misfiring until I thought to check the product updates page and indeed confirmed that the beta had been turned on.   I love betas. I understand they're betas for a reason -- they're not always perfect. But please: if you're going to require us to request access, please communicate a timeframe in which they'll be turned on/approved AND/OR notify admins when they are. This is such a poor experience and makes all of us look bad. ...read more

Currently, almost all relevant information from Easybill gets synced to Hubspot with the integration, however, one of the most important pieces of information, the payment date, isn't being pulled from Easybill. Is it possible to add this ASAP? Because we would need this integration to work urgently. ...read more