Great minds think alike

Hi, I am posting in regards to a customer who thinks it would be useful to filter the Leads taking into account the form they submitted.   He has a lot of leads and it would be useful to be able to tell from which form the leads are coming to have more visibility over them. ...read more

I run a consulting firm where we are the Prime Consultant but often bring on sub-prime / partner consulting firms.  As such we will often need to schedule meetings that include our team members (hubspot users), the sub-prime consultants (not hubspot team members) and the client.    It would be great to be able to create a group meeting type via the scheduler with our user + an external (in this case sub prime consultant user). This would function the same way group scheduling works now; but just allow for hubpot to connect to an external users calendar and availabilty.  ...read more

Have an option to select which value, internal or external, to copy when copying a dropdown property via workflow.   When a dropdown select property is copied to a [text] property, the internal value is copied. Some cases this is ideal. For others, it would be helpful if the external value copied instead. ...read more

We use group schedulnig pages all the time - individual scheduling pages can be cloned, but group ones can't. It's very annoying as it takes ages to remember and update all the details each time. ...read more

We had a legacy Shopify integration in place (the native connector) which synced the following objects: Contacts Deals Products We wanted to expand that to include company data as we saw that the sync field mapping had expanded to include the Company object. However, in updating the connector, it broke the connection to the Deal object and shifted the data to Orders instead. The Orders object which has replaced Deals within the data sync mapping is an invisible and uneditable object within our client's portal. We had to roll back to the older version which then cuts out companies.  Please could HubSpot consider brining back the Deal object in the sync mapping so that clients on the legacy version are able to update theirs to benefit from the new Company sync functionality. ...read more

We'd like to restrict record merging separetely with a specific merging permission. Currently the merging functionality is enabled within the editing privileges, but sometimes we want to restrict merging even though the user can edit a record. Today, we have that capability with importing records. A user can import records if they have editing permissions, but only if they also have the specific importing permission set. It also would be good to define a specific merging permission within the object settings: ...read more

I'm part of a Sales team that would like to strat tracking deals in our pipeline that do not have an active task. This is important to us to ensure every rep is properly following up with prospects. Currently there is not an easy way to see this. So i wanted to create a report that showed all deals that do not have a task to be completed at a future date. I could use task is unknown, but this would show deals where no task has ever been created. It would be nice to have a filter on Deals to show that no next steps are being taken and there is not an expected date of communication by the rep. Tasks is the easiest way to do this, but it feels like I can't track it like I want to.  ...read more

We need to be able to associate Tickets with Invoices. Currently, once an invoice is synced from XERO to a Contact, using the HubSpot | Xero app, we can assoicate our Invoices in the Invoice Object with Companies, Deals and Contacts. But we cannot associate Invoices with Tickets.   In addition to this, when we signed up with HubSpot the Sales team said it would be easy to manage our servicing using HubSpot Tickets for our Customer Service Team. Without Invoices and Line Items this is not even vaguely doable. This Community Post asks for Line Items and Ticket association: https://community.hubspot.com/t5/HubSpot-Ideas/Associate-Line-Items-to-Tickets/idc-p/964908#M177436 ...read more

Currently the Funnel Report doesn't remove any Contacts or Deals that moved backwards.   For example:   Bob Smith was created and assigned a Lead Bob Smith is a Sales Qualified Lead Bob Smith is a Lead In the above scenario, Bob Smith will forever be logged on the Funnel Report as a +1 Sales Qualified Lead, which causes overreporting and the conversion rate to be inaccurate. Changing his Lifecycle Stage does not remove him from the Funnel Report.   I'd love to have this fixed to reflect actual record data rather than historical in this instance, or at least give us the option to filter it out. Lifecycle Stage is often mistakenly updated as a result of inconsistent sales processes, automation that runs on records it shouldn't, and such, but when we find the mistake there's no way to fix the Funnel Report. ...read more