Great minds think alike

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

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

Hi, I would really like the ability to generate a PDF based on form submissions. This is useful because we need physical signatures based on form submissions, and this is a way to generate the page they need to sign. ...read more

When you open a ticket profile and want to continue or start a conversation for this speicific ticket. You have to click on (the titel of the conversation) and it opens a new tab for the conversation. It would be great to just start/ continue the conversation within the ticket profile. So that you dont have to navigate to another tab.   See the image below for the current way it is implemented.     ...read more

It would be very helpful to be able to at least partially personalize the Prospecting Dashboard (kind of similar to the Reporting Dashboards). This would allow customers to customize their (sales) summary. For example, overdue deals could be displayed instead of leads. ...read more

Hi,    It would be a great timesaver if the activitiy associations would be clickable and take you immediately to the associated item. Now you can only see the association but you still have to cut and paste into the search bar to navigate. Not very efficient to quick lookup. Clickable icons would be nice.  Thanks ...read more

We need the possibility to list the association labels in a list / report between two related objects. For example we have contacts and companies connected with associations and different association labels. Right at the moment, I can create a table report with these related objects. I can filter the relations by labels. If I filter the associations, I can list the label name. But I want all related objects and a column with a (comma) separated list of the label names witch are on each relation. This is a short description of the problem.   The following description is a copy of the question in the community. Our setup has one associated object on top. This is a custom object related to contacts (and a company). This custom object is called Gremium (committee). The object has a property Name. The association to the contacts has a label called 'Präsident' and 'Vizepräsident' (president | vice president). All normal members has no labels on the association, only two people has a label. What I really want to have ist a list of all committees with all presidents / vice presidents and members with the 'function' (label name).   DataSource:     At first, I didn't configure any labels in the data source. Then I created the table report with one filter: name of the committee has to be known. Othewise I get all contacts with or without relation to a committee. Like this, I get no field association label.     Then I reconfigured the data source:   Then I get a field association label:   And at the end I reconfigured the data source again:   Now I see only the related contacts with the selected labels   This time with the name of the label. But all other related contacts are missing...   I hope, this describes my problem of my new idea. Thanks   ...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

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