Great minds think alike

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

It would be great if we could Customizate HubSpot Search result views to bring up the properties we need and also what ´different user groups need. Example. Searching with mobile phonenumber, the result view shows the right contact, the name, e-mail, phone number (not mobile), Primary comppany and Jobtitle. But not the Mobile number what was search. Same if you search with contact name. I rather have the Mobilephone in the vie than the phone number property. If we could customize views we could add few other cotact or in this case also primery comppany related info which would help the users to see faster the information without going into contact card immediately. ...read more

Currently, when you click a TASK title, it takes you to an associated record where there may be many tasks.  I suggest when you click a TASK it brings you to the task itself via the unique engagement ID link.  ...read more

We upload thousands of customer product images. The only way we can search for them now is to put every image element into the file name. For instance, patio-plants-pergola-water-feature-17. While that's great for getting a somewhat good SEO-optimized image, it's a bit of a pain. It would be great to have image tags in the file manager so we can create custom tags and then make the search experience better.  ...read more

Feature Request: Exclude Weekends from "Send Later" in One-to-One Emails I'm reaching out to request a new feature for one-to-one emails in the CRM. Currently, the "Send Later" function doesn't allow you to exclude weekends, which can be inconvenient for business communication. While I appreciate the provided resources on workflows and managing marketing email settings, this feature request specifically relates to one-to-one emails (not workflows or sequences). Here's why excluding weekends from "Send Later" would be beneficial: Improves Engagement: Sending emails on weekdays is more likely to get a response during business hours. Maintains Professionalism: Avoiding emails on weekends shows respect for the recipient's time.   I understand that this might be a limitation at the moment, but I strongly believe it would be a valuable addition to the platform. Thank you for your time and consideration. ...read more

The one thing that really annoys me about Hubspot forms is that you have to create custom property if you want to add a custom field to a form.   We have a lot of different forms, most time for just a short amount of time but with multiple entries by the same client.  So we don't want custom properties bloating our contact.    We would like to be able to add an unlimited amount of form fields that isn't connected to a property.  Just like you for example can do in Gravity Forms or Formidable Forms. This data could be saved on the form submission itself or be added to the marketing event attendee (in some cases). ...read more

Hello,   I am cleaning my company's template. I identified more than 700 unused templates thanks to the sales content analytics report.    I wanted to select those 700 from there and move them to a cleaning folder BUT that is imposible.   Result: I'll have to go one by one to place the folder in the template.   My request is simply to have the possibility to move the templates in a folder directly from the sales content analytics. It would be such a  time saver.  Maxime ...read more

I'd like to suggest a new feature for HubSpot that would greatly improve workflow efficiency: the ability to create and save 'Trigger Sets' for reuse in other workflows.   While HubSpot already offers a similar functionality for actions in the form of 'Action Sets,' the ability to create and save sets of triggers would be immensely valuable.   Currently, I find myself spending a significant amount of time building workflows, especially when it comes to setting up complex trigger conditions like the one below:   Example for a complex workflow trigger   With the ability to save and reuse Trigger Sets, I could streamline this process and save valuable time, particularly when working with lengthy and detailed trigger criteria.   Implementing this feature would not only enhance workflow creation efficiency but also contribute to a more organized and standardized workflow-building process within HubSpot. ...read more

Hi, for workflows, lists and emailings you can create a folder structure. It would be great to have a rights management for those folders in a way that I can decide for single folders who should be able to only view or can edit. At the moment the folder features are not the same in the three sections. For emailings and lists there is no access management at all at the moment. For workflows you can assign dedicated ones to special teams to edit, but then the non-chosen teams cannot even see the workflows any more. My use case would be the following: we would offer some templates to the team that they should use so they always use the right and most current template. Thus they should only be able to clone it and then create their customized email/list/workflow, but they should not be able to edit the template.   Thanks, best Andrea ...read more