Great minds think alike

RVanHout

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.

Lauren_Lokker

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.

JoaoDemarchi

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:

MMorales19

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.

00000

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.

RPayne43

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.

BLucky-Heard1

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.

PVartiainen

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.

k1m

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

leekbotmon

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.

Great minds think alike

Group Meeting - External Partners - Meeting Scheduler

Please bring the Deals object back into the Shopify Integration

Merging permissions

Filter Leads in the prospecting tools per form submission

Option to copy internal or external values of dropdown select to a another property

Ability to clone group scheduling pages

Creating a Report on Deals With No active Task

HubSpot Search results view customization

Associate Tickets with Invoices

Have the funnel report exclude records that moved backwards in Lifecycle Stage

Recently delivered

Recently in beta