クリエイティブな才能を開花させよう

Per this thread, I am requesting that you provide us a setting to turn off this feature. It would be ideal if we could turn this off at either at the individual user level or at the admin level. This autosave feature is extremely disruptive to our workflow. ...その他を表示

We need the ability to append custom single-line and multi-line text values when merging records or in a workflow (where the "append" option is missing).   As an agency, we use the a custom text property to house Partner IDs for our brands inside different PRMs, but we often run into the case where major publishers, such as SoftwareAdvice, have multiple IDs; since we use it as a unique identifier, this creates duplicates that, when merged, remove the alternative IDs that we need to see.   Our publishers sometimes have dozens of Parner IDs that we need to keep track of and see inside of one company record. Reviewing the property history and manually adding them just isn't feasible.   Currently, the only solution is to download our duplicate companies every week or two and append the values in a spreadsheet, then import them back into the system and proceed to merge the duplicate records.   Neither of these "solutions" are what you'd expect from a professional CRM like HubSpot, and we need a better way.   It would also be nice if there was a possibility to retrive and append values from a properties history in a workflow as well. ...その他を表示

Summary Please add support for filter logic on dashboards that allows a property to be “one of these values OR is unknown/empty,” consistent with what’s possible in report and list filters. Right now, dashboard-level filters only let us choose a single operator per property (for example, is any of or is unknown), and they’re combined with report filters using AND logic. There’s no way at the dashboard level to express: Property is any of [Value A, Value B, Value C] OR Property is unknown Why this matters This limitation forces us to choose between: Excluding empty values entirely (by using is any of), or Including only empty values (by using is unknown), or Building extra report variants with custom OR logic and avoiding dashboard filters for that property altogether. In reports and lists, we can build this logic using advanced filters and OR groups (for example, one group for “Property is any of [X, Y, Z]” and another group for “Property is unknown”). We’d like dashboards to behave the same way so: Filters are consistent across lists, reports, and dashboards. We don’t have to maintain multiple copies of the same report just to work around dashboard filter limitations. Non-technical users can safely use dashboard filters without accidentally changing the underlying logic of what’s included. Concrete use cases Some examples where we need “Value OR empty” on dashboards: Show deals where a custom segmentation/region field is one of our focus regions, plus deals where that field hasn’t been filled in yet. Show contacts where a custom lifecycle/fit field is one of certain tiers, plus contacts where the field is still blank (treated as “unclassified” but still in scope). Show tickets where a classification field is in a selected subset, or has not yet been classified (blank) so we can monitor items still needing triage. Requested behavior Ideally, dashboard filters would allow one or more of the following: An option on value-based operators like is any of / is none of to “include records where this property is unknown/empty.” The ability to create multiple filter groups with AND/OR logic at the dashboard level (mirroring the advanced filter builder in reports), so we can explicitly define: group 1 = “Property is any of [X, Y, Z]”, group 2 = “Property is unknown”, joined with OR. Quick filters that respect and expose this same logic in a user-friendly way. Impact This change would: Make filter behavior consistent across lists, reports, and dashboards. Reduce report duplication and maintenance overhead. Help ensure that users looking at the “same” filter logic in different places actually see the same data. Thank you for considering this—having consistent “OR is unknown/empty” logic at the dashboard level would make reporting more reliable and much easier to manage across the whole portal.     ...その他を表示

When an IP address is excluded from analytics/activity tracking, form submissions from that IP address are automatically listed as spam submissions.   I recommend that an option be added to exempt those form submissions from the spam filter.   We use a large number of forms, and we sometimes need our own staff to fill out those forms. All of our staff are on a VPN, and that VPN is excluded from analytics tracking, so form submissions by our staff are automatically marked as spam.   We do not want to enable alaytics tracking for our staff; their activity on the website does not need to be tracked, nor do they need to be included in retargeting audiences. However, we do need to see the forms they submit.   To be honest, I don't understand why these two things are combined in this way, but I accept that someone, somewhere has a business case where it makes sense. It doesn't make sense for us. An option to always accept form submissions from a specific IP or an option to not apply the excluded IPs to the spam filter or some other way of unentangling these things would be greatly appreciated. ...その他を表示

Currently the deal split amount properties are not readable publicly. I'd like to use the deal split amounts in calulated properties but cant currently do this.  ...その他を表示

Currently there is no way to make so that users opening tickets with you, find the answer to the tickets only in the Customer Portal. (below also the confirmation from HS support AI).  It would be very useful to have a way (channel?) that is only visible within the Customer Portal. This would mean that Customer X creates a ticket (inside the Customer Portal or via email). The answer that we create will be visible in the Customer Portal and the customer will only receive a notification of an update/answer to the ticket, available in the customer portal. This would create a reason for Customers to use the portal. It would create a reason for us users of Lumion to set the portal and promote it.  At current phase, other than reviewing ticket history, there is no real strong point for a customer to visit the Customer Portal vs using their email inbox.      ...その他を表示

Hey! Context HubSpot’s Customer Agent works well in live chat, but when deployed on email channels the stakes are higher. Email replies are often more formal, more binding, and in some industries (like banking and finance) a wrong or imprecise answer can have legal consequences. Because of this, we cannot allow the Customer Agent to automatically answer every incoming email. Problem Today, when the Customer Agent is enabled for email, it can respond automatically to all messages that meet its confidence threshold. However, this creates risk in cases where: The inquiry is legally sensitive, The customer’s request requires manual investigation, The reply could be interpreted as a binding statement, Or internal policy requires a human approval step. Without guardrails, we cannot safely use the Customer Agent on email. Proposed Feature: Guardrails & Human-in-the-Loop Workflow We would like a way to control which types of emails the Customer Agent is allowed to answer automatically — and which ones should require human review and approval before sending. Key components could include: Content-based Guardrails Allow admins to create rules (keywords, categories, sender-address, intent types) that determine when: Customer Agent may auto-send a response Customer Agent may draft but must wait for approval Customer Agent should not respond at all Approval Queue / Human-in-the-Loop If an email falls into a higher-risk category, Customer Agent should generate a draft and place it in a review queue for a human to approve, edit, or reject before sending. Confidence Threshold Settings per Channel Ability to set a stricter confidence threshold for email than for chat. Impact These controls would allow regulated industries (like banks, insurance companies, healthcare, or legal services) to safely use Customer Agent in email channels without risking compliance breaches or legally binding miscommunication. This would significantly increase adoption and trust in Customer Agent across enterprise and compliance-focused teams. Regards, Marte ...その他を表示

Currently, HubSpot’s “Connect your LLM to custom workflow actions” feature supports OpenAI, Anthropic, Gemini, Cohere, and xAI. I’d like to propose adding Microsoft Copilot as an additional supported LLM provider. Many companies are deeply invested in the Microsoft ecosystem (Microsoft 365, Azure, Copilot) and cannot use external LLM providers due to compliance, data residency, or security requirements. ...その他を表示

With the popularity (and usefulness) of X continuing to decline, and more and more people transitioning their accounts over to either BlueSky or Threads, it would be useful to have the option to integrate BlueSky accounts into HubSpot's social media dashboard. ...その他を表示