クリエイティブな才能を開花させよう

HubSpot recently released the ability to ASSOCIATE Leads and Custom Objects. I want to extend this functionality, so that we can CREATE Leads from Custom Object records.  I spoke with HubSpot Support about this, and the main obstacle is that the Lead must be associated with a Contact or Company, not just the custom object. My proposal for this is that the Create Lead form would include a required association to either a Contact or Company record. We see this object association option in other object creation forms.  ...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

The new Beta feature for Calendar View in Deals is great, but I would like to have a Calendar view in my Custom Objects. I know there is an App in the Marketplace that does this, but I wonder why it exists for Deals and not Custom Objects.    ...その他を表示

Native objects and custom objects are in the mobile app. This should be the same for on-demand object  (appointments, Projects, Services, Listings and Courses). ...その他を表示

Just like there is a native property "Number of Associated Deals" or "Number of Associated Contacts" on the Company object, I am in dire need of expanding this to all objects and have an 'Associated' Property on all objects. Beginning with "number of associated Leads" on Company, Contact, and Deal. And on Leads: "number of associated Companies, Contacts, Deals, etc" But it should be everywhere: Any Ticket should have a Number of Associated "Fill in Object" for each object. Any Deal, any Lead, any Service, any... you name it. I have been building for several customers, and have to find all kinds of weird workarounds to be able to reference the fact that there is a related/associated record on a different object, when it should be there out of the box. It affects everything, from Workflows to Reporting to anything you want to build or do or connect. Associations are incredibly powerful in Hubspot, but if I can't use them, they are not useful. ...その他を表示

The introduction of Prospecting to manage leads is a welcome addition to HubSpot.  We have adopted it and over all it works really well.   However, some of the standard functionality in how you manage other record types (companies, deals and contacts) aren't available for Lead records.  This includes: exporting leads to a spreadhseet, and the ability to make wholesale changes to that export and re-import it back into HubSpot.  The ease of use of HubSpot doesn't seem to apply to Lead records which is frustracting and hard to understand.  Can this be fixed to make data management of lead data easier and encourage the adoption of the Lead feature in HubSpot?   ...その他を表示

Currently in the text snippets and email templates tool, it's only possible to use tokens from standard objects such as contact, company and deals. It cannot pull any custom object fields which is a huge bummer.   It'd be really useful if HubSpot can implement this feature for enterprise accounts who have data spread out across multiple standard and custom objects. This is possible in marketing emails, so implementing this in custom objects just makes sense.   Please upvote this idea if you feel the same or have had similar painpoints! Thank you. ...その他を表示

Current Functionality   Currently it is possible to create new cards via the record customisation page.   For cards created that are displayed in the center tab, it is possible to apply filtering on some of the card types to only display the details you want to see.   In the below example, I have an "association table" card that allows me to display associated records, the properties I want to see, and a filter to only show certain types of records that match the filter criteria; in this case I only want to see product subscriptions that are not deactivated:     Limitation   While this is true for cards in the center tab, sidebar cards on a record currently are only able to display all associated records. It is possible to create new cards to display different properties of those records, but it will still show every associated record. When creating a new card, there is only the option to change the properties visible, and nothing else.     Suggestion   My suggestion would be to be able to create cards with similar filtering and sorting options, so as only to display associated records with certain criteria you are interested in, at a glance.   Example   On a company page you could create a sidebar card called "Ticket Openers". This card would show associated contacts of the company, but filtered on a custom property that exists on the contact level, "Number of tickets opened". You could set the filter to be "Number of tickets opened" > 0, sort by "Number of tickets opened" descending.   Now this sidebar card would show you, at a glance, the contacts associated to the company record you are viewing that have opened tickets, in order of most to least.   Benefit   Due to the sidebar cards always being present on a record (unless minimised) they have the benefit of displaying information without needing to navigate around the record. Sometimes teams will be looking for common information, and the ability to display that information on the sidebar would minimise the amount of navigation required as it will be visible at a glance.   This would also help to clean up associations somewhat. In my first example of "Active Product Subscriptions", the current functionality displays all of our custom object Product Subscriptions. Some of these may be old trials that we ran. Some may be deactivated products, or legacy products. This is all useful data, but due to the associations showing all records, it means we could have 10+ associated records showing in the sidebar, most of which are not relevant. By allowing filtering, we could change this to only display the ones that are useful at a glance. ...その他を表示

I would like to suggest an enhancement to the HubSpot CRM that would allow the association of the Leads object with custom objects. Currently, it’s not possible to directly associate a lead with a custom object. The only workaround is to associate the lead with a contact, and then associate that contact with the custom object. However, this method doesn’t fully meet the needs of our use case. This feature would greatly improve the flexibility and functionality of HubSpot, allowing us to better manage our data, workflows and reports.  ...その他を表示