クリエイティブな才能を開花させよう

Problem There’s no easy way to view or share a complete overview of a Company or Deal in HubSpot—especially on mobile.   The desktop view shows rich information, but the mobile app only displays limited properties and has no true overview page. This is a major pain point when preparing for meetings on the go.   Use Case You’re in the lift before a meeting, checking a Deal or Company on your phone. You can’t see all the key info in one place, and there’s no way to export or share a clean summary.   Proposed Solution Add a “Download as PDF” option on Company and Deal pages that: Shows all key information in a single overview Matches the desktop view (not a reduced mobile view) Includes a timestamp Is easy to view, download, and share   Why This Matters? This would significantly improve mobile usability, meeting prep, and information sharing—one of the biggest gaps in the current mobile experience. ...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

I’d like the ability to set one of my existing record layouts as the default view for unassigned teams and users, instead of having to manually rebuild that layout under the “Default view” entry. Context: I’m using Record Customization for Deals. I have multiple layouts, for example: Generic view, Commercial, CC/FAS, etc. I want Generic view to be the layout that unassigned teams and users see by default. Right now, the only way to achieve this is to open Default view and manually copy all the tabs, cards, sections, and field order from Generic view. This is: Time‑consuming and error‑prone Hard to maintain if we later improve Generic view and want those improvements reflected in the default Requested improvement Please add a way to: Promote an existing layout (e.g. “Generic view”) to be the Default view, or Change which layout the “Default view” row points to, or Clone an existing layout into Default view with one click (preserving structure, tabs, cards, and field order). This would make it much easier to manage consistent record layouts across teams and for unassigned users, without duplicating work or risking misalignment between views. ...その他を表示

It would be very useful to have conditional logic within the Deals pipeline stages. For example: If a Deal property such as Revenue Type has value X or Y, then in later pipeline stages HubSpot should: Require different properties depending on that value, or Show / hide specific fields based on that condition. Today, required fields in pipeline stages are static and apply to all deals, regardless of other property values. This limits flexibility for teams that manage different deal types within the same pipeline. Adding conditional required fields based on deal properties would allow more accurate data collection and better alignment with real sales processes. ...その他を表示

When creating required fields for conditional logic/pipeline stage changes, it would be helpful to allow explaination for what needs to be filled in for these stages, especially if it's single line text properties or are auto set properties for something else that the user needs to go change something elsewhere. A specific example about the second half is that I need reps to know how to update a automatically updated field. We have a custom coded object that can be assocaited to a deal which then sets a property with that record's ID. That field cannot be edited by reps but will be required to change the stage which we are using pipeline logic that if it's blank, they can't save the deal in the selected stage. We want a way to promt them to add the custom object to the deal so it populates so that field is filled out. Some sort of instruction/explaination with the field ONLY when it's seen in conditional logic could be super helpful! ...その他を表示

We need conditional visibility for association-related information in HubSpot. Association cards are view-only and don’t support conditions. Please evaluate whether a custom CRM card / UI extension can be built to display association data only when a specific Deal property value is selected. ...その他を表示

Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please!  ...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

I have been working intensively with HubSpot Sales Pro over the past six months and I was very excited about the new Lead Objects. The idea started strong, finally a way to separate contacts from leads with a pipeline to manage qualification.   But right now the execution feels off.   At the moment, we can only see leads one sales rep at a time instead of a full pipeline view across the whole team, just like deals. It does not feel like a dedicated unit in HubSpot. It is buried behind clicks, and when refreshing the page we lose context. What we really need is a Lead Pipeline that works exactly like the Deal Pipeline, but dedicated to leads.   It should be accessible directly in the Sales Workspace. It should be visible across the whole team. It should be persistent and not reset when refreshing.   As someone who uses HubSpot daily and also tested competitors like Attio, MondayCRM and Folk, I believe HubSpot has incredible potential here. But the way Leads are designed today makes me question the product direction. It feels like a missed opportunity to give sales teams the clarity they need.   Furthermore, HubSpot seems to be going in the wrong direction. In the beta version the Lead Pipeline is not visible anymore in the Sales Workspace, which is very concerning. ...その他を表示