クリエイティブな才能を開花させよう

It would be really useful if we could create workflows based on meetings, as we do with contacts or deals. To give you an example, I wanted to create a workflow that would change the stage of the deal automatically when a meeting is created with a future date. Even though I found a way to create the workflow, I could not use it as it did not allow me to re-enroll due to using meeting properties. For a lot of businesses, you can have multiple meetings with a customer before selling, so it would only make sense that you can re-enroll data in the workflows. ...その他を表示

Salesforce integration is already possible. I would highly recommend to prioritize ! ...その他を表示

Hi there,    As a HubSpot user, I would like to analyse forms and their submission in the custom report builder. This was already possible in beta, but was unfortunately removed again upon release. Unfortunately, @JoeMayall's  solution to this only works to a limited extent for our use case: "The best place to analyze form submissions is in the Form Analytics page (Analytics Tools > Forms)" What we need:   Filter submissions (e.g. by lifecyclestage of the contact) Further data on submissions (e.g. on which website took it place). Further options for graphical representation. Currently there are only Area, Column and Line. Drill down from the report to the individual contact. Similar to almost all existing reports, a table should open when the report is interacted with. At present, the report only links to the form. And most importantly: A report that depends on the exact time of the submission. First and recent conversion are too imprecise for this.   ...その他を表示

I would like to see the option to unpublish a form and or to set a limit to the submissions. For example I would like to set a limit of 100 submissions due to a webinar subscription.   November 7, 2022 Edit: 931 days and counting. Can someone please make this a meme?   April 6, 2023 Edit: 1081 days and counting. This isn't funny anymore.   January 2, 2024 Edit: Day 1352 – Still no option to unpublish a form or cap webinar sign-ups. We're considering switching to smoke signals for faster results!   Come on, tech wizards, let's make this happen before we're sending messages via carrier pigeons! ...その他を表示

We are receiving feedback from customers, particularly those with complex sales processes migrating to the Commerce Hub and CPQ—that a critical feature gap is preventing their full adoption: the inability to use custom-coded quote templates.   These customers previously relied on the legacy Quote tool to implement highly specific functionality (HubL logic, custom modules, complex styling) necessary for legal compliance, specific branding, and operational efficiency.   The current CPQ quote builder does not offer the developer access needed to replicate these essential documents. As a result, the following critical migration issues exist:   No Migration Path: Custom templates built in the legacy tool cannot be transferred or used in the new CPQ flow.   Missing Functionality: There is currently no way to edit the CPQ quote template code or incorporate custom modules for advanced features and branding consistency.   This forces customers to choose between utilizing the new CPQ features and maintaining the integrity and compliance of their final sales documents, often leading them to postpone migration or benefiting from new Commerce Hub tools.  Related Discussion How to edit CPQ quote templates at the code level? ...その他を表示

We currently have custom properties for contacts, deals, companies and tickets. We need custom properties for activities too, which means custom properties for task, meetings, calls, etc.   Examples:  - Calls: Aircall has to "print" text into the description for the call output - Meetings: we want to confirm them 2 times. We can record in a structured way whether the meeting has been confirmed. - Tasks: we'd like to have importance and urgency as inputs to define priority. We currently can't.   It's going to all allow finer management of tasks, calls, meetings, basically all activity types which a pre-requisite for activity-based workflows: https://community.hubspot.com/t5/HubSpot-Ideas/Activity-based-Workflows/idi-p/204852   As different activity types (calls vs meetings vs tasks) require different information, Hubspot should allow Admins to select which customer property applies to which activity type. ...その他を表示

Hi team,   It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals could then be automatically updated to have that product associated with them.   This would reduce friction for sales teams and allow more seamless Deal creation - the teams wouldn't have to go back and add Products later. Thank you! ...その他を表示

We have just started to use this platform as a method of getting new leads. This platform is an important part of paid advertising, but unfortunately today we are not able to analyse this data in our CRM.   ...その他を表示

We've joined the Projects (object) beta and are experimenting with migrating projects over from the existing Projects space. One element of the existing Projects space we use frequently is Project templates. Currently, when a Project (object) is cloned, it does not clone the associated tasks. Will the ability to create templates be available with Projects (objects)? I'm trying to avoid creating workflows to create the tasks. ...その他を表示