クリエイティブな才能を開花させよう

Previously we were able to navigate directly from the member we were talking to, to their lists page, From this page, we used to have a drop-down button Manage Registration which gave you the option to either Resend registration email or Reset password.  So this meant there were 2 clicks to reset a password, and that my team could stay on the tab they were working on with the member.  Now, if a member calls or emails for a password reset we need to: Click Content Click Memberships Scroll the list and then click the list named KB Access: All Members - List Sync  Find the member using the search option Then click password reset or resend registration.   This new process requires opening a separate tab to the member profile and then 5 clicks versus the old process which was 2 clicks. My team’s morale is down about it, so they are working even more slowly. Please implore your leads to undo this terrible move. We need the button back on the member’s profile for efficiency. ...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

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

Currently, we cannot easily use reporting and Workflows for manually sent 1-to-1 emails since emails sent via Sequences are technically 1-to-1 emails and there is no way to separate the two easily.   It would be great if there were some property that we could filter on to separate the Sequence emails and manual 1-to-1 emails.    We use sequences for our automated marketing emails. Our sales reps have quotas for manually sending 1-to-1 emails and some deal stages require manually sending custom 1-to-1 email. ...その他を表示

I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event flagged as attendees. so a business knows which are valuable contacts.   It would also be helpful to be able to use a workflow to send different communications to clients based on their association tag. ...その他を表示

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

I would like to see Hubspot bring back the ability to have a different  value for "Due in" between 1st Response and Time to Close SLAs.   Problem: 1st Response and Time to Close are fundementally different time scales.  1st Response is supposed to be quick.  Time to Close is a much lonwer time scale (from 5x to 15x typically).  But hubspot only offers a single "Due in" for both:   Because of this: 1. I need to cater the Due in to the 1st reseponse (I am not allowed to make it large enough to be reasonable for my Time to Close SLA) 2. I need to jump thru hops to create a workflow trigger 3. I have to compromise the time before notification.  Either resolution of 1 day (too long in some cases) or use the Due in (too short) 4. If I use the Due in, then I can't distinguish 1st Response from Time to Close in the notification   I have been all over the KB articles and HS support - I am pretty sure there are no simple/clean workarounds.   I hear the Legacy feature for inbox SLAs does allow for different Due in values but regretably we don't have that because have a brand spaking new Hubspot account.     @World, how are others handling this?  Any suggestions?   @hubspot team, can you please support distinct "Due in" for 1st Response and Time to Close? ...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

Currently, there's no way to move workflows, propertities, or other items FROM a sandbox enviornment to our Production account. There needs to be an easier way to do this instead of recreating. ...その他を表示