Synch issues

Smart CRM & Sales Hub CRM
1

I recently added a new user, with exact setup as other users. For some reason this user cannot see some of the activities on customers’ tickets (e.g. meetings that were scheduled by Calendly), and when he sends an email from HubSpot it will not show on Gmail.

Any ideas on how to solve this?

2

Hi @Schleis,

To create month-to-month LinkedIn invitation reports in HubSpot,

1. Make one for “Invitations Sent” and another for “Invitations Accepted.”
2. Set filters -
-Date property: “Create Date.”
-Date range: “Last Month” or “This Month.”
-Frequency: “Monthly.”
-Comparison: “Previous Period.”
3. Apply your relevant lists.
This will give you the month-to-month comparison you need.

I hope it helps, let me know if you need to talk!

Khushboo Pokhriyal

Growth & Operations

GroRapid Labs

LinkedIn | 9315044754 | Email | Website

3

Hi @Schleis,

To resolve the sync issues:

  1. Calendly Activities Not Visible:

    • Ensure the new user has the correct permission settings for viewing activities. Go to Settings > Users & Teams, and verify their access matches other users.
    • Check the Calendly integration to confirm it’s properly synced for the new user.

  2. Emails Not Syncing with Gmail:

    • Ensure the user has connected their Gmail account to HubSpot. Go to Settings > Email Integrations and confirm their Gmail is integrated.
    • Verify that the user is enabled to use email tracking and logging settings.

These steps should fix the sync issues for both activities and emails.

Best regard!

4

Thanks, I’ll try this