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maggiebutler on September 14, 2020
OpsLife is HubSpot's newest community for Operations professionals. Whether you're in Marketing Ops, Sales Ops, Customer Success Ops, RevOps, or another type of Ops role -- we're here to provide a home for the content, education, and resources you n read more
117 Replies
Most Valuable Member | Elite Partner
August 15, 2023 09:57
Welcome @SConnely !
PSterkenburg on September 26, 2023
Hi all! I am thinking of ways to keep the wider org up to date on all the Hubspot product updates, and one thought is to feed the content of the Product Update page to a Slack channel. Has anyone tried this (or similar) before, and if so, how did read more
Accepted Solution
Top Contributor | Elite Partner
September 28, 2023 02:18
@PSterkenburg Great thought here! It looks like native integration cannot help here. I would build a manual library/database of only relevant u...read more
MRBQ on September 07, 2023
Hi, we have a few 3rd party sites which integrate with Hubspot using Zapier. On actions such as creating an account or a project, a contact is created or updated and contact and/or project data added to Hubspot. As we are using Zapier the So read more
0 upvote
2 Replies
September 07, 2023 08:28
Hi Josh, yes I realised that was an option and we could pre-process, I was just hoping there was a way to override the behaviour so the data would be...read more
Edmund_Lam on May 17, 2023
I just completed importing companies and contacts for a HubSpot installation. One of the import sources was a contacts spreadsheet exported from QBO. I did some data cleanup to make the data fields lined up with HubSpot's. Now, my client wants to ha read more
0 upvote
1 Reply
Community Manager
May 19, 2023 09:14
Hi @Edmund_Lam , Thanks for reaching out to the Community! Would you be able to confirm which Quickbooks Integration you are looking to...read more
Madsjorgensen on November 21, 2022
Hi all, Working with a client on setting up the native integration between HS and SFDC. Is it possible to set up the selective sync so that opportunities in the first two stages of the SF pipeline are synced to HS as SQLs and the latter stages ar read more
0 upvote
5 Replies
Accepted Solution
Top Contributor | Diamond Partner
November 22, 2022 09:58
@Madsjorgensen selective sync is used to limit what data can come from Salesforce to HubSpot. It seems like you want to change how that data is rec...read more
apainter on August 27, 2022
Hi all, for purpose of data integrity, I would like to be able to create the following workflow: Trigger: Deal stage becomes closed won. Action: webhook and initialize a XERO Invoice, then immediately send back the XERO Invoice_ID and read more
HubSpot Employee
August 30, 2022 10:17
At a basic level you would create a custom code workflow action in your workflow to interface with the XERO API and create an invoice. You may have t...read more
StephaneBadel on June 30, 2022
Hello community! Our team is integrating Zoho as sales CRM and we would like to automatically push contact form data from our website (hubspot contact form) to dynamically create a lead in Zoho CRM. After browsing Zoho and Hubspot documentation, I read more
0 upvote
4 Replies
July 22, 2022 04:58
No worries Lynam, I do not have Flow activated as we are still testing out Zoho, thanks! Stéphane
nthatcher-airbr on June 08, 2022
Hello RevOps community, I am trying to create a workflow that sends email notifications to customers that have a failed payment on our platform. We are currently receiving the notice in Hubspot through a custom integration with our application i read more
0 upvote
0 Reply
MLerner on March 13, 2022
Hey Ops Folks! This Wednesday, March 16th, we're partnering with the HubSpot community to put on an event discussing how to turn HubSpot into a modern, scalable Deal Desk. I'm really excited for this one and would love for you all to join! read more
FelipeFelix on April 27, 2021
Hello! My Compliance Team needs to verify our customer's identity before we send a contract (with government-issued personal documents, bank statements, and other documents), in HubSpot, we can't segregate those documents access enough to be sec read more
4 Replies
Accepted Solution
Thought Leader | Elite Partner
May 03, 2021 22:47
Thank you @MiaSrebrnjak for adding me to the thread. 😊 So @FelipeFelix , we searched a list of software that can manage your customer's ...read more
DanielaFonseca on January 22, 2020
We use Salesforce as our source of truth, but many processes live within HubSpot. We have workflows that convert leads to MQLs when they meet qualifying criteria; update country when it is unknown; and many others. We also built a copy-cat HubSpot I read more
1 upvote
18 Replies
Top Contributor
January 29, 2020 15:06
Thank you for this info!
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