⚙ Operations Hub

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KHerrod on November 28, 2023
Hello! We recently upgraded to Operations Hub and I've been tasked with starting a migration of datasets from Airtable INTO Hubspot. A colleague and I worked manually (the only way to get this to work at first) to enter a common field calle read more
0 upvote
6 Replies
Participant | Partner
November 29, 2023 22:08
It may be because you are using ID as the reference field for Company Name. Since for company records HubSpot needs either Company Name or Domain Nam...read more
RDeshpande6 on November 27, 2023
do we have any operations in hubspot where we can get all information of contact including its associctions if available
0 upvote
1 Reply
Hall of Famer | Partner
November 27, 2023 07:57
Hi @RDeshpande6 , Yes, this is possible with the CRM API: https://developers.hubspot.com/docs/api/crm/understanding-the-crm Best regar...read more
LDeBenedetti on October 18, 2023
Hi folks, I'd like your help on how may I build this workflow.. We use an app called Clearout for verifying the email status. One of the default properties (Single Line text format) synced to Hubspot is "Clearout verified on" wich contains a read more
October 24, 2023 10:08
Hi, As per documentation, HubSPot accepts Date Picker date format as YYYY-MM-DD https://developers.hubspot.com/docs/api/faq#:~:text=For%20values%20t...read more
MRuxton3 on October 16, 2023
Hi there, We recently reinstalled the QBO Integration because it was failling to sync and our invoices were getting stuck between HS and QBO. QBO recommend we reinstall, but now that we have done that, we are no longer able to see the "Generate In read more
4 Replies
November 30, 2023 12:14
Hey @MRuxton3 and also @ABennett93 - we're also looking at how to streamline Hubspot/Quickbooks. Did you get any futher with your question? It lo...read more
AIppolito on October 13, 2023
Hi Everyone! My company uses a program called Blue Folder for service tracking and work orders, etc. I was wondering if there was an integration with HS- and if not, is there a workaround? Essentially we would like to have our sales team have acc read more
1 upvote
1 Reply
Accepted Solution
Top Contributor | Elite Partner
October 13, 2023 19:14
@AIppolito Take a look at Zoho Flow. It's an alternative to Zapier (if that's familiar). https://www.zohoflow.com/en-eu/apps/bluefolder/integrati...read more
RCzar on August 21, 2023
Hi, The company where I work used to only work with Contacts and Deals for some reason but now we need to have Companies registered for our existing customers and associate these with the existing Deals (since all info is stored there). Important i read more
1 upvote
3 Replies
Accepted Solution
August 22, 2023 07:36
Thank you Kristen!
annaboateng on August 18, 2023
Hi, I was wondering if anyone knows of a way to sync case communications from NetSuite to HubSpot? Our Support team works primarily in NetSuite and our Sales team works in HubSpot and they need visibility of the conversations/cases open with ind read more
1 upvote
4 Replies
August 22, 2023 13:01
Hi Winnie, We are mainly looking to sync the email communication, but also a couple of the case properties (what product(s) they contact us about...read more
sboerstler on August 10, 2023
I'm in the process of syncing ConnectWise to HubSpot using the native integration. The sync for Companies and Contacts is working but the Deals sync is not. The problem is when mapping the Pipeline Stages, no stages are available from ConnectWise. I read more
0 upvote
2 Replies
Accepted Solution
Participant | Diamond Partner
August 11, 2023 08:09
Thank you for your response, Bérangère! Yes, that is the integration we are using. We have solved this using a similar method as described in a...read more
davidho on August 09, 2023
Hello, I would like to create a mapping between the Lifecycle Stage field in Hubspot and the Status field in Netsuite for my companies, but the Status field doesn't show up in the list when I try to create a mapping. Does anyone have any experie read more
0 upvote
5 Replies
Accepted Solution
August 10, 2023 08:39
Hello! Yes, we use this integration, and I found a workaround for the Lifecycle stage! It's a bit complicated, but it does work. So first, I edited...read more
aleksbasara on August 08, 2023
Hi, I'm currently working on a PoC for syncing contacts and their activity across 20 HubSpot portals. I've already looked at make and Zapier, but I guess there is a cleaner way to do that. Any ideas? Best Aleks
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
August 09, 2023 00:22
Hi @aleksbasara , There used to be a HubSpot portal sync app on the HubSpot app marketplace but it doesn't seem to be listed anymore. In any c...read more
jjones41 on July 18, 2023
Hey all, just thought I'd check if anyone has a good solution here. In short, I need data sync to change the HubSpot company record it is currently syncing to a particular Netsuite record. HubSpot won't allow me to simply merge the two company recor read more
1 upvote
2 Replies
July 19, 2023 14:07
Thanks, @BérangèreL , this is generally correct. I do have and use the Sync Card, and this is the sync I'm using for Netsuite, yes. I'm fairly conf...read more
cynmartin on July 14, 2023
Hey all, A challenge my company has faced with using any out of the box integration with HS is that most of our other software are account based and have a unique id for the accounts, but because HS is company based, we cannot sync between the t read more
1 upvote
10 Replies
Accepted Solution
Key Advisor | Partner
July 19, 2023 06:06
Hey @cynmartin where is it you're seeing that custom objects aren't supported? They should be fully supported like other CRM objects within the api...read more
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