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
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
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
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
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
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
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
@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
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
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
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
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
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
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
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
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
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
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
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
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
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