⚙ Operations Hub

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KHerrod le Novembre 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 Lire la suite
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7 Réponses
Participant
Décembre 05, 2023 14:53
Do you know if Hubspot requires a specific format to read / match Domain Names? Some in Airtable have https:// while others do not.
RDeshpande6 le Novembre 27, 2023
do we have any operations in hubspot where we can get all information of contact including its associctions if available
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1 Réponse
Au panthéon de la communauté | Partenaire solutions
Novembre 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...Lire la suite
LDeBenedetti le Octobre 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 Lire la suite
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3 Réponses
Participant
Octobre 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...Lire la suite
MRuxton3 le Octobre 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 Lire la suite
2 Mentions J'aime
4 Réponses
Participant
Novembre 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...Lire la suite
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AIppolito le Octobre 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 Lire la suite
1 Mention J'aime
1 Réponse
Accepted Solution
Contributeur de premier rang | Partenaire solutions Elite
Octobre 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...Lire la suite
Résolues
RCzar le Août 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 Lire la suite
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3 Réponses
Accepted Solution
Membre
Août 22, 2023 07:36
Thank you Kristen!
annaboateng le Août 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 Lire la suite
1 Mention J'aime
4 Réponses
Participant
Août 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...Lire la suite
Résolues
sboerstler le Août 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 Lire la suite
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2 Réponses
Accepted Solution
Participant | Partenaire solutions Diamond
Août 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...Lire la suite
Résolues
davidho le Août 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 Lire la suite
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5 Réponses
Accepted Solution
Membre
Août 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...Lire la suite
Résolues
aleksbasara le Août 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 Mention J'aime
5 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Août 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...Lire la suite
jjones41 le Juillet 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 Lire la suite
1 Mention J'aime
2 Réponses
Contributeur
Juillet 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...Lire la suite
Résolues
cynmartin le Juillet 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 Lire la suite
1 Mention J'aime
10 Réponses
Accepted Solution
Conseiller clé | Partenaire solutions
Juillet 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...Lire la suite
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