⚙ Operations Hub

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KHerrod 11月 28日, 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 続きを読む
0 いいね!
7 コメント
参加者
12月 05日, 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 11月 27日, 2023
do we have any operations in hubspot where we can get all information of contact including its associctions if available
0 いいね!
1 コメント
殿堂入り | Solutions Partner
11月 27日, 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...続きを読む
LDeBenedetti 10月 18日, 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 続きを読む
0 いいね!
3 コメント
参加者
10月 24日, 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...続きを読む
MRuxton3 10月 16日, 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 続きを読む
2 いいね!
4 コメント
参加者
11月 30日, 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...続きを読む
解決済み
AIppolito 10月 13日, 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 続きを読む
1 いいね!
1 コメント
Accepted Solution
トップ投稿者 | Elite Partner
10月 13日, 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...続きを読む
解決済み
RCzar 8月 21日, 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 続きを読む
1 いいね!
3 コメント
Accepted Solution
メンバー
8月 22日, 2023 07:36
Thank you Kristen!
annaboateng 8月 18日, 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 続きを読む
1 いいね!
4 コメント
参加者
8月 22日, 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...続きを読む
解決済み
sboerstler 8月 10日, 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 続きを読む
0 いいね!
2 コメント
Accepted Solution
参加者 | Diamond Partner
8月 11日, 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...続きを読む
解決済み
davidho 8月 09日, 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 続きを読む
0 いいね!
5 コメント
Accepted Solution
メンバー
8月 10日, 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...続きを読む
解決済み
aleksbasara 8月 08日, 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 いいね!
5 コメント
Accepted Solution
殿堂入り | Solutions Partner
8月 09日, 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...続きを読む
jjones41 7月 18日, 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 続きを読む
1 いいね!
2 コメント
投稿者
7月 19日, 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...続きを読む
解決済み
cynmartin 7月 14日, 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 続きを読む
1 いいね!
10 コメント
Accepted Solution
キーアドバイザー | Solutions Partner
7月 19日, 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...続きを読む
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