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⚙ Operations Hub

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KHerrod on Novembro 28, 2023

Hubspot can't find common field in Airtable? One Way Data Sync

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 Leia mais

Responder Data Sync Datasets Field mappings

0 avaliações positivas

6 Respostas

LewTalon

Participante | Parceiro

Novembro 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...Leia mais

RDeshpande6 on Novembro 27, 2023

get contact detail along with its associations if available

do we have any operations in hubspot where we can get all information of contact including its associctions if available

Responder Data Sync

0 avaliações positivas

1 Respostas

karstenkoehler

Membro do Hall da Fama | Parceiro

Novembro 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...Leia mais

LDeBenedetti on Outubro 18, 2023

Use workflow to format a timestamp string to date picker

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 Leia mais

Responder Data Sync Programmable Automation

0 avaliações positivas

3 Respostas

Maciek-Magic

Participante

Outubro 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...Leia mais

MRuxton3 on Outubro 16, 2023

Quickbooks Online Integration - Missing Invoice Button

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 Leia mais

Responder Data Sync

2 avaliações positivas

3 Respostas

ABennett93

Participante

Novembro 07, 2023 06:51

I am having the same issue, it is gone along with half of the QBO functionality. Below is what it used to look like (from an account where it still w...Leia mais

Solucionado

AIppolito on Outubro 13, 2023

Field Management Software

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 Leia mais

Responder Data Sync

1 avaliações positivas

1 Respostas

Accepted Solution

johnelmer

Top colaborador(a) | Parceiro Elite

Outubro 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...Leia mais

Solucionado

RCzar on Agosto 21, 2023

Error Mass update - Associate Companies and existing Deals

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 Leia mais

Responder Data Sync

1 avaliações positivas

2 Respostas

Accepted Solution

RCzar

Membro

Agosto 22, 2023 07:36

Thank you Kristen!

annaboateng on Agosto 18, 2023

Hubspot Netsuite connector: Syncing customer case communciation

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 Leia mais

Responder Data Sync

1 avaliações positivas

4 Respostas

annaboateng

Participante

Agosto 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...Leia mais

Solucionado

sboerstler on Agosto 10, 2023

HubSpot ConnectWise Integration Pipeline Stage Mapping

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 Leia mais

Responder Data Sync

0 avaliações positivas

2 Respostas

Accepted Solution

sboerstler

Participante | Parceiro Diamante

Agosto 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...Leia mais

Solucionado

davidho on Agosto 09, 2023

Cannot create mapping to Status field in Netsuite

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 Leia mais

Responder Data Sync

0 avaliações positivas

5 Respostas

Accepted Solution

PSatterly

Membro

Agosto 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...Leia mais

Solucionado

aleksbasara on Agosto 08, 2023

Sync contacts and activity across 20 portals

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

Responder Data Sync

0 avaliações positivas

5 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Agosto 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...Leia mais

jjones41 on Julho 18, 2023

Netsuite - Sync to New HubSpot Record (Company/Contact)

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 Leia mais

Responder Data Sync

1 avaliações positivas

2 Respostas

jjones41

Colaborador(a)

Julho 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...Leia mais

Solucionado

cynmartin on Julho 14, 2023

Challenges connecting Hubspot to other tools

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 Leia mais

Responder Data Sync

1 avaliações positivas

10 Respostas

Accepted Solution

TomM2

Conselheiro(a) de destaque | Parceiro

Julho 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...Leia mais

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