Hello, We have a few mandatory deal based properties in a pipeline. Sales guys needs to fill them during outreach and calls, but we want to have them on a company level. These properties are more company specific, but since I can only use deal b Leia mais
Hi @EVatsev ! Welcome to the Community-- happy to have you here 😊
I understand you are looking to change an existing property to a property...Leia mais
What are several possible ways and the easiest one to replicate Hubspot lists in Salesforce? I have created a list in Hubspot and I want to find those leads/contacts in SFDC.
Hi @rulpats , If you're looking to find or replicate your HubSpot list in Salesforce without adding those contacts to a Salesforce campaign, here a...Leia mais
Hi,
I was wondering if anyone else has run into issues with the shopify sync since it's updated the orders to sync with "Orders" now rather than Deals. The main issue I'm facing is web purchases are no longer showing as deals which creates Leia mais
Thanks @RatulRahman , I had thought about that but the issue is sometimes deal amounts and other properties will change from the shopify sync after...Leia mais
We are excited to announce that Test Sync is now available in Private Beta for all Data Sync integrations . This feature allows you to simulate the sync process on your real business data without actually performing a sync, allowing you to verif Leia mais
Being able to test the sync process without affecting the actual data is a nice idea. This will save so much time and reduce the risk of errors durin...Leia mais
Hi @CPacana ,
No, this is not a feature of Operations Hub. However, there are great integrations on the HubSpot app marketplace for this:
h...Leia mais
👋🏻 Frans here, product manager for Data Sync at HubSpot.
We've built a feature, now available in closed beta , to help you customize how records match in a sync, or turn it off all together. We'd love to talk to some of yo Leia mais
Hello all, We recently let someone go from the company and deactivated them in HubSpot. Months later, I noticed that when the user was deactivated we did not manually un-sync the calendar and personal email sync in the teams and users area. In the Leia mais
Hi @natmitchsmith ,
As part of the offboarding of the user, was their company email and calendar account not turned off / deactivated / delete...Leia mais
The environment I'm working in is integrated with NetSuite using HubSpot's app. Invoices are created in NetSuite and sync back to HubSpot. The current process only brings a Company association to the Invoice as the invoices aren't usually tied t Leia mais
@SupportW I've had a similar setup with HubSpot and NetSuite. You can definitely write some custom code to link those invoices to deals based on the...Leia mais
Hi @MarinaPlatypus ,
Are you referring to a personal email or a team email?
https://knowledge.hubspot.com/connected-email/connect-your-inbo...Leia mais
Hello community, I created a process for a customer syncing Calendly with Hubspot. I created a logic in Calendly with a Round Robin function that splits an event between two SDRs'. (The Calendly event has the same URL. The Round Robin logic is Leia mais
Hi This can be done via workflows! Contact-based workflow will help in this case. Choose the trigger based on the Calendly event. For example, y...Leia mais
TLDR: Anyone have a way to sync data to dropdown fields? We are setting up an integration between HubSpot and Dynamics 365 but are running into custom mapping issues. It seems that we are unable to map FROM hubspot TO dynamics365 dropdown f Leia mais
Hi @KPiterski , Great question, thanks for asking the Community! I have checked for you and this option is in Beta and currently being worked on...Leia mais
Hello, I'm currently facing the task of manually cleaning and aligning data with HubSpot's columns before importing it. I'm considering using an ETL (Extract, Transform, Load) tool for this integration, but I haven't come across any free options fo Leia mais