CRM

CKitson
Member

Unable to map HubSpot deal stage to ConnectWise PSA Stage / Status

CKitson_0-1696377513985.png

Any ideas?

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CKitson
Member

Unable to map HubSpot deal stage to ConnectWise PSA Stage / Status

Hello Shadab, 

 

There are no results in the mapping list.

 

CKitson_0-1696514248571.png

 

 

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Shadab_Khan
Guide | Elite Partner
Guide | Elite Partner

Unable to map HubSpot deal stage to ConnectWise PSA Stage / Status

Hi @CKitson , when you click on "Learn More" What do you see have you followed those steps?

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CKitson
Member

Unable to map HubSpot deal stage to ConnectWise PSA Stage / Status

knowledge(dot)hubspot(dot)com(slash)integrations(slash)sync-deals-using-hubspot-data-sync#map-your-deal-pipelines-and-stages 

If you’re unable to view deal stages from your other app in HubSpot, it is because of the following reasons:

  • The connected user account does not have the correct permissions to view the deal stages.
  • Data sync maps HubSpot deal stages with pipeline stages in your other app. If you have a non-standard sales process that does not rely on deal/opportunity stages, you will not be able to sync data using HubSpot data sync.

I'm confident the permissions are there, but I'm pretty sure that our sales stage process is still the ConnectWise Default (10%, 20%.... 100%)

 

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BérangèreL
Community Manager
Community Manager

Unable to map HubSpot deal stage to ConnectWise PSA Stage / Status

Hi @CKitson,

Thank you for reaching out to the Community!

And thanks for your help @Shadab_Khan ‌‌🙂

I understand that you are using the "ConnectWise PSA" integration but you cannot map the deal pipelines and stages, right?

Could you please share screenshots of the deal stages in ConnectWise PSA and the deal stages in HubSpot?

The more info, screenshots (without sensitive/confidential information), and details you can provide, the better the Community can assist.

I'd like to share these articles that might help you:

Understand your data sync field mappings
HubSpot user permissions guide

I also wanted to invite a couple of subject matter experts to this conversation @johnelmer@louischausse and @ChristinaKay do you have any suggestions to help @CKitson, please?

If you are still running into this issue, I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription, and they will be able to provide real-time assistance for this matter, where you are able to share screenshots and further information about this.

If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thanks and have a lovely day!

Best,
Bérangère


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CKitson
Member

Unable to map HubSpot deal stage to ConnectWise PSA Stage / Status

Hello, 

 

Here are the Opportunity Stage (1-5) and Opportunity Probability (10% - 100%). 

 

Screenshot 2023-10-10 111952.pngScreenshot 2023-10-10 111732.png

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yomedia
Participant

Unable to map HubSpot deal stage to ConnectWise PSA Stage / Status

Any update on this?  We are having the same issue.

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BérangèreL
Community Manager
Community Manager

Unable to map HubSpot deal stage to ConnectWise PSA Stage / Status

Hi @yomedia,

Thank you for reaching out to the Community!

In this case, I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription, and they will be able to provide real-time assistance for this matter, where you are able to share screenshots and further information about this.

Thank you and have a great day!

Best,
Bérangère


Saviez-vous que la Communauté est disponible en Français ?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings!


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Shadab_Khan
Guide | Elite Partner
Guide | Elite Partner

Unable to map HubSpot deal stage to ConnectWise PSA Stage / Status

Hi @CKitson , Happy to help here.

 

What is the specific error you are getting when you click on that dropdown?

 

I would also contact support at connectwise to further help you with integration.

 

Stay Awesome & Keep Doing it BIG 🔥 

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