Las grandes mentes piensan igual

You can enroll contacts/leads in a HubSpot workflow from the HubSpot Visualforce component in Salesforce. However, many of our clients use Sales Hub in addition to Salesforce for sales enablement tools. It would be great for teams that prefer to work out of Salesforce (because they've been using Salesforce for years) if they could enroll contacts & leads in a HubSpot sequence from the Visualforce component.    One workaround is using workflows to enroll contacts/leads in a Sequence if you have an Enterprise account. But, this takes the customization option out of it for the sales team.   I would love a better way to accomplish this for my teams! ... Mostrar más

Hubspot will make a very efficient PM tool. All one has to do is change "Deals' to "Projects". Apply a "project pipeline" instead of a "sales" pipeline. You can still assign tasks and track progress of projects in the same way Deals are being tracked. I would really like to use teh Hubspot platform to do this. Is it possible? All it requires are field name changes. Pleasecan someone contact me as this is a very urgent requirment on my side.  ... Mostrar más

Seeking support for a feature on Forecast Accuracy tracking. I'd like to have a snapshot capability built into the Forecast feature that takes a snapshot of not just the forecast total submitted by category but the actual deals in the forecast by sales rep.   Once the deal level snapshot has been taken, then reporting options which allow you to compare two or more forecasts against each other at the sales rep and deals level to highlight which deals actually came in and which one's slipped. Most importantly this must allow you to go backwards in time so that when you are looking at last month, you can see what happened to the deals that were Committed and in Most Likely etc.   Taking the snapshot can be configured to be manual or automatic - automatic option could be set to trigger each time a forecast number is submitted or on a set cadence, say weekly at time x.    ... Mostrar más

It would be interesting if Hubspot Snippets can be integrated with the email linked to it. I assume like me, many others maybe still using their email client to communicate with their contacts, clients instead of Hubspot's email feature. No doubt, I'm in aww with the snippet feature but integration to email clients would be an added bonus and add advantage to Hubspot's feature list. Does anyone from the community thinks likewise? ... Mostrar más

HubSpot recently released Operations Hub data sync, which has been super useful in integrating our marketing automation platform (HubSpot) with our CRM (Microsoft Dynamics 365). And while useful, the data sync tool has a lot of room for improvements. Specifically, an error/status log is absolutely essential.    Currently, the only feedback I receive as a user creating a data sync between two objects in different platforms is a success message when the data sync is turned on. This message appears even if the data sync is completely broken from a field mapping perspective. And right now the way the HubSpot-Dynamics integration works is that if even one field is throwing an error, the whole record refuses to sync (and fails silently at that, due to a lack of error/status feedback).    A specific example is that in Dynamics, a text field is given a 20 space character limit. If the data in the mapped field in HubSpot has more than 20 characters, it will break the sync for that entire record. I didn't find this out until 2 weeks after the original "failure" (wherein several more records failed to sync), because as far as I could see in the tool, everything was working successfully.    A log of sync events, including errors, warnings, and successes is an essential feature for the data sync tool.  ... Mostrar más

We should be able to take a currency field times a percentage fiield to create another currency field.  Makes no sense that we can't have that when technically your deal stage weighted amount already does this on the reports.  ... Mostrar más

Hey all! I know this integration used to be supported by PieSync but isn't yet part of Ops Hub. Looking to see when this may be added. ... Mostrar más

PieSync supported syncing Teamleader. You can keep using PieSync through 2021, but in the meantime we're checking if we need to prioritize turning this into a data sync app? Please upvote! Thanks. ... Mostrar más

PieSync supported syncing Vend. You can keep using PieSync through 2021, but in the meantime we're checking if we need to prioritize turning this into a data sync app? Please upvote! Thanks. ... Mostrar más