Hi, Is there a way to sync the Primary Campaign Source field from the opportunity into the HubSpot deal? If I create a custom field what field type is needed for the 2 fields to sync? Thanks
Hi, Thank you. The problem is that the Salesforce field is a reference field that changes when a new campaign is added, so how do you keep updating th...read more
Hey, this API call does not return the last modified deals as accepted: "GET /deals/v1/deal/recent/modified". This API documentation guided me through the process: " https://legacydocs.hubspot.com/docs/methods/deals/get_deals_modified" . Even when read more
Hi Pam, Thanks for the quick response! Your answer was very helpful. I decided to use the Search API call to get the deals data. I wanted to check...read more
Hi Folks: I wanted to reach out to this community to see of others experienced our problematic issue with the HS primary company feature in Deals. Until the adverse incident occurred, neither I nor anyone else on our team were aware of Deal's prim read more
Hi @Nexus2Nicholson
We recently experienced this issue too. We have gotten no resolution from HubSpot. Have you had any success? Whether a H...read more
Hi, We just set up the integration between Shopify and HubSpot. When testing the abandoned cart feature, the following happens: When the cart is in the checkout process (= someone is filling in the checkout details), a deal is automaticall read more
Hello everyone! I was wondering if anyone could tell me how to resolve this error. "The property couldn't be set because the deal isn't associated with any target records." Thank you, Sam
Hello,
Trying to set up a sync between HubSpot and Salesforce that will allow us to associate a primary contact with a Deal/Opportunity. Ideally, how this will work is that once the Sales team creates an Opportunity in Salesforce, they will ma read more
I'm working on setting up an abandoned cart email workflow in Hubspot and running into an issue where the potential customer from our Shopify store is not getting assigned to the deal. For example, when someone comes to our site, adds a product to read more
Hey guys, We have recently brought in message media to do some sms work to our clients through the deals portal. Essentially we have high value clients who we want to be able to email & sms throughout there buying/waiting for delivery process ( read more
Hello We are currently testing syncing Deal properties between Hubspot and Salesforce. In Salesforce we have 5 deal pipelines, each with specific stages. I have created in Husbpot a custom property with those pipeline types as a dropdown li read more
HI @elitchka_ftw and thanks for the tag @natsumimori !
The setup you describe sounds like it should work. With that said, I wonder if you h...read more