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Marketing Integrations

Rechercher Marketing Integrations pour des solutions ou poser une question

Nexus2Nicholson le Septembre 20, 2023

Primary Company Feature in Deals Changing SFDC Account

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 Lire la suite

Répondre Deals

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11 Réponses

TRowe

Participant | Partenaire solutions Diamond

Février 21, 2024 09:52

Hi @Nexus2Nicholson We recently experienced this issue too. We have gotten no resolution from HubSpot. Have you had any success? Whether a H...Lire la suite

BDekker3 le Juillet 19, 2023

Shopify eCommerce deal not moved to Abandoned Cart deal stage

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 Lire la suite

Répondre Deals Integrations Professional Workflows

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1 Réponse

TomM2

Conseiller clé | Partenaire solutions

Juillet 19, 2023 10:50

Hey @BDekker3 this should automatically update according to the knowledgebase article here . " When an abandoned checkout is created in S...Lire la suite

Résolues

ssypolt le Février 21, 2023

Clearing lifecycle stage set by Unific

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

Répondre Deals

1 Mention J'aime

5 Réponses

Accepted Solution

ssypolt

Membre

Février 23, 2023 11:07

The issue has been resolved from the HS perspective. Turns out that the Unific integration is not working as intended.

SPrell le Décembre 13, 2022

Connecting HubSpot Deals to Salesforce Opportunities

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 Lire la suite

Répondre Deals

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3 Réponses

SPrell

Membre | Partenaire solutions Diamond

Décembre 21, 2022 12:10

Thank you very much Lauren! I'll look into what Associ8 offers!

crconnell89 le Août 03, 2022

Why is the Shopify contact not syncing to Checkout Pending deal?

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 Lire la suite

Répondre Deals

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3 Réponses

crconnell89

Membre

Août 05, 2022 10:54

@Bryantworks No errors from what I can see. Digging around mapping, there was one notice.

Résolues

BFowler le Novembre 02, 2021

SMS Posting to Contact & Deal Timeline

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 ( Lire la suite

Répondre Deals

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4 Réponses

Accepted Solution

BFowler

Membre

Novembre 04, 2021 03:08

Hi guys, I have now found out how to do this, Seen in the image below *screenshot edit to remove sensitive information Thanks

Ignazio le Mai 28, 2021

HubSpot + Shopify integration - double checkout, pending and abandoned

Hi Partners! I noticed a serious anomaly in the HubSpot-Shopify native integration. If a customer enters the Shopify checkout and goes back to the shop, the integration register it as a “Checkout pending” deal, inside Lire la suite

Répondre Campaigns Conversations Deals Integrations Marketing Email Workflows

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5 Réponses

Ignazio

Contributeur | Partenaire solutions Diamond

Juin 03, 2021 05:10

Hi @webdew and thank you so much for this reply! I can confirm you: the cart is the same, in the same session. Unlukly, this duplication s...Lire la suite

APannell le Mars 30, 2021

Not Syncing: Deal not in Salesforce pipeline.

I've inherited a Salesforce > Hubspot migration but we're having a lot of problems. The main one being that a lot of deals don't seem to be syncing. I can't find a pattern but on the deal page under Salesforce sync, it says Sync status: Not Lire la suite

Répondre Deals Integrations

1 Mention J'aime

1 Réponse

TiphaineCuisset

Gestionnaire de communauté

Mars 31, 2021 06:42

Hey @APannell Thank you for reaching out I can see you had a ticket opened with the technical support team as Support is included in ...Lire la suite

Résolues

elitchka_ftw le Octobre 27, 2020

Cannot sync Deal Pipelines & Stages with Salesforce

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 Lire la suite

Répondre Deals Integrations

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2 Réponses

Accepted Solution

trevordjones

Expert reconnu | Partenaire solutions Diamond

Octobre 29, 2020 08:48

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...Lire la suite

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