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Marketing Integrations

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Nexus2Nicholson on Setembro 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 Leia mais

Responder Deals

0 avaliações positivas

11 Respostas

TRowe

Participante | Parceiro Diamante

Fevereiro 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...Leia mais

BDekker3 on Julho 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 Leia mais

Responder Deals Integrations Professional Workflows

0 avaliações positivas

1 Respostas

TomM2

Conselheiro(a) de destaque | Parceiro

Julho 19, 2023 10:50

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

Solucionado

ssypolt on Fevereiro 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

Responder Deals

1 avaliações positivas

5 Respostas

Accepted Solution

ssypolt

Membro

Fevereiro 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 on Dezembro 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 Leia mais

Responder Deals

0 avaliações positivas

3 Respostas

SPrell

Membro | Parceiro Diamante

Dezembro 21, 2022 12:10

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

crconnell89 on Agosto 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 Leia mais

Responder Deals

0 avaliações positivas

3 Respostas

crconnell89

Membro

Agosto 05, 2022 10:54

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

Solucionado

BFowler on Novembro 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 ( Leia mais

Responder Deals

0 avaliações positivas

4 Respostas

Accepted Solution

BFowler

Membro

Novembro 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 on Maio 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 Leia mais

Responder Campaigns Conversations Deals Integrations Marketing Email Workflows

0 avaliações positivas

5 Respostas

Ignazio

Colaborador(a) | Parceiro Diamante

Junho 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...Leia mais

APannell on Março 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 Leia mais

Responder Deals Integrations

1 avaliações positivas

1 Respostas

TiphaineCuisset

Gerente da Comunidade

Março 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 ...Leia mais

Solucionado

elitchka_ftw on Outubro 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 Leia mais

Responder Deals Integrations

0 avaliações positivas

2 Respostas

Accepted Solution

trevordjones

Especialista reconhecido(a) | Parceiro Diamante

Outubro 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...Leia mais

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