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Marketing Integrations

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Solucionado

THeile on Novembro 08, 2023

How to know when a record has successfully synced to Salesforce

Does anyone have a best practice for how to know when a record has synced to salesforce? My problem is we use salesforce campaigns for attribution but if the record hasn't synced initially the workflow throws an error saying "I can't add to the sal Leia mais

Responder Campaigns CRM Marketing Sales Workflows

0 avaliações positivas

4 Respostas

Accepted Solution

ChrisOgletee

Participante

Novembro 09, 2023 17:18

Hi Casey, Thanks for sharing your solution! I have one caveat to add which applies for situations where a Contact already has a value in the "Las...Leia mais

Thrive on Novembro 03, 2023

AroFlo Integration with HubSpot

Hi all, We've just launched an integration that links HubSpot and AroFlo after discussing this need with multiple businesses in Australia and overseas. With this integration, businesses can sync their AroFlo data into HubSpot automatical Leia mais

Responder CRM Integrations Marketing Sales

0 avaliações positivas

1 Respostas

BérangèreL

Gerente da Comunidade

Novembro 06, 2023 05:02

Hi @Thrive , I hope that you are well! Thank you for sharing this integration with the Community! What are the benefits of the AroFlo integration ...Leia mais

SV51 on Outubro 16, 2023

Hubspot sync error with Salesforce

My company-type dropdown property isn't syncing with SF company-type picklist object. Here it shows that HS company type is mapped to SF single-line text company type But I'm actually mapping it to a picklist on SF: It also Leia mais

Responder Sales

0 avaliações positivas

8 Respostas

SV51

Membro

Outubro 16, 2023 16:12

Yup did that, waiting for them to respond. So, as a best practice for custom fields - do you suggest creating only one field on lead object type and ...Leia mais

Thrive on Outubro 04, 2023

Service M8 Integration

Hi all, We've created an integration that links HubSpot and ServiceM8 after coming across this need multiple times over the years. With this integration, you can sync your ServiceM8 data into HubSpot automatically and use HubSpot's tools Leia mais

Responder Integrations Marketing Sales

1 avaliações positivas

1 Respostas

kvlschaefer

Gerente da Comunidade

Outubro 05, 2023 03:13

Hi @Thrive , Thank you for sharing your integration with us! Do you have any interesting use cases and/or screenshots you'd like to share wi...Leia mais

Ruby-Grace on Agosto 22, 2023

Trouble Integrating Slack with External Application - OAuth Error

I am currently facing a problem to integrate Slack with an external application. I've been working on integrating our company's internal tool with Slack using OAuth 2.0 for authentication.when I try to exchange this code for an access token by maki Leia mais

Responder Sales Service

0 avaliações positivas

1 Respostas

franksteiner79

Conselheiro(a) de destaque

Agosto 22, 2023 08:11

Hi @Ruby-Grace I am no API expert but my inital question is, how does this relate to HubSpot? 🤔 If you need help with Slack's API or OA...Leia mais

Solucionado

EvelynC on Janeiro 09, 2023

Contacts Creation via HubSpot Meeting Scheduler

We just onboarded Sales Hub Enterprise in addition to our Marketing Hub, and we'll be using the meeting scheduler. I read on the software page that when a new propect schedules a meeting, a contact record will be automatically created in HubSpot. Leia mais

Responder Contacts Enterprise Marketing Meetings Sales

0 avaliações positivas

4 Respostas

Accepted Solution

jolle

Especialista reconhecido(a) | Parceiro

Janeiro 09, 2023 17:39

Hey @EvelynC , welcome aboard, and great question! HubSpot treats booked meetings like form submissions, so you can create an active list of c...Leia mais

kvlschaefer on Novembro 08, 2022

Apps for Connected Sales and Marketing Teams

For this collection, the HubSpot Platform Marketing team selected apps that help you connect your Marketing and Sales data to deliver an outstanding customer experience. Here's our App Collection for Connected Sales & Marketing ! Leia mais

Responder Integrations Marketing Sales

3 avaliações positivas

2 Respostas

kvlschaefer

Gerente da Comunidade

Novembro 10, 2022 16:51

You're very welcome @danmoyle ! Thank you for sharing which apps your clients use. Looking forward to hearing about your thoughts around the othe...Leia mais

Solucionado

mdlr22 on Abril 27, 2022

Salesforce Account Status to HubSpot sync? Help please!

Hi everyone First time posting here, so hello everyone! I'm working on an SF integration for a HubSpot customer. I have done several of these successfully in the past. In this case the customer is using an Account Based Marketing workflow in Sal Leia mais

Responder Integrations Marketing Professional Sales

1 avaliações positivas

5 Respostas

Accepted Solution

mdlr22

Membro | Parceiro Elite

Abril 29, 2022 03:54

Hey @MandyDROS thank you so much for you answer 🙂 Yes, I'm VERY familiar with Zapier 😉 From your answer, I assume that Account Status is a...Leia mais

Solucionado

SDMLDN on Setembro 02, 2021

Is it possible to filter the number of Opens from Mailchimp to Hubspot?

Hi, I have Mailchimp to Hubspot synced already and this is a great feature. So we can see all the opens and clicks from our Mailchimp campaign directly in our Hubspot account. I have created 2 lists: 1 for Mailchimp Opens and 1 for Mailchi Leia mais

Responder Contacts Integrations Marketing Email Sales Settings

0 avaliações positivas

6 Respostas

Accepted Solution

andrus

Top colaborador(a)

Setembro 08, 2021 10:38

Here you go - see the Loom here

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