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SaraMae on February 22, 2023
HubSpots Visualforce window does not integrate easily when you are using Salesforce Person Accounts. This is due to Person Accounts being seen as both a Contact and a Company inside HubSpot. Successfully displaying the Visualforce Window o read more
1 upvote
1 Reply
Community Manager
February 23, 2023 11:22
Hi @SaraMae , This is great 😄 Thank you for sharing this guide with the Community! Best, Kristen
NancyRobbins on February 20, 2023
I've looked all over and the answer is probably in front of me ... Is there a way for the user to complete a registration form in HS and then thru a Workflow integrate their information to register them for a Teams Meeting. I'm able to do this with read more
1 Reply
Accepted Solution
Key Advisor | Platinum Partner
February 20, 2023 17:47
Hey @NancyRobbins , thanks for reaching out! Have you looked into the HubSpot-Microsoft Teams integration? Here is the Knowledge Base more
Dwebster27 on April 07, 2022
Hey Hubspot community, Does anybody have any example workflows on a drip campaign aimed toward existing customers? My company sells many products, from CPG to multi thousand dollar events. In total, we determined we have 5 types of customers, ra read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
April 07, 2022 22:03
Hi @Dwebster27 , Thank you for the context. For starters, I'd recommend to keep it simple. Don't try to accomplish a workflow logic that does more
Jeff-Morgan on March 19, 2022
I have successfully implemented the Hubspot Zoom App and configured it. I have added the "Add Contact to Zoom Webinar" action to my webinar registration workflow that is triggered when someone fills out a Hubspot form on our website. When conta read more
Accepted Solution
March 21, 2022 16:56
This issue has been resolved. The data was not being written to the fields because in the Zoom App settings we had our company's domain listed in more
Raphi on February 08, 2022
Hi, We created the company property field "verification code" and filled it with random password through a workflow. Now we send a mail to these specific companies to fill out a formula. At the end of this formulars the companies have to fill in read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 08, 2022 04:37
Hi @Raphi , It's not possible to prevent a field from being overwritten when it's included in a website form. You would have to create a more
HarisAzeem on August 19, 2021
Hi, we have questions regarding the salesforce integration in hubspot. Currently, our Sales team is working on Salesforce and the Marketing team on HubSpot. While we do have the SF integration which allows us to transfer a lead from our website to S read more
0 upvote
4 Replies
Accepted Solution
Top Contributor | Diamond Partner
August 20, 2021 14:39
Hi @HarisAzeem ! You can customize the field options for lead status to match the lead stage you have in Salesforce! Just make sure the API name in more
Savannah on June 17, 2021
Hey there, Yesterday I tried to install Hubspot's Google Sheets integration app in the marketplace. The app is compatible with my Hubspot subscription and I'm a super admin. I hit the install button and gave the Hubspot Workflow Extension access read more
0 upvote
8 Replies
September 22, 2022 11:28
Make sure when installing to select the boxes allowing all the requested permissions. Otherwise, it just keeps asking you to reinstall.
Ignazio on May 28, 2021
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 read more
Contributor | Diamond Partner
June 03, 2021 02:10
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 more
OKreimer on May 27, 2021
Is it possible to send dat a about list of customers and not just single customer to external service? I'm aware of workflow webhooks but as far as I understand it is possible to send just the single prospect information with it. Same goes for the read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
May 27, 2021 08:02
Hi @OKreimer , You are correct, workflows and Zapier treat data one record at a time. Could you be more specific about the data that you want more
Askarovoren on April 14, 2021
Hello Community, Is there a way to update a Salesforce Lead status using a workflow, even thought the status property is setup to prefer Salesforce?
0 upvote
3 Replies
Accepted Solution
Most Valuable Member | Elite Partner
April 14, 2021 05:15
Hi @Askarovoren I don't think so. If you clear or change a 'prefer Salesforce' mapped property in HubSpot, the value in Salesforce will more
MWelborn on April 01, 2021
I have our sync to salesforce list set up for Form Fills and if Salesforce ID is known. If we load a list from an event, and create a workflow that adds leads to a Salesforce campaign, will they sync or do they have to be on the Salesforce sync lis read more
Accepted Solution
Guide | Diamond Partner
April 14, 2021 23:46
Hi @ MWelborn Unfortunately, a contact won't sync unless and until it is in the Salesforce inclusion list. Usually, contacts won't sync to more
StellaI on March 23, 2021
Hi Community! I have a problem concerning our Calendly Integration. When I create an event, a participant needs to answer questions in order to be registered for the meeting/event. Now I want to have these answers transferred to specific contact read more
0 upvote
12 Replies
Accepted Solution
Community Manager
March 29, 2021 00:56
Hi @StellaI Thank you for reaching out. When you try to go and look on the contact record for the Calendly property you want copied more
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