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 Beitrag ansehen
Hi @Nexus2Nicholson ,
Thanks for reaching out to the Community and for this detailed post!
I would like to invite our subject matter exp...Beitrag ansehen
Hi all, we want to use Marketing Hub in combination with Microsoft Dynamics as a CRM. Lead is nurtured via HubSpot and when qualified, it is written into Dynamics: so far so good, Sales takes over. However, now I want Dynamics to play back to me Beitrag ansehen
Has anyone else been noticing that a lot of the items and feature benefits being set with limits/being offered as something else now? With the new development of Ai I am not sure if it is an integration thing, but I didn't have limits to static a Beitrag ansehen
Hi @NPartida ,
HubSpot does indeed sometimes repackage their offerings, however I'm not aware of changes in the areas you mention.
Limit...Beitrag ansehen
We currently have the salesforce <> Hubspot connection set so that when a new contact is created or updated in Hubspot it creates or updates a lead in salesforce. We have this set this way because we have workflows set up in Hubspot to captur Beitrag ansehen
You need matching setup on the Salesforce side to auto-convert the leads into contacts if rules are met. I would recommend looking into a solution li...Beitrag ansehen
Hi all - I'm trying to understand how the Hubspot Wordpress plugin works with Hubspot's business units. We have two business units currently, one of which is using Wordpress for their website. We'd like to install the HS Wordpress plugin on their si Beitrag ansehen
If you need more granular control, you might need to consider custom development. HubSpot offers APIs that allow you to programmatically interact wit...Beitrag ansehen
It seems like this would typically be the best option to me, to take the most up to date date from either system and algin it. Is there a reason the default is to assume Salesforce is right?
It really depends on the field as to whether 2-way sync should be the default. In some cases like the most recent conversion, that should be 2-way. N...Beitrag ansehen
We cannot uninstall the plugin. Go to plugins page, click uninstall. A modal form pops up with the title "Sorry to see you go" and presents a radio group of reasons I am leaving. There is no submit button, and when I close the form the plugin does n Beitrag ansehen
Thank you for your response. This is a new site for us. It has a good purchased theme that makes installing the tracking code very straightforward, a...Beitrag ansehen
Hi here, Seems like Consent Options can be translated OOTB in Hubspot. But we want to apply our own translation. How can we do that? Should we just put a translation in UI or i s there a way to put Consent Options via REST API? Thank y Beitrag ansehen
Hey @DB47 hope you are doing great.
I didn't find in the HubSpot ecosystem marketplace any app that 'd integrate both tools.
(There was al o...Beitrag ansehen
Hi there, We are setting up a Hubspot-Segment integration, does anyone know a way to avoid creating a new mapping for each event, but rather use the event name as a token? Looks like we would need a script/formula to use in Segment, does anyone ha Beitrag ansehen
Hi @SashaLibina , Thank you for reaching out to the Community! I understand that you are using this integration " Segment " and you are looking fo...Beitrag ansehen
My meta ads are synced in HS CRM. Many of the leads generated are not real convertible leads. So if I run a "manual" profiling on google with the data that has ben left behind, like phone, name and mail address I can have a pretty clear idea if Beitrag ansehen
Great Question!
So I would start by thinking about how simple or complex you wanna build this out,
You can use data enrichment tools like Zoomi...Beitrag ansehen
Want to make a uni-directional Sync for Deals and companies as we have options on contacts If Salesforce create and update the contacts then we have two option like create the same in Hubspot or "Do nothing". I need the same functionality on Deals Beitrag ansehen
@ASAINI9812 - Apologies, you're correct. Again, I'd push back on why it is you want the integration to be one-directional for companies and dea...Beitrag ansehen