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kcchano80 en Marzo 14, 2025
We have a use case that involves integrating Salesforce leads, contacts, and accounts into HubSpot, specifically mapping them to the lead object in HubSpot. Is this a straightforward process, or are there any potential pitfalls we should be aware of Leer más
0 Me gusta
1 Respuestas
Solución Aceptada
Colaborador
Marzo 14, 2025 14:24
Hey @kcchano80 , Hope you are doig well! Unfortunately, there is actually no lead to lead mapping with the native HubSpot <> Salesforce in...Leer más
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CSiragaki en Noviembre 18, 2024
Hi everyone, I’m facing a challenging issue and could really use your help! I need to create a personalized token for my quotes template using a custom object (Vessel). Unfortunately, I’ve realized that directly pulling custom object properties Leer más
0 Me gusta
2 Respuestas
Solución Aceptada
Colaborador líder
Noviembre 18, 2024 03:53
Hey @CSiragaki loved your line of business (grandson of a a codfish captain here!). You need to create a workflow on the object you can re-enroll ...Leer más
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NMaric en Noviembre 07, 2024
Hello HubSpot Community, I hopefully chose the right location for my question below. I am looking forward to your input and ideas. Situation: We want to measure how much time our sales reps spend on after-sales tasks. The goal is to better unde Leer más
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2 Respuestas
Solución Aceptada
Participante
Diciembre 07, 2024 07:23
Hi @PamCotton , thanks for your reply. I tried to follow your suggestions but there are several roadblocks that won't work as ho I would need th...Leer más
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DKahlon en Octubre 10, 2024
I've noticed that the service object is missing from the index page, and currently, we can't perform automation actions for it. It would be incredibly helpful to have the service object Leer más
3 Me gusta
9 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Octubre 12, 2024 01:36
Hi @DKahlon , You're correct, the Services object does not yet appear in the navigation. You either have to access it through the index page d...Leer más
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AFlaherty6 en Julio 01, 2024
I'm wondering if other professional services firms are using the Product functionality in HubSpot and how. I'd like to be able to add different services to a Deal, but our pricing varies depending on a number of things, so then do I have to create a Leer más
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1 Respuestas
Solución Aceptada
Guía | Partner nivel Elite
Julio 02, 2024 05:04
@AFlaherty6 - If the objective is to just track services per Deal, would it work to have a custom multi-checkbox Deal property called 'Services' wh...Leer más
MMatschke en Abril 12, 2024
With custom objects, is it possible to set the default tab to Create New instead of Add Existing? For some of our purposes, it's not logical to Add Existing but instead of removing the tab it would be great if we could just select Create New as the Leer más
2 Me gusta
2 Respuestas
Participante
Febrero 21, 2025 12:27
Interesting... This changed to Create New recently for us and I want it to default to Add Existing. What changed and can I change it back?
Efigiann en Junio 26, 2023
It would make sense to be able to restrict the objects that you see linked to an object, depending on the function of the object itself. For example, if you have a Custom Object name ''X'' it does not make sense as a user to see on the right panel s Leer más
0 Me gusta
1 Respuestas
Líder intelectual | Partner nivel Elite
Junio 26, 2023 06:02
Hello @Efigiann To return only defined properties, you can use the properties query parameter. For example, the following request will return onl...Leer más
scarlex en Noviembre 17, 2022
Hello everyone, We currently developing our own quot templates and looking for a way to group products by type. Licenses (ongoing costs) Consultation (One-off costs) Optional licenses Optional consultation To achieve this, we have adde Leer más
0 Me gusta
3 Respuestas
Participante
Julio 25, 2023 05:25
Unfortunately not. It’s still an issue for us.
CSPresson en Agosto 08, 2022
Please Help! We have created our own object and I am really stuck on the ability to Associate the Object with another Item. When I choose the Association, it just lists all the Objects - just the title. This doesn't help because our titles a Leer más
1 Me gusta
1 Respuestas
Colaborador líder | Partner nivel Platinum
Agosto 09, 2022 11:18
Hello @CSPresson , Can I get a bit more detail about what you are looking to associate? Are you associating one object to another? Is...Leer más
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ChrisChiha en Junio 08, 2022
Hello, So i am creating a custom quote template that can be generated from a deal, and that gets populated from the deal itself and the objects associated to it. So far i was able to fetch property value from the deal, company and contact object Leer más
0 Me gusta
9 Respuestas
Solución Aceptada
Participante | Partner nivel Elite
Septiembre 21, 2023 21:37
Figured it out. Rookie mistake and I am an uber-rookie at HubSpot. Forgot to wrap the whole thing in a simple "for" loop like so: {% for billin...Leer más
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