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NCroft on March 18, 2024
Hello, I have my deals set up and contacts associated with them. I also utilize the attachment function to upload signed contracts. I would like to create a workflow where when a deal is won, I share the update via email with my company and have the read more
0 upvote
1 Reply
Hall of Famer | Partner
March 19, 2024 01:17
Hi @NCroft , Attachments are only meant for internal use and when uploaded, they don't generate a link for external sharing. To share su...read more
TDean97 on March 15, 2024
Do u know of any free transcription service that can integrate with HubSpot? The client wants a way to transcribe meeting notes, that's free, which would also mean they need the video recording to be free as well. There is a native feature in HS, c read more
1 upvote
1 Reply
Key Advisor | Diamond Partner
March 16, 2024 05:39
@TDean97 One free transcription service that you can consider is Otter.ai. Otter.ai offers a free plan that includes transcription services....read more
SSweeney on March 15, 2024
I embedded the Meetings widget code at the bottom of this WordPress page: https://www.uprite.com/events/future-of-hacking-and-cybercrime-webinar/ I can see the embed code DIV when inspecting it. The scheduling widget does not display on th read more
0 upvote
2 Replies
Member
March 18, 2024 11:08
It is definitely there. The meeting bookings widget should appear below the paragraph text in this box on the page ( https://www.uprite.com/eve...read more
nostodan on March 15, 2024
Hi all, Looking for a little help, with a weird issue. When I get a meeting invite, the notification goes to my correct email address. However, the calendar entry goes to a random Outlook account (outlook_XXXXXXXXXXXXXXXX@outlook.com)? Thank you! read more
0 upvote
1 Reply
Contributor
March 15, 2024 18:32
Hi @nostodan , Have you verified the calendar you want connected in settings? If yes, you may try disconnecting and reconnecting it. ...read more
Epi on March 15, 2024
Hello everyone, before the recent update, I was able to open the pdf QB invoice directly in the customer dashboard. It is not working anymore even though the mapping looks okay. It keeps showing in the synch that the invoices are excluded. It is no read more
0 upvote
1 Reply
Community Manager
March 18, 2024 06:57
Hi @Epi , Thanks for reaching out to the Community! I believe you are inquiring about utilizing the "Create Invoice" button to genera...read more
Thadar on March 14, 2024
Hello, We integrated Databox into HubSpot 1 year ago. We are satisfied with the data and dashboard. The problem is that the new members who recently joined our team are not showing up in Databox. What steps do I miss to make them sync autom read more
0 upvote
2 Replies
Member
March 17, 2024 18:54
Hello, Yes, we added them but not showing up.
MonicaLozanoL on March 14, 2024
Hi, I want to add LinkedIn connections and InMails in the report of activity by rep with activity type breackdown and couldn't find anything. It only tracks LinkedIn Messages that the rep Logged. Is there a way to add the connections and InMails i read more
0 upvote
2 Replies
Most Valuable Member | Diamond Partner
March 15, 2024 13:15
@BérangèreL I'm not aware of a way to target those properties in a custom report, I don't currently have access to an account with Sales Navigator ...read more
ppv on March 14, 2024
When I try to connect WhatsApp to HubSpot Inbox, it says "When you link your account to HubSpot, they will attach their credit line and bill you directly." However, HubSpot support said that the billing will be done by Meta. Can anyone who read more
1 upvote
5 Replies
ppv
Participant
March 17, 2024 07:18
Thank you for your help @Lucila-Andimol ! I have connected the WhatsApp account to HubSpot.
RT_1 on March 13, 2024
Hi, Our company's Hubspot account has Teams-integration and my colleagues are using Teams links in meetings. When I try to connect my Hubspot and Teams -account, HubSpot bot in Teams gives me this kind of message even though we have integration ins read more
0 upvote
1 Reply
Key Advisor | Diamond Partner
March 13, 2024 09:51
Hi @RT_1 , I have occasionally run into this problem with other integrations. You should first fully remove the app, then clear your b...read more
ajubete on March 13, 2024
Greetings, Community! How many times have you found yourself rifling through a CSV file to retrieve a company's VAT number just to generate a quote in HubSpot? Does the repetitive cycle of copying and pasting data between systems feel te read more
0 upvote
1 Reply
Community Manager
March 14, 2024 04:34
Hi @ajubete , Thank you for sharing this application with the Community! Have a great day! Best, Bérangère
MeikeSchmid on March 13, 2024
Dear Community, Hubspot and sevDesk received a lot of request from users, to develop an integration for both softwares. Your voices have been heard and we (sevDesk powered by maesn) took the integration live to the marketplace since March, finally read more
5 upvotes
1 Reply
Community Manager
March 14, 2024 06:33
Hi @MeikeSchmid , Thank you for sharing! This is exciting, sevDesk is a popular solution for accounting indeed! 🙂 The Community t...read more
GPFlores15 on March 12, 2024
Here is my current conundrum. New to Sales Hub. Deals are not syncing smoothly within the current process flow. SDR calls on a Contact Record (Lead). At this point a Company record has not been created SDR connects with lead and generates inte read more
0 upvote
1 Reply
Key Advisor | Diamond Partner
March 13, 2024 08:38
Hi @GPFlores15 , I'm less familiar with the NetSuite integraiton, but with the Salesforce Integration this does happen from time to time. Ge...read more
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