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MGoswick2 6月 09日, 2022
I'm working on setting up a HubSpot-Salesforce integration, but have run into trouble with custom objects. I was able to get contacts, companies, and several custom objects to successfully sync between HubSpot and Salesforce, and have the relationsh 続きを読む
1 いいね!
5 コメント
参加者
10月 23日, 2023 12:01
Nope, we ended up pausing the SFDC rollout due to other issues, but the end result was we no longer were evaluating the direct connection. I was neve...続きを読む
解決済み
JCoulter 6月 21日, 2021
Hi, Does anyone have experience with data integrity with a SFDC integration? I've noticed that we have several fields that are mapped between SFDC & HS that get reset in HS when the lead is converted in SFDC. Has anyone experienced s 続きを読む
0 いいね!
1 コメント
Accepted Solution
ガイド役 | Elite Partner
6月 22日, 2021 04:41
Hi @JCoulter have you checked which settings you are using? Perhaps your sync types could be rest to fix this. For each property sync, s...続きを読む
MRamberg 6月 07日, 2021
We recently transitioned to HubSpot and PandaDoc but use QuickBooks desktop version as we've heard a lot of negative feedback regarding QB web version. I have yet to find anyone that is able to integrate HS or PD with QB desktop. 😵 We need to 続きを読む
0 いいね!
4 コメント
投稿者
6月 09日, 2021 10:57
HI @BLaRosa I did speak with Connex and gave them that same feedback!
SlapdashTeam 5月 18日, 2021
Hello, we are adding a new integration for HubSpot and encountered a situation we're unable to figure out yet. A lot of times, the integration connects perfectly fine, but we noticed that it doesn't connect for certain accounts. Instead we get the 続きを読む
0 いいね!
3 コメント
コミュニティーマネージャー
5月 27日, 2021 13:32
Hello, @SlapdashTeam thank you for providing the extra information. Have you tested with another user? If not could you please test with a user tha...続きを読む
ARSSolar 3月 19日, 2021
There is a new Beta function in which the Association link is now located at the bottom of an Activity chain - e.g. Email, Calls, Tasks, etc. Previously, that Association link appeared when one clicked anywhere in any given Activity. With that A 続きを読む
参加者
11月 09日, 2023 05:14
Hi, I know this is a really old thread, but I have the same issue. Sometimes email chains can be very long, and having to scroll all the way down...続きを読む
clarePFS 2月 09日, 2021
HELP! I'm the Admin for my org's Salesforce and have been managing the integration with Hubspot. We are working on migrating our new contact registration form from Form Assembly to HubSpot. However, I'm having an issue where I need to be able t 続きを読む
参加者
2月 10日, 2021 09:38
Hi Josh, Thanks for taking the time to respond, it's much appreciated. I can absolutely set a standard value that will trigger a flow in Sale...続きを読む
vladgeo1 12月 01日, 2020
Hello, How does Hubspot know not to resync an SFDC contact if it has been deleted in HS? E.g. HS contact - synced - SFDC contact >>> HS contact is deleted - SFDC contact is kept >>> HS contact is not resynced from the rema 続きを読む
1 いいね!
4 コメント
参加者
2月 26日, 2024 15:02
I know this is a 3+ year old question, but the initial post wasn't ever really answered. @karstenkoehler I see you on a ton of posts -- can yo...続きを読む
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