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BConnell on May 17, 2023
I am trying to find out if anyone has integrated HubSpot with Deltek's Workbook to synchronise customer/contact information as well as quote/job status and information. I would be interested in discussing what was involved. Many thanks
0 upvote
1 Reply
Community Manager
May 19, 2023 09:29
Hi @BConnell , Thanks for reaching out to the Community! I haven't found any related community posts to the Deltek Workbook so far, but ...read more
DKretzschmar on May 30, 2022
Hi All, I've been able to successfully create new Contacts, Deals and Companies via Zapier. The current process looks like this: - User submits a (Gravity Forms) form on my Wordpress website - Zapier creates a new Contact - Zapier creates read more
Key Advisor | Gold Partner
November 15, 2023 16:06
Hi @MRodrigues8 From memory you can set the Form to create the Ticket which will automatically add the attachment to the Ticket... did that ...read more
Solved
rossatgrowth on July 01, 2021
Hello all, We have a client we're migrating from WordPress to HubSpot CMS. In some of their landing pages that need transferring, they require an electronic signature from their customers. Previously, this was accomplished with a WordPress plu read more
2 upvotes
3 Replies
Accepted solution
Community Manager
July 02, 2021 02:01
Thank you for your post @rossatgrowth ! I recently had a similar conversation in the Community and here's the link . One way to achieve this is ...read more
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