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Sales Integrations

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BConnell on Maio 17, 2023

Deltek WorkBook integration

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

Responder CMS Content

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kvlschaefer

Gerente da Comunidade

Maio 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 ...Leia mais

DKretzschmar on Maio 30, 2022

Add attachments to Deals object via Zapier

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 Leia mais

Responder CMS Content Developer tools Zapier

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Mike_Eastwood

Conselheiro(a) de destaque | Parceiro Ouro

Novembro 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 ...Leia mais

Solucionado

rossatgrowth on Julho 01, 2021

Electronic Signature in HubSpot Form

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 Leia mais

Responder CMS Content Forms

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3 Respostas

Accepted Solution

natsumimori

Gerente da Comunidade

Julho 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 ...Leia mais

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