We sync one HubSpot property, Status (SF), to two Salesforce fields: Lead Status, and Contact Status. The intent is to have one unified field to track Lead Status from when a Salesforce Lead is created, through when it's converted to a Contact. Beitrag ansehen
Hi @TextioJohn ,
Thanks for reaching out to the Community!
I noticed that my teammate from the support team shared some best practice...Beitrag ansehen
I am using Hubspot CRM API to automate some specific processes. When I try to get contact_to_email or deal_to_email associations I get only our team Emails. Do I understand right that getting Contact or Deal-related customer Emails/Replies is impos Beitrag ansehen
Hi @Tillforty If you're trying to get a list of all emails associated to a deal/contact you can use: Post /crm/v3/objects/emails/search ...Beitrag ansehen
Looking to enhance conversations with your prospects and boost your sales effectiveness? The Gong app for HubSpot has you covered. Watch this brand new video that dives into a variety of features like:
Connecting Gong to HubSpot
Call Spotlig Beitrag ansehen
We know that HubSpot is a powerhouse for managing customer relationships, marketing campaigns, and sales processes. 🤔 But what if you need to shoot off an email to someone beyond the confines of your CRM records or outside your usual system users Beitrag ansehen
Hey @DAguiar1 , happy Monday.
Thank you for sharing about the "External Mailer" feature in the PocketKnife HubSpot add-on. It sounds like a ...Beitrag ansehen
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 Beitrag ansehen
I need new leads that come from HubSpot to sync into NetSuite in a "Lead - New Lead Status". Our sync is setup so that when a contact record in HubSpot has a lifecycle stage of Marketing Qualified or Sales Qualified; that record when syncs into Net Beitrag ansehen
Hi @GPFlores15 , Looks like the key problem is this Netsuite part : Setup > Sales > Sales Preferences: Default new customer status = 'Custo...Beitrag ansehen
Hello everyone, This is Enrique, I'm struggling with some company data provided by HubSpot Insights, we'd like to enrich even more all the info regarding to the companies. Do you know any company enrichment data tool for HubSpot? Better if it's for Beitrag ansehen
@EGarcíadeAlca HubSpot recently acquired Clearbit so I imagine more enrichment is coming soon!
There's an event coming up hosted by the Admi...Beitrag ansehen
Curious about how to set up or make the most of the HubSpot text SMS, HLR & Voice integration by seven.io? We're here to provide answers and assistance! For a direct line to our friendly support team, please don't hesitate to reach out to Beitrag ansehen
Hey,
Let us know if you have any questions about the BigSteps (bigsteps.io) Integrations with HubSpot.
What is BigSteps?
BigSteps (bigsteps.io ) is a SaaS for Customer Onboarding and Professional Service Automation. We work Beitrag ansehen
Hey @BigVaibhav thank you for posting in our Community!
That is great to see that your app integrates with HubSpot. Do you have any specific ...Beitrag ansehen
Hello, I curently have a sync between Hubspot and Salesforce for certain properties. I would like to limit the sync for a specific property so that Hubspot is the only source of truth to be able to update that given property. For exam Beitrag ansehen
Hello we are working on a Salesforce & and Hubspot integration. Today, our recruiters and account managers use TargetRecruit built on Salesforce. As we start looking into the HubSpot and Salesforce integration, we’ve found a bunch of technic Beitrag ansehen
A lot of companies use this workaround to get past orphan Contacts (not associated with an Account) not being visible to anyone but the owner. They n...Beitrag ansehen
Hello HS Community! We have an issue with our Salesforce Integration for Deal/Opportunity Records where a new opportunity stage has been added in Salesforce but is failing to sync through the mapping and update the deal stage property in HubSpot Beitrag ansehen
Thank you but we removed all the inactive picklist values in salesforce and unfortunately the newly added active picklist value still will not sync t...Beitrag ansehen