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Solved
winsorcm on August 20, 2024
Hi there - I'm fairly new to hubspot and have a quesiton about Shopify + Hubspot Integration . (I have a Shopify store synced to my Hubspot, using the newer Shopify data sync integration.) My ideal scenario is to create this custom pipeline t read more
0 upvote
6 Replies
Accepted solution
Top Contributor | Gold Partner
August 23, 2024 03:13
Thanks for tagging me @CatherineMonroe Hi @winsorcm , so you were able to create a deal in the first deal stage when the order is created on Sh...read more
Solved
IBaxter on July 09, 2024
We're looking to sync NetSuite and HubSpot data. It looks like the native integration will meet most, if not all, the requirements. However, it's not clear to me how NetSuite sales orders will import into HubSpot with respect to deals, and how these read more
1 upvote
2 Replies
Accepted solution
Member
July 10, 2024 04:00
Hi. I monitor and update HubSpot Deals and NetSuite detail integration for the last 6mos. We make sure that details in HubSpot mimics those of NetSui...read more
Solved
Roger on June 08, 2024
It would be great to be able to create a MS Word document f.e. as a quote or contract or else directly from a deal. It should be possible to use any connected object, such as company, contacts, tickets, custom object and even all standard and custom read more
0 upvote
3 Replies
Accepted solution
Contributor
July 26, 2024 11:29
Hi all We finally created a smart app named ChiliDocs, which is available in the HubSpot marketplace as of now. With ChiliDocs you create Word docu...read more
Solved
cp_sk on April 23, 2024
Hi, I'm looking for a way to create a deal in HubSpot triggered by a Jira ticket. Are there any connectors to do this? My idea is that the Jira ticket contains every relevant information (price, user, email,...) for the deal creation.
0 upvote
3 Replies
Accepted solution
Member
May 14, 2024 04:00
Hi @cp_sk , As I understand it, you are looking to sync the JIRA ticket as a sales deal in HubSpot with all the properties like email, price...read more
Solved
Tillforty on April 13, 2024
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 read more
Accepted solution
Top Contributor
April 14, 2024 23:28
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/searc...read more
abhiladdha07 on March 28, 2024
Hi, This post is for everyone who is looking for data sync integration between HubSpot and Shopify stores. So, if you have e-commerce stores built on Shopify and want to integrate with HubSpot to seamlessly sync the data (customer, order read more
Community Manager
March 28, 2024 17:33
Hey @abhiladdha07 , Thank you for sharing this valuable information about miniOrange's Syncito - Data Sync app for integrating HubSpot and Salesfo...read more
Solved
MBosio on March 21, 2024
We are planning to fully integrate our agent onboarding in HubSpot. Part of this is sending contracts for esignature. The one we currently used is not available to integrate with HubSpot. Just wanted to hear everyones input to what app is the best read more
1 upvote
3 Replies
Accepted solution
Contributor
March 26, 2024 15:16
Hi @MBosio , How's it going? First of all, discalimer. I am the founder fo this app so this is a biased opinion... But we have an eSignature...read more
Solved
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
1 upvote
3 Replies
Accepted solution
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
Solved
JKruger1 on February 28, 2024
Hi, I am trying to work out where or how it is possible to identify the deal to deal associations that have been created in our Hubspot Sales CRM through the data that is made available in our data warehouse. The integrator that we are using is read more
Accepted solution
Thought Leader | Platinum Partner
February 28, 2024 11:44
Hey @JKruger1 you can take a look at the Associations part in the Developers documentation here https://developers.hubspot.com/docs/api/crm/ass...read more
pmastio on December 21, 2023
Hi, I have Dynamics 365 integration and we are syncing Contacts and Companies. How does 'Deals' sync to 'Opportunties'? I see the first item to sync is 'Topic' in D365 but I don't know where to locate that in my D365.
0 upvote
2 Replies
Participant
December 22, 2023 15:24
Hi @PamCotton Thank you for your response. Yes, I am using Microsoft Dynamics 365 integration. I am syncing my Contacts (Contacts) and Co...read more
EMcGrath on November 30, 2023
We currently use Marketing Hub Pro and Sales Enterprise. Our team would like to push deal data from Hubspot to NetSuite when a deal is closed as won to create a sales order. It looks like there is some basic NetSuite integration when you don't use O read more
0 upvote
1 Reply
Community Manager
November 30, 2023 17:58
Hey @EMcGrath thank you for posting in our Community. There is a native integration with NetSuite that you can connect your HubSpot and NetSu...read more
Solved
jamieroyce-mc on August 19, 2023
I want to be able to create a Deal from a form where my sales reps can add the line items they want to include in the deal all from one simple form. The current process of creating a deal, then adding line items, then editing the line items individu read more
2 upvotes
2 Replies
Accepted solution
Key Advisor | Platinum Partner
August 22, 2023 16:03
@jamieroyce-mc you wan build this entirely custom if you are developer or have access to a developer or a budget to hire a HubSpot Solutions Partne...read more
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