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
Hello HS community. I'm looking to set up a sync on Opportunities/Deals between Salesforce/Hubspot. However, the default Pipeline field is showing an issue ("Field unavailable" in Salesfoce) and the the integration created a brand new pipeline read more
I am working with a client who wants to do a one-way deal and contact from HubSpot to QBO. Here are the specifics: All the information of a deal should be copied from Hubspot to QuickBooks (QBO) if Deal Name does not already exist in QBO. After t read more
Hello - I'm a regular Hubspot user, but new to the Shopify integration. Right now, all Shopify deals are within their own eCommerce pipeline, however, the deals are not associated with any companies. The primary contact on the deal is in fact as read more
Hello, I would like to retrieve the deal and deal stage information with a timestamp, every time the deal changes its stage in the pipeline. With the trigger: 'Updated deal stage' I have to set it up for each stage the deal goes through, correc read more
Dear community, I'm exploring ways of automating notifications sending to email and/or Slack when there are changes in HubSpot Deals. We want to automatically send notifications to respective team members when there is a new activity in a deal or t read more
I have trouble to go through the steps required to create a NetSuite Sales Order straight out of Hubspot. Specifially, the display perpetually loads the Custom Forms , so that I can not go to the next step. Does anyone know how to resolve the read more
Dear reader, When we started filling in the CRM, we used the standard percentages for different stages in the pipeline. Consequently, the weighted amount took the amount and percentage to give a number. On the 21st of march we changed the perce read more
Hi! We have just started using HubSpot and have downloaded the plugins etc on our Wordpress (woocommerce) site.
When we are clicking onto our invoices for orders, it is displaying ' hubwoo_ecomm_line_item_id' . This is an invoice which our custome read more
It’s time for last edition of the App Accelerator Program Spotlight! We hope you have enjoyed this series, and learned something new.
Last week, we highlighted: . This week, we would like to spotlight three apps that integrate with your CR read more
It’s time for the next edition of the App Accelerator Program App Spotlight!
Last week, we highlighted NisWire and The Time Machine . This week, we would like to spotlight four more apps that extend HubSpot’s functionality and can streaml read more