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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
0 upvote
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 more
4realz on July 05, 2023
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
0 upvote
3 Replies
Accepted Solution
Top Contributor | Diamond Partner
July 27, 2023 15:45
When the integration is installed, all of the Salesforce Opportunity Record Types create their own Pipeline in HubSpot. Opportunity Stages are more
IRivera1 on June 19, 2023
I close the deals using a netsuite integration, but the closed deals are not added in my report. They only get added if I close them from hubspot. Also, the ROI does not change. Any suggestions.
0 upvote
1 Reply
Accepted Solution
Community Manager
June 20, 2023 08:57
Hi @IRivera1 , Thanks for reaching out to the Community! Have you checked the close date against the date range of the report? For more
free4ed on May 24, 2023
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
0 upvote
3 Replies
Accepted Solution
Most Valuable Member | Diamond Partner
May 25, 2023 08:32
Hi @free4ed It sounds like you want the deal sync to be one-way and one-time? In which case the native integtration most likely will not more
TCote on May 23, 2023
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
0 upvote
3 Replies
Accepted Solution
Top Contributor | Elite Partner
May 24, 2023 15:58
@TCote - If upgrading to Ops Hub isn't an option, I believe the association can be achieved in a Zapier workflow if that is? Trigger is a new more
MarySas on May 15, 2023
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
0 upvote
5 Replies
Accepted Solution
Top Contributor | Diamond Partner
May 17, 2023 09:41
Hello @MarySas If you have access to Pro then setting the Timestamp with HubSpot Workflow when a deal moves to next stage is best practice. more
Chris_tina on April 14, 2023
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
0 upvote
1 Reply
Top Contributor | Elite Partner
April 14, 2023 14:32
Hi there, This is definitely possible via the Slack integration with HubSpot! I would recommend creating a deal-based workflow with the more
olli_h on April 12, 2023
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
Community Manager
May 08, 2023 08:26
Hi @WinnieHien , Thanks for sharing these exciting updates and the clarification on the bug! Best, Kristen
dahooft1999 on March 28, 2023
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
0 upvote
2 Replies
Accepted Solution
Guide | Gold Partner
March 31, 2023 07:06
Hi! If existing deals have a deal probably "manually" set on the deal, that will prevent HubSpot from applying the latest % deal probability more
BPensom on November 10, 2022
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
1 upvote
8 Replies
November 15, 2022 10:10
It is an issue with the MakeWebBetter plugin!
kvlschaefer on November 08, 2022
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
kvlschaefer on November 02, 2022
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
Contributor | Platinum Partner
July 21, 2023 08:27
My favourite feature is the possibility to sync line items/products.
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