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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 Likes
2 Antworten
Mitglied
April 23, 2024 05:04
Thanks @LouiseHare , unfortunately Zapier is not an option 😞
Gelöst
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 Beitrag ansehen
Accepted Solution
Mitwirkender/Mitwirkende
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/search ...Beitrag ansehen
abhiladdha07 on März 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 Beitrag ansehen
Community-Manager/-in
März 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...Beitrag ansehen
MBosio on März 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 Beitrag ansehen
1 Likes
3 Antworten
Teilnehmer/-in
März 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...Beitrag ansehen
NCroft on März 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 Beitrag ansehen
0 Likes
2 Antworten
Teilnehmer/-in
März 19, 2024 19:34
Hi @NCroft , Nice to meet you! We have an document automation app for HubSpot called Portant . You could automtically start the signed con...Beitrag ansehen
JKruger1 on Februar 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 Beitrag ansehen
Mitglied
Februar 29, 2024 05:46
Hi @LucilaP - thanks for the reply. I did go through that documentation but it only seems to refer to the actual association_type data. That is re...Beitrag ansehen
pmastio on Dezember 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 Likes
2 Antworten
Teilnehmer/-in
Dezember 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...Beitrag ansehen
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 Beitrag ansehen
0 Likes
1 Antwort
Community-Manager/-in
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...Beitrag ansehen
Gelöst
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 Beitrag ansehen
1 Likes
2 Antworten
Accepted Solution
Autorität | 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...Beitrag ansehen
Gelöst
4realz on Juli 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 Beitrag ansehen
0 Likes
3 Antworten
Accepted Solution
Stratege/Strategin | Diamond Partner
Juli 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 ...Beitrag ansehen
Gelöst
IRivera1 on Juni 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 Likes
1 Antwort
Accepted Solution
Community-Manager/-in
Juni 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 examp...Beitrag ansehen
Gelöst
free4ed on Mai 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 Beitrag ansehen
0 Likes
3 Antworten
Accepted Solution
Koryphäe | Diamond Partner
Mai 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 m...Beitrag ansehen
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