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Sales Integrations

Rechercher Sales Integrations pour des solutions ou poser une question

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Tillforty le Avril 13, 2024

Email associations as customer answers on CRM API

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 Lire la suite

Répondre CRM Deals Integrations Marketing Email Starter

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2 Réponses

Accepted Solution

HubSpot_Corey

Contributeur

Avril 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 ...Lire la suite

abhiladdha07 le Mars 28, 2024

Data Sync between HubSpot and Shopify (bi-directional)

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 Lire la suite

Répondre Companies Contacts Custom Objects Deals

1 Mention J'aime

1 Réponse

PamCotton

Gestionnaire de communauté

Mars 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...Lire la suite

MBosio le Mars 21, 2024

Best esignature integration for onboarding contracts

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 Lire la suite

Répondre Companies Contacts Deals

1 Mention J'aime

3 Réponses

james-portant

Participant

Mars 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...Lire la suite

NCroft le Mars 18, 2024

Adding an attachment from a deal and sharing via email

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 Lire la suite

Répondre Deals

0 Mention J'aime

2 Réponses

james-portant

Participant

Mars 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...Lire la suite

JKruger1 le Février 28, 2024

deal and associated deals API

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 Lire la suite

Répondre Deals Enterprise How-To Integrations

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2 Réponses

JKruger1

Membre

Février 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...Lire la suite

pmastio le Décembre 21, 2023

How do you sync 'Deals' to Dynamics 365 'Opportunities'

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.

Répondre Deals

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2 Réponses

pmastio

Participant

Décembre 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...Lire la suite

EMcGrath le Novembre 30, 2023

NetSuite Integration Without Ops Hub?

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 Lire la suite

Répondre Deals Integrations Sales

0 Mention J'aime

1 Réponse

PamCotton

Gestionnaire de communauté

Novembre 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...Lire la suite

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jamieroyce-mc le Août 19, 2023

Create a Deal with Line Items from a Form

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 Lire la suite

Répondre Deals

1 Mention J'aime

2 Réponses

Accepted Solution

louischausse

Conseiller clé | Partenaire solutions Platinum

Août 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...Lire la suite

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4realz le Juillet 05, 2023

Salesforce Sync Issue: SF Pipeline Field Unavailable

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 Lire la suite

Répondre Deals Integrations Sales

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3 Réponses

Accepted Solution

LaurenRyan

Contributeur de premier rang | Partenaire solutions Diamond

Juillet 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 ...Lire la suite

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IRivera1 le Juin 19, 2023

Revenue (closed won deals) are not added to the report if they were closed from an integration

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.

Répondre Deals

0 Mention J'aime

1 Réponse

Accepted Solution

kvlschaefer

Gestionnaire de communauté

Juin 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...Lire la suite

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free4ed le Mai 24, 2023

Contact Sync from HubSpot to QuickBooks Online

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 Lire la suite

Répondre Contacts Deals Workflows Zapier

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3 Réponses

Accepted Solution

Phil_Vallender

Membre irremplaçable | Partenaire solutions Diamond

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...Lire la suite

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TCote le Mai 23, 2023

Shopify + Hubspot Integration - Contact and Companies not associating

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 Lire la suite

Répondre Deals Professional

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3 Réponses

Accepted Solution

HFisher7

Guide | Partenaire solutions Elite

Mai 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 deal...Lire la suite

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