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Sales Integrations

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Solucionado

Tillforty on Abril 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 Leia mais

Responder CRM Deals Integrations Marketing Email Starter

0 avaliações positivas

2 Respostas

Accepted Solution

HubSpot_Corey

Colaborador(a)

Abril 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 ...Leia mais

abhiladdha07 on Março 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 Leia mais

Responder Companies Contacts Custom Objects Deals

1 avaliações positivas

1 Respostas

PamCotton

Gerente da Comunidade

Março 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...Leia mais

MBosio on Março 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 Leia mais

Responder Companies Contacts Deals

1 avaliações positivas

3 Respostas

james-portant

Participante

Março 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...Leia mais

NCroft on Março 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 Leia mais

Responder Deals

0 avaliações positivas

2 Respostas

james-portant

Participante

Março 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...Leia mais

JKruger1 on Fevereiro 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 Leia mais

Responder Deals Enterprise How-To Integrations

1 avaliações positivas

2 Respostas

JKruger1

Membro

Fevereiro 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...Leia mais

pmastio on Dezembro 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.

Responder Deals

0 avaliações positivas

2 Respostas

pmastio

Participante

Dezembro 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...Leia mais

EMcGrath on Novembro 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 Leia mais

Responder Deals Integrations Sales

0 avaliações positivas

1 Respostas

PamCotton

Gerente da Comunidade

Novembro 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...Leia mais

Solucionado

jamieroyce-mc on Agosto 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 Leia mais

Responder Deals

1 avaliações positivas

2 Respostas

Accepted Solution

louischausse

Conselheiro(a) de destaque | Parceiro Platinum

Agosto 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...Leia mais

Solucionado

4realz on Julho 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 Leia mais

Responder Deals Integrations Sales

0 avaliações positivas

3 Respostas

Accepted Solution

LaurenRyan

Top colaborador(a) | Parceiro Diamante

Julho 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 ...Leia mais

Solucionado

IRivera1 on Junho 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.

Responder Deals

0 avaliações positivas

1 Respostas

Accepted Solution

kvlschaefer

Gerente da Comunidade

Junho 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...Leia mais

Solucionado

free4ed on Maio 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 Leia mais

Responder Contacts Deals Workflows Zapier

0 avaliações positivas

3 Respostas

Accepted Solution

Phil_Vallender

Participante de valor | Parceiro Diamante

Maio 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...Leia mais

Solucionado

TCote on Maio 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 Leia mais

Responder Deals Professional

0 avaliações positivas

3 Respostas

Accepted Solution

HFisher7

Orientador(a) | Parceiro Elite

Maio 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...Leia mais

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