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 read more
Hey @JKruger1
you can take a look at the Associations part in the Developers documentation here https://developers.hubspot.com/docs/api/crm/ass...read more
Hey everyone, We (as company) are reseller of some license based softwares. (For example Adobe, Autodesk and etc.) Our main customer portfolio is based on license selling and license renewals. So, we would like to set a system for the read more
Hi @ÖKöksel , To do this, if you are setting a renewal date on your deals, (or if you're using a separate pipeline for renewals you could also...read more
Assume in my products list, I have a plan called "PLAN A" where the unit price of this product is 600 $ per year meaning my billing frequency is set to Annual. I'm trying to use this product in my line item or quote. My line item looks like IM read more
Hi again @SVenkatesan ,
Unfortunately there is currently no way to restrict how users can apply line items on quotes without custom code. Wo...read more
Teamwork.com Workflows is now on the marketplace. If you're an agency or professional service firm leveraging HubSpot & Teamwork.com, we have released workflow actions that take collaboration to a whole new level. This app allows you read more
@PSharma617
By default, the Owner ID field on a Salesforce lead, contact, account, or opportunity record will sync to the HubSpot Contact/co...read more
Is there a procedure available for setting up the Salesforce sync between Hubspot, and what information can be synced to Hubsport. Some of the current procedures seems outdated.
Hi @CCampbell7 ,
I'd recommend these resources for setting up the Salesforce integration. The HubSpot knowledge base articles should be up to ...read more
Dearest community, I understood the products in hubspot as an SKU not the real item itself. Consider I sell pens, so I would create the following products Name SKU pen red pen_red pen black pen_black In my stock I read more
Hey @OBojahr HubSpot products is really designed mainly for the quotes/invoicing tool and not as a stock management solution. You can create custo...read more
Hi all This is my second week usuing hubspot after usuing Salesforce for 7 years. At my new company I need to accomplish a couple things. 1. How do I create a partner tag on accounts in Hubspot? Currently it shows only the customer. We are read more
Hi @KZimmerman6 ,
I'd recommend checking the HubSpot app marketplace for this: https://ecosystem.hubspot.com/marketplace/apps/sales/partner-r...read more
Hey guys! Thanks for your help on this one. I am trying to create Google Calendar events in a seemless manner from hubspot with multiple customer information. Now let me go into detail. We have activities that involve multiple customers that read more
Thanks for the tag @MiaSrebrnjak . I'm with you on this one. I don't know of a particular solution other than a meeting link that uses a secondary e...read more
Does the inclusion list filter apply to only newly created contacts or does it govern the sync for all existing contacts? Currently all new contacts are being synced to salesforce as leads, with 1-2 exlcusion filters to hold back specific groups read more
Hello @jjpereira Because of the nature of the changes that you want for this feature, active lists might not be the best option for you to use...read more
Hello, I am using HubSpot x Google sheets integration. My google sheet contains contact properties, for contacts that already exist in Hubspot (Contact ID, name, email,...) Is there a way to update my contacts in HubSpot as per the updates done in read more
Hello @TitiCuisset , @MandyDROS , I was able to achieve this through Zapier, thanks @MandyDROS . (Using the action " Update Contact in Hubspo...read more
@SandraMarin There don't appear to be any prebuilt integrations for Vtex and HubSpot, nor do the iPaaS platforms like Tray or Leadsbridge offer a V...read more