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JKruger1 on February 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 read more
Member
February 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...read more
Solved
ÖKöksel on February 26, 2024
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
0 upvote
3 Replies
Accepted Solution
Top Contributor
February 26, 2024 08:27
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
Solved
SVenkatesan on January 17, 2024
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
Accepted Solution
Recognized Expert | Diamond Partner
January 17, 2024 08:50
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
ACHubspot on December 18, 2023
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
Participant
January 16, 2024 06:30
Introducing an Innovative Application Tailored for Users of Teamwork.com and HubSpot! Hello Hubspot, Happy Monday! Thank you for providing additi...read more
Solved
PSharma617 on October 31, 2023
I want to find if the information on User records in salesforce can be mapped in to Hubspot or not? If Yes, How do I do it?
1 upvote
2 Replies
Accepted Solution
Key Advisor | Diamond Partner
October 31, 2023 08:18
@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
Solved
CCampbell7 on October 16, 2023
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.
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
October 16, 2023 12:15
Hi @CCampbell7 , I'd recommend these resources for setting up the Salesforce integration. The HubSpot knowledge base articles should be up to ...read more
Solved
OBojahr on July 25, 2023
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
0 upvote
1 Reply
Accepted Solution
Key Advisor | Partner
July 25, 2023 06:55
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
Solved
KZimmerman6 on May 22, 2023
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
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 23, 2023 00:32
Hi @KZimmerman6 , I'd recommend checking the HubSpot app marketplace for this: https://ecosystem.hubspot.com/marketplace/apps/sales/partner-r...read more
Solved
ScubacaoDiving on January 15, 2023
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
1 upvote
2 Replies
Accepted Solution
Most Valuable Member | Elite Partner
January 17, 2023 08:52
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
jjpereira on July 22, 2022
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
Top Contributor | Partner
July 22, 2022 19:38
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
Solved
ChrisChiha on May 05, 2022
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
Accepted Solution
Top Contributor
May 06, 2022 07:43
Hello @TiphaineCuisset , @MandyDROS , I was able to achieve this through Zapier, thanks @MandyDROS . (Using the action " Update Contact in Hu...read more
JRowan8 on February 04, 2022
Hi - how do I integrate Lime Survey with Hubspot API? Or failing that is there a way to use Zapier? It is messy and expensive to use Lime Survey > Evently > Zapier > HubSpot any help is massively appreciated Jack
0 upvote
2 Replies
Member
February 04, 2022 09:17
Thanks John will certainly give it a try!
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