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NKolev on September 28, 2022
Hello, Our Customer Support is using Zendsesk and our Sales department is thinking of changing its current CRM to HubSpot. I've tested both integrations (the one created by HubSpot and the one created by Zendesk). I have an issue with the latte read more
0 upvote
1 Reply
Participant
September 28, 2022 10:33
@NKolev Couple clarifying questions: Are you looking to create contacts from Zendesk tickets if the contact does not already exist in HubSpot? ...read more
Solved
NKolev on September 27, 2022
Hello, We are looking at HubSpot as our new CRM system and I want to know how a person from our Customer Department can transfer a potential lead from Zendesk to the Sales department in HubSpot, without creating a new contact as this will gener read more
0 upvote
4 Replies
Accepted Solution
Recognized Expert | Elite Partner
September 27, 2022 06:34
That may be an issue indeed @NKolev . HubSpot does allow merging and multiple emails, so your team can manage data and contacts manually. Data manag...read more
nickcairl on September 08, 2022
Is anyone else experiencing zoom integration issues in the sales hub? Once connected there used to be a small Zoom icon in the 'Create Meeting' pop-up. I've been looking through my team's accounts and it seems to have disappeared. Is anyone read more
0 upvote
1 Reply
Community Manager
September 12, 2022 12:25
Hi @nickcairl , Thanks for reaching out! I haven't seen any reports of this on the HubSpot status history page here . I would recommend...read more
Solved
ADvoršak on August 23, 2022
Hello everyone, I'm in front of a decision on how to integrate JotForm (JF) as my form tool into HubSpot (HS) and would like to present this idea and get some feedback to avoid unforseen complications. I plan to set up a two-stage data collection read more
Accepted Solution
Guide | Platinum Partner
August 23, 2022 17:36
Hey @ADvoršak , thanks for sharing this use case! As long as this approach works for you and your team and accomplishes what you need, this so...read more
Solved
Taryn_S on August 22, 2022
What is the accepted tool to use for up-to-date currency conversions now? It is nearly impossible to use HubSpot to run a business globally that relies on multiple currencies and exchange rates. Manually updating is just not an option - any best app read more
0 upvote
4 Replies
Accepted Solution
Key Advisor
August 24, 2022 00:15
Hi @Taryn_S , at the moment, it's only manual. But this brings some unexpected behavior as well, as I don't think the exchanges' snapshot for the ...read more
ryan-cambium on July 29, 2022
Hi. I can't seem to find this in the docs anywhere. Does the standard HubSpot-Salesforce connector support syncing parent/child relationships at the account/company level? Thanks!
0 upvote
3 Replies
Member
August 04, 2022 12:20
Hi @ryan-cambium , As far as I know, this is not possible at this time, and any workarounds are going to be a complicated process. Quick questi...read more
Solved
ATzikas on July 26, 2022
I currently am managing two customer accounts for a Salesforce Integration. 1 customer account has the field Last Salesforce Sync Time, the other doesnt not? I am wondering if there is an explanation for this? We would like to use Last Salesforce read more
0 upvote
1 Reply
Accepted Solution
Recognized Expert | Elite Partner
July 27, 2022 06:03
@ATzikas if 1 customer has it and the other doesn't, I'd think it's one of two possibilities. Either customer A, with the property, created it cust...read more
khookguy on July 26, 2022
We are using the Quickbooks Online integration by HubSpot. Only newly created products and contacts are automatically synced over to HubSpot from Quickbooks. I'm wondering if there is a way to bulk load the existing products, contacts, and read more
0 upvote
1 Reply
Community Manager
July 27, 2022 05:01
Hi @khookguy , Thanks for reaching out! You can add existing invoices to your specific contacts, as seen in our article here . I ...read more
khookguy on July 22, 2022
HubSpot's QuickBooks (QB) integration maps customers to QB contacts. But we are a B2B and need our QB customers are companies (accounts). We need them to map into QB companies. How can we do this?
0 upvote
4 Replies
Contributor | Diamond Partner
July 29, 2022 06:54
Thanks @kvonloesecke . Hey @Josh , @MandyDROS , @HubDoPete - do any of you have experience with the QuickBooks Online Automation...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 16:38
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
khookguy on July 14, 2022
We have the SFDC integration configured to "Create a lead in Salesforce" when a HubSpot contact is created or updated. Unfortunately, sometimes SFDC already has a contact with the same email. In this case, HubSpot creates a lead anyway read more
0 upvote
5 Replies
Accepted Solution
Contributor | Elite Partner
July 15, 2022 13:18
Ah, that makes much more sense now! The sync runs about every 15 minutes, so I would suggest waiting at least 15 minutes or until the HubSpot contact...read more
TAndrews9 on July 13, 2022
Hi- New user here - we currently use Pipeline CRM for our client services team to track customers' status/progress/etc. once they've been sold. We are in the midst of implementing SalesHub, and I want to be able to have the sales team use Sa read more
0 upvote
2 Replies
Guide | Platinum Partner
July 15, 2022 13:22
Hi @TAndrews9 🙂 My name is Olivia. I am from Dublin and worked in HubSpot for 3.5 years before starting with a small agency founded by other H...read more
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