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
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
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
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
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
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
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
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
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
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