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Sales Integrations

Buscar soluciones en Sales Integrations o hacer una pregunta

DAguiar1 en Marzo 25, 2024

The "External Mailer"

We know that HubSpot is a powerhouse for managing customer relationships, marketing campaigns, and sales processes. 🤔 But what if you need to shoot off an email to someone beyond the confines of your CRM records or outside your usual system users Leer más

Responder CRM Email Deliverability Marketing Sales

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1 Respuestas

PamCotton

Exmiembro de HubSpot

Marzo 25, 2024 18:23

Hey @DAguiar1 , happy Monday. Thank you for sharing about the "External Mailer" feature in the PocketKnife HubSpot add-on. It sounds like a ...Leer más

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CRey9 en Julio 04, 2023

Orginal Tracking Source : from applicant to customer

Hi HubSpot Community, i am selling product on my website with a form and i track payment success. But i do not collect the Original Source Tracking. For now i only have Direct traffic, from wherever the customer is coming (ads compaign, social medic Leer más

Responder Analytics Tools Contacts Integrations Marketing Sales Website Pages

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9 Respuestas

Solución Aceptada

karstenkoehler

Miembro del salón de la fama | Partner

Julio 05, 2023 03:07

Hi @CRey9 , Would it be an option to pass the last utm parameters through the purchase form, as explained here? https://community.hubspot.com...Leer más

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SeanPBurton en May 09, 2023

Working with Docusign

We currently use DocuSign and are exploring how the integration with Hubspot works. So far the integration seemse problematic. Ideally I want to be able to create a workflow that triggers on a deal status change and automatically filles and sends a Leer más

Responder CRM Documents Marketing Sales Workflows

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9 Respuestas

Solución Aceptada

GLePage

Colaborador

May 10, 2023 18:02

Hey @SeanPBurton , We use DocuSign to send contracts within a workflow, which picks up the contact details and then triggers new workflows when...Leer más

brandy_asplundh en Enero 19, 2022

[Now Live] Products created by Shopify and EcommBridge Apps are now editable in HubSpot

Editable Products Shopify and EcommBridge synced products are now editable in HubSpot. This means users can now: Edit a product Delete a product Add that product as a line item to a HubSpot deal or quote This func Leer más

Responder Developer Free Integrations Marketing Professional Sales

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5 Respuestas

SHodges45

Participante

Octubre 31, 2023 11:40

Hello, I still have a line item from a Woo Commerce integration that is not editable. It was mentioned aboved that all items would be availble to ed...Leer más

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