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geoffmyers on January 28, 2025
We are using the official NetSuite integration to sync Inventory Items and Non-Inventory Items to HubSpot Products. While I see it is possible to sync Assembly Items and Kit/Package Items, I do NOT see an option for Item Groups, which are very impor read more
HubSpot Alumni
January 28, 2025 18:10
Hey @geoffmyers , thank you for reaching out! Currently, the official integration between NetSuite and HubSpot does not include Item Groups,...read more
Solved
SM22 on August 19, 2024
Hi All We're using HS automations and the Google Sheets marketplace app to push Deal Properties and Line Item updates into rows in Google Sheets. We are finding that only the first line item associated with the deal is being pushed to sheets. Any read more
0 upvote
6 Replies
Accepted solution
Contributor
August 26, 2024 20:12
Hey @SM22 , Good timing! We just launched Google Sheets templates for Portant . It allows you to take infomation from HubSport and any connected ob...read more
Solved
NSegal on August 14, 2024
I have the Docusign integration for HubSpot set up, but envelopes (with any status: sent/complete/etc.) aren't appearing automatically in the docusign integration card with HubSpot contacts - meaning I can't see the envelopes once sent and not if th read more
0 upvote
1 Reply
Accepted solution
HubSpot Alumni
August 14, 2024 17:51
Hey @NSegal , thank you for posting in our Community! It sounds like there might be a sync setting or configuration issue with your DocuSig...read more
LMeloche on August 02, 2024
We are in the early onboarding stages. We put the Hubspot tracking code on our website so we are starting to see all contacts from forms come through. The current online forms are created in Infusinosoft / Keap. The issue we are having is w read more
Member
August 06, 2024 10:35
Thanks Pam, So you are saying that I could have the Infusionsoft Form code on, as well as create the Form code from Hubspot? This is the page I'...read more
Solved
MParr3 on July 26, 2024
I am looking to sync the status of tasks between Salesforce and HubSpot so that when tasks are marked as done in Salesforce, this reflects in HubSpots and vice versa. The property mappings shows the below error when trying to map Salesforce : S read more
1 upvote
4 Replies
Accepted solution
Participant | Diamond Partner
July 26, 2024 12:14
Oh, my apologies. Anytime I read or hear "Status" by brain goes to Tickets. However, going over this again, property mappings for the SF integration ...read more
Solved
Hyroxware on July 23, 2024
I have automations which trigger when deals are created or moved to a new stage. I am wanting to now sync my deals from pipedrive but I dont want them to trigger any automations? Do you know if this will happen?
0 upvote
7 Replies
Accepted solution
Hall of Famer | Partner
July 23, 2024 06:40
@Hyroxware if currently no deals are enrolled in your workflows, turning them off, running the sync, turning them back on, might be the easiest opt...read more
Solved
00444 on July 23, 2024
Hi everyone. I need some advice. I am working for a company that is setting me the sales navigator and the Hubspot Professional Service plan. The thing is that it will be connected through my personal LinkedIn, which is perfect because I w read more
Accepted solution
Recognized Expert | Diamond Partner
July 23, 2024 08:25
Hi Daniel, Exciting news! The LinkedIn Sales Navigator integration with HubSpot gives you full control over your contacts. While it doesn’t autom...read more
Solved
NOkida on July 17, 2024
Hello everyone! When I schedule a meeting using the activity function within a deal, it creates an event in Google Calendar without the video conference link. Does anyone know how to set it up to always create the link by default?
1 upvote
2 Replies
Accepted solution
Most Valuable Member | Gold Partner
July 18, 2024 04:31
Hey @NOkida You can set it on Google Calendar like this And if you want to add it automatically in you Meetings link in HubSpot just g...read more
sfreeds19 on July 15, 2024
Hi! I saw another thread on this but it didn't answer my question... I need to map account addresses in Salesforce to company addresses in Hubspot. I got the warning that says "The HubSpot field type Single line text isn't compatible with the read more
0 upvote
4 Replies
Participant
July 16, 2024 00:15
The rule I have is "Prefer Salesforce" , which I understand that's why the Hubspot address field was overridden. But the part that isn't clear is why...read more
Solved
TK32_EEC on June 28, 2024
How do meetings organised out of HubSpot be automatically entered into Hubspot? If we make meetings with individuals in the CRM outside of Hubspot (e.g. create a teams meeting), is there an automation workflow that tracks the email of whom you i read more
0 upvote
3 Replies
Accepted solution
Participant | Gold Partner
June 28, 2024 06:12
Hello @TK32_EEC , Have you tried the calendar sync option provided by HubSpot? If not, then you can refer to the HubSpot knowledge base artic...read more
Solved
JShipton on May 16, 2024
I'm currently scoping out an integration between HubSpot and LinkedIn Sales Navigator. Is it possible, as part of the integration, to create an alert/task that fires in HubSpot when a new employee joins a LinkedIn company page? And is there a wa read more
0 upvote
2 Replies
Accepted solution
Participant
July 19, 2024 08:08
Hi JShipton, You can use a filter in Sales Navigator Research leveraging "Contact in your CRM" = "Yes" Or "No", and "Changed Jobs". And then "Save s...read more
Solved
TWerboweski on May 14, 2024
We are currently using Jotform's smart PDF feature and want to move to strictly Hubspot instead. 1. Jotform allows us to drag and drop fields over the PDF so the output appears as a prefilled PDF. Is this possible with any integrations? 2. Second read more
0 upvote
1 Reply
Accepted solution
Key Advisor | Elite Partner
May 15, 2024 04:55
@TWerboweski I know PandaDoc Integrations lets you do it pretty much similar.
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