Sales Integrations

cancel
Showing results for 
Search instead for 
Did you mean: 
Filter by:
  • All labels
  • Academy
  • Admin
  • Ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by:
Most Recent
  • Most Recent
  • Most Upvoted
  • spaulsen on September 16, 2021
    0 upvotes
    1 Replies
    Our sync with Mailchimp just stopped sending new contacts from HS to MC. All data from MC is coming into HS and we're at a loss about what to do. Has anyone experienced anything like this before? We are well below our MC contact threshold so that...
    Reply
    Community Manager
    September 16, 2021 22:08
    Hi @spaulsen , I checked the internal resources and I didn't find an uptick in Mailchimp integration issues, so it might be an unique issue t...
  • jscottCFM on August 27, 2021
    0 upvotes
    2 Replies
    Goals: Transparency for our clients to see what services on their invoices have discounts and for how much. Reporting on our end for which services were discounted by our sales reps the most, etc. The issue we're having: We have the integr...
    Reply
    Participant
    August 30, 2021 06:09
    Unfortunately we do not use QB online, we use desktop. However, we track discounts by creating a part number specifically for the discount which then...
  • Solved
    erink1 on August 02, 2021
    0 upvotes
    2 Replies
    Hey HubSpot community! Question about collecting documents. So we are looking into an integration where we would be able to collect documents, have a checklist for the uploader and reminders that send. We have stumbled upon a company called COLLECT ...
    Reply
    Most Valuable Member
    August 02, 2021 22:55
    Thanks for tagging, @natsumimori ! @erink1 , it looks like there isn't a readymade integration between Collect and HubSpot. You would have t...
  • GLaFleur on July 29, 2021
    0 upvotes
    1 Replies
    Hi there - I was curious if anyone was using Workato's connectors with HubSpot. More specifically the HubSpot and TalkDesk integration. I would be looking to hear about anyone's experience with this particualr integration or the overall experience...
    Reply
    Community Manager
    July 29, 2021 21:08
    Thank you for your post @GLaFleur . I wasn't able to find many Community conversatsions around Workato Integration for TalkDesk, but it seems...
  • Solved
    ChrisBu on July 28, 2021
    0 upvotes
    2 Replies
    Hi HubSpot community, I'm trying to make deal creation automated within HubSpot, and wondered if there's a way to automatically merge monthly customer deal renewals into single quarterly deals. My company has several clients who pay monthly,...
    Reply
    Member
    August 01, 2021 23:59
    Hi @karstenkoehler Many thanks for the reply, appreciate your help! Best Chris
  • ASilva8 on July 27, 2021
    0 upvotes
    2 Replies
    I am developing an application to integrate with hubspot and would like to add an icon line the exemple below: Could anyone help me with the endpoints to add an icon in the CRM like the example?
    Reply
    Participant | Partner
    July 28, 2021 13:09
    Hi @PamCotton , thanks for the reply. And then I see this feature in some apps on hubspot and this icon addition is done after connecting the app. ...
  • danmoyle on July 15, 2021
    0 upvotes
    3 Replies
    Does anyone have experience connecting HubSpot with the cannabis-specific ecommerce platform Dutchie ? I have a client who was able to connect it, but Dutchie doesn't seem to be actively pushing its data to HubSpot after the initial data surge when...
    Reply
    Top Contributor | Diamond Partner
    July 28, 2021 08:40
    Hi @dennisedson - sorry I didn't reply. I missed the notification of your questions. The connection is a Dutchie connector in their own ecos...
  • Diesel1 on July 14, 2021
    0 upvotes
    1 Replies
    Is there a simple sales order process within Hubspot where an enquiry can be logged in more detail than a deal, then passes through the process converting to a lead to an order, then enables goods to be despatched with a despatch note and finally an...
    Reply
    Top Contributor | Diamond Partner
    July 14, 2021 21:02
    Hi @Diesel1 , You can create a deal and record the deatails in Notes section of the deal. But unfortunately, raising invoice/quotes atomaricall...
  • Solved
    VuNguyen-WSE on July 11, 2021
    0 upvotes
    3 Replies
    Dear HS support We would like to setup promotion scheme in HS but seems it's not posible due to complexity. Is there any promotion partner that can integrated with HS and works for below requirement ? E.g: we need to manage: Promotion info...
    Reply
    Most Valuable Member
    July 12, 2021 21:15
    Hi @VuNguyen-WSE , I'm not aware of an integration for this but this could be achieved with custom objects in HubSpot . Once defined, you ca...
  • Solved
    Craftuser0001 on July 07, 2021
    0 upvotes
    1 Replies
    Hello, I am attempting to map Hubspot to Salesforce Record Type ID so that different leads can go down different sales paths. When attempting to map the Hubspot field I created (with the associated Salesforce ids) as stated in this link " https://k...
    Reply
    Participant
    July 07, 2021 05:08
    After thinking about it for a long time, I was able to work out why this didn't work. The reason why I couldn't find the field Record Type ID, was b...
  • Solved
    mayhem9 on July 02, 2021
    0 upvotes
    6 Replies
    We are replacing Autopilot with Hubspot for our marketing Automation connected to Salesforce. We already have fields like "MQL Date". I noticed that the setup created this field in Hubspot; however, there is already a field "Marketing Qualified Le...
    Reply
    Participant
    July 06, 2021 10:57
    Thanks @LaurenKennedy . You changed my mind. That makes a lot of sense. Much appreciated.
  • bkopp on June 21, 2021
    0 upvotes
    1 Replies
    i have 12 locations and possible 30 users , new to Hubspot and didn't even imagine it wouldn't have features not available to Exchange , what is being looked at as i know there are many companies still on exchange ...cmon make it happen please
    Reply
    Community Manager
    June 22, 2021 08:00
    Hey @bkopp Thank you for your feedback! I'd encourage you to upvote and share some thoughts on t his idea from our ideas forum . You can als...
Recent contributors
719
Posts
235
Solutions
Create post
Recent contributors