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
Hey @geoffmyers , thank you for reaching out!
Currently, the official integration between NetSuite and HubSpot does not include Item Groups,...read more
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
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
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
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
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
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
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
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
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?
@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
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
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
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?
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
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
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
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
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
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
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