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CRMNinjas on April 19, 2024
We have Salesforce CRM Analytics and I want to connect the Hubspot Connector. It requires an API key to do so. How do I go about getting the Hubspot API Key?
0 upvote
1 Reply
Hall of Famer | Partner
April 20, 2024 00:55
Hi @CRMNinjas , I'm not familiar with the analytics connector, but generally, you can create access keys via a private app: https://developer...read more
DCrinnion on April 09, 2024
Hi All, Unfortunately before I got to my company someone created a Converted Account ID Picklist to sync with Salesforce IDs and today we hit an Option Limit Exceeded error message, may I ask what the best way to get around this or the best way read more
Key Advisor
April 09, 2024 09:30
What is the option being used for? Accounts don't convert in Salesforce to another object like a Lead to a Contact + Account, unless there is a CDO b...read more
Solved
val_spot_on on April 05, 2024
Hello everyone! I've been researching solutions on the market to add LinkedIn/Instagram contacts and messages into HubSpot, but I couldn't find any solution on marketplace. So I searched outside of the platform and found HubLead for LinkedIn but I'm read more
0 upvote
2 Replies
Accepted Solution
Most Valuable Member | Elite Partner
April 05, 2024 07:43
@val_spot_on Both HubLead and Surfe have different options for syncing LinkedIn with HubSpot, they both have their pros and cons - I highly recomme...read more
Thielandteam on March 20, 2024
Is anyone aware of a plugin or connection that allows you to move deals from Discovery back into the Prospecting module?
0 upvote
1 Reply
Top Contributor
March 20, 2024 18:04
Hi @Thielandteam , I'm assuming 'Discovery' is a stage in your deal pipeline. It's my understanding you would more so delete the deal and move t...read more
Solved
NStuyvesant on March 19, 2024
Need to add a hyperlink to Deals like this: https://api.example.com/deal/?name=Whatever&account=Dunder+Mifflin&amount=25000&owner=Jane+Doe&ownerEmail=jdoe@example.com that users can click to open in a new tab. It seems like I read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
March 20, 2024 08:18
@NStuyvesant sure, single-line text fields with a URL should show a small icon that will open the link when clicked. Alternatively, you can also se...read more
MonicaLozanoL on March 14, 2024
Hi, I want to add LinkedIn connections and InMails in the report of activity by rep with activity type breackdown and couldn't find anything. It only tracks LinkedIn Messages that the rep Logged. Is there a way to add the connections and InMails i read more
0 upvote
2 Replies
Most Valuable Member | Elite Partner
March 15, 2024 13:15
@BérangèreL I'm not aware of a way to target those properties in a custom report, I don't currently have access to an account with Sales Navigator ...read more
Solved
JStephens22 on March 01, 2024
When data synchs from HubSpot to NetSuite, the lead comes across and is assigned "Customer-won" status. I read thru the community notes and found some instruction on how to change the default setting in NetSuite's sales preference. The problem is th read more
1 upvote
7 Replies
Accepted Solution
Member
March 07, 2024 17:39
I found the solution!!!! When setting up the synch in HubSpot, the "Lifecycle Stage" field needs to map to NetSuite's "Status" field. Before doin...read more
Solved
C-Craven on February 28, 2024
Hi there, We are looking to create a bar chart that shows target revenue vs actual reveue for past months (so two vertical bars per month), and then target vs forecasted revenue for future months. This is not possible to do in HubSpot becau read more
1 upvote
2 Replies
Accepted Solution
Thought Leader | Platinum Partner
March 01, 2024 04:06
Hey @C-Craven we actually use this type of report (but it might be for Enterprise licence) This way you can setup a revenue goal , have a tren...read more
Solved
GPFlores15 on February 21, 2024
I need new leads that come from HubSpot to sync into NetSuite in a "Lead - New Lead Status". Our sync is setup so that when a contact record in HubSpot has a lifecycle stage of Marketing Qualified or Sales Qualified; that record when syncs into Net read more
0 upvote
1 Reply
Accepted Solution
Guide | Elite Partner
February 22, 2024 02:50
Hi @GPFlores15 , Looks like the key problem is this Netsuite part : Setup > Sales > Sales Preferences: Default new customer status = 'Custo...read more
Solved
MNar on February 06, 2024
Hi everyone. We offer the following: 1. Upfront physical product that usually lasts 3-5 years 2. Annual service fees, that are usually paid for 3-5 years 3. Another type of optional annual service fee, that is usually paid for 3-5 years 4. M read more
0 upvote
2 Replies
Accepted Solution
Guide | Elite Partner
February 06, 2024 09:52
Hey @MNar - This HubSpot Admin session will be worth joining / watching the recording: https://events.hubspot.com/events/details/hubspot-hubspot-...read more
Solved
JohnCNMG on February 01, 2024
we are planning on using pipelines for our project management as it's fairly straightforward. We are looking for a way to have some type of intake form that is filled out in-house when a deal is completed. The form details would be stored in not read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 02, 2024 00:45
Hi @JohnCNMG , Are you planning to use deal pipeline or ticket pipelines for this? With deal pipelines, things are a bit more complica...read more
Solved
SupportW on January 26, 2024
Hello. We are following the process outlined in the "Create NetSuite sales order from a deal record" section of this KB article: https://knowledge.hubspot.com/integrations/use-hubspots-integration-with-netsuite Everything is working as int read more
0 upvote
4 Replies
Accepted Solution
Most Valuable Member | Elite Partner
January 29, 2024 08:55
Hey there @SupportW - that looks like it's quite frustrating. I think I'd lose my mind every time I have to take that path. I'm wondering if...read more
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