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CRMNinjas en Abril 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?
1 Me gusta
2 Respuestas
Líder intelectual | Partner nivel Platinum
Abril 22, 2024 06:54
Hey @CRMNinjas Here is more info on HubSpot API Keys https://knowledge.hubspot.com/integrations/how-do-i-get-my-hubspot-api-key Hope t...Leer más
DCrinnion en Abril 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 Leer más
Asesor destacado
Abril 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...Leer más
Resuelta
val_spot_on en Abril 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 Leer más
0 Me gusta
2 Respuestas
Accepted Solution
Miembro estimable | Partner nivel Elite
Abril 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...Leer más
Thielandteam en Marzo 20, 2024
Is anyone aware of a plugin or connection that allows you to move deals from Discovery back into the Prospecting module?
0 Me gusta
1 Respuestas
Colaborador líder
Marzo 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...Leer más
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NStuyvesant en Marzo 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 Leer más
0 Me gusta
3 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Marzo 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...Leer más
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MonicaLozanoL en Marzo 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 Leer más
0 Me gusta
2 Respuestas
Accepted Solution
Miembro estimable | Partner nivel Elite
Marzo 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 ...Leer más
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JStephens22 en Marzo 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 Leer más
1 Me gusta
7 Respuestas
Accepted Solution
Miembro
Marzo 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...Leer más
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C-Craven en Febrero 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 Leer más
1 Me gusta
2 Respuestas
Accepted Solution
Líder intelectual | Partner nivel Platinum
Marzo 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...Leer más
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GPFlores15 en Febrero 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 Leer más
0 Me gusta
1 Respuestas
Accepted Solution
Guía | Partner nivel Elite
Febrero 22, 2024 02:50
Hi @GPFlores15 , Looks like the key problem is this Netsuite part : Setup > Sales > Sales Preferences: Default new customer status = 'Custo...Leer más
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MNar en Febrero 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 Leer más
0 Me gusta
2 Respuestas
Accepted Solution
Guía | Partner nivel Elite
Febrero 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-...Leer más
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JohnCNMG en Febrero 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 Leer más
0 Me gusta
2 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Febrero 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...Leer más
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SupportW en Enero 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 Leer más
0 Me gusta
4 Respuestas
Accepted Solution
Miembro estimable | Partner nivel Elite
Enero 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...Leer más
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