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?
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
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
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
@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
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
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
@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
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
@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
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
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
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
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
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
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
Hey @MNar - This HubSpot Admin session will be worth joining / watching the recording: https://events.hubspot.com/events/details/hubspot-hubspot-...Leer más
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
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
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