We are using the Quickbooks Online integration by HubSpot. Only newly created products and contacts are automatically synced over to HubSpot from Quickbooks.
I'm wondering if there is a way to bulk load the existing products, contacts, and read more
With the Salesforce integration installed, company records cannot merged in HubSpot ( Menu > Companies > Actions > Manage duplicates ).
" Merging companies isn't available while the Salesforce integration is i read more
I have fields on our salesforce lead records that "roll up" to the contact record when they are converted. (They are lead source type fields).
How do I sync on Hubspot field to the same field on the lead and contact object?
I'm trying to identify leads that have converted to contacts in salesforce.
In salesforce, you can filter for leads that have converted but I can't locate a field that I can sync to Hubspot with this status.
I can't use the contact ID be read more
Looking to see is there a way to pre load VAT on quotes depending on product We sell to UK and Ireland so both different VAT rates, just to ensure the crrect one or if the team forget it'd be ideal to have it built in on quotes page
Has anyone found a good way to get around the requirement for Opportunity Record Type ID in order to sync opportunities to deals in the Salesforce integration? I literally have run into this issue SO many times in the past few months and it doesn't read more
Hello HS Community, We are a remote team, we're all over the place but our company is based in the U.S. WE've tried using a Skype number to integrate with Hubspot, it worked or a while but it seems like the caller ID is either showing as a spam or read more
Shopify and EcommBridge synced products are now editable in HubSpot. This means users can now:
Edit a product
Delete a product
Add that product as a line item to a HubSpot deal or quote
This func read more
For larger B2B HubSpot users with > 10,000 prospect-accounts in their system, it is hard to glean insights from all this data: Which leads (accounts) to prioritize? Which campaigns and events are effective? Which prospects to reach out to, before read more
When using the forward address feature, it seems that the email activity is only logged under the Contact's record, but not any associated Deal record. Is there a way to automatically have emails sent to the forward address associate to multiple rec read more