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khookguy on July 26, 2022
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
0 upvote
1 Reply
Community Manager
July 27, 2022 05:01
Hi @khookguy , Thanks for reaching out! You can add existing invoices to your specific contacts, as seen in our article here . I ...read more
khookguy on July 22, 2022
HubSpot's QuickBooks (QB) integration maps customers to QB contacts. But we are a B2B and need our QB customers are companies (accounts). We need them to map into QB companies. How can we do this?
0 upvote
4 Replies
Contributor | Diamond Partner
July 29, 2022 06:54
Thanks @kvonloesecke . Hey @Josh , @MandyDROS , @HubDoPete - do any of you have experience with the QuickBooks Online Automation...read more
Solved
karstenkoehler on July 11, 2022
Hi everyone, 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
Accepted Solution
Community Manager
July 12, 2022 07:39
Hi @karstenkoehler , I can help with this query! That's correct, it's currently not possible to merge companies in HubSpot if the Salesforc...read more
mrspabs on July 05, 2022
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?
0 upvote
1 Reply
Community Manager
July 11, 2022 04:13
Hi @mrspabs Thank you for reaching out. I want to tag some of our experts here - @Aakar @MandyDROS @LaurenKennedy do you have a...read more
mrspabs on July 05, 2022
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
0 upvote
1 Reply
Participant
July 06, 2022 05:26
Hi @mrspabs To identify those contacts first find, if Salesforce Lead ID is known & Salesforce Contact ID is known, those contacts are cover...read more
AMulready on April 05, 2022
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
2 upvotes
4 Replies
Community Manager
June 06, 2022 10:39
Thanks for sharing, @NarrowBoatJim !
katherineladue on March 15, 2022
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
1 upvote
3 Replies
Contributor | Diamond Partner
March 17, 2022 12:27
Oh, very good point! Was that a huge amount of work to get set up and configured with Zapier? After consulting with support (again), they ment...read more
ACibari on February 18, 2022
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
6 upvotes
1 Reply
Community Manager
February 22, 2022 00:55
Hi @ACibari Thank you for reaching out. This is not possible at this stage within HubSpot, I'd recommend upvoting this Idea in our...read more
brandy_asplundh on January 19, 2022
Editable Products 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
Contributor
March 21, 2022 16:45
Thanks for the update. Can you please advise when eCommerceBridge API calls will be accessible via private apps?
PChalasani on January 13, 2022
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
Community Manager
January 14, 2022 10:24
Thank you for sharing @PChalasani !
SReddy8 on December 29, 2021
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
0 upvote
1 Reply
Community Manager
January 04, 2022 06:58
Hi @SReddy8 Thank you for reaching out. When using the forwarding address, the email should be associated automatically to the recipi...read more
billythai1 on November 09, 2021
I am am looking for the Marketplace Icon to sync my Google Calendar
0 upvote
1 Reply
Community Manager
November 10, 2021 02:52
Hi @billythai1 , welcome to the Community! You can use this link to connect your HubSpot account to Google Calendar. You can find an instr...read more
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