We sync one HubSpot property, Status (SF), to two Salesforce fields: Lead Status, and Contact Status. The intent is to have one unified field to track Lead Status from when a Salesforce Lead is created, through when it's converted to a Contact. Lire la suite

Looking to enhance conversations with your prospects and boost your sales effectiveness? The Gong app for HubSpot has you covered. Watch this brand new video that dives into a variety of features like: Connecting Gong to HubSpot Call Spotlig Lire la suite

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 Lire la suite

We were looking for a third-party tool that would allow us to send a group text through the CRM. There are tools that will mass text i.e. send a text message individually to multiple users. But we want a solution when one person in the group text re Lire la suite

Hey all, Kinda new to Hubspot so hope this is not a silly question. We have a pipeline process that at points along the way there is a subprocess that needs to be accounted for. My thought was to create another pipeline and have an automation m Lire la suite

Hello everyone, I'm delving deeper into the capabilities of HubSpot to enhance my business operations and have a specific query that I'm hoping to get some insights on. HubSpot's functionalities for creating quotes and enabling electronic signature Lire la suite

We know that HubSpot is a powerhouse for managing customer relationships, marketing campaigns, and sales processes. 🤔 But what if you need to shoot off an email to someone beyond the confines of your CRM records or outside your usual system users Lire la suite

I embedded the Meetings widget code at the bottom of this WordPress page: https://www.uprite.com/events/future-of-hacking-and-cybercrime-webinar/ I can see the embed code DIV when inspecting it. The scheduling widget does not display on th Lire la suite

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 Lire la suite

Greetings, Community! How many times have you found yourself rifling through a CSV file to retrieve a company's VAT number just to generate a quote in HubSpot? Does the repetitive cycle of copying and pasting data between systems feel te Lire la suite

Hello, I'm using the Hubspot-Netsuite integration made by Hubspot. Hubspot is used for marketing and Netsuite is our CRM. When there's a new lead, I'd like to do the assignation in Hubspot and have the sale rep manage the lead in Netsuite. I Lire la suite

Is anyone else having problems with the Iframe not working in SFDC? Ours just hangs when trying to authenticate the users logging in from Salesforce ... Its been dragging on for WEEKS for us and I am sick to death of the lack or urgency from Hu Lire la suite