Sales Integrations

Filter by
  • All labels
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
Solved
hey37 on February 29, 2024
I want to create a persona who works in Inspirational music. Music is not listed at all in the persona creation drop down menu. What do I do?
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
March 27, 2024 10:56
@hey37 from that point on, you would: Click the Persona property. In the right panel, you can create, edit, or delete persona opti...read more
Solved
Isabel_c on February 19, 2024
Hello All, I am also a freelancer working on HubSpot but it is my first time to integrate it with Xero. Xero is already integrated and the goal is to see revenues on reporting dashboard. Do you have any idea how to get records of all existing xero read more
1 upvote
3 Replies
Accepted Solution
Key Advisor | Diamond Partner
February 19, 2024 04:11
Hey @Isabel_c You can check and take the complete overview of Integration here: https://ecosystem.hubspot.com/marketplace/apps/finance/acco...read more
Solved
DS--- on December 13, 2023
This is a good news post : I have the paid Starter edition, Google is my domain host and I access my email and contacts via Outlook. The crazy part is that I have 6000+ contacts but within that same list, I add 700 contacts for a new venture and read more
2 upvotes
2 Replies
Accepted Solution
HubSpot Employee
December 13, 2023 15:40
So happy to help you figure this out! Thanks for sharing
Solved
SaraWD on November 29, 2023
Hi there, We'd like to set up a website for large machinery sales, so planning on using Woocommerce in catalogue mode with WELAUNCH WooCommerce Catalog Mode plugin. Is it possible to pick up the content of the form people fill in there in the Hubs read more
0 upvote
1 Reply
Accepted Solution
Recognized Expert | Platinum Partner
November 30, 2023 10:42
Hi @SaraWD , Yes, that shouldn't be a problem. We've accomplished this in the past. If the user is technically adding them to a cart in ...read more
Solved
jfranks on November 17, 2023
hi all i'd like to connect whatsapp to hubspot. we are on sales starter and marketing starter. we have 3 hubspot users who would ideally use the same whatsapp personal number. and ideally whatsapp messages (sent and received) would be visible read more
1 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
November 17, 2023 07:49
Hi @jfranks , If you're referring to the official HubSpot integration, then no. It requires a Marketing or Service Hub Professional subscripti...read more
HFas on November 15, 2023
Hello Hubspot commnunity. We have (I believe) a relatively simple use case for that involves pulling specific data from HubSpot when a new deal is created. Below is the workflow we'd like, and where we are stuck. Ideally the workflow would be a read more
0 upvote
1 Reply
Community Manager
November 16, 2023 11:42
Hello @HFas welcome to our Community. I recommend copying the property from contacts to deals, this way when Zapier pulls the deals' informat...read more
AnthonyV on October 30, 2023
Hello together, we are currently struggling to streamline our internal outbound sales process. We're using HubSpot Starter Licenses, enabling us to utilize the Skip/Finalize task feature in HubSpot. In this HubSpot view, we can acce read more
0 upvote
2 Replies
Member
October 31, 2023 03:19
Dear Pam, We've reviewed the Aircall documentation in advance, but unfortunately, it didn't yield the desired results. The same issue persists wi...read more
NWilliams09 on October 29, 2023
Recently, we integrated our HubSpot account with Dropbox Sign to get terms and conditions signed by our new customer. We tried creating a template using deal properties, however, not all deal properties are reflected as an option in the Dropbox temp read more
1 upvote
2 Replies
Participant
November 02, 2023 23:57
Hi @NWilliams09 , Nice to meet you. If you don't manage this with Dropbox sign, you could try using Portant, our Certified HubSpot App. We ha...read more
norafateh on October 26, 2023
I'm in the process of integrating our CRM system with our sales tools, and I'm curious about your experiences. What CRM integrations have you found to be the most effective in optimizing sales processes? Through Mcdvoice homepage, customer or partic read more
0 upvote
1 Reply
Community Manager
October 26, 2023 05:17
Hi @norafateh , Thanks for reaching out to the Community! Could you please tell us more about what you're looking for in a CRM? What ar...read more
Brains on September 06, 2023
There is a certain property field within the deals table that is not parsing through to Power BI, while every other property field in the same deals table pulled through perfectly well. How can I pull this single property field through to Power BI? read more
0 upvote
3 Replies
Community Manager
September 11, 2023 15:20
Hi @Brains , Thanks for reaching back out! Happy to clarify 🙂 I would recommend reaching out to datawarehouse.io for assista...read more
Solved
PSproston on July 12, 2023
If I create a meeting in Google Calendar, it syncs to Hubspot just fine. But recently, if I amend / move that meeting, the changes dont get reflected in HUbpsot, and it stays showing as the original date. Any solutions / advice?
1 upvote
1 Reply
Accepted Solution
Recognized Expert | Partner
July 12, 2023 13:58
Hey @PSproston , thanks for reaching out! There is some nuance to this HubSpot integration, and, unsurprisingly, it works best when you're using nat...read more
AGranahan on June 13, 2023
HI Ive just recenetly started with hubspot. We are in investment company and when we close a deal we will have maybe 20 + investors. We need to be able to securely send each documentation with their details ( standard template currently using a csv read more
0 upvote
4 Replies
Participant
September 12, 2023 21:19
Hi @AGranahan , I know this thread is a bit old but I wanted to say hello in case I could help. We have released an App on the HubSpot Marketpla...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.