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Solved
NSegal on August 14, 2024
I have the Docusign integration for HubSpot set up, but envelopes (with any status: sent/complete/etc.) aren't appearing automatically in the docusign integration card with HubSpot contacts - meaning I can't see the envelopes once sent and not if th read more
0 upvote
1 Reply
Accepted solution
HubSpot Employee
August 14, 2024 17:51
Hey @NSegal , thank you for posting in our Community! It sounds like there might be a sync setting or configuration issue with your DocuSig...read more
Solved
TEller2 on August 08, 2024
Hi everyone, we are using Outscraper to scrape Restaurant leads (from Google Maps) for our Sales Reps. Wehave some issues here: 1. Unfortunately Outscraper doesnt catch all locations you can find on GMaps 2. Restaurants are often fl read more
0 upvote
3 Replies
Accepted solution
Most Valuable Member | Diamond Partner
September 03, 2024 15:25
Hey @TEller2 and welcome to the HubSpot community. While I haven't used any of these, so I can't cerify them, here are a few options to OutScraper ...read more
Solved
SureshByrareddy on July 31, 2024
Hi Team, I need to know more information about how hubspot works with office 365, do we need addins for office 365, if i logged in office my phone will it automaticaly sync to hupspot?
0 upvote
1 Reply
Accepted solution
HubSpot Employee
July 31, 2024 16:08
Hey @SureshByrareddy , You will need the HubSpot Sales add-in, more information here . Once installed, it will enable automatic syn...read more
Solved
JCohn on June 16, 2024
The Proposify <> HubSpot integration will automatically create a note each time a prospect views a proposal. It's cool to know a prospect viewed it maybe once, but spamming the notes section 30+ times as prospects reference their Proposal dur read more
0 upvote
1 Reply
Accepted solution
Key Advisor
June 16, 2024 20:27
As this integration is maintained by Proposify they would be the best to help out in this situation. Based on what I reviewed through their documenta...read more
Solved
cbwhittemore on May 31, 2024
Hi. I am trying to enable an integration between Freshclick Quote and HubSpot. According to Freshclick support, we need the quote_no field validation updated. Here is the error: ************************** Array ( [status] => error [message read more
0 upvote
3 Replies
Accepted solution
HubSpot Employee
May 31, 2024 18:56
Hey @cbwhittemore , Happy Friday! Please ensure that the quote_no field in Freshclick is correctly mapped to the corresponding field in Hu...read more
Solved
07000 on May 14, 2024
Hello - we have Facebook Messenger set up through a HubSpot chatflow. When someone messages us through Facebook, the conversation gets routed to our HubSpot Inbox under "Messenger" but a lot of the time the contact shows up as "Unknown Visitor" so w read more
Accepted solution
Top Contributor | Platinum Partner
May 15, 2024 09:55
Hi @07000 This should be enabled since the data sharing (see picture below) allows for that. If you've connected a Facebook Messeng...read more
Solved
EDeMunter on May 14, 2024
Hello, I wonder if it is possible to automatically open the planning pop-up when a meeting date is booked? Thank you in advance!
0 upvote
19 Replies
Accepted solution
Hall of Famer | Partner
May 15, 2024 05:11
@EDeMunter unfortunately not, no. You would have to add this manually.
Solved
BvanderLaan7 on May 13, 2024
Hi there! We're setting up an integration between Salesforce and HubSpot. Sales department works in SF, but we'd want those results to flow back in HubSpot. In HubSpot we are limited to 2 pipelines, because of our subscription. In SF we have 5 pipe read more
1 upvote
7 Replies
Accepted solution
Most Valuable Member | Gold Partner
May 16, 2024 08:53
Hey @BvanderLaan7 Yes, selective sync is for Contacts that you want to sync between SF and HS not for deals and pipelines.
Solved
Tillforty on April 13, 2024
I am using Hubspot CRM API to automate some specific processes. When I try to get contact_to_email or deal_to_email associations I get only our team Emails. Do I understand right that getting Contact or Deal-related customer Emails/Replies is impos read more
Accepted solution
Top Contributor
April 14, 2024 23:28
Hi @Tillforty If you're trying to get a list of all emails associated to a deal/contact you can use: Post /crm/v3/objects/emails/searc...read more
Solved
RGomes73 on April 11, 2024
Working with the new prospecting workspace. When executing tasks, it seems that the Sales Nav app is not working well. I beleibe a pop up should appear or us to send a connection request or Inmail right inside of HS. Is this feature working read more
0 upvote
7 Replies
Accepted solution
Community Manager
May 21, 2024 09:39
Hi @RGomes73 , Thank you for the additional information and sorry for the delay in the response. Could you please try the following and see if t...read more
Solved
Paul_B on April 03, 2024
I'm working with the Outreach connector and trying to sync Stage in Outreach to Lead Status in HubSpot when syncing contacts, but it's not working. I assume it's not working because Lead Status in HubSpot is a Radio Select field type. If I create read more
Accepted solution
Recognized Expert | Diamond Partner
April 04, 2024 03:48
Hey @Paul_B You are correct in your assumption that the default Lead Status property in HubSpot is a Radio Select field type, which may not ...read more
Solved
ALake2 on April 03, 2024
Does anybody use the Zapier integrator to connect to MRP Easy. If so how does it conenct and what information can be transferred.
0 upvote
2 Replies
Accepted solution
Top Contributor | Gold Partner
April 03, 2024 17:48
Hi @ALake2 , Nothing much more to add from @PamCotton 's post other than a couple links. I refer to the app page for each Zapier integr...read more
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