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
Hey @Isabel_c
You can check and take the complete overview of Integration here: https://ecosystem.hubspot.com/marketplace/apps/finance/acco...read more
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
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
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
Hi @jfranks ,
If you're referring to the official HubSpot integration, then no. It requires a Marketing or Service Hub Professional subscripti...read more
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
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
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
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
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
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
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
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
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?
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
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
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