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  • GLaFleur on July 29, 2021
    0 upvotes
    1 Replies
    Hi there - I was curious if anyone was using Workato's connectors with HubSpot. More specifically the HubSpot and TalkDesk integration. I would be looking to hear about anyone's experience with this particualr integration or the overall experience...
    Community Manager
    July 29, 2021 21:08
    Thank you for your post @GLaFleur . I wasn't able to find many Community conversatsions around Workato Integration for TalkDesk, but it seems...
  • Solved
    Pegasus74 on July 21, 2021
    1 upvotes
    2 Replies
    Hi All, I added the MS 365 app and when I tried to login to my work email, the MS pop-up window at first assumed that I was wanting to login to my Hotmail. Switching to my work email address, it thought that this was a new account. I'm thinking th...
    Member
    July 25, 2021 15:39
    Hi Brendan, Thank you very much for this. Yes, I am using a desktop version of Outlook. When I read the text about the HubSpot Sales Outlook, i...
  • Diesel1 on July 14, 2021
    0 upvotes
    1 Replies
    Is there a simple sales order process within Hubspot where an enquiry can be logged in more detail than a deal, then passes through the process converting to a lead to an order, then enables goods to be despatched with a despatch note and finally an...
    Top Contributor | Diamond Partner
    July 14, 2021 21:02
    Hi @Diesel1 , You can create a deal and record the deatails in Notes section of the deal. But unfortunately, raising invoice/quotes atomaricall...
  • kastraver on June 24, 2021
    0 upvotes
    1 Replies
    Hi there, I'm trialling the Supermetrics integration with Hubspot for Data Studio. Meetings booked with one sales rep are a major goal conversion for us, but I'm having trouble finding the right metrics/filters in Supermetrics. I've tried "numbe...
    Community Manager
    June 29, 2021 10:58
    Hello @kastraver , happy Tuesday. Since Supermetrics is built and supports this integration, their technical support team would be the ones to be...
  • Solved
    Shan3 on May 20, 2021
    0 upvotes
    1 Replies
    I keep reading that " you cannot sync information about contacts, companies, deals or documents between HubSpot and DocuSign". Am I right in my interpretation then that it is only custom property fields that you can sync with Docusign? This severel...
    Community Manager
    May 21, 2021 13:41
    Hello @Shan3 , at the moment o nly predefined HubSpot fields can be used in your DocuSign templates. This article here explains more how to use ...
  • Solved
    JStruble on May 03, 2021
    0 upvotes
    5 Replies
    I just upgraded to the Operation Hub Starter so I can integrate the lists from Constant Contact to HubSpot using the field mapping. The Lists in HubSpot are neatly mapped out – data from drop down menus will populate a List. I assumed I would b...
    Community Manager
    May 10, 2021 19:15
    @JStruble I reached out to the internal team and wanted to share the following information: Currently, it's possible to set one filter ...
  • Solved
    rreemer on April 09, 2021
    0 upvotes
    2 Replies
    I need to send data to HubSpot via Zapier’s “create / update contact” action. Which requires the email address field to be used. However, the data being sent has an incorrect email address against the contact and I want to preserve the hubspot email ...
    Member
    April 12, 2021 04:18
    Thank you
  • evangoldin on March 11, 2021
    0 upvotes
    3 Replies
    Hi all! Really appreciate your help in advance. I'm struggling to figure something out, and thought I'd pose a question to y'all. I'm running an online housing marketplace, and we manually match up homeowners who have (usually) vacant homes wit...
    Top Contributor | Diamond Partner
    April 06, 2021 03:46
    Hi @evangoldin , We have found this article for you. It contains a small video that may help you to fig out how to properly track which prop...
  • NMurphy on February 19, 2021
    0 upvotes
    2 Replies
    Hi, I'm trying g to set up the Wix integration for a new site and I keep getting this message despite having full permissions in both systems? Can anyone help?
    Top Contributor
    March 09, 2021 05:43
    Slightly offtopic (ie. I don't have a solution) but curious to learn how you'd like to connect Wix and HubSpot. Send new webform fills from Wix to HS...
  • kyl3 on December 17, 2020
    0 upvotes
    5 Replies
    Is there a concise chart or whatnot available to detail the differences between hubspot.com site and the WordPress Hubspot plugin? We are trying to decide if our site can be hosted on WP and receive all of the main benefits of using hubspot.com CRM ...
    Key Advisor
    January 06, 2021 08:44
    We seem to have a spirited discussion going on here, and there are some relevant points being made on both sides. As someone who has used HubSpot Ma...
  • BRaza on December 13, 2020
    0 upvotes
    1 Replies
    HI, I am using Hubspot Quickbooks integration app. After setting (activating by the toggle) it does not pull down my contacts from QB into Hubspot. It is showing in my Quickbooks software apps listing so no problem there. I even created a test...
    Community Manager
    December 14, 2020 15:15
    Hello @BRaza , Checking the integration here , you will select what invoice or contact you would like to bring to HubSpot, did you took thes...
  • sahilsethi576 on November 23, 2020
    0 upvotes
    2 Replies
    Hello, I have connected my inbox to hubspot for emails. but everytime anyone emails me, if they are not a contact in hubspot, it adds that person as a contact, anyone, not just true leads. I want to stop this. Can someone help me or share with ...
    November 24, 2020 01:47
    Hey there! So I thought about what I would do and I think this Integromat template might actually be able to solve the issue. Check it out and...
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