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
katherineladue on April 10, 2024
We are struggling to come up with a valid workaround for the limitations that the Quickbooks integration with HubSpot presents for our client that is a B2B company. Their clients in Quickbooks are under company names, not contact names, and some of read more
0 upvote
9 Replies
Accepted Solution
Recognized Expert | Diamond Partner
April 12, 2024 16:29
Hi @katherineladue , I'm not super familiar with the quickbooks integration, but it does look like you can do what you are looking for accor...read more
RandyPat on March 26, 2024
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 read more
0 upvote
6 Replies
Participant
April 04, 2024 18:13
Hi @RandyPat , Yes they can. Here is a more detailed video about esignatures: Please check it out and let me know if you have any questions. ...read more
AWilliams73 on October 04, 2023
In my small travel agency I'm finding use cases where multi-step email sequencing campaigns would be a huge help. I assume I'm in much company when I say I'm not willing or able to upgrade from the $20/month Starter plan to the $450/month Profession read more
0 upvote
5 Replies
Most Valuable Member | Elite Partner
October 07, 2023 07:22
@AWilliams73 completely understand where you're coming from! Hopefully SmartReach will be a good option for you 🙂
RChua8 on September 01, 2023
Hello, Is it possible to sync the metadata from Stripe to Hubspot quotes? So we have a couple of metadata from Stripe that needs to be sync in Hubspot quotes (affiliate email, event, etc.). Thank you in advance.
0 upvote
1 Reply
Key Advisor | Partner
September 04, 2023 02:54
Hey @RChua8 what are you using to integrate stripe with HubSpot? The HubSpot built integration doesn't allow this I believe, however you can add th...read more
TArias76 on August 31, 2023
For those of you often sending Slack notifications or internal emails to slaes/others and working with SFDC, I'm sure you've been frsutrated with dynamtically pulling the lead vs contact ID into a link. Well I created a calculated/formula property t read more
0 upvote
1 Reply
Community Manager
September 01, 2023 17:10
Hey @TArias76 , happy Friday! Thank you so much for sharing this calculated/formula property I am sure this will help a lot of our users here in...read more
Solved
Juliaaa on August 31, 2023
Hi Community-- We have found that the HubSpot database, which automatically populates company information, is not reliable at times and provides incorrect company details. Is there a way to use the Linkedin integration to automatically popul read more
1 upvote
2 Replies
Accepted Solution
Key Advisor
August 31, 2023 07:49
@Juliaaa - Another alternative you could look into are services such as those from ZoomInfo, Apollo, or Clearbit to enrich your data in Hubspot.
Solved
ScubacaoDiving on January 15, 2023
Hey guys! Thanks for your help on this one. I am trying to create Google Calendar events in a seemless manner from hubspot with multiple customer information. Now let me go into detail. We have activities that involve multiple customers that read more
1 upvote
2 Replies
Accepted Solution
Most Valuable Member | Elite Partner
January 17, 2023 08:52
Thanks for the tag @MiaSrebrnjak . I'm with you on this one. I don't know of a particular solution other than a meeting link that uses a secondary e...read more
Solved
ADvoršak on August 23, 2022
Hello everyone, I'm in front of a decision on how to integrate JotForm (JF) as my form tool into HubSpot (HS) and would like to present this idea and get some feedback to avoid unforseen complications. I plan to set up a two-stage data collection read more
Accepted Solution
Recognized Expert | Partner
August 23, 2022 20:36
Hey @ADvoršak , thanks for sharing this use case! As long as this approach works for you and your team and accomplishes what you need, this so...read more
Solved
ChrisChiha on May 05, 2022
Hello, I am using HubSpot x Google sheets integration. My google sheet contains contact properties, for contacts that already exist in Hubspot (Contact ID, name, email,...) Is there a way to update my contacts in HubSpot as per the updates done in read more
Accepted Solution
Top Contributor
May 06, 2022 07:43
Hello @TiphaineCuisset , @MandyDROS , I was able to achieve this through Zapier, thanks @MandyDROS . (Using the action " Update Contact in Hu...read more
Solved
TSweeten on February 09, 2022
Hello, I have recently become the Hubspot admin for a new company and I’m having trouble with some of the questions that the sales team is presenting me. The biggest thing that the sales team would like to do is have salesforce update automatically read more
Accepted Solution
Guide | Diamond Partner
February 09, 2022 23:34
Hi @TSweeten , Not much idea of Salesforce but in workflows, I can say, if they remove a salesperson from a team (but not from the system) the lea...read more
Solved
Martin07 on December 02, 2021
Hi. We have 3 companies within Xero for £/$ and € and see these as a single Xero instance with 3 option / companies to choose from depending on the region. I have successfully integrated Xero to HubSpot for the Head Office (£ sterling) and this wor read more
0 upvote
3 Replies
Accepted Solution
Participant
December 06, 2021 07:55
Hi Martin, We have a HubSpot-certified app in the marketplace, Invoice Scheduler for Xero - that supports multiple Xero instances (only on our ent...read more
Solved
Ignazio on November 08, 2021
Hi everyone! I’m searching for a solution to customize quotes wich is fully integrated with HubSpot data and pipelines. I basically need to (1) customize quotes templates and (2) automatically use certain templates to generating the quotes depe read more
1 upvote
13 Replies
Accepted Solution
Thought Leader | Elite Partner
November 10, 2021 05:06
Hi @natsumimori , thank you for tagging me in, and Apologies for the late response. So @Ignazio So the quote customization tool is in beta, bu...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.