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

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

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

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.

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

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

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

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

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

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

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

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