La fonction de suggestion automatique permet d'affiner rapidement votre recherche en suggérant des correspondances possibles au fur et à mesure de la frappe.
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 Lire la suite
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...Lire la suite
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 Lire la suite
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. ...Lire la suite
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 Lire la suite
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.
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...Lire la suite
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 Lire la suite
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...Lire la suite
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 Lire la suite
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 Lire la suite
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...Lire la suite
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 Lire la suite
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...Lire la suite
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 Lire la suite
Hello @TiphaineCuisset , @MandyDROS , I was able to achieve this through Zapier, thanks @MandyDROS . (Using the action " Update Contact in Hu...Lire la suite
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 Lire la suite
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...Lire la suite
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 Lire la suite
Hi Martin, We have a HubSpot-certified app in the marketplace, Invoice Scheduler for Xero - that supports multiple Xero instances (only on our ent...Lire la suite
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 Lire la suite
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...Lire la suite
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