Hi there - I'm fairly new to hubspot and have a quesiton about Shopify + Hubspot Integration . (I have a Shopify store synced to my Hubspot, using the newer Shopify data sync integration.) My ideal scenario is to create this custom pipeline t read more
Thanks for tagging me @CatherineMonroe Hi @winsorcm , so you were able to create a deal in the first deal stage when the order is created on Sh...read more
Hello! I'm struggling to set up my first workflow, to update contact records on google sheets using the GSheet integration. I've set it up so that - in theory - whenever a contact name or last name gets updated on SalesHub, the change is refle read more
Hey @giogiogio , regarding the first issue: The "is known" trigger actually works exactly as you need it (just make sure re-enrollment is active). ...read more
I need help resolving this error: {"callbackId":"ap-43838246-1010927603059-4-0","outputFields":{"hs_execution_state":"FAIL_CONTINUE","Error":"PortalId : 43838246 | CrmObjectId : 134272074 | No LINE_ITEM associated with QUOTE"}} I have checked read more
At the end of the error you will notice is says "No LINE_ITEM associated with QUOTE"
Depending upon your process, I would suggest the following...read more
Hi all, I want to be able to create a invoice in Quickbooks against a contact with the line items in Hubspots when a Deal is moved to Closed stage, is this possible ? I had a look at the integration optons and the invoice sync is only one read more
Hey @Nagashankar Yes it is possible kindly go through this article here: https://knowledge.hubspot.com/integrations/use-hubspots-integration-...read more
Hi, My company sells marketing analysis solution for trade shows. We enable our clients with the possibility to track users in their booth and see how well they perform compared to their other shows. Our workflow is the following: Sales tea read more
@LDekester Short answer - yes.
I would highly recommend going the Custom Object route if you need to store multiple data points for different...read more
Before I go through the trouble of downloading the SalesLoft integration (which sounds like it's not the greatest) I was wondering if I would be able to use a workflow to add someone to a SL cadence. Has anyone done this before? Or if you have the c read more
HI @sarajschonfeld ,
If you are referring to t his app in the marketplace , it is a simple data sync that allows you to synchronize fields on...read more
Teamwork.com Workflows is now on the marketplace. If you're an agency or professional service firm leveraging HubSpot & Teamwork.com, we have released workflow actions that take collaboration to a whole new level. This app allows you read more
Hi Dear Hubspot community I have a problem synching my templates from my whatsapp manager to Hubspot, any one know the solution for that please ? note: my templates are already approved and the whatsapp account is already connected to Hubspot read more
I am working with a client who wants to do a one-way deal and contact from HubSpot to QBO. Here are the specifics: All the information of a deal should be copied from Hubspot to QuickBooks (QBO) if Deal Name does not already exist in QBO. After t read more
We currently use DocuSign and are exploring how the integration with Hubspot works. So far the integration seemse problematic. Ideally I want to be able to create a workflow that triggers on a deal status change and automatically filles and sends a read more
Hey @SeanPBurton , We use DocuSign to send contracts within a workflow, which picks up the contact details and then triggers new workflows when...read more
I have trouble to go through the steps required to create a NetSuite Sales Order straight out of Hubspot. Specifially, the display perpetually loads the Custom Forms , so that I can not go to the next step. Does anyone know how to resolve the read more
Hello HubSpot Community! I recently set up the google sheets integration and am running into a limitation that I am hoping someone has a workaround for. I have a workflow pushing conversation date stamps to a google sheet but would also like t read more
Hello @LLuik ,
It is possible to link the conversation date stamps and associated contact information in a Google Sheet using a unique identi...read more