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Solved
winsorcm on August 20, 2024
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
0 upvote
5 Replies
Accepted solution
Contributor
August 23, 2024 03:13
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
Solved
giogiogio on June 25, 2024
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
1 upvote
4 Replies
Accepted solution
Top Contributor | Gold Partner
June 25, 2024 08:47
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
Solved
KMHelm on April 24, 2024
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
0 upvote
4 Replies
Accepted solution
Guide | Diamond Partner
September 03, 2024 08:57
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
Solved
Nagashankar on April 13, 2024
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
0 upvote
2 Replies
Accepted solution
Top Contributor
April 14, 2024 00:21
Hey @Nagashankar Yes it is possible kindly go through this article here: https://knowledge.hubspot.com/integrations/use-hubspots-integration-...read more
Solved
LDekester on January 29, 2024
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
1 upvote
1 Reply
Accepted solution
Hall of Famer
January 29, 2024 20:17
@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
Solved
sarajschonfeld on January 25, 2024
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
0 upvote
2 Replies
Accepted solution
Recognized Expert | Diamond Partner
January 25, 2024 17:00
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
ACHubspot on December 18, 2023
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
Participant
August 06, 2024 09:57
Hi Annie, Thank you for your comment. 1) Which OBJECTS in HubSpot are we able to create a Teamwork.com CRM Card on, in order to display...read more
Husseinkhumra on August 31, 2023
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
0 upvote
1 Reply
Community Manager
September 01, 2023 04:14
Hi @Husseinkhumra , Thanks for reaching out to the Community! I wanted to share the Message template types and approval section of t...read more
Solved
free4ed on May 24, 2023
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
0 upvote
3 Replies
Accepted solution
Most Valuable Member | Diamond Partner
May 25, 2023 08:32
Hi @free4ed It sounds like you want the deal sync to be one-way and one-time? In which case the native integtration most likely will not m...read more
Solved
SeanPBurton on May 09, 2023
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
Accepted solution
Contributor
May 10, 2023 18:02
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
olli_h on April 12, 2023
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
Community Manager
May 08, 2023 08:26
Hi @WinnieHien , Thanks for sharing these exciting updates and the clarification on the bug! Best, Kristen
Solved
LLuik on March 17, 2023
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
Accepted solution
Key Advisor
March 17, 2023 15:02
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
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