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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

I have to execute below in workflow Step1: When a deal is created and is in first stage, crate/assign a task for Mr. X to have enter meeting details i.e date, time, venue. Step2: Send an email reminder to Mr. Y 1 hours after the meeting time t Lire la suite

Hello, I would like to build a workflow that would send recurring Slack notifications with the following data for the last week or month: # of new leads added to the pipeline X # of meetings completed by person Y # of deals moved Lire la suite

It’s time for last edition of the App Accelerator Program Spotlight! We hope you have enjoyed this series, and learned something new. Last week, we highlighted: . This week, we would like to spotlight three apps that integrate with your CR Lire la suite