Hello! We've just switched to Hubspot from Zendesk. On Zendesk, we could tick a field which said "send to productboard" and when we submitted the ticket, the description (i.e. word for word what the customer said), would go to Productboard. Leia mais

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 Leia mais

Hi All, I've been able to successfully create new Contacts, Deals and Companies via Zapier. The current process looks like this: - User submits a (Gravity Forms) form on my Wordpress website - Zapier creates a new Contact - Zapier creates Leia mais

Hello! I just started using Zapier to create Deals based on new contacts, and after searching the community fourms, still cannot come up with a solution that works to associate new Deals made with my contacts. I've been using a test with my account Leia mais

Hi there! I'm using Zapier to integrate Stripe and Hubspot to automate deal values in a pipeline that we use to manage existing subscriptions. 9/10 times it works as expected but occasionally during the "Find Deal in Hubspot" stage it is ret Leia mais

Hi all, I have several different HubSpot accounts connected to Zapier to transfer info back to one master account (we need the different accounts as they are attached to independant businesses). The setup and testing is all fine but Zapier keeps a Leia mais

We're trying to set up some automation between Hubspot and apps with Zapier. Usecase: Get the number of Outbound Sales qualified meetings generated by Sales Development representative. The filter criteria are mentioned in the image, ho Leia mais

Is there anyone out there that is using Quotient for quote creation/sending? Quotient works fairly well for our sales team (HubSpot quotes aren't quite flexible enough for our services). We've been using Zapier to push submitted quotes from Quotien Leia mais

Hi community. Thank you for taking the time to read and reply. I'm aiming to capture whether a contact in Hubspot got sent an email in Mailchimp. So let's say we send out 900 emails, one of which is John Smith, jsmith@acme.com Then in Hubspot Leia mais

We are providing training sessions using Zoom, each session has up to 20 delegates. It has been suggested we use Hubspot to manage this and send communicatiosn and reminders to delegates. Is anyone usining it for this and can anyone give any insight Leia mais

Does anyone know how we could integrate automatically Customer Google Reviews into the contact page ? There is a zapier for Google Business to Hubpost but I have not tried yet and it works only for new reviews not existing. Anything on that ?

Hi I'm new to Hubspot I have lots of lead/contact form emails from my website that contain information (name, address, phone, email) that I would like to add to HubSpot as a new contact. Is there an automated way to do this? I've seen Zapier men Leia mais