I'm working with the Outreach connector and trying to sync Stage in Outreach to Lead Status in HubSpot when syncing contacts, but it's not working. I assume it's not working because Lead Status in HubSpot is a Radio Select field type. If I create Beitrag ansehen
Hey @Paul_B
You are correct in your assumption that the default Lead Status property in HubSpot is a Radio Select field type, which may not ...Beitrag ansehen
Hi,
I wonder how this can work in the case of SMS using a external app like Twilio? In email works perfect because you can send multiple emails at once, but with SMS only lets you send one by one. Do you have a possible solution for this? Beitrag ansehen
Hey @OmarM18 I found this one Integration hope this can work for you : https://app.hubspot.com/ecosystem/23181269/marketplace/apps/marketing/...Beitrag ansehen
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 Beitrag ansehen
We assisted an e-commerce company in successfully migrating from Celigo to HubSpot Native Sync for HubSpot and NetSuite integration. Is there anyone currently encountering any challenges with this migration? It is functioning well for them, and Beitrag ansehen
@pankajGRZ in my experience, the standard integrations HubSpot builds are better because it's the HubSpot team, who knows the product, building it....Beitrag ansehen
We want to integrate our HubSpot account with our QuickBooks Online account. We want to have all of the data centralized in HS, we'll be using the Payments tool, and we plan to sync the invoicing information from HS to QB using workflows. Which is t Beitrag ansehen
I don't think there is a best practice per say. A lot of it depends upon where your source of truth is for this kind of information and what your pro...Beitrag ansehen
Dear HubSpot-Community, we are looking for a field sales management software tool that can be easily integrated into HubSpot. The tool should support our field sales manager with the geo mapping of contacts, optimized routing and territory managem Beitrag ansehen
Hello @MaikM ,
There are several field sales management software tools available in the market that can be integrated with HubSpot, offering ...Beitrag ansehen
Does the inclusion list filter apply to only newly created contacts or does it govern the sync for all existing contacts? Currently all new contacts are being synced to salesforce as leads, with 1-2 exlcusion filters to hold back specific groups Beitrag ansehen
Hello @jjpereira Because of the nature of the changes that you want for this feature, active lists might not be the best option for you to use...Beitrag ansehen
I previously used Salesforce and found their lead funnel easier to manage than updating lead statuses as you also had a visual kanban. I'm considering using a Lead Pipeline but would this be overkill or it it something that people do?
Hi @tillyvs21 , Happy to offer my experience here. To take a step back, the way that I recommend people to track their leads is: - Use ' lifecy...Beitrag ansehen
Goals: Transparency for our clients to see what services on their invoices have discounts and for how much. Reporting on our end for which services were discounted by our sales reps the most, etc. The issue we're having: We have the integr Beitrag ansehen
Unfortunately we do not use QB online, we use desktop. However, we track discounts by creating a part number specifically for the discount which then...Beitrag ansehen
Hello,
i am looking for a more efficient way to send out our customer satisfaction surveys. So far, we used Survey Monkey to create the survey and analyze the results. Web-Collectors were generated in Survey Monkey and sent out via Hubspot. Al Beitrag ansehen
Hi! We had a similar situation. To avoid it we sent the emails right from SurveyMonkey but had a lot of issues with deliverability of the emails. W...Beitrag ansehen