Sales Integrations

Filtern nach
  • Alle Label
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sortieren nach
Neuesten Beiträge
  • Neuesten Beiträge
  • Top Likes
Status
Alle
  • Alle
  • Gelöst
  • Ungelöst
  • Unbeantwortet
Gelöst
Paul_B on April 03, 2024
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
Accepted Solution
Autorität | Diamond Partner
April 04, 2024 03:48
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
OmarM18 on September 18, 2023
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
0 Likes
1 Antwort
Autorität | Diamond Partner
September 19, 2023 08:28
Hey @OmarM18 I found this one Integration hope this can work for you : https://app.hubspot.com/ecosystem/23181269/marketplace/apps/marketing/...Beitrag ansehen
Gelöst
Juliaaa on August 31, 2023
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
Accepted Solution
Autorität
August 31, 2023 07:49
@Juliaaa - Another alternative you could look into are services such as those from ZoomInfo, Apollo, or Clearbit to enrich your data in Hubspot.
Gelöst
pankajGRZ on Juli 19, 2023
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
1 Likes
1 Antwort
Accepted Solution
Koryphäe | Elite Partner
Juli 19, 2023 08:41
@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
Gelöst
AHernandez08 on Mai 16, 2023
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
Accepted Solution
Ratgeber/-in | Diamond Partner
Mai 18, 2023 06:47
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
Gelöst
MaikM on März 17, 2023
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
Accepted Solution
Autorität
März 17, 2023 15:04
Hello @MaikM , There are several field sales management software tools available in the market that can be integrated with HubSpot, offering ...Beitrag ansehen
jjpereira on Juli 22, 2022
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
Stratege/Strategin | Partner
Juli 22, 2022 19:38
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
JKrantz on April 25, 2022
Hello all, I am looking for a way when i have a deals move to "won", a share point form is filled out. all properties pushed from hubspot data.
Mitwirkender/Mitwirkende
April 27, 2022 07:34
Automatically submit a Sharepoint form with deal information. thanks! jim
Gelöst
tillyvs21 on Januar 14, 2022
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?
Accepted Solution
Mitwirkender/Mitwirkende
Januar 14, 2022 05:32
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
jscottCFM on August 27, 2021
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
Mitwirkender/Mitwirkende
August 30, 2021 09:09
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
Gelöst
FNeus on April 16, 2021
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
Accepted Solution
Mitglied
April 21, 2021 14:02
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
abbrechen
Suchergebnisse werden angezeigt für 
Stattdessen suchen nach 
Meintest du: 

Möchtest du eine Diskussion beginnen oder eine Frage stellen?

Beitrag erstellen

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.