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解決済み
katherineladue 4月 24日, 2024
I hope this isn't a dumb question... I'm setting up ZoomInfo Inbound Enrich for the first time for a client, and just wondering about some best practices. I know in general it's advisable to create duplicate custom HS properties for ZoomInfo t 続きを読む
0 いいね!
2 コメント
Accepted Solution
殿堂入り | Solutions Partner
4月 25日, 2024 00:12
Hi @katherineladue , If your client says that it's fine to overwrite existing information, assuming that the ZoomInfo data will be more accura...続きを読む
解決済み
Paul_B 4月 03日, 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 続きを読む
1 いいね!
2 コメント
Accepted Solution
キーアドバイザー | Diamond Partner
4月 04日, 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 ...続きを読む
解決済み
OmarM18 9月 18日, 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? 続きを読む
0 いいね!
1 コメント
Accepted Solution
キーアドバイザー | Diamond Partner
9月 19日, 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/...続きを読む
解決済み
Juliaaa 8月 31日, 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 続きを読む
1 いいね!
2 コメント
Accepted Solution
キーアドバイザー
8月 31日, 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.
解決済み
pankajGRZ 7月 19日, 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 続きを読む
1 いいね!
1 コメント
Accepted Solution
最優秀メンバー | Elite Partner
7月 19日, 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....続きを読む
解決済み
AHernandez08 5月 16日, 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 続きを読む
0 いいね!
6 コメント
Accepted Solution
ガイド役 | Diamond Partner
5月 18日, 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...続きを読む
解決済み
MaikM 3月 17日, 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 続きを読む
1 いいね!
5 コメント
Accepted Solution
キーアドバイザー
3月 17日, 2023 15:04
Hello @MaikM , There are several field sales management software tools available in the market that can be integrated with HubSpot, offering ...続きを読む
jjpereira 7月 22日, 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 続きを読む
0 いいね!
1 コメント
トップ投稿者 | Solutions Partner
7月 22日, 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...続きを読む
解決済み
tillyvs21 1月 14日, 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?
0 いいね!
1 コメント
Accepted Solution
投稿者
1月 14日, 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...続きを読む
解決済み
FNeus 4月 16日, 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 続きを読む
Accepted Solution
メンバー
4月 21日, 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...続きを読む
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