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DSchwalb on May 31, 2023
Hi, We are testing the new WhatsApp Integration and are wondering whether it will be possible to use other objects (like deals and custom objects) when personalizing the templates. Our use case is that we want to trigger a whatsapp message in read more
0 upvote
1 Reply
Community Manager
June 01, 2023 08:31
Hi @DSchwalb , Thanks for reaching out to the Community! Only contact and company personalization tokens are supported in WhatsApp more
SWentFishing on May 30, 2023
Hi, Is there a way to enable a person using the meeting link to add extra people they would like to come to a meeting? Thanks!
0 upvote
2 Replies
Accepted Solution
Thought Leader
May 30, 2023 20:54
Hi @SWentFishing , there isn't a feature in the meetings tool to allow someone to add additional attendees. The only way to do it would be more
Laura16 on May 30, 2023
Hello! I am considering adding a new business unit to our HubSpot instance. I need to be able to provide quotes and invoices that would have 8 columns. Is it 100% true that HubSpot CANNOT handle this? Is there a customized template option? Is there read more
0 upvote
4 Replies
May 30, 2023 16:54
Also - do all the products and services reside in HubSpot? With another solution I am exploring, all products and services are put into Quickbooks more
KMohamed15 on May 29, 2023
Hi, Is the integration between Hubspot and CRM Dynamics considered a bulk import ? I'm asking because I have a business rule associated with a field. There's a limitation in D365 where business rules can't excute during bulk edits and imports: ht read more
0 upvote
1 Reply
Accepted Solution
Top Contributor | Diamond Partner
May 30, 2023 08:37
Hi @KMohamed15 the first time you turn the connector on it will sync the data specified in the limit section of the integration settings - not more
isacab on May 29, 2023
Hi y'all, just wanted to share a useful tip regarding property mapping when importing company data from Zoominfo. I was racking my brain trying to figure out the best way to streamline the Industry property in our CRM to make filtering companies read more
1 upvote
1 Reply
Thought Leader
May 29, 2023 15:50
Thanks for sharing this @isacab , this is really helpful! I'm sorry your post wasn't fully published, I hate when that happens - it's pretty more
LDix on May 26, 2023
We use the RingCentral Integration in our hubspot environment (via a chrome extension). We've been having a few issues lately: 1. The RingCentral Widget that appears on the screen does not show as available and nothing happens when you click i read more
0 upvote
1 Reply
Community Manager
May 29, 2023 11:35
Hi @LDix , I hope you are doing well! As this integration is built and supported by RingCentral, we do not have any tools to check why the more
free4ed on May 24, 2023
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 read more
0 upvote
3 Replies
Accepted Solution
Most Valuable Member | Diamond Partner
May 25, 2023 08:32
Hi @free4ed It sounds like you want the deal sync to be one-way and one-time? In which case the native integtration most likely will not more
Chica_Dornellas on May 24, 2023
Hi everyone. I am new on workflows and would highly appreciate your help with creating a workflow that will send a task, an internal email or a slack message one month before each renewal deal's close date. Thank you!
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 24, 2023 11:48
Hi @Chica_Dornellas , This could be achieved with a simple deal-based workflow like shown below: You would just have to add more
JCesman on May 24, 2023
Hi All, After the Unprocessible ID error at the start of the week it seems there has been an update. I find when going through tasks on hubspot, I know have an Apollo box opening up on ever task blocking my complete and impacting my spead of read more
0 upvote
3 Replies
May 28, 2023 02:23
Thanks. The fix solved it on our end.
TCote on May 23, 2023
Hello - I'm a regular Hubspot user, but new to the Shopify integration. Right now, all Shopify deals are within their own eCommerce pipeline, however, the deals are not associated with any companies. The primary contact on the deal is in fact as read more
0 upvote
3 Replies
Top Contributor | Elite Partner
May 24, 2023 15:58
@TCote - If upgrading to Ops Hub isn't an option, I believe the association can be achieved in a Zapier workflow if that is? Trigger is a new more
NChinyoti on May 22, 2023
I'm currently facing some challenges with integrating my WordPress website kangguru with HubSpot, and I'm seeking your expertise to help me resolve this issue. I have followed the integration steps provided by HubSpot, installed the necessary plu read more
0 upvote
1 Reply
Community Manager
May 23, 2023 08:19
Hi @NChinyoti , Thank you for reaching out to the Community! In order for us to be able to offer better guidance, would you be able to more
KZimmerman6 on May 22, 2023
Hi all This is my second week usuing hubspot after usuing Salesforce for 7 years. At my new company I need to accomplish a couple things. 1. How do I create a partner tag on accounts in Hubspot? Currently it shows only the customer. We are read more
0 upvote
1 Reply
Hall of Famer | Partner
May 23, 2023 00:32
Hi @KZimmerman6 , I'd recommend checking the HubSpot app marketplace for this: more
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