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
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
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
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
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
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
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!
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
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
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
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