Dear reader, When we started filling in the CRM, we used the standard percentages for different stages in the pipeline. Consequently, the weighted amount took the amount and percentage to give a number. On the 21st of march we changed the perce read more
I am currently running into issues with my Hubspot to SalesForce sync settings. Has anyone run into a similar issue where a contact record in Hubspot will show that it is not syncing with salesforce (which is the goal). But that record in salesforce read more
@BCox2 a few things to try:
1. Test your contact in the HubSpot Inclusion list to make sure it doesn't meet the criteria.
2. Implement selec...read more
I've been asked to troubleshoot a connection that another team setup. I've been brought in at the very end of this integration, so I don't know how things have been setup. I also don't have access to the Salesforce side of the account. Currentl read more
@BamaBoy congrats on inheriting an integration - that's always fun!
There are a few things that may be an issue here:
1. The integration us...read more
Is there a better way to bring over activites and notes besides exporting from Salesforce and importing to HS? We've already got a bi-directional sync going - but of course this doesn't include notes or activities or tasks. Manually associat read more
We are developing a new site and have integrated WooCommerce to HS using MakeWebBetter. We have done all of the field mapping, and all of the data comes over perfectly into Hubspot IF there is no macthing contact. When the user data matches the co read more
Now that this feature is live in HubSpot, I wanted to ask if anyone knows of a database service that will help us enrich our data to know who the parents and corresponding children are. A client has a large database that needs cleaning but we don't read more
Hi Geoff, I have done a project to help one of my customers to clean-up and organized their customer data in Hubspot which include identifying parent...read more
Hi, I will probably use an official HS integration with Sales Navigator, but it is unclear which SN plan should I use.
https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/linkedin-sales-navigator - this description lists Ad read more
Hi foxes, Our client has an integration between Pandadoc and Hubspot. The client fills a form with contact properties and those contact properties are taken back into the Pandadoc document. Yet, from this document, we want Hubspot to create a d read more
Hi @Gesperance_MMIO ,
Thank you for reaching out to the Community!
I see – you could create a deal automatically in HubSpot with workflows ...read more
Hi there, Our case is: - The Customer Experience (CX) team mostly use HubSpot for their daily tasks, they don't want to login to Jira for updating the Jira label field. - Dev team want to track those labels in Jira My questions are: 1. Is there any read more
Hi @chaungng ,
Thank you for reaching out to the Community!
Syncing labels is not something that the Jira integration currently supports. Yo...read more
Hello HubSpot Community! I recently set up the google sheets integration and am running into a limitation that I am hoping someone has a workaround for. I have a workflow pushing conversation date stamps to a google sheet but would also like t read more
Hello @LLuik ,
It is possible to link the conversation date stamps and associated contact information in a Google Sheet using a unique identi...read more
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 read more
Hello @MaikM ,
There are several field sales management software tools available in the market that can be integrated with HubSpot, offering ...read more
I was pulling a report of the number of contacts being created by each rep through the sales outlook extension over the last month. We have several contacts being created by an "unknown" user and it gives a user ID that doesn't match any of our user read more