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XSupport on November 08, 2024
Hi all, I am attempting to get a user signed into the Hubspot flyout integration via outlook web access and having a lot of trouble signing the user in. When he signs in, he is prompted to sign in with his MS credentials and gets the following e read more
0 upvote
1 Reply
Community Manager
November 11, 2024 04:02
Hi @XSupport and welcome to the Community! It's a pleasure to have you here! Thanks for asking the Community, and thanks for the screenshot, tha...read more
Solved
SSandoval5 on November 06, 2024
Hi, We originally used Pandadoc to send contracts to customers using a template. However, due to ongoing issues with Pandadoc, we're looking to switch to a different tool. In our setup, we mapped the document fields in Pandadoc to HubSpot, so w read more
1 upvote
1 Reply
Accepted solution
Thought Leader | Platinum Partner
November 06, 2024 16:40
Hi @SSandoval5 some of our clients use Oneflow it has a great integration with HubSpot using the properties, syncing into records, esignatu...read more
Solved
ASupport7 on November 04, 2024
Hi, I'm currently trying to import contacts and companies, but I've been stuck at 0% since this morning. Could you please let me know why this is happening?
1 upvote
6 Replies
Accepted solution
Thought Leader | Platinum Partner
November 05, 2024 13:22
Hey @ASupport7 Have you checked that the Odoo user has the right permissions to access all the info and to setup the integration? Note that th...read more
IGabriele on October 29, 2024
I've recently added the Bullhorn integration to my Marketing Hub account. The deal and contact records are syncing successfully, but for Notes, the icon just spins and says "Scanning all associated records..." and all columns are stuck at "0". No read more
0 upvote
2 Replies
Member
October 29, 2024 18:45
Hi Pam, I did clear my cache. Also, BH permissions should be working fine as the notes were syncing yesterday just fine. What else can I do? Can som...read more
Solved
Vasiki on October 29, 2024
Hello, If I am a HubSpot superadmin, am I able to set up Calendly integration for users on my team? Or do I have to work with each one individually to set up the integration on their account? For those familiar with Calendly, the same questi read more
0 upvote
1 Reply
Accepted solution
Contributor | Diamond Partner
October 29, 2024 16:57
Hi @Vasiki ! I spoke with some other users on a similar topic and would love to share my findings. This integrat...read more
BBlohowiak on October 28, 2024
Hi All, I'm trying to get the Hubspot/Quickbooks integration set up for our sales team. In testing, I've noticed that invoices in Hubspot are not marked as taxable in Quickbooks. If invoices generated in Hubspot are being imported without read more
0 upvote
2 Replies
Member
October 29, 2024 10:19
Hey @PamCotton , Could you elaborate on where I would see whether my products have the taxable option selected? I didn't see anything similar u...read more
Solved
REnsor on October 28, 2024
Hello, I was hoping to use the native 'quotes' in sales hub to sent out for e-sign but quickly learned there is no way to automativally sent these out to a contact following a form submission (if there is, please let me know!!) So i have started l read more
Accepted solution
Key Advisor | Partner
October 28, 2024 06:20
Hey @REnsor I guess It is simple you can create a workflow if the form is submitted send an email with the quote link attached whey they can ...read more
Solved
CYapici on October 24, 2024
Hello everyone, I'm testing LikedIn CRM sync app. It looks very promising, however I'm unable to edit the sync settings individually on object level. For example, I'd like to sync only for contacts and accounts, but not deals. Or I'd like to edit read more
0 upvote
3 Replies
Accepted solution
Participant
October 28, 2024 04:28
Reply from HS support: This is for the LinkedIn CRM Sync integration, correct? If so, the sync configuration settings are actually not edit...read more
Solved
Iscrisvesu on October 19, 2024
Hello there, I'm migrating from pipedrive to Hubspot and even though via import it brings some emails, it doesn't do it with all of them. Also, now in hubspot I have contacts that are no longer deals but I want to keep the email history. What read more
Accepted solution
Key Advisor | Elite Partner
October 20, 2024 03:46
Hi @Iscrisvesu , For the first part of your question about emails not importing properly, here’s what I’d recommend based on my own experienc...read more
Solved
Jumble7 on October 18, 2024
Trying to set up the PhoneBurner Data Sync app and I'm getting this error: Couldn't connect to PhoneBurner User error on remote account for appId="284307" reason="FAILED" message="" Anybody know the solution to this? I'm on the free versio read more
0 upvote
1 Reply
Accepted solution
Key Advisor | Elite Partner
October 20, 2024 04:55
@Jumble7 , Sounds like an account specific issue to me I would connect with Support first, or maybe you just dont have admin rights in both p...read more
Solved
kaanaro on October 14, 2024
Is there a way to be notified when a deal invoice is paid with ACH? The reason we need this is that, ACH transfers take very long time to be reflected as a payment activity on Hubspot. For example, the client paid the invoice on October 3rd and read more
0 upvote
3 Replies
Accepted solution
Top Contributor | Gold Partner
October 15, 2024 14:27
Hi @kaanaro , Here's how you could see a list of processing invoices paid by ACH. In that same table you can add the associated deal by editin...read more
Solved
michiMolllath on October 11, 2024
Hi there, I have succesfully integrated slack and hubspot. Everything is working. Usecase: I want to answer icoming livechats which as tickets in HS helptdesk on slack. If I do so my answer is a comment in the ticket and NOT the answer to t read more
0 upvote
3 Replies
Accepted solution
Member
October 11, 2024 06:37
Sounds like the replies are being sent into the ticket instead of the live chat. To fix this, please ensure that your settings match these: Setti...read more
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