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
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
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
Hi @SSandoval5
some of our clients use Oneflow
it has a great integration with HubSpot
using the properties, syncing into records, esignatu...read more
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?
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
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
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
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
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
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
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
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
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
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
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
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
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
@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
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
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
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
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