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Sales Integrations

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  • Solved
    Hubspot Live Chat doesn't appear on my website
    MHall0 on August 03, 2021
    0 upvotes
    2 Replies
    Hi all, i have recently downloaded the HubSpot All-In-One Marketing - Forms, Popups, Live Chat plugin ubspot plugin for my wordpress site ( www.lincolnwick.com ) but no matter what i do i cant seem to get the live chat to actually appear on th...
    Discussion Free
    MHall0
    Member
    August 03, 2021 06:16
    Hi Karsten, thanks for the response and sorry i think i may have marked it as solved (but it isnt yet), i have gone through the troubleshooting step...
  • Document Collection
    erink1 on August 02, 2021
    0 upvotes
    2 Replies
    Hey HubSpot community! Question about collecting documents. So we are looking into an integration where we would be able to collect documents, have a checklist for the uploader and reminders that send. We have stumbled upon a company called COLLECT ...
    Discussion Professional
    karstenkoehler
    Most Valuable Member
    August 02, 2021 22:55
    Thanks for tagging, @natsumimori ! @erink1 , it looks like there isn't a readymade integration between Collect and HubSpot. You would have t...
  • Does Hubspot CRM integrate with Nextiva
    EConnolly on August 02, 2021
    0 upvotes
    1 Replies
    Hi, my Name is Ed and I'm new here. I'm using Hubspot for sales and lead management. Can Hubspot integrate with Nextiva phone service? I get sales calls from the home office forwaded through an app. It would be great if HS saw those and loaded them ...
    Discussion Sales
    PamCotton
    Community Manager
    August 02, 2021 14:24
    Hello @EConnolly , welcome to our Community, looks like Nextiva has integration with HubSpot ( More information here ). Also, this idea from Pie...
  • Date format syncing with Airtable
    NAds on July 30, 2021
    0 upvotes
    7 Replies
    Hello Hubspot experts. Help me out, will ya? I am syncing Airtable with Hubspot through Zapier (all 3 are free versions). All fields sync perfectly fine except the date fields from Hubspot. They dont translate to airtable. What am i doing wrong? ...
    Discussion Free
    NAds
    Participant
    August 01, 2021 10:20
    So, these are two date fields in airtable. - Formated both dates as Local and none synced. - Both as friendly and only One of them synced (with the ...
  • Workato Integration for TalkDesk
    GLaFleur on July 29, 2021
    0 upvotes
    1 Replies
    Hi there - I was curious if anyone was using Workato's connectors with HubSpot. More specifically the HubSpot and TalkDesk integration. I would be looking to hear about anyone's experience with this particualr integration or the overall experience...
    Discussion Enterprise Free Professional Starter
    natsumimori
    Community Manager
    July 29, 2021 21:08
    Thank you for your post @GLaFleur . I wasn't able to find many Community conversatsions around Workato Integration for TalkDesk, but it seems...
  • Solved
    Help with reclassifying HubSpot deals
    ChrisBu on July 28, 2021
    0 upvotes
    2 Replies
    Hi HubSpot community, I'm trying to make deal creation automated within HubSpot, and wondered if there's a way to automatically merge monthly customer deal renewals into single quarterly deals. My company has several clients who pay monthly,...
    Discussion Professional
    ChrisBu
    Member
    August 01, 2021 23:59
    Hi @karstenkoehler Many thanks for the reply, appreciate your help! Best Chris
  • how add icon custom in menu default contacts, deals, tickets, etc... where start call, send email...
    ASilva8 on July 27, 2021
    0 upvotes
    2 Replies
    I am developing an application to integrate with hubspot and would like to add an icon line the exemple below: Could anyone help me with the endpoints to add an icon in the CRM like the example?
    Discussion Professional
    ASilva8
    Participant | Partner
    July 28, 2021 13:09
    Hi @PamCotton , thanks for the reply. And then I see this feature in some apps on hubspot and this icon addition is done after connecting the app. ...
  • Salesforce/Hubspot Task Sync
    ABarkell on July 26, 2021
    0 upvotes
    2 Replies
    Can I sync Hubspot activities to different Task record types in Salesforce?
    Discussion CRM
    webdew
    Top Contributor | Diamond Partner
    July 26, 2021 21:32
    Hi @ABarkell , yes you can sync HubSpot activitoes to record types in Salesfotce and vice-versa. Here this article can help you out that which ...
  • Contact upload file as attachment?
    MDurkin on July 23, 2021
    0 upvotes
    2 Replies
    Hi, Is there a way using a Hubspot form for a Contact to upload an atachement (such as a Resume / CV) against their own record and for this to appear as an attachment? When I use the File Upload field in a form it seem to attach the file t...
    Discussion Free
    MDurkin
    Member
    July 27, 2021 07:48
    Thanks @Josh , Appreciate the response. For context, I'm a Career Coach and want to give contacts the option to upload their Resume to the...
  • Issue with Hubspot plugin + CookieBot Plugin on Wordpress
    MDurkin on July 23, 2021
    0 upvotes
    2 Replies
    Hi, My site runs on Wordpress and I process user consent via the CookieBot plugin. I have the Hubspot plugin activated and have CookieBot prior consent setup for Hubspot to prevent the Hubspot cookies running until the user has selected their C...
    Discussion Free
    MDurkin
    Member
    July 27, 2021 07:49
    Thanks so much @TiphaineCuisset , I'll check that out! Appreciate the help. MIke.
  • Mapping Country/Region dropdown select with Salesforce Country single-line text
    JMuru on July 23, 2021
    0 upvotes
    1 Replies
    Hi, I am new to Hubspot and Salesforce integration. Recently, I converted the country/region property on hubspot to a dropdown. I am not sure how to map this newly created Country/region dropdown select to the corresponding country field on salesf...
    Discussion Enterprise
    webdew
    Top Contributor | Diamond Partner
    July 23, 2021 05:29
    Hi @JMuru , You need to select the 2nd option that is Countrycode (picklist). You can refer to this article: https://knowledge.hubspot.com/...
  • I can no longer create a Zoom link when scheduling a meeting
    DFlynn1 on July 22, 2021
    0 upvotes
    1 Replies
    Has anyone experienced this issue? I can no longer send a Zoom link through my Hubspot account. I recently changed myemail address and believe it's tied to that but I can't figure out how to fix it. When I try to create the link I get the error ...
    Discussion Free
    karstenkoehler
    Most Valuable Member
    July 22, 2021 06:39
    Hi @DFlynn1 , I'd recommend checking the Zoom account link settings as described here . Changing your email address might indeed have thrown ...
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