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GPFlores15 on February 21, 2024
I need new leads that come from HubSpot to sync into NetSuite in a "Lead - New Lead Status". Our sync is setup so that when a contact record in HubSpot has a lifecycle stage of Marketing Qualified or Sales Qualified; that record when syncs into Net read more
0 upvote
1 Reply
Guide | Elite Partner
February 22, 2024 02:50
Hi @GPFlores15 , Looks like the key problem is this Netsuite part : Setup > Sales > Sales Preferences: Default new customer status = 'Custo...read more
TDean97 on February 20, 2024
I saw posts from 4 yrs ago on here, but I was wondering, are there any updates yet? Is it possible to integrate Pitchbook with HubSpot? If so, Does it cost extra? What hubs/ upgrades are required? What are its main features and benefits?
0 upvote
1 Reply
Community Manager
February 20, 2024 16:34
Hey @TDean97 , thank you for posting in our Community! While currently there's no native integration between Pitchbook and HubSpot, if you c...read more
Solved
Isabel_c on February 19, 2024
Hello All, I am also a freelancer working on HubSpot but it is my first time to integrate it with Xero. Xero is already integrated and the goal is to see revenues on reporting dashboard. Do you have any idea how to get records of all existing xero read more
1 upvote
3 Replies
Accepted Solution
Key Advisor | Diamond Partner
February 19, 2024 04:11
Hey @Isabel_c You can check and take the complete overview of Integration here: https://ecosystem.hubspot.com/marketplace/apps/finance/acco...read more
ag_trysidekick on February 15, 2024
Hi everyone! I'm excited to share Sidekick --a sales enablement tool we've been working on the past few months. We just went live on the HubSpot app marketplace . In a nutshell, Sidekick is a two-way integration between HubSpot and Slack w read more
0 upvote
2 Replies
Participant
February 16, 2024 08:01
Thanks Pam! Looking forward to engaging with the community and answering any questions users might have.
EMcGrath on February 12, 2024
We want to be able to create Sales Orders in NS upon the closure of a new deal in Hubspot. I've started to work on Testing the integration in our sandboxes, but am running into a few road blocks. Since we do not have Ops Hub, we can only map stand read more
1 upvote
4 Replies
Thought Leader | Gold Partner
February 20, 2024 10:58
Hey @EMcGrath for custom properties I believe you are going to need Operations Hub
Solved
MRoberts8 on February 08, 2024
Hi, We've just connected our hubspot instance with outreach.io I'm getting reports from sales reps that they are getting assigned many many tasks (including duplicates) for contacts that they don't own and have not put into a sequence. A read more
0 upvote
2 Replies
Accepted Solution
Most Valuable Member | Elite Partner
February 12, 2024 09:22
Hey there @MRoberts8 . Are the sequences where the tasks are coming from in HubSpot or Outreach? Like @PamCotton mentioned, I'd start with ...read more
Solved
KLivingstone on February 08, 2024
I have recently started a new job and have inherited Hubspot, which I have never used before. Our website has a download button that links to our company brochure and is all set up in Hubspot. I have recently updated the brochure to our latest read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 08, 2024 06:32
Hi @KLivingstone , Where exactly is the existing old brochure PDF published? If you can find it in the file manager, you can upload an updated...read more
KKotha on February 08, 2024
Opens and clicks are not getting tracked in hubspot. Snov io is integrated with Hubspot yet the campaigns running through it isnt tracking the opens and clicks. Please help me out.
0 upvote
7 Replies
Key Advisor | Diamond Partner
February 09, 2024 05:23
You would not see that as an email link click, but in traffic analytics under "other campaigns." Go to Reporting > Reports > Traffic and click ...read more
Solved
ZScheele on February 07, 2024
We currently have the Hubspot/Salesforce integration set-up where ALL opportunities map to deals in Hubspot. We want to edit this so only opportuities from a specific opportunity record type in salesforce map. Is this an easy change? Any resources, read more
0 upvote
1 Reply
Accepted Solution
Contributor
February 07, 2024 14:45
Hi @ZScheele , Yes, you can limit the records that sync from Salesforce to HubSpot using the Salesforce Selective Sync. HubSpot provides this u...read more
Solved
mlnativemsg on February 06, 2024
Hi Everyone, I am running into an issue when pushing data from Apollo to HubSpot, and the issue appears to be with the formatting of the industry drop down field. For example: Marketing and Advertising vs Marketing & Advertising read more
0 upvote
2 Replies
Accepted Solution
Top Contributor
February 07, 2024 02:47
@mlnativemsg I assume you are referring to the "Industry" property for the company? Do the internal values match exactly (not necessarily the l...read more
Solved
MNar on February 06, 2024
Hi everyone. We offer the following: 1. Upfront physical product that usually lasts 3-5 years 2. Annual service fees, that are usually paid for 3-5 years 3. Another type of optional annual service fee, that is usually paid for 3-5 years 4. M read more
0 upvote
2 Replies
Accepted Solution
Top Contributor | Elite Partner
February 06, 2024 09:52
Hey @MNar - This HubSpot Admin session will be worth joining / watching the recording: https://events.hubspot.com/events/details/hubspot-hubspot-...read more
VLons on February 06, 2024
Hi there, I am trying to sync my Dynamics 365 opportunities to HubSpot Deals using the Microsoft Dynamics 365 integrated app. I could do it for companies and contacts, but somehow, this doesn't work for opportunities. The only difference in se read more
0 upvote
7 Replies
Member
February 16, 2024 04:48
Hi @HFisher7 , Would you have answer to my last message? Thanks! Victor Lons
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