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Sales Integrations

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  • Most Upvoted
  • Date format syncing with Airtable
    NAds on July 30, 2021
    0 upvotes
    0 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
  • 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...
  • Help with reclassifying HubSpot deals
    ChrisBu on July 28, 2021
    0 upvotes
    1 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
    karstenkoehler
    Most Valuable Member
    July 28, 2021 04:42
    Hi @ChrisBu , At this stage there isn't any feature matching your requirement, unfortunately. Deals can't neither be grouped nor can they be m...
  • 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 ...
  • Solved
    Syncing my 365 email address contacts
    Pegasus74 on July 21, 2021
    1 upvotes
    2 Replies
    Hi All, I added the MS 365 app and when I tried to login to my work email, the MS pop-up window at first assumed that I was wanting to login to my Hotmail. Switching to my work email address, it thought that this was a new account. I'm thinking th...
    Discussion Starter
    Pegasus74
    Member
    July 25, 2021 15:39
    Hi Brendan, Thank you very much for this. Yes, I am using a desktop version of Outlook. When I read the text about the HubSpot Sales Outlook, i...
  • Solved
    Integrated billing app recommendations
    Honorable on July 21, 2021
    0 upvotes
    9 Replies
    Hello! I've looked at the app marketplace in detail, but I would like some user recommendations based on experience, please. We are looking for an app that allows for some specific billing options that ties into Hubspot, and ideally (not required)...
    Discussion Billing Integrations
    LucasM
    Participant | Gold Partner
    July 26, 2021 17:31
    @Honorable , Thanks for the additional information! Based on what you are telling me I would get a trial of both Chargebee and Deposit...
  • Integration between Pandadoc with Integromat
    Vincent_Causse on July 20, 2021
    0 upvotes
    1 Replies
    Hi, I try to configure a new integration between Hubspot and Pandadoc with Integromat. Target : send document pandadoc when deal hubspot are in specific deal stage. Realisation : Sending is ok, token in pandadoc are recuperated in hubspot. ...
    Discussion Integrations Sales Templates
    PamCotton
    Community Manager
    July 21, 2021 13:42
    Hello @Vincent_Causse , could you please send us the attachment again? Looks like it was not saved. I will add some top experts to this matter...
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