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KLallemont on March 28, 2024
We use the Ring Central for hubspot integration and I have user getting this error message when they try to call out of Hubspot. He is the only one getting the error and he is hovering over the number and clicking the phone icon. We had a lot of is read more
0 upvote
1 Reply
Community Manager
March 28, 2024 18:15
Hey @KLallemont , thank you for posting in our Community! Could you please review the integration settings to ensure they are correctly conf...read more
abhiladdha07 on March 28, 2024
Hi, This post is for everyone who is looking for data sync integration between HubSpot and Shopify stores. So, if you have e-commerce stores built on Shopify and want to integrate with HubSpot to seamlessly sync the data (customer, order read more
Community Manager
March 28, 2024 17:33
Hey @abhiladdha07 , Thank you for sharing this valuable information about miniOrange's Syncito - Data Sync app for integrating HubSpot and Salesfo...read more
RandyPat on March 26, 2024
Hello everyone, I'm delving deeper into the capabilities of HubSpot to enhance my business operations and have a specific query that I'm hoping to get some insights on. HubSpot's functionalities for creating quotes and enabling electronic signature read more
0 upvote
4 Replies
Participant
March 28, 2024 07:51
Hi @RandyPat , Sure thing. You can set up a workflow like that using HubSpot Forms. The user would fill out a form on your website and then Port...read more
DAguiar1 on March 25, 2024
We know that HubSpot is a powerhouse for managing customer relationships, marketing campaigns, and sales processes. 🤔 But what if you need to shoot off an email to someone beyond the confines of your CRM records or outside your usual system users read more
Community Manager
March 25, 2024 18:23
Hey @DAguiar1 , happy Monday. Thank you for sharing about the "External Mailer" feature in the PocketKnife HubSpot add-on. It sounds like a ...read more
Solved
FLopez59 on March 24, 2024
Hi, How do you do this please? My Hubspot and Sales Navigator/LinkedIn are integrated. How can you mass enroll lots of Sales Nav contacts at one in 1 or 2 clicks into a Hubspot sequence? I'm having to do this 1 contact at a time in Sales Nav - c read more
0 upvote
1 Reply
Accepted Solution
Top Contributor | Partner
March 25, 2024 06:05
Hi @FLopez59 , You can create a workflow to automatically enroll your contacts from Sales Navigator in the sequence. How are you adding the c...read more
JEpner4 on March 22, 2024
Wondering if anyone has experience with this, as HS isn't sure, which I understand, and we have limited access to the Typeform (VC players with control for startup). I need to edit the name of a property in HubSpot. That's it. Not deleting, read more
0 upvote
2 Replies
Participant
March 23, 2024 05:32
Thanks, Jigar. I had noticed this, and was doing exports and then imports with manual mapping/tagging to accommodate this. We are moving it over to...read more
Bakertc on March 22, 2024
Hubspot thinks that the following 'standard fields' and therefore the mapping cannot be changed, but they don't exist in my salesforce instance: On Companies, Hubspot says: But in my salesforce instance, the field is called "Account Site". I read more
0 upvote
2 Replies
Participant
March 22, 2024 19:45
The Account Site issue turned out to be a visibility permission problem (someone had switched it off in SF). Switching on visibility sorted that iss...read more
BBTeam on March 21, 2024
I have Google contacts as an integrated app. On my laptop I have set up my sync rules to accept all the default field mappings (there are 11 total) between HubSpot and Google Contacts. Nothing is custom as I am currently on the free plan. Then read more
0 upvote
2 Replies
Member
March 22, 2024 18:48
I have uninstalled the entire integration to Google contacts on Hubspot on my laptop and reinstalled. I have uninstalled and reinstalled the Android ...read more
MBosio on March 21, 2024
We are planning to fully integrate our agent onboarding in HubSpot. Part of this is sending contracts for esignature. The one we currently used is not available to integrate with HubSpot. Just wanted to hear everyones input to what app is the best read more
1 upvote
3 Replies
Participant
March 26, 2024 15:16
Hi @MBosio , How's it going? First of all, discalimer. I am the founder fo this app so this is a biased opinion... But we have an eSignature...read more
ZInc on March 21, 2024
I'm seeing my hubspot calendar leads are not syncing to Close CRM due to "missing lead ID". All other contacts are syncing with no issues. I'd like to not have to use zapier to connect this back to Close since I've already set up the integration. read more
0 upvote
2 Replies
Member
March 25, 2024 11:10
To clarify, the the leads are going into hubspot since it's a lead from the hubspot calendar. But they are not syncing to our main CRM, close, so I'm...read more
mikevhdl on March 21, 2024
I have a number of situations where I can easily find a person's profile using LinkedIN or LinkedIN Sales Navigator directly. Yet the integration in HubSpot cannot find the matching profile. Any advice? I have the profile URL; it would be gr read more
2 upvotes
1 Reply
Community Manager
March 22, 2024 04:34
Hi @mikevhdl , Thank you for asking the Community! If you need to check if there is a bug or not, you can always connect with HubSpot Technical ...read more
Thielandteam on March 20, 2024
Is anyone aware of a plugin or connection that allows you to move deals from Discovery back into the Prospecting module?
0 upvote
1 Reply
Top Contributor
March 20, 2024 18:04
Hi @Thielandteam , I'm assuming 'Discovery' is a stage in your deal pipeline. It's my understanding you would more so delete the deal and move t...read more
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