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JStephens22 on März 01, 2024
When data synchs from HubSpot to NetSuite, the lead comes across and is assigned "Customer-won" status. I read thru the community notes and found some instruction on how to change the default setting in NetSuite's sales preference. The problem is th Beitrag ansehen
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0 Antwort
jam04 on Februar 29, 2024
Hi all - I'm looking for a tool that will allow the team to automatically log LinkedIn connect requests and messages in HubSpot. Has anyone ever used HubLead ( Hublead.io ) or any others? Thoughts?
1 Likes
2 Antworten
Vordenker/-in | Gold Partner
März 01, 2024 04:17
Hey @jam04 You can try Clearbit (recently adquired by HubSpot) or Surfe. You can prospect, get the contact info and log it into HubSpot in 1 c...Beitrag ansehen
GPFlores15 on Februar 29, 2024
Currently, we are using the NetSuite connector to sync Companies, Contacts (individual), Contacts, Invoices, Deals and Calls. We are experiecing extremley slow syncing of records between the 2 systems. for example, a brand new contact gets created i Beitrag ansehen
1 Likes
1 Antwort
Ratgeber/-in | Elite Partner
Februar 29, 2024 20:55
Hi @GPFlores15 , One week is actually concerning - Generally, the batch API should handle the records in in 24 hour loops, if your connection...Beitrag ansehen
hey37 on Februar 29, 2024
I want to create a persona who works in Inspirational music. Music is not listed at all in the persona creation drop down menu. What do I do?
0 Likes
2 Antworten
Teilnehmer/-in
Februar 29, 2024 14:56
No, when I get to the point in this image, I still can't figure out from here what to do.
ARomaneschi on Februar 28, 2024
I would like to take Hubspot meeting notes and send them to Chatgpt to reformat them. I want to create a private app to link it to n8n but I know which object type I should add to my webhook. Thanks
1 Likes
2 Antworten
Mitglied
Februar 28, 2024 13:31
But unfortunately hs_internal_meeting_notes doesn't show up as an option. How can I fix this please?
C-Craven on Februar 28, 2024
Hi there, We are looking to create a bar chart that shows target revenue vs actual reveue for past months (so two vertical bars per month), and then target vs forecasted revenue for future months. This is not possible to do in HubSpot becau Beitrag ansehen
1 Likes
2 Antworten
Vordenker/-in | Gold Partner
März 01, 2024 04:06
Hey @C-Craven we actually use this type of report (but it might be for Enterprise licence) This way you can setup a revenue goal , have a tren...Beitrag ansehen
JKruger1 on Februar 28, 2024
Hi, I am trying to work out where or how it is possible to identify the deal to deal associations that have been created in our Hubspot Sales CRM through the data that is made available in our data warehouse. The integrator that we are using is Beitrag ansehen
Mitglied
Februar 29, 2024 05:46
Hi @LucilaP - thanks for the reply. I did go through that documentation but it only seems to refer to the actual association_type data. That is re...Beitrag ansehen
morfeotc on Februar 27, 2024
Hi, I'm trying to connect my Microsoft Teams account. But because my Office license is under a Gmail account, when I ask to link Teams using my gmail account, the system doesn;t let me go any further as it says this is not a Teams account. Beitrag ansehen
0 Likes
1 Antwort
Berühmtheit | Partner
Februar 28, 2024 00:30
Hi @morfeotc , Can you confirm that you're following these exact steps? https://knowledge.hubspot.com/integrations/connect-hubspot-and-micros...Beitrag ansehen
MDoyduk on Februar 27, 2024
One of our salespeople says he's had a few customers state that his meeting link does not work for them - although it seems to be working just fine and it also works for other customers. Not sure why it works for some but not others, maybe a br Beitrag ansehen
0 Likes
4 Antworten
Autorität | Partner
Februar 27, 2024 08:58
Hey @MDoyduk without being able to see the issue there's really no way to point you in the right direction for troubleshooting. It could be any num...Beitrag ansehen
Gelöst
ÖKöksel on Februar 26, 2024
Hey everyone, We (as company) are reseller of some license based softwares. (For example Adobe, Autodesk and etc.) Our main customer portfolio is based on license selling and license renewals. So, we would like to set a system for the Beitrag ansehen
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2 Antworten
Accepted Solution
Stratege/Strategin
Februar 26, 2024 08:27
Hi @ÖKöksel , To do this, if you are setting a renewal date on your deals, (or if you're using a separate pipeline for renewals you could also...Beitrag ansehen
aaenglish on Februar 23, 2024
We currently are setup with the ConnectWise Manage integration with a one-way sync from ConnectWise to Hubspot. When we initially setup the Manage integration we were told to just enable the two-way sync. This ended up creating thousands of dup Beitrag ansehen
0 Likes
5 Antworten
Autorität | Platinum Partner
Februar 26, 2024 16:16
I am not an expert of this particular data-sync app, but if it works like many others, you got to go to the settings of the app and you should be abl...Beitrag ansehen
Gelöst
GPFlores15 on Februar 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 Beitrag ansehen
Accepted Solution
Ratgeber/-in | Elite Partner
Februar 22, 2024 02:50
Hi @GPFlores15 , Looks like the key problem is this Netsuite part : Setup > Sales > Sales Preferences: Default new customer status = 'Custo...Beitrag ansehen
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