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JStephens22 en Marzo 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 Leer más
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jam04 en Febrero 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 ( ) or any others? Thoughts?
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2 Respuestas
Líder intelectual | Partner nivel Gold
Marzo 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...Leer más
GPFlores15 en Febrero 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 Leer más
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1 Respuestas
Guía | Partner nivel Elite
Febrero 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...Leer más
hey37 en Febrero 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?
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2 Respuestas
Febrero 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 en Febrero 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
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2 Respuestas
Febrero 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 en Febrero 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 Leer más
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2 Respuestas
Líder intelectual | Partner nivel Gold
Marzo 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...Leer más
JKruger1 en Febrero 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 Leer más
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2 Respuestas
Febrero 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...Leer más
morfeotc en Febrero 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. Leer más
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1 Respuestas
Miembro del salón de la fama | Partner
Febrero 28, 2024 00:30
Hi @morfeotc , Can you confirm that you're following these exact steps? más
MDoyduk en Febrero 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 Leer más
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4 Respuestas
Asesor destacado | Partner
Febrero 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...Leer más
ÖKöksel en Febrero 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 Leer más
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Accepted Solution
Colaborador líder
Febrero 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...Leer más
aaenglish en Febrero 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 Leer más
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5 Respuestas
Asesor destacado | Partner nivel Platinum
Febrero 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...Leer más
GPFlores15 en Febrero 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 Leer más
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1 Respuestas
Accepted Solution
Guía | Partner nivel Elite
Febrero 22, 2024 02:50
Hi @GPFlores15 , Looks like the key problem is this Netsuite part : Setup > Sales > Sales Preferences: Default new customer status = 'Custo...Leer más
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