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karlotevesMAG on July 22, 2024
Hi everyone, just want to ask for your thoughts and opinions about Allbound timeline card on record pages beta? Pro's and cons would be very much appreciated on the thread.
0 upvote
0 Reply
CMoore92 on July 21, 2024
It'd be great to be able to add data regarding spam to our reporting. I know it's live in the health tab of emails but it would be great to use spam reports on dashboards.
0 upvote
1 Reply
Hall of Famer | Partner
July 21, 2024 07:51
Hi @CMoore92 , This is already possible as part of the custom report builder: https://knowledge.hubspot.com/reports/create-reports-with-the-c...read more
Solved
NOkida on July 17, 2024
Hello everyone! When I schedule a meeting using the activity function within a deal, it creates an event in Google Calendar without the video conference link. Does anyone know how to set it up to always create the link by default?
1 upvote
2 Replies
Accepted solution
Thought Leader | Platinum Partner
July 18, 2024 04:31
Hey @NOkida You can set it on Google Calendar like this And if you want to add it automatically in you Meetings link in HubSpot just g...read more
RW180800 on July 16, 2024
Anyone had any success integrating HubSpot using private apps and a Vodia PBX v68.0.37?
0 upvote
2 Replies
Member
July 17, 2024 17:30
Thanks for the reply. I have created a private app and generated an API key that I have installed in the Vodia PBX, but calls are not connecting to ...read more
MRusso9 on July 16, 2024
My understanding is custom objects do not sync between Hubspot and Dynamics with the Microsoft Dynamics 365 data sync. What's the best path forward for syncing custom entities in MS Dynamics to Hubspot? Are there any third-party solutions or agencie read more
0 upvote
2 Replies
Top Contributor | Elite Partner
July 22, 2024 19:34
Hey @MRusso9 ! My understanding also is that the sync doesn't support custom objects, so this will require a custom integration. If you're not comf...read more
sfreeds19 on July 15, 2024
Hi! I saw another thread on this but it didn't answer my question... I need to map account addresses in Salesforce to company addresses in Hubspot. I got the warning that says "The HubSpot field type Single line text isn't compatible with the read more
0 upvote
4 Replies
Member
July 16, 2024 00:15
The rule I have is "Prefer Salesforce" , which I understand that's why the Hubspot address field was overridden. But the part that isn't clear is why...read more
Solved
Saassolution on July 10, 2024
Hello everyone! I have a question regarding original source tracking in HubSpot we are on a free HubSpot account and want to check the leads that are coming through from form in an inbound way also we are getting leads from integration so how c read more
1 upvote
3 Replies
Accepted solution
Top Contributor | Partner
July 10, 2024 04:58
Hey @Saassolution So the leads coming through form submissions will be marked as Direct traffic under source property and the leads coming in ...read more
IBaxter on July 09, 2024
We're looking to sync NetSuite and HubSpot data. It looks like the native integration will meet most, if not all, the requirements. However, it's not clear to me how NetSuite sales orders will import into HubSpot with respect to deals, and how these read more
0 upvote
1 Reply
Member
July 10, 2024 04:00
Hi. I monitor and update HubSpot Deals and NetSuite detail integration for the last 6mos. We make sure that details in HubSpot mimics those of NetSui...read more
Solved
Anonymous on July 07, 2024
quick question. I would like to see if there is a Customer Class that I can add to each customers. exmaple we have mulitple types of customers Large, medium and small. I would like to be able to classify our customers so when we pull reports w read more
1 upvote
2 Replies
Accepted solution
Thought Leader | Platinum Partner
July 09, 2024 07:06
Hey @Anonymous This is frequently done with custom properties like Tier or Class you can select this manually or you can automatically set it...read more
Solved
ASłowik on July 03, 2024
Hi there, I'm new to HubSpot and currently setting up my workflow. We run an e-commerce store with a large variety of personalized products. I want to start adding each order from our e-commerce platform as a "closed deal" in HubSpot to track cu read more
0 upvote
3 Replies
Accepted solution
Top Contributor
July 10, 2024 13:58
Hi @ASłowik , This question gets asked fairly regularly of how to automatically associate line items to a deal, so I went ahead and put togeth...read more
Pedrodelamigo on July 03, 2024
Hi there, We are setting up exact online for a customer and during the sync with HubSpot we get the error: 'account should be present'. We can't find the reason why and would love to know how we can fix this. Anyone else had issue with this before? read more
0 upvote
1 Reply
Participant
July 03, 2024 05:30
Hi @Pedrodelamigo , The error message "account should be present" typically indicates that there is a missing or incomplete account detail requi...read more
Solved
mtalcalde on July 01, 2024
I integrated WhatsApp last week, and now when people talk to me they don't see my WhatsApp profile picture, how can I add one?
1 upvote
2 Replies
Accepted solution
Thought Leader | Platinum Partner
July 01, 2024 16:29
Hey @mtalcalde if people are receiving your messages and your whatsapp profile is blank you need to update this info in the Business Manager i...read more
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