Sales Integrations

Filtrar por
  • Todos os rótulos
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • FREE
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Ordenar por
Mais recente
  • Mais recente
  • Mais votados
Estado
Todos
  • Todos
  • Solucionado
  • Unsolved
  • Sem respostas ainda
LZiemba2 on Novembro 13, 2024
Hi, Has anyone integrated Maxio with Hubspot? The Maxio documentation (and the sales person) says: 1. Users can create deals directly from the HubSpot interface, associating products and components from the Maxio product catalog as line i Leia mais
0 avaliações positivas
0 Respostas
XSupport on Novembro 08, 2024
Hi all, I am attempting to get a user signed into the Hubspot flyout integration via outlook web access and having a lot of trouble signing the user in. When he signs in, he is prompted to sign in with his MS credentials and gets the following e Leia mais
0 avaliações positivas
2 Respostas
Top colaborador(a)
Novembro 11, 2024 13:16
Hi @XSupport , When I've come accross this issue with the extension for a user in the past, the solution was to fix the user's general settings...Leia mais
Solucionado
SSandoval5 on Novembro 06, 2024
Hi, We originally used Pandadoc to send contracts to customers using a template. However, due to ongoing issues with Pandadoc, we're looking to switch to a different tool. In our setup, we mapped the document fields in Pandadoc to HubSpot, so w Leia mais
1 avaliações positivas
2 Respostas
Solução Aceita
Autoridade no assunto | Parceiro Platinum
Novembro 06, 2024 16:40
Hi @SSandoval5 some of our clients use Oneflow it has a great integration with HubSpot using the properties, syncing into records, esignatu...Leia mais
Solucionado
ASupport7 on Novembro 04, 2024
Hi, I'm currently trying to import contacts and companies, but I've been stuck at 0% since this morning. Could you please let me know why this is happening?
1 avaliações positivas
6 Respostas
Solução Aceita
Autoridade no assunto | Parceiro Platinum
Novembro 05, 2024 13:22
Hey @ASupport7 Have you checked that the Odoo user has the right permissions to access all the info and to setup the integration? Note that th...Leia mais
IGabriele on Outubro 29, 2024
I've recently added the Bullhorn integration to my Marketing Hub account. The deal and contact records are syncing successfully, but for Notes, the icon just spins and says "Scanning all associated records..." and all columns are stuck at "0". No Leia mais
0 avaliações positivas
2 Respostas
Membro
Outubro 29, 2024 18:45
Hi Pam, I did clear my cache. Also, BH permissions should be working fine as the notes were syncing yesterday just fine. What else can I do? Can som...Leia mais
Solucionado
Vasiki on Outubro 29, 2024
Hello, If I am a HubSpot superadmin, am I able to set up Calendly integration for users on my team? Or do I have to work with each one individually to set up the integration on their account? For those familiar with Calendly, the same questi Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Colaborador(a) | Parceiro Diamante
Outubro 29, 2024 16:57
Hi @Vasiki ! I spoke with some other users on a similar topic and would love to share my findings. This integrat...Leia mais
BBlohowiak on Outubro 28, 2024
Hi All, I'm trying to get the Hubspot/Quickbooks integration set up for our sales team. In testing, I've noticed that invoices in Hubspot are not marked as taxable in Quickbooks. If invoices generated in Hubspot are being imported without Leia mais
0 avaliações positivas
2 Respostas
Membro
Outubro 29, 2024 10:19
Hey @PamCotton , Could you elaborate on where I would see whether my products have the taxable option selected? I didn't see anything similar u...Leia mais
Solucionado
REnsor on Outubro 28, 2024
Hello, I was hoping to use the native 'quotes' in sales hub to sent out for e-sign but quickly learned there is no way to automativally sent these out to a contact following a form submission (if there is, please let me know!!) So i have started l Leia mais
0 avaliações positivas
5 Respostas
Solução Aceita
Conselheiro(a) de destaque | Parceiro
Outubro 28, 2024 06:20
Hey @REnsor I guess It is simple you can create a workflow if the form is submitted send an email with the quote link attached whey they can ...Leia mais
Solucionado
CYapici on Outubro 24, 2024
Hello everyone, I'm testing LikedIn CRM sync app. It looks very promising, however I'm unable to edit the sync settings individually on object level. For example, I'd like to sync only for contacts and accounts, but not deals. Or I'd like to edit Leia mais
0 avaliações positivas
3 Respostas
Solução Aceita
Participante
Outubro 28, 2024 04:28
Reply from HS support: This is for the LinkedIn CRM Sync integration, correct? If so, the sync configuration settings are actually not edit...Leia mais
Solucionado
Iscrisvesu on Outubro 19, 2024
Hello there, I'm migrating from pipedrive to Hubspot and even though via import it brings some emails, it doesn't do it with all of them. Also, now in hubspot I have contacts that are no longer deals but I want to keep the email history. What Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Conselheiro(a) de destaque | Parceiro Elite
Outubro 20, 2024 03:46
Hi @Iscrisvesu , For the first part of your question about emails not importing properly, here’s what I’d recommend based on my own experienc...Leia mais
Solucionado
Jumble7 on Outubro 18, 2024
Trying to set up the PhoneBurner Data Sync app and I'm getting this error: Couldn't connect to PhoneBurner User error on remote account for appId="284307" reason="FAILED" message="" Anybody know the solution to this? I'm on the free versio Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Conselheiro(a) de destaque | Parceiro Elite
Outubro 20, 2024 04:55
@Jumble7 , Sounds like an account specific issue to me I would connect with Support first, or maybe you just dont have admin rights in both p...Leia mais
Solucionado
kaanaro on Outubro 14, 2024
Is there a way to be notified when a deal invoice is paid with ACH? The reason we need this is that, ACH transfers take very long time to be reflected as a payment activity on Hubspot. For example, the client paid the invoice on October 3rd and Leia mais
0 avaliações positivas
3 Respostas
Solução Aceita
Top colaborador(a) | Parceiro Ouro
Outubro 15, 2024 14:27
Hi @kaanaro , Here's how you could see a list of processing invoices paid by ACH. In that same table you can add the associated deal by editin...Leia mais
cancelar
Mostrando resultados para 
Pesquisar então 
Você quer dizer: 

Quer iniciar uma conversa ou fazer uma pergunta?

Crie uma postagem.

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.