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
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
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
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
Hi @SSandoval5
some of our clients use Oneflow
it has a great integration with HubSpot
using the properties, syncing into records, esignatu...Leia mais
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?
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
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
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
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
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
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
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
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
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
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
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
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
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
@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
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
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