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ZChurney3 on March 30, 2023
Hello! I wanted to ask how you can edit / add / change the fields on the form used with the meetings tool. We are embedding this on an external site page and need to edit the fields for the data we collect from this. Is this possible, specifically w read more
0 upvote
1 Reply
Accepted Solution
March 30, 2023 07:43
Nevermind! I found the solution and it is possible 🙂
dahooft1999 on March 28, 2023
Dear reader, When we started filling in the CRM, we used the standard percentages for different stages in the pipeline. Consequently, the weighted amount took the amount and percentage to give a number. On the 21st of march we changed the perce read more
0 upvote
1 Reply
Community Manager
March 29, 2023 07:48
Hi @dahooft1999 , Thank you for reaching out to the Community! I wanted to ask a couple of subject matter experts for advice: Hi more
BCox2 on March 27, 2023
I am currently running into issues with my Hubspot to SalesForce sync settings. Has anyone run into a similar issue where a contact record in Hubspot will show that it is not syncing with salesforce (which is the goal). But that record in salesforce read more
0 upvote
2 Replies
Top Contributor | Diamond Partner
March 28, 2023 11:45
@BCox2 a few things to try: 1. Test your contact in the HubSpot Inclusion list to make sure it doesn't meet the criteria. 2. Implement more
BamaBoy on March 25, 2023
I've been asked to troubleshoot a connection that another team setup. I've been brought in at the very end of this integration, so I don't know how things have been setup. I also don't have access to the Salesforce side of the account. Currentl read more
0 upvote
2 Replies
Top Contributor | Diamond Partner
March 28, 2023 11:41
@BamaBoy congrats on inheriting an integration - that's always fun! There are a few things that may be an issue here: 1. The integration more
PJMcD on March 24, 2023
Is there a better way to bring over activites and notes besides exporting from Salesforce and importing to HS? We've already got a bi-directional sync going - but of course this doesn't include notes or activities or tasks. Manually associat read more
0 upvote
3 Replies
Community Manager
March 27, 2023 12:38
You are very welcome 😊 The first option I gave you will work if you need to synchronize activities / tasks 🙂 I encourage creating the more
MDorado on March 24, 2023
Hello, We just suscribed into a program for whatsapp integration in hubsbot, called Niswey. WhatsWey - HubSpot WhatsApp Integration | Niswey However, I'm not being able to log the whatsapps automatically... Im logging everything manuall read more
0 upvote
1 Reply
Community Manager
March 29, 2023 10:38
Hi @MDorado , Thank you for reaching out to the Community! I'm not familiar with the WhatsApp integration by Niswey, but according to more
SSwoger on March 22, 2023
We are developing a new site and have integrated WooCommerce to HS using MakeWebBetter. We have done all of the field mapping, and all of the data comes over perfectly into Hubspot IF there is no macthing contact. When the user data matches the co read more
0 upvote
1 Reply
March 23, 2023 09:52
@himanshurauthan do you have any thoughts?
GTucker on March 22, 2023
Now that this feature is live in HubSpot, I wanted to ask if anyone knows of a database service that will help us enrich our data to know who the parents and corresponding children are. A client has a large database that needs cleaning but we don't read more
0 upvote
1 Reply
Accepted Solution
March 23, 2023 08:17
Hi Geoff, I have done a project to help one of my customers to clean-up and organized their customer data in Hubspot which include identifying more
AdamQ on March 22, 2023
Hi, I will probably use an official HS integration with Sales Navigator, but it is unclear which SN plan should I use. - this description lists Ad read more
0 upvote
1 Reply
Community Manager
March 23, 2023 01:34
Hi @AdamQ , Thanks for reaching out to the Community! The only requirement for our LinkedIn Sales Navigator Integration is a Sales Hub more
Gesperance_MMIO on March 22, 2023
Hi foxes, Our client has an integration between Pandadoc and Hubspot. The client fills a form with contact properties and those contact properties are taken back into the Pandadoc document. Yet, from this document, we want Hubspot to create a d read more
0 upvote
1 Reply
Community Manager
March 22, 2023 11:13
Hi @Gesperance_MMIO , Thank you for reaching out to the Community! I see – you could create a deal automatically in HubSpot with workflows more
chaungng on March 21, 2023
Hi there, Our case is: - The Customer Experience (CX) team mostly use HubSpot for their daily tasks, they don't want to login to Jira for updating the Jira label field. - Dev team want to track those labels in Jira My questions are: 1. Is there any read more
Community Manager
March 22, 2023 09:34
Hi @chaungng , Thank you for reaching out to the Community! Syncing labels is not something that the Jira integration currently supports. more
LLuik on March 17, 2023
Hello HubSpot Community! I recently set up the google sheets integration and am running into a limitation that I am hoping someone has a workaround for. I have a workflow pushing conversation date stamps to a google sheet but would also like t read more
Accepted Solution
March 17, 2023 12:02
Hello @LLuik , It is possible to link the conversation date stamps and associated contact information in a Google Sheet using a unique more
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