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Solved
heiko_bergmann on June 17, 2024
Dear community. I want to sync data from Creatio with HubSpot. Previously I have copied the Contacts and Companies by export/import in both systems. Activity data shall be syncronized between the systems. W hat will hapen with activities once the read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
June 17, 2024 04:24
Hi @heiko_bergmann , Any records and activities created should remain in HubSpot. While I haven't tested this with Creatio specifically, I hav...read more
JCohn on June 16, 2024
The Proposify <> HubSpot integration will automatically create a note each time a prospect views a proposal. It's cool to know a prospect viewed it maybe once, but spamming the notes section 30+ times as prospects reference their Proposal dur read more
0 upvote
1 Reply
Key Advisor
June 16, 2024 20:27
As this integration is maintained by Proposify they would be the best to help out in this situation. Based on what I reviewed through their documenta...read more
MPhillips6 on June 10, 2024
Hello, Our company is based in Canada, and we use HubSpot Sales to natively make calls to many of our clients. Recently, we've been seeing a huge rise in clients from Africa, but at the moment our best method of contacting them is through WhatsApp. read more
0 upvote
3 Replies
Contributor
June 10, 2024 06:57
No problem. Hopefully you can manage to talk to one of their support team on Live Chat or find an alternative way around this. I will keep a look out...read more
Roger on June 08, 2024
It would be great to be able to create a MS Word document f.e. as a quote or contract or else directly from a deal. It should be possible to use any connected object, such as company, contacts, tickets, custom object and even all standard and custom read more
0 upvote
2 Replies
Contributor
June 10, 2024 12:24
Hi @Roger , We have a document automation app for HubSpot called Portant . I made a short 60s video about our app here: (At the mom...read more
Solved
cbwhittemore on May 31, 2024
Hi. I am trying to enable an integration between Freshclick Quote and HubSpot. According to Freshclick support, we need the quote_no field validation updated. Here is the error: ************************** Array ( [status] => error [message read more
0 upvote
3 Replies
Accepted solution
Community Manager
May 31, 2024 18:56
Hey @cbwhittemore , Happy Friday! Please ensure that the quote_no field in Freshclick is correctly mapped to the corresponding field in Hu...read more
Solved
CSiragaki on May 22, 2024
We have a prospect interested in using HubSpot for Sales, and before creating a quote, they need to check the product's availability. We've added the relevant property in the Products object, and the developer will sync this information from their read more
0 upvote
4 Replies
Accepted solution
Participant | Elite Partner
May 24, 2024 13:48
Yes, I believe that also! Thanks for your answer! In any case your solution for the quotes will work as well.
Solved
RDufour0 on May 22, 2024
Are there limits on the number of activities associated between contacts and deals? Some of my sales agents can see the emails sent to the contacts, but they are not appearing in the associated deals.
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 22, 2024 06:20
Hi @RDufour0 , There are limits, yes, but it's unlikely that that's what's happening here. Whether an activity appears automatically on an ass...read more
Solved
JShipton on May 16, 2024
I'm currently scoping out an integration between HubSpot and LinkedIn Sales Navigator. Is it possible, as part of the integration, to create an alert/task that fires in HubSpot when a new employee joins a LinkedIn company page? And is there a wa read more
0 upvote
1 Reply
Accepted solution
Community Manager
May 17, 2024 07:48
Hi @JShipton , thank you for reaching out to the community. That's a great question and use case. I have been looking into possible ...read more
kara_susvilla on May 14, 2024
Are you looking to optimize your sales process by streamlining your quote-to-cash process? Join us live on Wednesday, May 29 @ 12:00 PM ET, to learn how to create error-free quotes, contracts, and proposals with the PandaDoc app for HubSp read more
3 upvotes
0 Reply
RuySpinola on May 14, 2024
Spoiler (Highlight to read) I want to limit discount to line itens... We have been had some difficults to control the discount the team gives to customers. Does we have a way to limit it?
0 upvote
1 Reply
Guide | Elite Partner
May 15, 2024 04:49
Hi @RuySpinola Looks like you cannot natively enforce this You can explore a workaround with Discount Codes but this is more on customer fac...read more
07000 on May 14, 2024
Hello - we have Facebook Messenger set up through a HubSpot chatflow. When someone messages us through Facebook, the conversation gets routed to our HubSpot Inbox under "Messenger" but a lot of the time the contact shows up as "Unknown Visitor" so w read more
Top Contributor | Diamond Partner
May 15, 2024 09:55
Hi @07000 This should be enabled since the data sharing (see picture below) allows for that. If you've connected a Facebook Messeng...read more
TWerboweski on May 14, 2024
We are currently using Jotform's smart PDF feature and want to move to strictly Hubspot instead. 1. Jotform allows us to drag and drop fields over the PDF so the output appears as a prefilled PDF. Is this possible with any integrations? 2. Second read more
0 upvote
1 Reply
Guide | Elite Partner
May 15, 2024 04:55
@TWerboweski I know PandaDoc Integrations lets you do it pretty much similar.
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