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Suzanne-Palma on November 30, 2022
I am the super admin for both HS and Microsoft Dynamics 365, and I set up the integration between the two. After a lot of work arounds, I got Deals and Companies to flow from HS to MSD for all HS users. I was able to get Accounts to flow from MSD read more
0 upvote
1 Reply
Community Manager
December 01, 2022 05:24
Hi @Suzanne-Palma , Thanks for reaching out! I wanted to provide you with this help article regarding the Sales Dynamics Data Sync. ...read more
Solved
JackieLalley on November 30, 2022
Hi there! Can HubSpot Marketing Hub Enterprise > Salesforce Integration > Custom Object integrate Salesforce Case Team Members? Our client is using the Salesforce Case object in a strange way; they are using it to indicate a grant read more
0 upvote
3 Replies
Accepted Solution
Top Contributor | Diamond Partner
December 01, 2022 07:34
Hey @JackieLalley you'll want to look at Schema Builder in Salesforce to see how the Case object connects to the other objects in the Org. You shou...read more
SAspinall8 on November 29, 2022
Just joined. Only 1 contact (new one yesterday) has synced.
3 upvotes
1 Reply
Community Manager
November 30, 2022 04:07
Hi @SAspinall8 , Thank you for reaching out to the Community! Just to confirm, are you using the Outlook Contacts integration to sync the c...read more
JTeran on November 25, 2022
I have an issue with the embedded calendar on my site to schedule meetings. This error is happening just with some users, not all of them. The error says "Content displaying inside Iframe is not supported" I understand that could be something to do read more
0 upvote
1 Reply
Recognized Expert | Partner
November 26, 2022 05:56
Hi @JTeran Can you narrow it down by the type of browser/device that is displaying the error?
DavidDSS on November 25, 2022
Do I have to meet some specific requirements while updating the eftps password in QuickBooks? If yes, then what. Well, if you’re going to change EFTPS password in QuickBooks , then you need to make sure that you’ve performed the below-lis read more
0 upvote
1 Reply
Community Manager
November 28, 2022 00:24
Hi @DavidDSS Thank you for sharing! Best Tiphaine
LPhillips on November 21, 2022
Hi HS Community, My company has been using HubSpot for close to two years. It works great for our Sales Development team, but it is not a great fit for our Sales team as it sits. Our industry's sales process is pretty unique and in order for H read more
0 upvote
2 Replies
Contributor | Platinum Partner
November 25, 2022 05:31
Hello @LPhillips , Because of the nature of your question, I will answer it at a high level. Without a doubt, HubSpot can adapt to your pa...read more
Solved
PJMcDermott on November 21, 2022
Law firm admin here, Looking for a solution to enable us to: 1. request sensitive documents from client prospects 2. allow them to upload 3. alert us when docs have been uploaded 4. store them securely 5. find them (or a link to them) with read more
0 upvote
7 Replies
Accepted Solution
Contributor | Elite Partner
November 21, 2022 13:03
Hello @PJMcDermott ! Thanks for posting this. This is a cool problem to work through. I am not familiar with the security standards for...read more
CCoggins9 on November 17, 2022
Hi, I'm trying to sync opportunities from Connectwise Manage, it gets so far and gives the following message I've tried to find the corresponding"Primary Sales Rep" in Manage, but don't seem to be able to find this, can anyone help? Many than read more
0 upvote
3 Replies
Community Manager
November 23, 2022 09:39
Hi @VHarper , got it, just to confirm – were you able to successfully set a Primary Sales Rep in Connectwise Manage? If yes, I'd r...read more
Solved
VuduWeb on November 16, 2022
Hi @LL We are unfortunately stuck with Hubspot quotes/invoicing. We absolutely need to add different VAT per product 🤔 Hubspot only offers a single VAT for the entire quote. I imagine that many companies have already had this problem ? Is th read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
November 16, 2022 01:38
Hi @VuduWeb , This is currently not possible natively, correct, but has been requested by other users before: https://community.hubspot.com/t...read more
benlucier on November 15, 2022
I'm trying to get an Estimate created in Hubspot to create an Estimate in Quickbooks. My company is in Canada and uses GST/HST as an overall tax for the estimate. Based on the error (see attached screenshot) I think the QB integration e read more
0 upvote
1 Reply
Community Manager
November 16, 2022 14:37
Hello @benlucier ! I would like to share this knowledge base article with more details here about the integration. To our top experts @Bryantwo...read more
IDivyaLiving on November 14, 2022
Hi All, last week I started using Hubspot and I was checking its integration with my own app actually I wanted to create an invoice with my private app is it possible I checked some sites but I got disappointed I am seeking help from you to convert read more
0 upvote
1 Reply
Recognized Expert | Elite Partner
November 14, 2022 05:50
Hi @IDivyaLiving . Looking around the community, I see a similar question get answered by the advice that converting quotes to invoices does take a ...read more
BPensom on November 10, 2022
Hi! We have just started using HubSpot and have downloaded the plugins etc on our Wordpress (woocommerce) site. When we are clicking onto our invoices for orders, it is displaying ' hubwoo_ecomm_line_item_id' . This is an invoice which our custome read more
1 upvote
8 Replies
Participant
November 15, 2022 07:10
It is an issue with the MakeWebBetter plugin!
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