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  • AGrabe on October 19, 2021
    0 upvotes
    7 Replies
    Hi all My question is : we have multiple business units in Hubspot and one Salesforce instance. Salesforce is already connected to one of the BUs but not to the second one. I have contacts flowing (with the selective sync HS->SF on). My q...
    Reply
    Member
    October 21, 2021 08:23
    That's great - could we schedule a call for first week of November, as I would be keen to hear about the solution and recommended approach Thanks...
  • ENash on October 19, 2021
    0 upvotes
    3 Replies
    Hello Community, We have recently merged one Hubspot CRM database with one Salesforce CRM database with the help of an external agency. The data import to Salesforce has gone relatively well, but I have hit a bit of a wall when it comes to t...
    Reply
    Most Valuable Member | Elite Partner
    October 20, 2021 06:31
    Hi @ENash The integration will dedupe against existing leads and contacts using email address as the unique identifier. So, if a HubSpot con...
  • JChallen on October 17, 2021
    0 upvotes
    1 Replies
    Hi Team I have gotten integration with cin7 to hubspot, but as you know only crm details. I currently email a quote out of cin7 with pdf attachment, is there a way to have this email into hubspot and attach to the customers account in some way. ...
    Reply
    Community Manager
    October 18, 2021 18:38
    Hi @JChallen , thank you for your post! @karstenkoehler - I'm wondering if you could weigh in here. Is there any thoughts you can share?
  • Solved
    aljones on October 15, 2021
    0 upvotes
    3 Replies
    Does anyone know of a way to populate custom properties in Deals Object from a google sheet? I know that there is a way to populate a google sheet from HubSpot but I need the other way. Thanks!
    Reply
    October 19, 2021 03:48
    Heya @aljones , Michaela from Integromat here 👋 Since there's currently no native way of achieving this, third-party services sure are a way ...
  • GPLE on October 14, 2021
    0 upvotes
    1 Replies
    Hi, I would like my Sales reps to have the ability to raise a service related issue to our support team via HubSpot. Our support dept uses Zendesk. The issue would be sent 'somehow' to Zendesk where a ticket would be automatically created and su...
    Reply
    October 15, 2021 06:25
    Hi there @GPLE , Michaela from Integromat here 👋 Just thought I would jump in with a recommendation here. You could totally achieve this wit...
  • QAdmin on October 12, 2021
    0 upvotes
    5 Replies
    Surveys which is not active also shows in the list of surveys in Hubspot. We have integrated our surveymonkey with Hubspot which works as expected. The only requirement we wanted for our integration is : Show the active Surveys only: But we can ...
    Reply
    Community Manager
    October 18, 2021 18:05
    Ah I see, I understand what you mean! Thanks for the screenshots, those are very helpful. I will pass this question to the internal team to confirm...
  • JProcházka on October 12, 2021
    0 upvotes
    2 Replies
    Hello everyone, I have an Aircall account which I would like to log calls into my HubSpot to the company I call. This works for every team member except me, and we cannot figure out the way to do it. I do have the Aircall addon installed and I hav...
    Reply
    Top Contributor | Diamond Partner
    October 13, 2021 00:51
    Hi @JProcházka , Soemtimes this kidnof issues happens and het resolved by themselves. I will advise you remove teh add on, clear the cache on your ...
  • MattAtCertis on October 08, 2021
    0 upvotes
    1 Replies
    I have a multi-picklist defined in Salesforce (custom field) mapped to a custom property (checkboxes) in Hubspot. When I set this up all the values flowed in and everything was aligned. Now I have added 2 values into the picklist in Salesforce, b...
    Reply
    Community Manager
    October 11, 2021 02:30
    Hi @MattAtCertis Thank you for reaching out! Would you mind trying to clear your cache following those steps , as well as trying with...
  • Solved
    RCassada on October 08, 2021
    1 upvotes
    4 Replies
    Here are the parameters for my question: 1. I have the free Hubspot membership 2. I am exporting a list of contacts to Mailchimp 3. This list will receive a weekly email requesting to quote freight 4. I have activated Mailchimp integration in...
    Reply
    October 11, 2021 15:58
    No problem! If you still aren't seeing what you need, feel free to reach out and I'll help you the best I can!
  • uppedlive on October 07, 2021
    0 upvotes
    1 Replies
    Hi all! New to the board, first time posting. I have a free hubspot account, and myself and my salesperson operate within it. I have a website in wordpress, and the contact form is done through mailchimp. I have tried to have hubspot tell me whe...
    Reply
    Most Valuable Member
    October 07, 2021 21:56
    Hi @uppedlive , Could you rephrase what you're trying to achieve and what's not working? Have you integrated HubSpot, Mailchimp and WordPress ...
  • Solved
    DanielSerop on October 05, 2021
    0 upvotes
    2 Replies
    Dear Community I am looking to automate my lead acquisition (from website) to hubspot process. My goal is to automate as much of the process from a potential customer lands on website, and fills out an embedded Hubspot form to when a sales rep take...
    Reply
    Participant
    October 05, 2021 09:09
    Thanks for the reply Karsten, helps me a lot! Daniel
  • Solved
    Honorable on October 04, 2021
    0 upvotes
    1 Replies
    Hi- As the title says, want to try out Hubspot Payments. Asks to verify business info through Stripe, but assumes I don't use Stripe and asks for business details that are a bit cumbersome to retrieve again. We already are set up on Stripe and us...
    Reply
    Community Manager
    October 05, 2021 15:54
    Hello, @Honorable wanted to share this knowledge base here with more details about the integration . I would recommend connecting with ...
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