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PJMcD on February 08, 2023
My client wants to switch from Freshsales to HubSpot. Would it work to sync with Freshsales Suite Integration and then turn the sync off? Or do I need to manually export from Freshsales and import into HubSpot?? Or is there a better sol read more
0 upvote
0 Reply
ADevaney on February 08, 2023
I have created a 'Follow-Up' Sequence to get in touch with contacts in our Sales Deals that have had no activity for 7 days. I am attempting to implement this sequence into a workflow however cannot locate the 'Enrol in Sequence' action. I beli read more
0 upvote
1 Reply
Hall of Famer | Partner
February 08, 2023 03:32
Hi @ADevaney , This features is an Enterprise feature, meaning that you don't have access in it in a Professional subscription unfortunately: ...read more
bmsfox on February 06, 2023
My client is evaluating tools to create a document using data from the Contact and associated Deal object. They are currently a DocuSign customer but I am concerned about the limitations I see on this DocuSign <> Hubspot page , in particu read more
0 upvote
4 Replies
Contributor
February 08, 2023 12:56
@Gilempert I just took a look and at first glance it doesn't appear this will work for my use case. I am primarily trying to create a PDF summarizi...read more
Solved
KHaworth on February 02, 2023
Hi, we currently have the integration with Quickbooks set up in Hubspot but we can't seem to identify a property in Hubspot that we can match to Quickbooks that would recognize a transaction type - Credit Memo. We are looking for a way to differenti read more
Accepted Solution
Contributor
February 04, 2023 19:12
Hello, Yes, it is possible to differentiate between a payment and a credit memo in Quickbooks and have it sync correctly with Hubspot. I would re...read more
Solved
EileenRomito on February 02, 2023
Hi, we currently have Hubspot integrated with Zoom, so that on the activity timeline for each contact, we can see if they ever registered for a webinar, and the name of that webinar. I am looking for a way to generate a list of all contacts who re read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 02, 2023 09:34
Hi @EileenRomito , The workaround here would be creating a list of contacts who interacted with a Zoom webinar and then filtering the report b...read more
Solved
mciche2 on January 30, 2023
Hi, I tried pushing my apollo contacts into hubspot. Of the 887 apollo contacts i selected, only 774 are showing in hubspot. It's been about an hour, it doesn't seem like more will come up. Any idea why this happened/how to prevent it? I had read more
1 upvote
3 Replies
Accepted Solution
Key Advisor | Platinum Partner
January 30, 2023 18:50
Hey @mciche2 , thanks for reaching out! I haven't personally used Apollo or this integration before, but I have some quick thoughts: En...read more
BradHarris on January 26, 2023
Using the HubSpot/PandaDoc integration, is there a way to pull a deal's associated contact information automatically? We don't want to add them as recipients of the documents we create, but we do want to pull the associated contacts' info into the d read more
0 upvote
1 Reply
Community Manager
January 26, 2023 13:38
Hello @BradHarris , thank you for posting in our Community! I would like to add our top experts to this conversation to share their thoughts @Kr...read more
sennacolosino on January 25, 2023
Hi everyone, our team is looking for an effective integration tool to help sync our Contact and Company records from HubSpot to Microsoft Dynamics. We've tried the native integration app within HubSpot, however, it's extremely basic. We cannot sync read more
0 upvote
2 Replies
Participant
January 27, 2023 04:09
Hello, thank you for your reply! Heard of Zapier many times, we'll try it out, thanks again! 🙂
Solved
JGood on January 25, 2023
Hi everyone, I'm looking to move some data in Stripe into Hubspot so I can track paid attribution for our ad spend and to track revenue associated with a sales team. I'm curious to know what tools folks have used to do this. I see a number of f read more
1 upvote
3 Replies
Accepted Solution
Contributor | Elite Partner
February 01, 2023 07:52
Hey, @JGood there are a couple of different options out there and @jolle is spot on with Zapier which allows you to build a fairly simple connect...read more
TheoneColeman on January 25, 2023
Hi, I'd like to know how to link Bark to Hubspot. Followed all videos but confusing and showing old list names
0 upvote
1 Reply
Community Manager
January 25, 2023 10:54
Hi @TheoneColeman , Thank you for reaching out to the Community! When looking into the "resources" within the integration listing , I w...read more
PKirova on January 24, 2023
We are using Salesforce - Hubspot integration. I have 2 questions: 1) Is there a way to automatically delete in Hubspot the tasks deleted in Salesforce? 2) If tasks are deleted in Salesforce but exist in Hubspot, will they be created again read more
0 upvote
1 Reply
Thought Leader | Elite Partner
January 24, 2023 05:38
@PKirova here's an idea submitted to HubSpot that asks for tasks to be deleted , so that tells me that no, tasks between HS/SFDC are not deleted. ...read more
nate_skyline on January 23, 2023
Hey there Hubspot Community, I've been trying to the Hubspot and Netsuite connector and been having trouble with it for months. It doesn't seem to be able to detect when a company is attached to a record. I am trying to sync my Hubspot Deals read more
0 upvote
1 Reply
Community Manager
January 23, 2023 15:33
Hello @nate_skyline , happy Monday! I would like to invite our top experts to this conversation to share their ideas, @johnelmer @LaurenKennedy...read more
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