I've recently added the Bullhorn integration to my Marketing Hub account. The deal and contact records are syncing successfully, but for Notes, the icon just spins and says "Scanning all associated records..." and all columns are stuck at "0". No read more
Hi Pam, I did clear my cache. Also, BH permissions should be working fine as the notes were syncing yesterday just fine. What else can I do? Can som...read more
Hello, If I am a HubSpot superadmin, am I able to set up Calendly integration for users on my team? Or do I have to work with each one individually to set up the integration on their account? For those familiar with Calendly, the same questi read more
Hi All, I'm trying to get the Hubspot/Quickbooks integration set up for our sales team. In testing, I've noticed that invoices in Hubspot are not marked as taxable in Quickbooks. If invoices generated in Hubspot are being imported without read more
Hey @PamCotton , Could you elaborate on where I would see whether my products have the taxable option selected? I didn't see anything similar u...read more
Hello, I was hoping to use the native 'quotes' in sales hub to sent out for e-sign but quickly learned there is no way to automativally sent these out to a contact following a form submission (if there is, please let me know!!) So i have started l read more
Hey @REnsor I guess It is simple you can create a workflow if the form is submitted send an email with the quote link attached whey they can ...read more
Hello everyone, I'm testing LikedIn CRM sync app. It looks very promising, however I'm unable to edit the sync settings individually on object level. For example, I'd like to sync only for contacts and accounts, but not deals. Or I'd like to edit read more
Reply from HS support: This is for the LinkedIn CRM Sync integration, correct? If so, the sync configuration settings are actually not edit...read more
Hello there, I'm migrating from pipedrive to Hubspot and even though via import it brings some emails, it doesn't do it with all of them. Also, now in hubspot I have contacts that are no longer deals but I want to keep the email history. What read more
Hi @Iscrisvesu ,
For the first part of your question about emails not importing properly, here’s what I’d recommend based on my own experienc...read more
Trying to set up the PhoneBurner Data Sync app and I'm getting this error: Couldn't connect to PhoneBurner User error on remote account for appId="284307" reason="FAILED" message="" Anybody know the solution to this? I'm on the free versio read more
@Jumble7 ,
Sounds like an account specific issue to me I would connect with Support first, or maybe you just dont have admin rights in both p...read more
Is there a way to be notified when a deal invoice is paid with ACH? The reason we need this is that, ACH transfers take very long time to be reflected as a payment activity on Hubspot. For example, the client paid the invoice on October 3rd and read more
Hi @kaanaro ,
Here's how you could see a list of processing invoices paid by ACH. In that same table you can add the associated deal by editin...read more
Hi there, I have succesfully integrated slack and hubspot. Everything is working. Usecase: I want to answer icoming livechats which as tickets in HS helptdesk on slack. If I do so my answer is a comment in the ticket and NOT the answer to t read more
Thanks for your response. I do have this settings. (had it before) But what I found is that i connected the chat to the helpdesk and not th...read more
I have created some lists in Apollo and pushed contacts from this list to Hubspot. There are also several other contacts that have also been pushed which are not part of this list but part of other lists. Does anyone know if I can re-create these l read more
Hi All, I am migrating to Xero from Wave and trying to install the HubSpot <> Xero Data Sync but keep receiving the error message (screenshot) "Xero requires all HubSpot users to have 2FA turned on". I have confirmed all users have 2FA read more
Thank you for your reply, @TomM2 Unfortunately, this error was presented across browsers and continues to occur. I tried Chrome, Chrome with a...read more
Hello community! I’m thrilled to announce that Meddicc Score has just received a major upgrade, now with AI-powered insights! For those who are new, Meddicc Score is a powerful tool that enhances your sales process by allowing you to apply p read more