Is it possible to make integrations account-wide when onboarding new reps? Specifically, we use RingCentral + Teams integrations pretty heavily. When I add new staff members, is it possible that they automatically have these intigrations insta read more
Hey @PMelkonian Kindly note Users must be either super admin or have App Marketplace Access permissions to connect apps to their HubSpot acco...read more
Context: Shopify is deprecating some API calls, prompting HubSpot to update its Shopify integration plugin. Problem: The new integration no longer includes a mapping option for the Location field, which was available in the original inte read more
I am trying to build some automation using make.com to pre-populate custom properties within the contact record. The custom properties I have created are not appearing as available for mapping from the make.com scenario builder. So, are custom p read more
Hi @AdamRooney
Have you checked with make.com of there are any restrictions? From my experience it is not uncommon that depending on your su...read more
I was instructed that if I made any changes to a leadsource in salesforce I would need to re-sync the mapped property in hubspot. For example we had a leadsource in salesforce called "web" and we renamed that to "company website" . This was chan read more
Hey @ARooney , thank you for posting in our Community!
If the API name of the Salesforce picklist option remained unchanged, HubSpot should ...read more
Hi all, Since the introduction of Sales Tax has been brought into Hubspot, we've been seeing an issue where, the Quickbook bi-directional sync is broken. We have tax rates declared against SKUs in Quickbooks, where our stick is tracked etc. read more
Hey @ASandham thank you for posting in our Community.
It sounds like the tax handling differences between HubSpot and QuickBooks are causin...read more
Hi!! I am wondering if there is a way to send marketing and non-marketing Contacts through the Salesforce integration? I am doing the more nuanced sync to not send every single thing but is there somewhere in HubSpot that I can say if the Salesforce read more
Hi @DKnell ,
Sure, you can do this via workflow: https://knowledge.hubspot.com/records/set-contacts-as-marketing#automatically-set-contacts-a...read more
Hi guys, I'm trying to sync a DEAL with Salesforce, but its giving me an error about missing the populated field: The problem is that a populated the field exactly how other deal were made previously and sync without error. In my c read more
Hey @LuizGus_ , thank you for posting in our Community!
Could you please double-check that the field value matches the exact format Salesfor...read more
We previously had a paid HubSpot subscription with an integration to Salesforce, but after canceling our subscription, we’re now using a free HubSpot account. We understand that with a free account, syncing with Salesforce should no longer be possib read more
Hey @TRichartz5 ! So glad you found that. Those scopes would all pertain to the HubSpot connection, so your Salesforce data should not be affected! ...read more
Hello, We are new Sales Pro users and we have a need to extract data from a PDF project form into a Deal. Current state reps are manully entering the data from select fields in the form into old tracking systems, our goal is to automate this proce read more
Hello Community! Checking in to see if you have any ideas....pulled out of Kennedy's reply excerpt below I want to invite some subject matter...read more
I have installed the Connectwise integration, but it does not seem to see Connectwise contact phone numbers. The field is not available as a custom mapping. What permissions do I need to adjust in the security role to reveal phone numbers to the int read more
Hi @DClark94 ,
Thank you for letting me know which integration you’re using. For support regarding the HubSpot-created ConnectWise PSA integ...read more
Our client base generally looks like: - parent company > sub client Each sub client can have multiple service opportunities (deals) within their lifespan of working with us. And each of those deals can include a 3-4 or more scopes within the d read more
Hi there @EDalessandro
This is interesting! I think the way that Pam outlined a solution is a great starting place.
Depending on how robust...read more
Hi everyone! I’ve been trying to connect Spiky to my HubSpot account for sales call transcripts and AI insights, but I keep running into a permissions error. I’ve verified that I have all the required marketplace permissions enabled, but we have read more
Hey @CDeMares that isn't a common behaviour, on most solutions you only need admin access to connect them. Anyway since I don't have that much info...read more