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PKirova on June 06, 2023
Hi, our team is using the Meeting notes in Hubspot to summarize the meeting highlights. However, this info is not passed to Salesforce. Any ideas if it's possible and what should be done? 1) Meeting notes in Hubspot (team notes) 2) The Meetin read more
1 upvote
1 Reply
Recognized Expert | Platinum Partner
June 06, 2023 12:52
Hey @PKirova , thanks for reaching out! This is a great question. As far as I understand (and looking at the HubSpot Knowledge Base article )...read more
mrobertson11 on June 05, 2023
Hi, I've got a client who is looking into a meeting link solution. They have do in-person meetings in their building that share 3 conference rooms, they want to check the availability of sales reps against the availability of the conference r read more
0 upvote
1 Reply
Top Contributor | Partner
June 06, 2023 07:24
Hey @mrobertson11 in general I usually see people just set up a meeting room in their calendar for booking ( such as in google cal ) this easily le...read more
GHunt5 on June 05, 2023
Curious if anyone has integrated with Workramp. They do not have a native integration with HS but said it is possible through api and web hooks ( https://developers.workramp.com/reference/add-users-to-segment ). Hope to hear some good news here read more
1 upvote
3 Replies
Participant | Diamond Partner
June 05, 2023 17:24
We do a lot of custom integrations. We haven't done an integration with Workramp specifically, but I'm happy to hop on a call with you to gather requ...read more
GregG on June 02, 2023
We set up the Salesforce integration to sync fields to our Hubspot contracts. Our fields are receiving the value from Salesforce in JSON format instead of just the value. { "value":"EAIaIQobChMIsPK20e2i_wIVhrfICh0UUQGYEAAYASAAEgLNsfD_BwE", "ex read more
0 upvote
2 Replies
Member
June 05, 2023 09:39
Hey Pam, No need for further help here. I solved my issue. Is there a way to delete my post?
lmatheis on June 02, 2023
Has anyone integrated HubSpot with Global Shop?
0 upvote
7 Replies
DMA
Contributor | Platinum Partner
June 04, 2023 03:24
Hi, thanks Pam for introduction. I've looked at Global Shop ERP website and I think we can integrate HubSpot and Global Shop if installed on-p...read more
PPuri8 on June 02, 2023
Hello! We've just switched to Hubspot from Zendesk. On Zendesk, we could tick a field which said "send to productboard" and when we submitted the ticket, the description (i.e. word for word what the customer said), would go to Productboard. read more
0 upvote
3 Replies
Participant
June 06, 2023 10:00
Thanks for your response. Do you know if this will be free? Is there any other way to send the text of a support ticket from Hubspot to Product...read more
DSchwalb on May 31, 2023
Hi, We are testing the new WhatsApp Integration and are wondering whether it will be possible to use other objects (like deals and custom objects) when personalizing the templates. Our use case is that we want to trigger a whatsapp message in read more
0 upvote
1 Reply
Community Manager
June 01, 2023 08:31
Hi @DSchwalb , Thanks for reaching out to the Community! Only contact and company personalization tokens are supported in WhatsApp templ...read more
Solved
SWentFishing on May 30, 2023
Hi, Is there a way to enable a person using the meeting link to add extra people they would like to come to a meeting? Thanks!
0 upvote
3 Replies
Accepted Solution
Thought Leader
May 30, 2023 20:54
Hi @SWentFishing , there isn't a feature in the meetings tool to allow someone to add additional attendees. The only way to do it would be to...read more
Laura16 on May 30, 2023
Hello! I am considering adding a new business unit to our HubSpot instance. I need to be able to provide quotes and invoices that would have 8 columns. Is it 100% true that HubSpot CANNOT handle this? Is there a customized template option? Is there read more
0 upvote
4 Replies
Member
May 30, 2023 16:54
Also - do all the products and services reside in HubSpot? With another solution I am exploring, all products and services are put into Quickbooks an...read more
Solved
KMohamed15 on May 29, 2023
Hi, Is the integration between Hubspot and CRM Dynamics considered a bulk import ? I'm asking because I have a business rule associated with a field. There's a limitation in D365 where business rules can't excute during bulk edits and imports: ht read more
0 upvote
1 Reply
Accepted Solution
Top Contributor | Diamond Partner
May 30, 2023 08:37
Hi @KMohamed15 the first time you turn the connector on it will sync the data specified in the limit section of the integration settings - not sure...read more
isacab on May 29, 2023
Hi y'all, just wanted to share a useful tip regarding property mapping when importing company data from Zoominfo. I was racking my brain trying to figure out the best way to streamline the Industry property in our CRM to make filtering companies read more
1 upvote
1 Reply
Thought Leader
May 29, 2023 15:50
Thanks for sharing this @isacab , this is really helpful! I'm sorry your post wasn't fully published, I hate when that happens - it's pretty ...read more
LDix on May 26, 2023
We use the RingCentral Integration in our hubspot environment (via a chrome extension). We've been having a few issues lately: 1. The RingCentral Widget that appears on the screen does not show as available and nothing happens when you click i read more
0 upvote
1 Reply
Community Manager
May 29, 2023 11:35
Hi @LDix , I hope you are doing well! As this integration is built and supported by RingCentral, we do not have any tools to check why the SMS...read more
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