Disclaimer: Please note that this these best practices are a work in progress and subject to change.
Hi, following the recent launch of an App board in our Community, we wanted to share a couple of content best practices for Third-Party ap read more
Welcome to the Third-Party Apps Board!
What is this space for?
This is your dedicated place to share, learn, and troubleshoot all things related to Third-Party Apps. Whether you’re using an app listed in our HubSpot App Marketplace or read more
I need the ability to create robust org charts in HubSpot and find OrgChartHub limiting in several ways. Full transparency...I've used SF my entire sales career so still learning the ecosystem but I very knowledgeable about sales enablement tools s read more
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
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
Hi, Has anyone integrated Maxio with Hubspot? The Maxio documentation (and the sales person) says: 1. Users can create deals directly from the HubSpot interface, associating products and components from the Maxio product catalog as line i read more
Hey @LZiemba2 , thank you for posting in our Community!
From your message, it sounds like there’s some conflicting information about how the...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
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
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
Hello, I have Pennylane to connect to HubSpot It shows me in the object the invoice amounts and especially the payment status. I'd like to use this information in reports or workflows. How can I do this? The information is not shown in properties read more
@JulBell when you open a workflow in your HubSpot account, do you see Pennylane as an option under Integrated apps?
It would appear below all...read more
It seems the only decent option for Hubspot to Hubspot account replication/migration is a $600 integration tool from Datawarehouse? That's a bit pricy. I also saw a portal replicator from Leadsruptive. The price is better, $250, but the reviews read more
Hi @KatieD ,
The HubSpot to HubSpot portal migrator by Datawarehouse.io is not the only option, but it's the most most comfortable and, as far...read more
Hi There, I have an issue where we need to add post-order information as it is generated and gathered for a Deal that has become an Order. For example; items like Serial Numbers and Shipping/Tracking information are populated into Quotewerks orde read more
Yes, I have contacted Quotewerks support and they could not solve the issue for me. I experience different prompts between Open Quotes and Close...read more
I've read multiple threads and from what it seems -- it is not possible to sync all the company data I have created in Hubspot over to Shopify. I had immediate success when syncing my products FROM Shopify --> Hubspot. Next I tried to sync FROM read more
Hi @PEdelson , It sounds like you're trying to sync company data from HubSpot to Shopify. Here's a simple breakdown to help. The sync might not ...read more