Third-Party Apps

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Jaycee_Lewis on January 02, 2025
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
2 upvotes
0 Reply
Jaycee_Lewis on December 10, 2024
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
5 upvotes
0 Reply
GJV on December 02, 2024
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
0 upvote
1 Reply
Community Manager
December 02, 2024 15:24
Hey @GJV , thank you for posting in our Community! If OrgChartHub feels limited, consider using HubSpot's custom properties and associati...read more
Solved
PMelkonian on December 02, 2024
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
1 upvote
5 Replies
Accepted solution
Thought Leader | Platinum Partner
December 02, 2024 15:28
Hi @PMelkonian so its true that "Users must be either a super admin or have App Marketplace Access permissions to connect apps to th...read more
Solved
CDeMares on November 17, 2024
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
0 upvote
1 Reply
Accepted solution
Top Contributor
November 18, 2024 03:26
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
LZiemba2 on November 13, 2024
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
0 upvote
1 Reply
Community Manager
November 14, 2024 12:01
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
Solved
REnsor on October 28, 2024
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
Accepted solution
Key Advisor | Partner
October 28, 2024 06:20
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
Solved
RalphM87 on October 10, 2024
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
1 upvote
6 Replies
Accepted solution
Top Contributor
October 15, 2024 03:27
Hi @RalphM87 and thanks for the tag @kennedyp I think you're right on the money @kennedyp with using create date if they were pushed at se...read more
dgomez-dev on October 09, 2024
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
2 upvotes
2 Replies
Participant
October 10, 2024 11:05
Thank you @kennedyp . It is a small step for a solopreneur, but a big leap for the community!
Solved
samcjacobsen on October 03, 2024
Has anyone found a solution (besides Zapier) for connecting Google Local Services Ads to Hubspot?
0 upvote
1 Reply
Accepted solution
Contributor | Gold Partner
October 03, 2024 10:32
Hi samcjacobsen, If you want a cheaper option, you can try latenode or Pabbly Connect.
Solved
JulBell on September 25, 2024
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
0 upvote
6 Replies
Accepted solution
Hall of Famer
September 27, 2024 11:15
@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
Solved
KatieD on September 19, 2024
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
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
September 20, 2024 00:22
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
DKroenke on September 05, 2024
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
0 upvote
2 Replies
Member
September 05, 2024 11:31
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
Solved
PEdelson on August 27, 2024
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
0 upvote
1 Reply
Accepted solution
Participant
August 28, 2024 04:32
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
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