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
Hello, I'm using Openphone integration and the calls aren't tracking. Normally a call would come in. Then I will link it to the correct contact. Hubspot will usually record the previous calls on that number and link them. Now its not tra read more
Hi All, I have two issues with our HubSpot at the moment: I’m trying to figure out how to retrieve the specific Numerical ID of a user from HubSpot that can be used in Trello. Does anyone know how to do this? We’ve changed the owners for thre read more
Hey Everyone, I'm having a problem connecting my Squarespace form to my hubspot form. This is my first time doing a Hubspot intergration. Please can you help? Thanks Marion https://www.loom.com/share/8865f7e5f30b4fcaa01351d264543c85?si read more
Hi, Another option would be to install the HubSpot tracking code on your site. It would track all submissionss within HubSpot. FYI for data mapping, ...read more
Hi Guys, I hope this is in the right place, please free to move if needs be. Ok so I am having issues with my woocommerce integration of hubspot. Mainly International orders. All local orders sync the contact and order details succesfully howe read more
Hi Guys, A brief one: I am looking for the best recommendations for tools used for outbound prospecting. In the past I have used Lusha to search for companies and contacts and also Dripify to create a sequence of events also in LinkedIn. Are read more
Hi @COGorman0 and welcome, we are delighted to have you here! Thank you for asking the Community! Have you tried the Sales Workspace ? The sal...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
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 All We currenly sync to Hubspot from Xero (Zapier), when a new quote is created on Xero it creates a new deal on Hubspot. The problem we are finding is, sometimes the quote is declined on Xero and not moved to the deal stage ''closed lost" o read more
@DLiprini It doesn't appear that there is a native trigger within Zapier for 'Updated Quote' to build out a zap that then updates the linked deal r...read more
As an administrator, I added Google Meet, but other users can't use it because it's not installed for them. In my view, the integration with Google Meet should work the same way as Google Calendar, but it doesn't. 1. When creating an event, user read more
Hi @monolithed
if you want the users to be able to install apps (like Meet or any other integration they 'll need)
you need to give them these...read more
Hello All, I do mobile wheel repairs in several different areas but due to the distance between the locations I can't service two different areas in the same day. is there a way when I send a meeting request depending on the customer area it wi read more
Hey all, We're excited to announce that we're launching Trebot, a new product by Treble.ai. Trebot is a spanish-speaking virtual assistant designed to help sales agents to sync WhatsApp contacts and chats. It does not require Meta Business M read more