Hello! I have five businesses, each with its own Xero account. I now want to set up my HubSpot account with 5 business units. The issue is that I want to set up Xero integration for each of the 5 business units so that I can tell which Xero acc read more

Hi everyone! I'm new with Hubspot, and I'm trying to create an automation on Zapier for a client, a law firm. The client would like to send an automated email to his accountant, that will remind him to prepare a quote for clients of the law firm a read more

My sales/service model is collecting a downpayment to start service then billing the balance once the service is complete. Is there an efficient or accurate way to set up automating these invoices with the current QBO/HubSpot integration? Exampl read more

How to conditionally limit the Company records that are to be synced with salesforce? Something like 'Inclusion List' for Companies.

I want to sync values for a Hubspot Contact only when a new record is being created and the sync is happening for the first time. How do I I stop the sync after it has already happened once even though I have updated the record in Salesforce or Hubs read more

We are looking to set tasks for employees using Hubspot, and have them show up in Asana. We use Asana for projects and Hubspot for Sales/CRM, but there is obvious crossover. Every youtube video and message board has gotten us no where. Ple read more

We're running into instances where a prospect / lead will fill out a form and sucessfully create an Activity in Hubspot. We have the Salesforce integration set to automatically create a Task in Salesforce. We're finding that some of these form s read more

This HubSpot hosted session was an open forum specifically designed for HubSpot's customers in the Health Care industry. During the session, attendees had the opportunity to ask live questions and discuss their industry specific use-cases with a Hub read more

Hi, I want to use LinkedIn sales Navigator to update the "Industry" proprty on my Hubspot company record. Is there away to automate this process? I want to overide the Indsutry populated by Hubspot and use LinkedIn indsutry instead. Thanks in read more

Hi, I have to select "terms" to be 0 cause the integration with stripe doesn't let me do otherwise(see 1st screenshot) Then if i select a quote and put a vat, the vat isn't applied in the second payment(see 2nd screenshot). so the recc read more

Hello! All good? 🙂 I was wondering if you know of any way to populate properties in HubSpot from a Google spreadsheet. I see that the opposite happens, but if we want to make information flow from a spreadsheet into Hubspot, I don't see how read more

This HubSpot hosted session was an open forum specifically designed for HubSpot's customers in the Health Care industry. During the session, attendees had the opportunity to ask live questions and discuss their industry specific use-cases with a Hub read more